Investor Presentaiton
Grow
Key Industry Trends
ATP Supporting Customers In Driving Growth
O
Volume Decline
°
Customer Focus
°
s
Regulatory
Intervention
Innovation
Source: Euromonitor
amcor
Subsequent Customer Needs
NA and Lat Am volumes expected to decline at ~2%
CAGR (2015-19)
Drivers include increased regulation, market economics
and growing health awareness
Customer cost savings initiatives, industry consolidation,
plant closures increases pressure to be cost competitive
Divesting non-core in-house print shops
Continuous tax hikes in large Lat Am markets
Initial discussions around Plain Packaging
° Need to invest in marketing and brand building to solidify
share position in tightening regulatory environment
Increased market competition drives need to differentiate
products in the market, maintain premium and margins
Conversion from soft labels to hinge lids
ATP Value Proposition
°
Leverage ATP footprint and smart
innovation to offer differentiation at improved
Total Cost of Ownership (TCO)
Deliver improved TCO via ATP scale, ops
excellence, innovation
Continue to support customers by acquiring
attractive print shops
Support customer stock builds before
regulatory implementation
Deliver innovation to help build brand
awareness / loyalty before major regulatory
changes
Deliver smart innovation to help customers
win on the shelf: several technologies ready
to go plus strong forward pipeline
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