And of course, as the combustible weight is reduced, yes the combustible are going to keep going down, because we make sure that the combustible category is going down, but we are much more in a capacity to offset and maybe even at some point in time finish dominantly on a net positive. Well, first of all, Gerry, you will appreciate that I am under confidentiality here. Regulatory News: Philip Morris International Inc.'s (PMI) (NYSE:PM) Chief Financial Officer, Emmanuel Babeau, will address investors today at the Deutsche Bank Global Consumer Conference in Paris. And even in Spain, which has been a market where we have had some more difficulty to increase the market share of IQOS, we've seen another big major influence and some very nice movement upward. Temps Diffr Nyse Edgewell Personal Care Company : Morgan Stanley toujours .. Edgewell Personal Care Company : Wells Fargo Securities f.. Transcript : Edgewell Personal Care Company, Q4 2022 Earnings Call, Nov 10, 2.. La socit de soins personnels Edgewell annonce ses rsultats financiers pour le quatri.. La socit de soins personnels Edgewell annonce ses rsultats pour l'exercice complet t.. President, Chief Executive Officer & Director, Senior Vice President-Research & Development. We need to finish the Q2 to see exactly how it ends up. Company and investor engagement was extremely high with more than 7,000 meeting requests. But I just want to land a couple of things. So we just show that we continue as we have already VEEV, as you know now, now that we're going to have this brand VEEBA for disposable device, we continue to complement our portfolio and to broaden our offer. But we're not going to the U.S. to play on the combustible, we're going on the U.S. to play the smoke-free opportunity. Thank you very much. So, remember, our brand for closed system is VEEV. Webcast. It was good to see as well in the first months of the year that our combustible business has been performing well and in line with our target, which is to maintain the share of the category for us, which is not that easy, because of course there is a cannibalization coming from IQOS. -, EDGEWELL PERSONAL CARE COMPANY : Dtachement de dividende, Edgewell Personal Care Company : Canaccord Genuity maintient sa recommandation l'achat, Edgewell Personal Care Company : Jefferies & Co. confirme sa recommandation neutre. We now expect better performance from our core business1 in the second quarter, including a less unfavorable timing impact related to cigarette shipments., Our value-creating offer for Swedish Match serves as a compelling strategic and cultural fit to accelerate a smoke-free future. Watch his live speech by clicking here(a _____________________ Mark Clouse, President and Chief Executive Officer, and Mick Beekhuizen, Chief Financial Officer, will participate in a fireside chat at the dbAccess Global Consumer Conference on Wednesday, June 15, 2022 at 10:30 a.m. CEST / 4:30 a.m. I'm not able to give you timeline, I'm not able to tell you whether it's going to happen, because we would have managed to actually put an end to the combustible cigarette at least in all the key market or whether at a certain point in time the combustible business, being much smaller, it will maybe leave the company. My next question is a little bit U.S. centric, forgive me for that. Yeah. Philip Morris International Inc. (NYSE:PM) 2022 Deutsche Bank Global Consumer Conference June 14, 2022 2:30 AM ET. Around 700 people and including 90 companies, attended over the three days of the conference. But given the nature of the category, given the way markets have moved pretty quickly towards ESG, to what extent do you see the world's debt markets beginning to question by your debt or is that just not been a problem? InvestorRelations@pmi.com, Media: David Fraser CCH Deutsche Bank | 2022 dbAccess Global Consumer Conference Fireside chat transcript 15 June 2022 Page 2 of 13 Let me briefly touch on one of those pillars. So it shows that we are getting maybe to this pivotal point where the change in the portfolio and moving to a portfolio that is growing fast on smoke-free product is probably going to be able to compensate for the decrease in CC and that is a good news, because that shows that fundamentally we are a growth company, I think that we've been showing it on revenue and on bottom-line, but if it starts with volume, it's probably even clearer. When: June 14, 2022, at 10:30 a.m. CEST / 4:30 The first reason is that one could define nicotine pouches as a kind of ultimate level in term of tobacco harm reduction, because you know that IQOS heat-not-burn or vaping, when they are good product, you reduce by about 95 product the exposure to toxic and that -- this product present versus combustible cigarettes. I'm Faiza Alwy, Deutsche Bank's beverages and household, personal care analyst. Okay. Presenter SpeechWilliam Schmitz All right. By their nature, forward-looking statements involve risk and uncertainty because they relate to events and depend on circumstances that will occur in the future. No, I think, so it's going to be VEEBA. Presenter SpeechEmmanuel Rosner [Audio Gap] of Deutsche Bank's Global Automotive Conference. And so Gerry, we're going to talk about that, so I'm going to keep that for the Q&A, because there is so many interesting things to say about that. So on Canada, I think, it's going to take me a bit more than two seconds, because the matter is complex. So this is one product on which we are working. PMI's business risks include: excise tax increases and discriminatory tax structures; increasing marketing and regulatory restrictions that could reduce our competitiveness, eliminate our ability to communicate with adult consumers, or ban certain of our products in certain markets or countries; health concerns relating to the use of tobacco and other nicotine-containing products and exposure to environmental tobacco smoke; litigation related to tobacco use and intellectual property; intense competition; the effects of global and individual country economic, regulatory and political developments, natural disasters and conflicts; the impact and consequences of Russia's invasion of Ukraine; the impact and consequences of the COVID-19 pandemic; changes in adult smoker behavior; lost revenues as a result of counterfeiting, contraband and cross-border purchases; governmental investigations; unfavorable currency exchange rates and currency devaluations, and limitations on the ability to repatriate funds; adverse changes in applicable corporate tax laws; adverse changes in the cost, availability, and quality of tobacco and other agricultural products and raw materials, as well as components and materials for our electronic devices; and the integrity of its information systems and effectiveness of its data privacy policies. I'm not sure that the industry as last year its capacity, but of course we're going to be impacted like everybody by this pressure on purchasing power, which means that versus other, I think, we keep an advantage for the link with the brand I was describing, but we're not going to be immune of this differential between input cost and the capacity to bring that to the consumer. That was the case, we've been growing volume in 2021. We are very profitable already, but they are even a bit more profitable than we are. And obviously that is a platform for us as well for the rest of the smoke-free portfolio. What we've seen with ILUMA in Japan has been seen in the two other markets in Europe, where we have been launching. So, could you remind us how big Canada was in your business pre removing it from the P&L and let's put Swedish Match to one side and then if you've got any trapped cash in Canada that should the final resolution of this whenever that is go the industry's way, how much comes back on your P&L and your balance sheet? So, this is in one go we have an amazing acceleration of the reachable market for smoke-free product. My name is Gerry Gallagher, I'm one of the consumer analysts here at Deutsche Bank in Europe working out of London. The mix is going to be negative with a lot of sale for devices. Philip Morris International (PMI) is a leading international tobacco company working to deliver a smoke-free future and evolving its portfolio for the long term to include products outside of the tobacco and nicotine sector. Banks or Fintechs Who So that's it, Gerry, with my preliminary comment, but I'm sure we're going to elaborate on many of that. First of all, of course, all the negative impact coming from the dramatic event and war in Ukraine, a lot of disruption in the supply chain. Mark Clouse, President and Chief Executive Officer, and Mick Beekhuizen, Chief Financial Officer, will New York: +1 (917) 663 2233 That raises a number of other questions, but I'll let them go for the sake of time and I'm sure they may come up through the course of today's meetings you have with people. We see the continuation of a robust performance in combustible business, which is good news, because success in combustible is helping us to be successful in our smoke-free journey. Transcript : Coca-Cola HBC AG Presents at Morgan Stanley Global Consumer & Re.. Coca-Cola HBC AG: Deutsche Bank Securities ancora positivo, Coca-Cola HBC AG: Jefferies & Co. per il Buy. Could you just clarify where you see the cigar business sitting in the new combined Philip Morris Swedish Match? These statements may generally, but not always, be identified by the use of words such as "anticipates", "intends", "expects", "believes", or similar expressions. Among other risks and uncertainties, the material or principal factors which could cause actual results to differ materially are: Unilever's global brands not meeting consumer preferences; Unilever's ability to innovate and remain competitive; Unilever's investment choices in its portfolio management; the effect of climate change on Unilever's business; Unilever's ability to find sustainable solutions to its plastic packaging; significant changes or deterioration in customer relationships; the recruitment and retention of talented employees; disruptions in our supply chain and distribution; increases or volatility in the cost of raw materials and commodities; the production of safe and high quality products; secure and reliable IT infrastructure; execution of acquisitions, divestitures and business transformation projects; economic, social and political risks and natural disasters; financial risks; failure to meet high and ethical standards; and managing regulatory, tax and legal matters. Graeme Pitkethly, CFO, and Hanneke Faber, Nutrition Business Group President, presented at the Deutsche Bank Global Consumer Conference 2022 on the 15th June at 07.30 The event will be webcast live in listen-only mode, beginning at approximately 8:30 a.m. CEST (2:30 a.m. We know that people with CBD can feel a number of benefit. Is it about diluting the combustible side of the business? So I think it's a category that has a potential that should be carefully handled. Analyst recommendations: Barclays, Estee Lauder, GE, Lockheed Ma.. By their nature, forward-looking statements involve risk and uncertainty because they relate to events and depend on circumstances that will occur in the future. Deutsche Bank Global Consumer Conference. BROWN-FORMAN TO PRESENT AT DEUTSCHE BANKS GLOBAL CONSUMER CONFERENCE L O UI SVI L L E , K Y, June 10, 2022 B rown-Form a n C orpora t i on There is all the commercial investment that we are making in order to cope with the growth that we are facing and to maximize the growth potential. ET), at www.pmi.com/2022deutschebank, and on the PMI Investor The U.S. Food and Drug Administration (FDA) has authorized the marketing of versions of PMIs IQOS Platform 1 devices and consumables as Modified Risk Tobacco Products (MRTPs), finding that exposure modification orders for these products are appropriate to promote the public health. Distributed by Public, unedited and unaltered, on 15 June 2022 11:32:04 UTC. The Este Lauder Companies bernimmt das Modelabel TOM FORD, Estee Lauder : BofA Securities klebt neutral, Estee Lauder : Wells Fargo Securities bleibt bei seiner Kaufempfehlung. Okay. And is that you guys suggesting that the vaping market and a closed environment going down the disposable route or the -- can you talk about that a little bit? So super-dynamic business at the beginning of the year. Leanne Cunningham, Brown-Formans Senior Vice President and Chief Financial Officer, will begin speaking at approximately 8:30 a.m. (CEST) on Thursday, June 16, 2022. Presenter SpeechKyle White Good morning, everyone. Around 700 people and including 90 companies, attended over the three days of the conference. And we see a number of people coming back to us and say, okay, so you've already flagged 2025 you're going to be predominantly smoke-free, asking the type of questions, Gerry, you were asking, when do you think you can be totally smoke-free, and therefore, restarting the dialog that for some of them had been disappearing. In addition, we are excited to announce the broadening of our e-vapor portfolio, leveraging licensed technology and beginning with the planned second-half launch of our new VEEBA disposable e-vapor product.". And in the last hours, we announced an agreement with a company called Kaival, which is known with their BIDI brand in the U.S. And this company is going to license a great technology for vaping disposable device and we're going to be license the technology for outside the U.S. Well, I'm now going to move on to Swedish Match. Please don't be shy and ask any questions you may have. And I believe that, together, they're going to be stronger. All right. I think, majority of people in this room, if not everybody, would agree that Swedish Match is a very, very strong business run by good people. _____________________1 Core business excludes Russia and Ukraine. And then just one final one. So that's going to have some positive impact on the performance of Q2 versus initial expectation. And that's not true for lenders only, I would say that's true hopefully for a number of investors. Lausanne: +41 (0)58 242 4666 Presentation slides will also be available on the same site and the App. As I said, first and foremost, this is a story of two companies that are committed to a smoke-free world. Sure. Could you just clarify for us or make it as clear as you can where the distribution of IQOS sits post the acquisition completing, assuming it does? To what extent is it the shipments, to what extent is it the underlying business, could you just give us a little bit more color around the second quarter? So for the time being, we are discussing on how the agreement should be renegotiated, re-discussed, reorganized, rearranged. Forward-looking statements also include, but are not limited to, statements and information regarding the Unilever Group's (the 'Group') emissions reduction targets and other climate change related matters (including actions, potential impacts and risks associated therewith). We are obviously a leader in heat-not-burn, they are a leader in oral nicotine, and together, we're going to be stronger. Campbell at 2022 Deutsche Bank Global Consumer Conference. 1 Core business excludes Russia and Ukraine. Presenter SpeechWilliam Schmitz All right. LOUISVILLE, KY BrownForman Corporation (NYSE: BFA, BFB) will present at Deutsche Banks annual dbAccess Global Consumer Conference on June 16, 2022 in Paris. IQOS is growing and progressing extremely well here in Europe. When we grow IQOS, we are growing premium brand and therefore there is more impact on the premium combustible brand, where Marlboro is of course the leader, but we were -- and even a bit better than that maintaining our share of segment in the first months of 2022. We've detected you are on Internet Explorer. So as you can see from those numbers, it continues to be one of, if not the preeminent investor conference in terms of consumer staples. So that's really about getting stronger, sharing the same vision, the same culture, and therefore it makes sense to be together. Yeah. We've been providing even more data on our ESG KPI Protocol; so how do we assess our impact and what are the key data that we are looking on. Good afternoon, everybody. I think we are getting close to that. Tutti i diritti riservati. So we are a consumer business. This presentation may contain forward-looking statements, including 'forward-looking statements' within the meaning of the United States Private Securities Litigation Reform Act of 1995. First of all, in Switzerland, where we've seen a dramatic acceleration of the market share for IQOS since the launch of ILUMA. ET), at www.pmi.com/2022deutschebank, and on the PMI Investor Relations Mobile Application (available here). There is one benefit, is that, if you managed to get to the right inhalation aspirin product for heart attack in 30 seconds, you can give the appropriate answer for heart attack when it's 20 minutes for oral intake and that can make a big difference. PMI's business risks include: excise tax increases and discriminatory tax structures; increasing marketing and regulatory restrictions that could reduce our competitiveness, eliminate our ability to communicate with adult consumers, or ban certain of our products in certain markets or countries; health concerns relating to the use of tobacco and other nicotine-containing products and exposure to environmental tobacco smoke; litigation related to tobacco use and intellectual property; intense competition; the effects of global and individual country economic, regulatory and political developments, natural disasters and conflicts; the impact and consequences of Russia's invasion of Ukraine; the impact and consequences of the COVID-19 pandemic; changes in adult smoker behavior; lost revenues as a result of counterfeiting, contraband and cross-border purchases; governmental investigations; unfavorable currency exchange rates and currency devaluations, and limitations on the ability to repatriate funds; adverse changes in applicable corporate tax laws; adverse changes in the cost, availability, and quality of tobacco and other agricultural products and raw materials, as well as components and materials for our electronic devices; and the integrity of its information systems and effectiveness of its data privacy policies. It is my pleasure to welcome Este Lauder to the conference this year. There's always been an underlying conversation at least with people I've been talking to, and that's probably been amplified by the acquisition of Swedish Match. Check out our latest news here. Our presentation contains non-GAAP financial measures, which differ from our reported results prepared in accordance with U.S. generally accepted accounting principles (GAAP). Words such as 'will', 'aim', 'expects', 'anticipates', 'intends', 'looks', 'believes', 'vision', or the negative of these terms and other similar expressions of future performance or results, and their negatives, are intended to identify such forward-looking statements. In addition, important factors that could cause actual results to differ materially from those indicated by forward-looking statements include risks and uncertainties related to: the possibility that expected benefits related to recent or pending acquisitions, including the proposed transaction, may not materialize as expected; the proposed transaction not being timely completed, if completed at all; regulatory approvals required for the transaction not being timely obtained, if obtained at all, or being obtained subject to conditions; prior to the completion of the transaction, Swedish Match AB (Swedish Match)s business experiencing disruptions due to transaction-related uncertainty or other factors making it more difficult to maintain relationships with employees, customers, licensees, other business partners or governmental entities; difficulty retaining key employees; the outcome of any legal proceedings related to the proposed transaction; and the parties being unable to successfully implement integration strategies or to achieve expected synergies and operating efficiencies within the expected time-frames or at all. AI in banking and business what can it do and who stands to gain? So we see really we can assess the potential of ILUMA, and that bodes, as I said, extremely well for the future. Thank you. We want be of course a strong player as well in vaping. We'll see where are in Q2. My name is Gerry Gallagher. The event will be webcast live in listen-only mode, beginning at approximately 8:30 a.m. CEST (2:30 a.m. 132.34K Follower s. Follow. So the question is, to what extent do you think the industry's pricing power relative and maybe in absolute terms is going to be compromised moving forward, given where inflation is and given where the macro backdrop looks like it's headed? But the direction is clear, we are going to be at one point in time a smoke-free company, it's just too early today to say when and how we'll get there. Welcome to Deutsche Bank's Global Materials Conference. That is now not the case anymore. It is my pleasure to First of all, thank you for starting the day with Philip Morris International. Probably got time for me to ask a couple more questions. With that introduction, it's my very great pleasure to introduce you to Emmanuel Babeau, Chief Financial Officer of Philip Morris International. NEW YORK--(BUSINESS WIRE)--Regulatory News: Philip Morris International Inc.s (PMI) (NYSE: PM) Chief Financial Officer, Emmanuel Babeau, will address investors today at the Deutsche Bank Global Consumer Conference in Paris. Staying on the big picture point, you talk about being a wellness and health -- you talked about investing in wellness and healthcare for further growth on in many years post today. Okay. We've seen the market share growth accelerating in Japan. And here, it's not about becoming pharmaceutical company. SUBSCRIBE And that's, of course, very good news. Great. PMI does not undertake to update any forward-looking statement that we may make from time to time, except in the normal course of its public disclosure obligations. Just picking up on one point, just wanted to clarify or make one thing clear. Good morning, everybody. And we're going to talk about Swedish Match and the possibility that it would give us to become a leading player in oral nicotine. I just want to conclude by saying that on top of that, they are improving our growth profile, because they were growing faster than us and they are also a bit more profitable than we are. Company Participants. We got two minutes left. We've seen the user acquisition for smokers improving. Of course, the big element of this Q2 has been our announced offer with a recommendation from the Board on Swedish Match at SEK106. Verzgert Nyse And what is driving the strength of the company on this first months of 2022 is, first of all, of course a continuation of the success of IQOS. Analyst recommendations: Applied Materials, Estee Lauder, Nvidia.. Estee Lauder snaps up Tom Ford in 2.4bn luxury takeover deal, Weitere Informationen ber das Unternehmen, President, Chief Executive Officer & Director, Executive VP, Chief Financial & Accounting Officer, Chief Information Officer & Senior Vice President. Before I move on to my next series of questions, is there anyone who got a question from the audience? Okay. I'm No, sure. And as we are gaining market share, of course, that means that we have a very nice growth profile ahead of us. So we started Q1 with a strong growth in term of volume, almost 5% up in term of shipment, quite an impressive growth when you compare to the performance of the industry as a whole. Campbell at 2022 Deutsche Bank Global Consumer Conference. And I think there is a total misunderstanding here, because they are still creating the thing that nicotine is responsible for the disease caused by smoking, which is obviously not the case. To continue reading it, access the original document here. Can you tell me what the cost of capital is? To be very clear, we want to play the U.S. in the smoke-free opportunists. Tuesday, 14 - Thursday, 16 June 2022 dbAccess Global Consumer Conference 2022. The companys current product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the U.S. We have got close to 100 corporates attending either presenting and/or giving one-on-one meetings with investors. Please read them carefully. Thank you. Well, I'm going to stay at very general comment, Gerry, on that topic. As of March 31, 2022, PMI's smoke-free products are available for sale in 71 markets, and PMI estimates that approximately 12.7 million adults around the world excluding Russia and Ukraine, have already switched to IQOS and stopped smoking. At some point in the future, can you see a situation where Philip Morris International splits into two businesses, combustible and non-combustible? And the question is this: For a decade or for many, many decades, but particularly recently the industry against the backdrop of low inflation, has been able to put through ongoing material value-creating price increases alongside the way the tobacco model works. The format of our session this morning will be, Emmanuel is going to introduce Philip Morris International with some opening remarks over five minutes or so, we'll then bring it back to me for some Q&A and a fireside chat format, and at some point through the presentation I will open up to you guys in the audience for some questions. There is also the opportunity outside the U.S., because we believe that nicotine pouches is going to be a very attractive category for a number of reasons, if you give me two minutes to elaborate. -, Transcript : The Este Lauder Companies Inc. Presents at Morgan Stanley Global Consumer & Retail Conference, Dec-07-2022 09:30 AM, Estee Lauder : Von Deutsche Bank Securities zum Kaufen aufgerstet, THE ESTE LAUDER COMPANIES INC. : Ex-Dividende Tag. It's great to be back in Paris, of course, and it's not just because having friends that I'm saying that, but it's really great to be together again and be able to meet face-to-face. How do we bring maybe other product, it could be bethanechol, CBD, vitamin, caffeine, melatonin through inhalation, through oral intake to the consumer in a kind of wellness experience. Good afternoon, everyone. They managed to defend it very well. Notice for Investor Presentation. My name is Kyle White. So, here again very dynamic growth in Q1. Our 2022 growth fundamentals remain strong, underpinned by the continued growth of IQOS and robust cigarette category share, said Emmanuel Babeau, Chief Financial Officer. And I think we understand that it's convenient. Brown-Forman Corporation BFA BFB))) will present at Deutsche Bank's annual dbAccess Global Consumer Conference on June 16, 2022 in Paris. Please disable your ad-blocker and refresh. Here you will use by 100%, okay? The companys current product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the U.S. So I'm going to start with, again, it's trend for me anyway, at least, with the very, very short-term. Well, M&A is about alignment of planet. Thank you. Nicotine is going to stay a big pillar, of course, certainly in the future. Great. Thank you. And we are scheduled to finish around 9:10 local time. But I think the first news is that the underlying business is doing well. * Your email is kept confidential and only used by Dulles Expo Center My name is Gerry Gallagher, I'm one of the consumer analysts here at Deutsche So that was the momentum and that was existing and we took benefit of it. There are a number of product without nicotine on which we could develop and use the technology that we've been developing. This is an excerpt of the original content. Yeah. Okay. Thank you, Gerry. And we believe we want to do that in a very responsible manner. Our 2022 growth fundamentals remain strong, underpinned by the continued growth of IQOS and robust cigarette category share, said Emmanuel Babeau, Chief Financial PMI does not undertake to update any forward-looking statement that we may make from time to time, except in the normal course of its public disclosure obligations. I'm a member of Deutsche Bank's European Consumer Staples team; and by function of that, a member of Deutsche Bank's Global Consumer Staples team. Lausanne: +41 (0)58 242 4500 So that is really the ultimate level in term of tobacco harm reduction and you enjoy nicotine and we know that nicotine is not the reason for the diseases caused by smoking. So we are not deteriorating the profitability profile of PMI through this deal. Transcript : The Este Lauder Companies Inc. Presents at Morgan Stanley Globa.. ANALYSEN DES TAGES von Dow Jones Newswires (25.11.2022), ANALYSE/Guccis nchster Neuanstrich braucht einen klassischeren Look. ", "Our value-creating offer for Swedish Match serves as a compelling strategic and cultural fit to accelerate a smoke-free future. We continue to catch up after the low point of the H2 sale of device. So here we go. "We now expect better performance from our core business1 in the second quarter, including a less unfavorable timing impact related to cigarette shipments. They are amazing people. Are we close to the point where Philip Morris International is a steady -- over the medium-to-long term steady volume growth business? But that would be of course very good news to have the Canadian business back in our P&L. Now that we see that actually some players in the industry are going to a smoke-free vision very clearly say, yeah, but you have the nicotine. Could you talk about what is going to. Mondelz International to Present at the Deutsche Bank Global Consumer Conference on June 14. Future results are also subject to the lower predictability of our reduced risk product category's performance. Could you just talk about that big picture thoughts? So it's just administration of how do we use, we capitalize on the technology on the science, on the know-how that we have acquired through our IQOS journey. An archived copy of the webcast will be available until 5:00 p.m. Edgewell Personal Care Company : Canaccord Genuity mainti.. Edgewell Personal Care Company : Jefferies & Co. confirme.. Edgewell Personal Care Company : Barclays reste pessimist.. Edgewell Personal Care Company : Goldman Sachs est neutre. I think we'll make a start now. "Our 2022 growth fundamentals remain strong, underpinned by the continued growth of IQOS and robust cigarette category share," said Emmanuel Babeau, Chief Financial Officer. We'll carry on with me asking a series of questions. Appreciate it. A number of these risks have increased as a result of the current Covid-19 pandemic. To ensure the most secure and best overall experience on our website, we recommend the latest versions of. Back to my earlier comment on offering a broad portfolio of smoke-free product to nicotine consumer, that's going to be giving, I hope, an amazing acceleration and capacity to do that. Then, on top of it, these are very special product, because today, you are very restricted in the moment when you can use whether IQOS or any vaping device. Leanne Cunningham, BrownFormans Senior Vice President and Chief Financial Officer, will begin speaking at approximately 8:30 a.m. (CEST) on Thursday, June 16, 2022. So we're going to grow our smoke-free business without any negative impact in term of numbers for an existing combustible business. And today, I mean, you don't have this product. We have ended on a very left field -- well not that left field, but something that doesn't get touched on many times. So, one day PMI will be a smoke-free company. So we see for what is a relatively nascent category, but in term of ritual, in term of quality, look and feel of the product, we see great potential for the category. Please. Thank you. The real debate should be, okay, that could be an addiction, but what the real impact on health. I said it, which is the capacity to enrich around nicotine, but that's what the company will be about in the future. Future results are also subject to the lower predictability of our reduced risk product category's performance. Brown-Forman Corporation (NYSE: BFA, BFB) will present at Deutsche Banks annual dbAccess Global Consumer Conference on June 16, 2022 in Paris. So we will start on the assumption and basis that this is the right decision and that this cigar business should stay for the time being in the portfolio. Good afternoon, everyone. Just the U.S. represents 60% in value of all the other market, where we have access today internationally for smoke-free. Okay. This is of course confidential, so I'm not going to elaborate on the content of the discussion, but for the time being, IQOS is with Altria. June 2022. Maybe not the right phrase, but there's inverted commas, only upside, I know it's not -- that's not true, but you got the point I'm making. David.Fraser@pmi.com, Philip Morris International Inc. Presents at 2022 Deutsche Bank Global Consumer Conference, Internet Explorer presents a security risk. Digital Disruption. So this is really, what is, in an underlying manner, I would say strengthening. Deutsche Bank Global Consumer Conference 2022. Well, okay, let's have a debate on the addictive nature of nicotine, which is not the only addictive product, by the way, I mean, caffeine is additive as well. Is it about the growth it provides? Globally, the question has been for the tobacco industry for some stakeholders and I would say it has been limited to a few players or in a few country, do I want to work with tobacco company. These are two separate things. So I cannot elaborate on any discussion. The U.S. Food and Drug Administration (FDA) has authorized the marketing of versions of PMIs IQOS Platform 1 devices and consumables as Modified Risk Tobacco Products (MRTPs), finding that exposure modification orders for these products are appropriate to promote the public health. And that is leading us to reorganize and rearrange a number of flows, with translation, with some shipment notably for heated tobacco unit being moved to the H2 for Japan and with a significant impact on the mix as well, because they are profitable, of course, volumes and a number of reorganization that was having a material negative impact on the revenue. And then, just touching on VEEBA, could you talk about, is that going to be branded VEEBA, what's the branding going to be, confirm it outside the U.S.? Is this happening to you frequently? The Estee Lauder Companies to Participate in Fireside Chat at the Morgan Stanley Global.. Deutsche Bank dbAccess Global Consumer Conference 2022. So that is what the wellness ambition is about. Further details of potential risks and uncertainties affecting the Group are described in the Group's filings with the London Stock Exchange, Euronext Amsterdam and the US Securities and Exchange Commission, including in the Unilever Annual Report and Accounts 2021. And that is giving us a lot of capacity and legitimacy to work on two direction. I can just confirm that the discussions are still going on, and hopefully, at this point in time there will be a positive resolution, but I cannot guarantee it and I don't know what's going to be the outcome. Can you talk or just clarify what wellness and healthcare means to you guys? And I think we share the same kind of culture and vision on the responsibility that this category should be receiving. Copyright 2022 Surperformance. ET at The Westin Paris Vendome in Paris, France. If my memory serves me correctly, in the release around the acquisition, you mentioned the lights business, but you didn't mention the cigar business, if my memory serves me correctly. Presenter SpeechWilliam Schmitz Okay. With nicotine pouches, you can enjoy your nicotine whatever you're doing in any kind of situation and moment. I appreciate things like distribution and legal structures and all that stuff that analyst-investors watch over and think it's all pretty easy, and it isn't. Thank you. Therefore, at the same time, they will have some hopefully salary increase that's going to come with the general inflation, but maybe some, some limitation. And that is going to be a nicely growing business. Our route to market is second to none in our territories. No. -, Transcript : Coca-Cola HBC AG Presents at Morgan Stanley Global Consumer & Retail Conference, Dec-06-2022, Coca-Cola HBC AG: per Societe Generale Neutral. Emmanuel Babeau - CFO. PMI cautions that the foregoing list of important factors is not a complete discussion of all potential risks and uncertainties. Thank you for being here. Presentation slides will also be available on the same site and the App. I think they should be -- once you have that clear roadmap to tobacco harm reduction and understanding of, okay, what's the difference between combustion, heat-not-burn, vaping, oral nicotine intake, and then a policy that is in term of regulation, communication, capacity of usage, of course, taxation, making sure that they drive the right behavior and drive the consumer in the right direction to drive smoking cessation and encourage total cessation of nicotine, but at least the choice for the people to move to better alternative if they want to continue to continue this. And of course, we're going to inherit from the cigar business and it is there. And so that was just the right moment probably where we were on our side at a point where we thought it was the right timing, and probably the Swedish Match people also thought, well, that's probably the right moment to combine forces and accelerate the movement of the industry towards smoke-free products. Transcript : Coca-Cola HBC AG, Q3 2022 Sales/ Trading Statement Call, Nov 08,.. Coca-Cola HBC alza le prospettive per l'anno fiscale 22, mentre le entrate del terzo tr.. Earnings Flash (CCH.L) COCA-COLA HBC riporta un fatturato Q3 di 2,7 miliardi di euro. So, I mean, fundamentally, it's a strategic deal. And therefore, as you said, Gerry, that would be very positive if there is a settlement and then we managed to be consolidate it. And maybe that was helped by the lack of inflation elsewhere in the world. In addition, important factors that could cause actual results to differ materially from those indicated by forward-looking statements include risks and uncertainties related to: the possibility that expected benefits related to recent or pending acquisitions, including the proposed transaction, may not materialize as expected; the proposed transaction not being timely completed, if completed at all; regulatory approvals required for the transaction not being timely obtained, if obtained at all, or being obtained subject to conditions; prior to the completion of the transaction, Swedish Match AB (Swedish Match)s business experiencing disruptions due to transaction-related uncertainty or other factors making it more difficult to maintain relationships with employees, customers, licensees, other business partners or governmental entities; difficulty retaining key employees; the outcome of any legal proceedings related to the proposed transaction; and the parties being unable to successfully implement integration strategies or to achieve expected synergies and operating efficiencies within the expected time-frames or at all. Okay. Then, on top of that, because we are mastering how do you create an aerosol, how do you generate the perfect inhalation in term of dosage, how do you create the product in term of drug-device combination, we've been creating a unique expertise. It's my very great pleasure to introduce you today to our 19th Global Annual Consumer Conference. It is my pleasure to welcome Este Lauder to the conference this year. Presenter SpeechFaiza Alwy All right, good morning, everyone. So that's the success of IQOS and of course that remain the big driver of the company. Tempo differito London Stock Exchange So, I think we signaled the fact that it was around 7%. It's the first-time we'll be back in Paris for three years and it's very great to be back here to give you some context around the event. Edgewell spun off their battery business 2 years ago and is now a pure-play personal care company. On Tuesday 14 June 2022, Nicolas Hieronimus, CEO, will participate at the 2022 Deutsche Bank Global Consumer Conference. They are not historical facts, nor are they guarantees of future performance or outcomes. They are the leader, of course, of the nicotine pouch category; they have about 65% market share. These forward-looking statements speak only as of the date of this document. But certainly for the year, we signal the fact that we could be around flat and maybe even a bit positive. So it's not the category is going to switch fully to disposable, but certainly disposable will have their fair share of the category. So I want to be very clear. For more information, please visit www.pmi.com and www.pmiscience.com. We are not providing today any update on the guidance, and we will wait for the communication of full Q2 number to come with an update on the guidance. Then, of course, for us, it's also to be back in the U.S., and not in a kind of de minimis manner, because this is seen in the U.S., this is the fastest growing brand in the nicotine space in the U.S.; amazing growth. And of course, on top of that, we have been launching IQOS ILUMA that in Japan has been a great success. Thank you, Emmanuel. We strongly believe that when you report about sustainability and to avoid any kind of wrong or, I would say, inaccurate view, a lot of transparency and clarity on what is being reported, how is it measure, how is it being audited is important, and that's what we are doing. Philip Morris International Inc. (NYSE:PM) 2022 Deutsche Bank Global Consumer Conference June 14, 2022 2:30 AM ET. So let's keep that for the Q&A. That's very clear. Keep up with news and press releases from Scandinavian Tobacco Group by subscribing to our company announcements. And there is still a lot of misunderstanding because a number of organizations are just creating probably willingly a kind of misunderstanding of the problem. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. The first one is based on your balance sheet and I've got PMI pointing about this and maybe I'm off-track and nobody else thinks this an issue. I'm going to move on now from Swedish Match to possibly even bigger picture questions. There is one thing that is sure is that when you look at the overall nicotine industry, first of all, I think it's very close to stability in term of volume, but I would accept that it's difficult to measure the nicotine volume from one category to the other, but it is overall an industry that is growing nicely in term of value and continue to grow nicely in term of value. We're going to get started here with Church & Dwight. LOUISVILLE, Ky., June 10, 2022--Brown-Forman Corporation (NYSE: BFA, BFB) will present at Deutsche Banks annual dbAccess Global Consumer Conference on June 16, 2022 in Paris. There can be no assurance that actual results will not differ materially from those expressed or implied by these forward-looking statements due to many factors, many of which are outside the control of Philip Morris International Inc. (PMI). Deutsche Bank 13th Annual Global Materials Conference Dante C. Parrini, Chairman & CEO Ramesh Shettigar, SVP CFO & Treasurer Coffee, and consumer growth markets TTM 2022 reflects tabletop recovery and addition of Mount Holly as of May 2021 We're pleased to welcome And we had an adjusted EPS growing organically again on the pro forma basis at 16%. All right. Since 2008, PMI has invested more than USD 9 billion to develop, scientifically substantiate and commercialize innovative smoke-free products for adults who would otherwise continue to smoke, with the goal of completely ending the sale of cigarettes. In addition, we are excited to announce the broadening of our e-vapor portfolio, leveraging licensed technology and beginning with the planned second-half launch of our new VEEBA disposable e-vapor product.. But is that something that you guys discuss, think about, what does the Board say? The U.S. are already the first market in the world when it come to the smoke-free category. But in addition to that, in order to face the disruption in the supply chain, there is significant spending in air freight that is going to impact Q2. Our route to UNILEVER PLC : Credit Suisse keeps its Buy rating, UNILEVER PLC : Berenberg remains its Buy rating, UNILEVER PLC : Deutsche Bank reiterates its Buy rating, Deutsche Bank Trims Unilever PT, Maintains Buy Rating, LONDON BROKER RATINGS: JPMorgan cuts Assura; BofA cuts Synthomer, INDIA STOCKS-Indian shares rise on oil slide, China reopening hopes; Paytm surges, Indian shares set to rise on oil slide, China reopening hopes, Hindustan Unilever to Acquire 100% Stake in Consumer Wellness Brand OZiva, Transcript : Unilever PLC - Analyst/Investor Day, Chief Executive Officer & Executive Director, Chief Financial Officer & Executive Director, Chief Operating, Transformation & People Officer. Now it's my great pleasure to welcome Jim Craigie, the Chairman and CEO; and Matt | 12 december 2022 Thank you, Emmanuel. Unilever plc published this content on 15 June 2022 and is solely responsible for the information contained therein. So that's what we are taking as a reference. A topic that comes up once every 18 months and it popped into my head the other day. NEW YORK, June 14, 2022--(BUSINESS WIRE)--Regulatory News: Philip Morris International Inc.s (PMI) (NYSE: PM) Chief Financial Officer, Emmanuel Babeau, will address investors today at the Deutsche Bank Global Consumer Conference in Paris. Presenter SpeechGerry Gallagher Good afternoon, everybody. No? SP Global developed a revolutionary approach for commercializing innovations to build $100M+ companies. Philip Morris International Look, I'm not sure that the tobacco industry is going to make a lot of difference versus other industry. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. But everybody will be facing consumer under some pressure in term of purchasing power. First of all, Gerry, you were asking why now. As of March 31, 2022, PMI's smoke-free products are available for sale in 71 markets, and PMI estimates that approximately 12.7 million adults around the world excluding Russia and Ukraine, have already switched to IQOS and stopped smoking. So given the comments you've made this morning ahead of today's event, could you just give us a little bit of clarity around the -- what's driving the slightly better second quarter? For the best Barrons.com experience, please update to a modern browser. The Westin Paris Vendme, 3 Rue de Castiglione, 75001, Paris #PositiveImpact I've got two more questions. One is to come with other product that's true whether inhalation and now with oral, now that we've been acquiring Fertin and we have the capacity on formulation for great oral intake. You've seen our Q1 were on a pro forma basis, you know that we define pro forma as the Group excluding Russia and Ukraine, where for this reason, it's more difficult in the current circumstances to give a guidance and visibility. It's a very nice business. And there is, of course, all the impact coming from inflation, which is impacting us, of course. Graeme Pitkethly, CFO, and Hanneke Faber, Nutrition Business Group President, presented at the Deutsche Bank Global PMI's future profitability may also be adversely affected should it be unsuccessful in its attempts to produce and commercialize reduced-risk products or if regulation or taxation do not differentiate between such products and cigarettes; if it is unable to successfully introduce new products, promote brand equity, enter new markets or improve its margins through increased prices and productivity gains; if it is unable to expand its brand portfolio internally or through acquisitions and the development of strategic business relationships; or if it is unable to attract and retain the best global talent, including women or diverse candidates. And I've just hit zero on the stopwatch. Company and investor engagement was extremely high with more than 7,000 meeting requests. This press release contains statements relating to future status or circumstances, including statements regarding performance, growth and other trend projections, that are forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. My name is Emmanuel Rosner. Good afternoon, everyone. But I would say it's almost mechanical, because as we see the weight of the smoke-free product in our portfolio growing and whether IQOS today, our vaping product and hopefully the Swedish Match brand tomorrow, I mean, they grow fast. Okay. I'm going to ask some pretty simple questions straight off. We also have been signaling that Q2 would be impacting by some impact on the margins. 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