EMMANUEL FABER: Transformation in Motion · INVESTOR SEMINAR 2015 EVIAN DANONE Healthcare Reform diabetes diabetic fatšüiar såturated heårt problem . insulin; health-care S INVESTOR

40%

22%

38%

2014ALMA

CIS/Noram

Europe

September 2014

New governance

December 2014

New Comex team

2014 2015

TOWARDS

July 2015

Manifesto roll-out

October 2015

Streams activation

TRANSFORMATION in Motion

No. 2 worldwide

Early life Nutrition

No. 1 worldwide

Fresh Dairy ProductsNo. 2 worldwide Waters

No. 1 in Europe

Medical Nutrition21%

20%

7%

52%

USA+Canada+CIS

EUROPE

40%NORAM

CIS

22%

ALMA

28%

AsiapacLatamMiddleEastAfrica

Figures based on FY 2014 results

Source: Epidemiology studies on yogurt covenring 170,000 people

Yogurt retail volume worldwide growth (tonnes)

Source: Euromonitor

45%

6%

38%

11%

Plain still Plain sparkling Aquadrinks HOD

> +5%

≈3%

> +20%

> +10%

Carbonates Juice Packaged Water Others

http://www.aptekaotc.pl/images/9682B.jpg

http://www.aptekaotc.pl/images/9682B.jpg

World average

Over 65s as percent of total population

Sou

rce:

US

Cen

sus

Bu

rea

u; K

alo

ram

aIn

form

ati

on

0 5 10 15 20 25 30

http://www.google.nl/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCOrQudHd98gCFQbPFAodB_0CRw&url=http://www.epatienthealthcare.com/tag/chronic-disease/&psig=AFQjCNGygeHjMsUGNvLCmEaovFSWlP88jA&ust=1446759542604135

http://www.google.nl/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCOrQudHd98gCFQbPFAodB_0CRw&url=http://www.epatienthealthcare.com/tag/chronic-disease/&psig=AFQjCNGygeHjMsUGNvLCmEaovFSWlP88jA&ust=1446759542604135

http://www.google.nl/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCJHT77Tb98gCFUbpFAodaSQMcQ&url=http://www.theguardian.com/public-leaders-network/blog/2012/jul/09/ageing-population-inactive-working-social-divides&psig=AFQjCNEimlnINACVOByXLqzes1-QiQtvxA&ust=1446758997359787

http://www.google.nl/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCJHT77Tb98gCFUbpFAodaSQMcQ&url=http://www.theguardian.com/public-leaders-network/blog/2012/jul/09/ageing-population-inactive-working-social-divides&psig=AFQjCNEimlnINACVOByXLqzes1-QiQtvxA&ust=1446758997359787

http://www.google.nl/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCKukoKXh98gCFYNbFAodIyQNAg&url=http://www.nutriciaflocare.com/&psig=AFQjCNFqIDjrt6-ras3rgoG4RplrU--H4Q&ust=1446760552400845

http://www.google.nl/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCKukoKXh98gCFYNbFAodIyQNAg&url=http://www.nutriciaflocare.com/&psig=AFQjCNFqIDjrt6-ras3rgoG4RplrU--H4Q&ust=1446760552400845

https://www.google.nl/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCLbw1s_a98gCFUhVGgod9eYBUg&url=https://victoriousretailing.wordpress.com/category/sick-around-the-world-health-care/&bvm=bv.106674449,d.bGQ&psig=AFQjCNEDSzLGgNj22fX8wI1_IFfaqFbLPA&ust=1446758742893307

https://www.google.nl/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCLbw1s_a98gCFUhVGgod9eYBUg&url=https://victoriousretailing.wordpress.com/category/sick-around-the-world-health-care/&bvm=bv.106674449,d.bGQ&psig=AFQjCNEDSzLGgNj22fX8wI1_IFfaqFbLPA&ust=1446758742893307

HCPs

2008 2014

€1 bn

•

•

•

••

•

••

•

••••

•••

••

••

More efficiency More focus on business

and activation Scale and transversality

New mindset & process to animate the performance

Short & long-term value creation reconciliation

Agility and anticipation

Fuel the growth with local talents

Develop adaptative Leaders with evolving capabilities

Documents

EMMANUEL FABER: Transformation in Motion · INVESTOR SEMINAR 2015 EVIAN DANONE Healthcare Reform diabetes diabetic fatšüiar såturated heårt problem . insulin; health-care S INVESTOR