H1 2019 Financial Performance and Strategic Overview
Value-Enhancing M&A
Value-Enhancing M&A
Three Olives
VODKA
2007
Rang
Hangar 1
VODKA
2010
Stranahans
Jose Cuervo
PENDLETON
WHISKY
與
BOODLES
BRITISH
GIN
LONDON DRY
1845
2011
BUSHMILLS
2015
PENDLETON
2018
BOODLES
2010
Bushmills Irish Whiskey: a Milestone in our M&A Strategy
Key Acquisition Criteria
✓ Value Creation Potential:
Irish Whiskey
Irish Whiskey
#3
#3
in the U.S. by
volume
in the world by
volume
✓ Category with Attractive Growth Profile:
-
13.9% CAGR 2012-2018 in volume in the U.S.
✓ Premium Brands: well known brands with broad portfolio offering
✓ Global Presence in Key Countries:
Key Markets: 1) U.S. and Canada, 2) Eastern Europe, 3) Western
Europe, 4) UK/Ireland, 5) Global Duty Free
Commercial Synergies
BOODLES
GIN
LONDON DRY
BSHMILIS
Source: Company information
ISTILL
BUSHMILLS
IRISH WHISKEY
2018 figures
Volume:
1608
Revenues:
CAGR
(2016-2018):
857,945 9L Cases
Ps$1,526 MM
5%
Hangar 1
Three Olives
KRAKEN
Jose Cuervo
VODKA
Especial
Jose Cuervo
TRADICIONAL
CENTENARIO
MAESTRO
Jose Cuervo
1800
COLORADO WHISEE
BUSHMILLS
TEQUILERO
Stranahan's
TINCUP
TEQUILA
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