Heineken (HEIA) UBS Global Consumer and Retail Conference summary

Leadership and strategy

• CEO transition process is ongoing, with the supervisory board prioritizing a careful search.

• Commitment to the EverGreen 2030 strategy remains strong, with focus on execution and operationalization.

• Executive team is actively driving the strategy forward, emphasizing continuity.

Financial guidance and planning

• Organic EBIT growth guidance for the year is set at 2%-6%, reflecting macroeconomic uncertainties and consumer sentiment.

• Shift from single annual planning to dynamic, trigger event planning to better capture growth opportunities.

Market segmentation and portfolio strategy

• Markets are now segmented by growth potential and consumer lifecycle, moving away from a uniform approach.

• Expansion of global brands beyond the flagship, with five brands identified for global management.

• Introduction of an in-house digital marketing agency (Freddy AI) to enhance efficiency and growth.