A2M 1.35% $5.99 the a2 milk company limited

I copied the following from an A2M investor presentation on Sep...

  1. 913 Posts.
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    I copied the following from an A2M investor presentation on Sep 17, 2019.

    One could be mistaken for assuming management were all over the channel sales and sentiment in their markets. Based on the last 3 months you would have to say they weren't!

    Maybe when Jayne left they chucked this out and went back to what they were comfortable with before Jayne.



    Pg 34
    Data and analytics allow us to stay ahead of evolving consumer behaviour

    Consumer insights mining and brand development

    Regular, proprietary brand and consumer archetype tracking

    Deep usage & attitude, ethnography, qualitative and quantitative methods

    Brand health and consumption tracking
    • Proprietary, internal methodology developed to form the best possible view of category size, dynamics and brand performance
    • Regular bespoke brand health tracking across multiple regionsMarketing mix effectiveness
    • Market mix modelling to better understand short (and medium) term demand drivers across the sales and marketing mix levers
    • Trialling data partnerships with key digital platforms

    Pg 35
    1 The category dynamics remain positive
    2 Our business is consumer-led and we have put in place systems to continue to listen, monitor and adapt
    3 We are stepping up our marketing investment – following intensive learning and data infrastructure development
    4 We are channel agnostic – able to stay agile and adapt to changing consumer behaviour
    5 Our growth opportunity remains significant – it will look different to the last 3 years
 
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