Arla Foods Annual Report 2020 slide image

Arla Foods Annual Report 2020

Management Review Our Strategy Our Brands and Commercial Segments Our Responsibility Our Governance Our Performance Review Our Consolidated Financial Statements Our Consolidated Environmental, Social and Governance Data GOOD GROWTH 2020 STRATEGY IMPROVED THE QUALITY OF BUSINESS Structural shift in business (percentage of revenue) 55% 37% Private label 14% Global Industry Sales 4% Other 44% 30% Private label 13% Global Industry Sales 1% Other Calcium savings Target 2021: 400 EURM 56% 45% 40% Brand 5%AFI Strategic focus +11%p 49% Brand share 7% AFI 114 EURM 2014 2020 110 EURM Total CO₂e emissions 400 mkg EURM 22 130 EURM 22 354 EURM 2018 2019 2020 2018-2020 2021 status 2021 target 21 22 20 19 2015 2016 2017 2018 2019 2020 A STRONGER ARLA FOODS The Good Growth 2020 strategy has successfully improved the quality of our business. The main value driver has been a shift of volumes from private label and global industry sales to branded products in our retail business and value added products in Arla Foods Ingredients. This effect has been strengthened further through acquisitions in Bahrain and the UK, as well the extension of our strategic cooperation with Starbucks. This structural shift of 11 percentage points has markedly contributed to improving the overall value creation of the company. We have furthermore strengthened our international footprint, increasing the international share by 7 percentage points, and thereby our position in high growth areas. GLOBAL TRANSFORMATION JOURNEY The strategy delivered results above our expectations despite unprecedented external impacts on the way, including depreciation in currencies, especially GBP and SEK, export sanctions on European products in Russia, less owner milk intake than anticipated, and not least the unstable fat and protein prices. As a response to the unforeseen external impacts on our business, we launched our savings and efficiency programme, Calcium, in 2018. The programme contributed to delivering considerable savings, improving our cost structure and strengthening our future competitiveness, which is expressed in our performance price. COMMITTING TO A SUSTAINABLE FUTURE Arla is committed to being a part of the solution to the world's most pressing issues. In 2019, we launched our new sustainability strategy Stronger Planet - Stronger People, which focuses on improving the environment for future generations, increasing access to healthy dairy nutrition, and inspiring good food habits. To accelerate our environmental ambitions we set the target to reduce greenhouse gas emissions by 30 per cent over the next decade, and to work towards becoming carbon net zero by 2050. We already made good progress reducing our scope 1 and 2 CO₂e emissions related to operations by 24 per cent compared to 2015. 15 ARLA FOODS ANNUAL REPORT 2020
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