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Digital Press Kit DIGITAL PRESS KIT ©2013 Beam Inc., Deerfield, IL USA. BEAM FACT SHEET BEAM FACTS › Rising Star Brands: Skinnygirl Cocktails, Laphroaig Single- Malt Scotch, Knob Creek Bourbon, Basil Hayden’s Bourbon, Kilbeggan Irish Whiskey, Hornitos Tequila, Cruzan Rum Sales 2012 $2.5 billion › Local Jewels: DeKuyper Cordials (U.S.), Whisky DYC (Spain), Global Volumes 38 million Larios Gin (Spain), Sourz Liqueur (UK) (9-liter equivalent cases) » Innovation accounts for ~25% of Beam’s annual sales growth; Number of Employees 3,400 worldwide among the many new products launched in 2013 include Red Stag by Jim Beam HardCore Cider, a limited-edition Jim Beam® Headquarters Deerfield, Illinois Distiller’s Masterpiece, Jim Beam® Signature Craft, Jim Beam® Honey and Jim Beam® Maple; Knob Creek® Smoked Maple, Cruzan® Key Lime, Cruzan® Passion Fruit, Cruzan® Velvet President & CEO Matt Shattock Cinn™ and Cruzan® Distiller’s Collection; Skinnygirl® Mojito, Skinnygirl® Sweet ‘N Tart Grapefruit Margarita, Skinnygirl® White Chairman David Mackay Cherry Vodka, Skinnygirl® Moscato and Skinnygirl® Prosecco; Sauza® Sparkling Margaritas in three fun flavors: Original (Lime), Stock NYSE: BEAM; included in the Wild Berry and Mango Peach; Hornitos® Lime Shot; Pinnacle® S&P 500 Index and the MSCI Rainbow Sherbet Vodka, Pinnacle® Strawberry Shortcake Vodka, World Index. Pinnacle® Caramel Apple Vodka, Pinnacle® Salted Caramel Vodka, Pinnacle® Peachberry Cobbler Vodka, Pinnacle® Pecan Pie Vodka and Pinnacle® Peppermint Bark Vodka; EFFEN® Salted Caramel Vodka; and John DeKuyper & Sons™ CRAVE WHO WE ARE Chocolate Truffle. Beam is one of the world’s leading premium spirits companies » Operating and commercial locations include: with a unique combination of scale and agility and a focused USA: Kentucky – Clermont, Frankfort, Boston, Loretto • Lewiston, strategy that position us well to outperform and consistently ME • St. Croix, USVI • Canada: Alberta, Walkerville, Toronto • deliver strong, profitable, long-term growth. Mexico: Jalisco, Mexico City • Spain: Madrid, Jerez, Segovia, » #4 premium spirits company in the world Tomelloso • UK & Ireland: Glasgow, Islay, Aberdeenshire, Horsham, Dublin, Riverstown, Kilbeggan • France: Jarnac • » Largest U.S.-based spirits company Germany: Frankfurt • Russia: Moscow • Australia: Sydney • New » Beam dates back to 1795 when Jacob Beam made his first Zealand: Auckland • India: Delhi, Rajasthan • Vietnam: Ho Chi batch of Bourbon in Kentucky Minh City • Singapore • Brazil » 3 regions: › North America (58% of sales) HOW WE COMPETE › Europe/Middle East/Africa (22%) We seek to outperform with a strategy focused on three simple › Asia Pacific/South America (20%) strategic platforms: » Create Famous Brands » Portfolio includes: » Build Winning Markets » Fuel Our Growth › Power Brands: Jim Beam Bourbon, Maker’s Mark Bourbon, Pinnacle Vodka, Sauza Tequila, Courvoisier Cognac, Canadian Club Whisky, Teacher’s Scotch OUR LONG-TERM GOALS » Outperform our global spirits market » Grow operating income faster than sales » Grow EPS at a high-single-digit rate COMPANY In 200 countries around the world, consumers call for brands that are part of the Beam family. From Bourbon to Tequila… Scotch to Canadian Whisky… and Vodka, Rum and Irish Whiskey, Beam has built its success bottle by bottle … barrel by barrel … case by case over the past two centuries. Beam became a stand-alone public company in October 2011 (NYSE: BEAM) and crafts and markets dozens of the world’s top premium spirits brands. The company encompasses more than 15 global operating and commercial facilities and 3,400 employees worldwide. Through a company-wide focus on innovation in both product and marketing, Beam has grown to become the fourth largest premium spirits company in the world and the largest U.S.-based spirits company. COMPANY AT A GLANCE Headquarters: Deerfield, Illinois Employees: 3,400 worldwide Operations: Operating and commercial facilities on six continents Flagship Brands: Jim Beam, Maker’s Mark, Pinnacle, Sauza, Canadian Club, Courvoisier, Teacher’s Sales: $2.5 billion U.S. (2012) LEADERSHIP • Matt Shattock, President & Chief Executive Officer • Bob Probst, SVP & Chief Financial Officer • Bill Newlands, President, North America • Albert Baladi, President, Europe/Middle East/Africa (EMEA) • Phil Baldock, President, Asia Pacific/South America (APSA) • Nicholas Fink, SVP, Chief Strategy Officer • Kevin George, SVP, Global Chief Marketing Officer • Clarkson Hine, SVP, Corporate Communications & Public Affairs • Mindy Mackenzie, SVP, Chief Human Resources Officer • John Owen, SVP, Chief Supply Chain Officer • Kenton Rose, SVP, CAO & General Counsel INNOVATION In 2012, Beam reinforced its overall commitment to crafting spirits that stir the world by investing in a new state of the art Global Innovation Center. Boasting 57,000 square feet, the center showcases an array of technical labs and ideation spaces that drive innovation development including: • Liquid Arts Studios complete with full working wet bar, brand education workspaces and multiple, modular retail shelf sets • A Packaging Research & Development Lab with expanded capabilities for prototype development, improved package and materials integrity testing and shipping simulation • Product Research & Development Lab to turn trends and consumer insight into early prototypes • Scientific Services & Quality Labs with state-of-the-art analytical testing equipment • Sensory Research with dedicated taste-testing stations • A scalable, flexible and efficient Processing R&D Lab for vetting endless possibilities of new processes and packages for next generation products With a clear focus on flavor and premiumization, Beam’s innovation pipeline is a key driver of our business. More than one-quarter of Beam’s annual growth comes from new products, and this center is where Beam will combine science and technology with consumer and market trends to bring to life some of the most exciting new cutting-edge products in the marketplace. INNOVATION HIGHLIGHTS • Jim Beam® kicked off 2013 with the launch of Jacob’s Ghost™, a • Pinnacle® Vodka kicked off 2013 by expanding its portfolio of unique smooth and flavorful aged white whiskey that is versatile enough to flavors with the introduction of Rainbow Sherbet and Strawberry mix in any cocktail. The brand then followed up with a limited-edition Shortcake. Later this same year the brand continued to innovate Jim Beam® Distiller’s Masterpiece, Jim Beam® Signature Craft, Jim by launching Caramel Apple, Salted Caramel, Peachberry Cobbler, Beam® Honey and Jim Beam® Maple. Pecan Pie and Peppermint Bark just in time for fall and the holiday season. • Cruzan® expanded its lavish flavor line-up March 2013 with the launch of Key Lime and Passion Fruit. Late summer of 2013, the • EFFEN® Vodka extended the brand’s portfolio in summer of 2013 brand launched Cruzan Velvet Cinn™, a premium rum horchata with the delicate combination of sweet and savory in EFFEN Salted that combines fine Cruzan Rum with rich, sweet dairy cream and a Caramel Vodka. smooth cinnamon flavor. Fall of 2013, Cruzan releases the Cruzan • Red Stag continued to blaze trails in the flavored bourbon category Distiller’s Collection, comprised of Estate Diamond Dark Rum, the with the introduction of its newest flavor – Red Stag HardCore Cider new Estate Diamond Light Rum and the award-winning Cruzan by Jim Beam® in August of 2013. Single Barrel. • Also in August of 2013, Knob Creek® Bourbon introduced Knob • Skinnygirl® Cocktails continued its expansion as a true lifestyle Creek® Smoked Maple -- a full flavored bourbon infused with natural brand with the March 2013 introduction of Mojito and Sweet ‘N Tart flavors in tribute to the flavor passions of the brand’s founder, Booker Grapefruit Margarita, White Cherry Vodka and Moscato, and this fall Noe. with Skinnygirl Prosecco and three new wine varietals. • John DeKuyper & Sons™ brings another decadent temptation to • In April 2013, Sauza® expanded its footprint in the ready-to-serve the brand’s sinfully delicious CRAVE Chocolate Liqueurs line up category with the introduction of Sauza® Sparkling Margaritas in with the introduction of Chocolate Truffle in fall of 2013. With the three fun flavors: Original (Lime), Wild Berry and Mango Peach. flavor of decadent truffles in a rich chocolate liqueur, Crave satisfies The line, made with a Sauza Silver base, captures the spirit of the consumers’ most indulgent cravings. traditional margarita with refreshing effervescence. • Hornitos® revolutionizes the shot occasion with its first innovation. Hornitos® Lime Shot, which launched in March 2013, has transformed the salt+tequila+lime ritual into a single shot that is great tasting and convenient. The product combines Hornitos® Plata 100% blue agave tequila with natural lime flavor and a touch of salt. CORPORATE RESPONSIBILITY Beam leads the beverage alcohol industry in upholding the highest advertising standards and making a positive difference in the communities in which we live and work. Our commitment to social responsibility has led us to believe in the power of partnerships in the fight to end alcohol misuse. We support a variety of industry associations and not-for-profit organizations whose beliefs about responsible consumption of alcohol and the need for collective action in addressing alcohol misuse are aligned with our own. Through the years, we have invested millions of dollars in these organizations to advance the important causes and issues they support. We are also committed
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