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Alibaba-Investor-Day-Michael Evans-Vf Meat Industry Summit April 8-11 Carlsbad, CA The Future of Retail and Meat Industry Implications Sponsored by: Eric Pelletier Alibaba Group The Future of Retail and Meat Industry Implications Eric Pelletier, Vice President, Alibaba Group Our Mission & Vision OUR MISSION To make it easy to do business anywhere OUR VISION To build the future infrastructure of commerce To be a company that lasts at least 102 years FOUNDED IN HANGZHOU IN 1999 A GLOBAL TECHNOLOGY COMPANY +10 million 70 million active packages merchants daily 636 million 90% US$ 768 active mobile GMV billion GMV consumers Alibaba Ecosystem CORE COMMERCE DIGITAL MEDIA & ENTERTAINMENT Tudou Rural Taobao 699million NEW RETAIL Mobile LOCAL SERVICES Active Users AutoNavi PAYMENTS & FINANCIAL SERVICES LOGISTICS ADVERTISING & DATA MANAGEMENT PLATFORM CLOUD COMPUTING 10th Annual Global Shopping Festival Alibaba: Gateway to the China Consumer… …and to the Indian and South East Asian Consumer US Brands Selling on Tmall Market Opportunity in China China Leads E-Commerce Worldwide China Market Opportunity E-commerce Growth by Country 2018-2023 • Within 5 years, the Chinese middle class CHINA US UK JAPAN GERMANY is expected to reach 600 million (double the size of the entire U.S. population) 1,086M • There are 10 cities in US with population of 1m+; In China today there are 102. In 2023 10 years, estimated to be 220. 2018 • Of China’s 1.4 billion people, only half 735M use the Internet and primarily via smart 636M phone—MASSIVE RUNWAY FOR GROWTH 504M • Ecommerce spend as a % of retail sale is 35% and rising 113M 103M 86.5M 95M 81M 70M Then in China Now in China Chinese consumers spend half of their income on clothes and food 衣 食 住 行 娱 康 奢 BEAUTY FOOD HOME TRAVEL LEISURE EDUCATION LUXURY Source: Goldman Sachs 2016 Chinese Consumers Consume Differently Some consumers prefer Higher consumption of meat, Demand for high imported fish, milk and fruits quality food is increasing food due to safety concerns Source: Goldman Sachs 2016 The Five Drivers of Changing Food Consumption 1. Quality and safety 2. Advances in supply chain 3. Rural migration and urbanisation 4. Taste preferences of younger consumers 5. Increasing demand for premium food New Retail: Reshaping the Future of Retail A New Retail Experience: Hema Alibaba Sales Channels for Fresh, Frozen, and Packaged Food ONLINE OFFLINE Selling to China Direct Sourcing Sell to Alibaba Direct Retail to Consumer Sell through your own store Direct Sourcing: Alibaba Win-Chain Wholesale Win-Chain Online Market Places Purchasing Entity 1 Bulk Volume Limited selection Business Entry 2 Offline Market Places of products Sell Distribute 3 Direct purchasing relationship preferred Growing Opportunity for US Meat in China ➢ Since 2000, China’s imports of beef have increased at nearly 28% annually ➢ Ongoing regulatory discussions to open the China market to US firms ➢ The Chinese middle class expected to grow to more than 100 million households by 2021 ➢ Per capita disposable income of urban consumers will double between 2010 and 2020, from about $4,000 to about $8,000 ➢ Other countries are already taking advantage ➢ Need to proceed strategically to take advantage of growing market Contact Information Simon Shin [email protected] 971-777-3154 THANK YOU .
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