1. Andy Fennell
Chief Marketing Officer, Diageo

2. Outstanding brand portfolio
No.1
Vodka & No.1
No.1 Premium Scotch Whisky
spirit No.1 Premium
by volume brand No.1
No.1 Imported Gin
Tequila In US
No.1 No.1
No.1
Canadian
Liqueur Stout
whisky
source: Impact data 2011
2

3. The golden era is ahead of us
WORLD FUNDAMENTALS RESPONSIBILITY
IS CHANGING REMAIN IS KEY
3

4. A clear strategy
EMERGING MARKETS
MARKETING INNOVATION PRICE POINTS
A&P
PRODUCT INNOVATION CONSUMER GROUPS
4

5. EMERGING MARKETS
MARKETING INNOVATION PRICE POINTS
PRODUCT INNOVATION CONSUMER GROUPS
5

6. Strong economic fundamentals -
double digit GDP growth rates
+16% China
+11% Vietnam
+10% Brazil
+12% Ethiopia
+11% India
Source: IMF, GDP CAGR growth, 2008-2012
6

7. Increased investment - building
presence and scale
7

8. EMERGING MARKETS
MARKETING INNOVATION PRICE POINTS
PRODUCT INNOVATION CONSUMER GROUPS
8

9. Growth through breadth of participation
LOCAL
VODKA SCOTCH WHISKEY GIN TEQUILA RUM CORDIALS CATEGORIES
ULTRA
PREMIUM
SUPER
PREMIUM
PREMIUM
POPULAR
/ VALUE
9

10. Luxury Scotch innovation across price
points
BESPOKE
PRESTIGE
$300 - $3000
ULTRA PREMIUM
$100 - $300
SUPER PREMIUM
$50 - $100
INNOVATION RENOVATION

11. Strong luxury growth globally
+ 30% + 10%
+ 30%
+ 39% + 32%
Source: Diageo net sales growth, year ended 30 June 2012

12. EMERGING MARKETS
MARKETING INNOVATION PRICE POINTS
PRODUCT INNOVATION CONSUMER GROUPS
12

13. Accessing new consumer groups
Marketing to
Women
50+
population
Multicultural
population
13

14. EMERGING MARKETS
MARKETING INNOVATION PRICE POINTS
PRODUCT INNOVATION CONSUMER GROUPS
14

15. 15

18. EMERGING MARKETS
MARKETING INNOVATION PRICE POINTS
PRODUCT INNOVATION CONSUMER GROUPS
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19. Marketing innovation - changing the
way we engage with consumers
MUSIC
DATA TECHNOLOGY
ENTERTAINMENT
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20. THE JOHNNIE WALKER HOUSE
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21. Johnnie Walker Voyager
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22. 22

24. 24

25. 25

26. Agility of a small company in the body
of a big company
SCALE
AGILITY
26

27. Driving clear results
Relative share price performance
350 DIAGEO
300
250
200
150
100 FTSE 100
50
0
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
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28. THANK YOU
AND QUESTIONS
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