BARTON BEERS, LTD. NEW ASSOCIATE ORIENTATION Corporate Planning Presentation Presented By Bart Zuurdeeg Director, Business Planning February 13, 2007.

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Presentation transcript:

BARTON BEERS, LTD. NEW ASSOCIATE ORIENTATION Corporate Planning Presentation Presented By Bart Zuurdeeg Director, Business Planning February 13, 2007

Corporate Planning Department 100 Years of Service

Corporate Planning High-Level Responsibilities Pricing management, analysis, recommendations, communications, and competitive data collection (touch point with Field Sales), with sign off from President, Beers Price Promotion Management - DRP and SPR analysis and tracking, discounting tracking, etc. Budget Management for Beers overall – includes coding and tracking, budget analysis (G&A, T&E, Barton Tactical Fund, Drives, CAPEX, etc.) Barton Tactical Fund budget reconciliation, and analysis (touch point with Field Sales) Tsingtao Special projects Industry and Government affairs Event planning and management of event expenditures related to Barton Tactical Fund Presentation development and supplier database maintenance Pre and Post program analysis (high-level) Expense report review and approval Wholesaler administration, territory management, contract maintenance, file maintenance, territory issue resolution and communication Industry data provider-contract management, analysis and report creation (COGNOS, Axces, VIP) Manage Division-wide communication process

Financial Planning -Pricing -Budget Management -Division Profitability -Analysis Special Projects -Industry & Government Affairs -Communication Initiative -Interface with Barton Inc. Departments Corporate Planning Tsingtao -Management -Operations -Ensure Long-Term Partnership Business Planning -Industry Data -Proprietary Data Collection -Event Planning -Wholesaler Administration -Policies & Procedures

Focus Action ONE TEAM…..ONE VISION Corporate Planning Department Financial Planning Sales Support Communications Tsingtao

Monarch Import Company A successful past…a more exciting future!!!

Monarch Import Company The Exclusive Importer of Tsingtao Beer since Barton acquired Monarch in Long term agency agreement recently extended through Responsible for the management of Tsingtao business in the U.S. Provide support to all Beers' departments relative to Tsingtao. Responsible for strategic direction and long-term planning. Now operates under Crown Imports, with no change on product label

Taiwan 50 Breweries & Counting... Hong Kong Shenzhen Beijing Qingdao Shanghai TSINGTAO BREWERY GROUP LTD.

Tsingtao Brewery The Tsingtao Brewery was founded by German settlers in Qingdao in Today, it is the largest and most prestigious of more than 400 breweries in China. Tsingtao Brewery has 50 plants strategically located throughout China. Tsingtao accounts for 50% of total domestic beer and foreign beer exported from China. Tsingtao is sold in more than 50 countries in the world. Tsingtao is the most recognizable branded consumer product from China.

Significant Milestones #1 Chinese Beer in the USA China: the largest beer production and consumption country in the world Asian-American population continues to grow in U.S. Pan-Asian restaurant expansion Monarch recognized as Brewery’s “Best Business Partner” in 2003 New 12-Pack NR introduction in 2004 New Tsingtao Pure Draft introduction in –11.2 oz. Bottle –21.6 oz. Bottle One million case goal in Proud sponsor of the Beijing 2008 Olympic Games “The Most Favorite Chinese Beer Brand of Home and Overseas Consumers.” “Passion, Dreams & Success”

Tsingtao Beer - China's #1 Beer Tsingtao Lager –157 calories per 12-oz. bottle –Packaging: 6 pack/12-oz. Bottle 24 loose/12-oz. Bottle 21.6-oz. Large Bottle 12-oz. Can 12-Pack/12-oz. Bottle Tsingtao Pure Draft –138 calories per 11.2-oz. bottle –Packaging 6 Pack/11.2–oz. Bottle 21.6-oz. Large Draft Bottle

Top 20 Brewers of the World Source: IMPACT DATABANK 2005 Millions of barrel shipments *Note: INBEV consolidation of Interbrew and AmBev took place in This chart reflects the Pro-Forma sales of their new combined company.

Top 20 Beer Brands of the World Source: IMPACT DATABANK 2005 Millions of barrel shipments

BEERS DIVISION Business & Pricing Analysis Mark Stubenfoll Director, Planning & Analysis BARTON BEERS NEW EMPLOYEE ORIENTATION

Business & Pricing Analysis Pricing/Profitability Analysis Budget Management Promotion Payments Business & Pricing Analysis

Pricing Analysis / proposed FOB and promotion changes Pre/Post Promotion Analysis New Product Financial Analysis Price Change Communication –Wholesaler – FOB Changes –Barton Internal – Price Promotion, Marketing Fee Changes Ad Hoc Analyses Pricing/ Profitability Analysis Primary Contact –Mike Walls

Business & Pricing Analysis Primary interface with Finance Coordinate Development / Maintenance of following budgets:  Crown Tactical Fund Budgets  Sell Expense Budgets  Capital Expenditure Budgets  Price Promotion Budgets Complete Financial Scenarios for Budget Justification Resource for Division Profitability Statement / Budgets Track Budget to actual performance with respect to Key Performance Indicators Develop Long Term Strategic Plan Budget Management Primary Contact – Sheri So

Business & Pricing Analysis Coordinate Price Promotion set up Process all Price Promotion Changes Responsible for payment of Price Promotions Provide internal and external customer service with respect to price promotions Promotion Payments Primary Contact – Thu Ngo

Key Reports / Forms – (see Appendix) Selling Expense Statement CTF Report Price Promotion Calendar Price Promotion Drop / Add Form Promotions to be Paid-”Proof” Report Promotions Approved/Adjustment Form Reimbursement Summary Report

Appendix

Selling Expense Statement

CTF Report

Price Promotion Calendar

Price Promotion Drop / Add Form

Promotions to be Paid

Price Promotion Approval / Adjustment Form

Reimbursement Summary Report

BARTON BEERS NEW ASSOCIATE ORIENTATION BUSINESS PLANNING Presented By Bart Zuurdeeg November 2006

Business Planning Department

Business Planning Areas of Responsibility I. Industry Data/ResourcesBart Zuurdeeg  Impact Databank Katie Fitzgerald  The Beer Institute  Beer Marketers Insights II. Meeting PlanningBart Zuurdeeg  National Sales Meeting Deb Bowman  Wholesaler Planning Meetings  NBWA Convention & Party  Division Managers Planning Meetings  Supplier Review Meetings  Wholesaler Council Meetings

Business Planning Areas of Responsibility III. Depletion Collection & Analysis Bart Zuurdeeg  Axces Katie Fitzgerald  Monthly Depletions & Inventory  Select Chains  VIP  Daily Depletions, Inventory & Pricing  Weekly Reporting  TD Linx Supported  Training & Support IV. Wholesaler Change ProcessEmric Soto  Buy/Sell Transactions Kerry Dunleavy  Wholesaler Information Changes  New Contract Mailing

Business Planning Areas of Responsibility V. Expense Reports Emric Soto  Tracking Kerry Dunleavy  Review & Reconciliation VI. Demand Planning Matt Laughton  Forecast Depletions 4 months out Lauren Stamps  Pilot with 10 South Pacific Wholesalers  High Level forecasts provided to Supply Chain to assist in ordering process

Depletions Collection & Analysis

S ales & M arketing A nalysis & R eporting T ools Data warehouse developed by Constellation that integrates all internal sales data into one source. Beer, Spirits, and Wine data is integrated together within the warehouse. =

SMART Components Data Warehouse – The source for all of Constellation’s Internal Data VIP – The company that collects retail level depletions, pricing and wholesaler inventory from our distribution network. TD Linx – The company that classifies all of our retail accounts into the proper premise, channel, & Chain group. Axces – The company that collects monthly depletions and inventory from our non-VIP reporting wholesalers. Cognos PowerPlay – The software we use as our Field Sales Reporting Tool to access and analyze our business. Cognos Upfront – The portal that houses our Cognos Cubes, canned reports, and all personal custom reports

SMART Cubes 1.Depletions by Wholesaler Cube Retail account data by wholesaler Used primarily by the Sales Divisions 2.Depletions by Ultimate Parent Cube Retail account data by Chain Ownership, e.g., Brinker, Albertsons Parent Used by National Accounts 3.Depletions by Concept Owner Cube Retail account data by chain banner, e.g., Chilis, Jewel Used by National Accounts 4.Volume Cube Wholesaler level data only Contains depletions, orders, inventory, billings, pricing, plan and forecast information Used by corporate and division offices for monthly reporting and tracking vs. plan Used by Supply Chain to manage Inventory on a weekly basis

Benefits of SMART One source for all data Faster and more reliable server Higher and Cleaner levels of TD Linx Data (Trade Classifications) - Over 98% of volume and accounts classified Incorporates non-VIP wholesalers into cubes Access to Depletions, Inventory, Billings, Pricing, Plan and Forecast Information all from the same cube More accurate information!

Uses of SMART Track Wholesaler Distribution Identify Sales Opportunities / Gaps New Product Tracking Mid & Post Program Reviews Manage Wholesaler Inventory More Frequently Analyze Class of Trade trends and CTV Track Off and On Premise chains and accounts