1. DUST TO DIAMONDS Walking the Path to Prosperity With Customers

2. Today’s Journey 1. SA and the World 5 mins 3. Food Profiles 10 mins Journey with consumers as their diet changes Journey with consumers as their diet changes 2. The Changing Landscape (Macro & Mind) 30 mins

3. World Population 6,7 Billion 850M Hungry

4. Total Population Grows from 6,1 Billion 9,3 Billion TO 2345678910 162 Sierra Leone 1 143 Zambia 115 India 102 Indonesia 94 South Africa 69 Brazil 55 Russia 39 Czech. 20 Italy 3 Canada World Population 2000 to 2050 2000 2050

5. Developed world’s population stays at Developed 1.2 Billion 2345678910 162 Sierra Leone 1 143 Zambia 115 India 102 Indonesia 94 South Africa 69 Brazil 55 Russia 39 Czech. 20 Italy 3 Canada World Population 2000 to 2050

6. THE POPULATION OF THE LESS DEVELOPED REGIONS GROWS FROM 4.9 billion TO 8.2 billion 2345678910 162 Sierra Leone 1 143 Zambia 115 India 102 Indonesia 94 South Africa 69 Brazil 55 Russia 39 Czech. 20 Italy 3 Canada World Population 2000 to 2050 2000 2050

7. 2345678910 145 Senegal 146 Angola 151 Malawi 152 Rwanda 157 Mozambique 158 Ethiopia 160 Burundi 162 Sierra Leone 1 129 Nepal 132 Bangladesh 133 Yemen 136 Nigeria 139 Mauritania 141 Uganda 143 Zambia 144 Côte d’Ivoir 113 Swaziland 114 Botswana 115 India 117 Zimbabwe 119 Ghana 120 Lesotho 123 Kenya 127 Pakistan 100 Algeria 101 Vietnam 102 Indonesia 104 Bolivia 105 Egypt 106 Nicaragua 108 Guatemala 111 Namibia 81 Sri Lanka 87 China 88 Jordan 89 Tunisia 94 SA 95 El Salvador 96 Samoa 65 Lebanon 66 Thailand 68 Saudi Arabia 69 Brazil 70 Philippines 74 Ukraine 76 Jamaica 80 Paraguay 50 Latvia 51 Mexico 52 Panama 55 Russia 56 Malaysia 57 Bulgaria 61 Venezuela 62 Colombia 34 Argentina 35 Slovakia 36 Hungary 3 Poland 39 Chile 43 Kuwait 47 Lithuania 46 Croatia 17 Germany 18 Ireland 20 Italy 21 Spain 22 Israel 23 Greece 26 Singapore 27 Korea 1 Norway 2 Australia 3 Canada 4 Sweden 6 USA 9 Japan 11 Switzerland 14 UK LSM 1 LSM 2LSM 3 LSM 4 LSM 5LSM 6LSM 7LSM 8LSM 9 LSM10

9. Living Standards Measure 1. Hot running water 2. Fridge/freezer 3. Microwave oven 4. Flush toilet in house or on plot 5. VCR in household 6. Vacuum cleaner/floor polisher 7. Have a washing machine 8. Have a computer at home 9. Have an electric stove 10. Have TV set (s) 11. Have a tumble dryer 12. Have a Telkom telephone 13. Hi-fi or music centre 14. Built-in kitchen sink 15. Home security service 16. Have a deep freeze 17. Water in home or on stand 18. Have MNet and/or DStv 19. Have a dishwasher 20. Metropolitan dweller 21. Have a sewing machine 22. DVD player 23. House/cluster/ town house 24. 1/more motor vehicles 25. No domestic worker 26. No cell phone in household 27. 1 Cell phone in household 28. None or only one radio 29. Living in a non-urban area

10. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Lifestyle levels Median Monthly Household Income Median Monthly Household Income SOURCE:AMPS 2007 National Average R2,790

11. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 LSM 9 LSM10 LSM 1 LSM 2 LSM 3 LSM 4 LSM 5 LSM 6 LSM 7 LSM 8 Total Households By Level 2007 SOURCE:AMPS 2005 Millions of Houses Total 11,3m 28%15% 31% 26% SOURCE:AMPS 2007

12. The Consumer “Onion” 1893New Zealand (to vote) 1902Australia* 1906Finland 1907Norway (to stand for election)* 1913 Norway** 1915Denmark, Iceland* 1917Canada (to vote)*, Netherlands (to stand for election) 1918Austria, Canada (to vote)*, Estonia, Georgia 1, Germany, Hungary, Ireland*, Kyrgyzstan, Latvia, Lithuania, Poland, Russian Federation, United Kingdom* 1 1919 Belarus, Belgium (to vote)*, Luxembourg, Netherlands (to vote), New Zealand (to stand for election), Sweden*, Ukraine

13. Total South African Population 1985 - 2025 ACTUAL Based on CARE Figures FORECAST Millions +2.3% +0.7% 2008 +0.2%

14. HIV Positive Population 1985 - 2025 Based on CARE Figures FORECAST Millions 2008 ACTUAL 11.6% HIV POSITIVE IF YOUR CUSTOMERS & STAFF ARE REPRESENTATIVE OF THE POPULATION 1 OF EVERY 9 OF YOUR STAFF & CUSTOMERS ARE HIV POSITIVE

15. Annual Deaths 1985 - 2025 ACTUAL Based on CARE Figures FORECAST Thousands 2008 2011

16. Annual Deaths 1985 - 2025 ACTUAL FORECAST 2007 2011

17. Woman’s Vote 1893New Zealand (to vote) 1902Australia* 1906Finland 1907Norway (to stand for election)* 1913 Norway** 1915Denmark, Iceland* 1917Canada (to vote)*, Netherlands (to stand for election) 1918Austria, Canada (to vote)*, Estonia, Georgia 1, Germany, Hungary, Ireland*, Kyrgyzstan, Latvia, Lithuania, Poland, Russian Federation, United Kingdom* 1 1919 Belarus, Belgium (to vote)*, Luxembourg, Netherlands (to vote), New Zealand (to stand for election), Sweden*, Ukraine 1893New Zealand (to vote) 1902Australia* 1906Finland 1907Norway (to stand for election)* 1913 Norway** 1915Denmark, Iceland* 1917Canada (to vote)*, Netherlands (to stand for election) 1918Austria, Canada (to vote)*, Estonia, Georgia 1, Germany, Hungary, Ireland*, Kyrgyzstan, Latvia, Lithuania, Poland, Russian Federation, United Kingdom* 1 1919 Belarus, Belgium (to vote)*, Luxembourg, Netherlands (to vote), New Zealand (to stand for election), Sweden*, Ukraine 1893New Zealand 1906Finland 1913Norway 1918Austria, Canada, Germany, Hungary, Poland, Russian Federation, United Kingdom* 1920Albania, Canada (to stand for election)*, Czech Republic, Iceland**, Slovakia, United States of America (to vote) 1921Armenia, Azerbaijan, Belgium (to stand for election)*, Georgia 1, Sweden** 1 1920United States 1930South Africa (Whites), Turkey 1931 Chile, Portugal, Spain, Sri Lanka 1932Brazil, Maldives, Thailand, Uruguay 1944Bulgaria, France, Jamaica 1947Argentina, Japan, Malta, Mexico, Pakistan, Singapore 1954Belize, Colombia, Ghana 1965Botswana, Lesotho 1971Switzerland 1972Bangladesh 1984Liechtenstein 2005Kuwait

18. South African Population Gender FEMALEMALE25.1M51.6%23.5M48.4% Based on CARE Figures

19. SOURCE:AMPS 2005 Rands per Month Average Monthly Cell Expenditure Male vs. Female SOURCE:AMPS 2007 MALE FEMALE

20. CHANGE BAROMETER FutureFact 2006 GENDER EQUALITY 1 2 3 4 3.2

21. CHANGE BAROMETER FutureFact 2006 STANDARD OF TAXI DRIVING 1 2 3 4 1.9

22. South African Population Community Size RURAL URBAN 39% 61% Based on CARE Figures

23. South African Population Age Pyramid 1985 Based on CARE Figures 2,500,000 200,000 1,500,000 1,000,000 500,000 FEMALEMALE 40% CHILDREN 0-14 1.9M 60+ 6%

24. South African Population Age Pyramid 2008 Based on CARE Figures 3,000,000 2,500,000 200,000 1,500,000 1,000,000 500,000 FEMALEMALE 31% CHILDREN 0-14 3.5M 60+ 7% (+86%UP ON ‘85)

25. South African Population Age Pyramid 2025 Based on CARE Figures 3,000,000 2,500,000 200,000 1,500,000 1,000,000 500,000 FEMALEMALE 28% CHILDREN 0-14 5.4M 60+ 10% (+56%UP ON ‘07)

26. SOURCE:AMPS 2005SOURCE:AMPS 2007 MILLIONS HOUSEHOLDS BY INCOME GROUP MONTHLY HH INCOME GROUP 30%24%21%13%10%2%

27. SOURCE:AMPS 2005SOURCE:AMPS 2007 MEDIAN RANDS PER MONTH Customer Journey’s EVERYONE DREAMS OF THE SUMMIT, VERY FEW MAKE IT MONTHLY HH INCOME GROUP National Median R3,029

28. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 LSM 9 LSM10 LSM 1 LSM 2 LSM 3 LSM 4 LSM 5 LSM 6 LSM 7 LSM 8 Population Variance 1. Plan to get a job next year SOURCE:FF 2006 Percent National Average 45%

29. South African Population Employment SOURCE: AMPS 2007 10m 12m 9m

30. South African Population Employment

31. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Population Variance 3. Not at all well of (compared to other SA households) SOURCE:FF 2006 Percent National Average 14%

32. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Population Variance 8. In most ways my life is close to Ideal SOURCE:FF 2006 National Average 69%

33. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Population Variance 9. Have dreams, but feel I’ll never achieve them SOURCE:FF 2006 National Average 52%

34. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Population Variance 10. Complete Confidence in South Africa SOURCE:FF 2006 National Average 62%

35. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Black Population Commonality 7. Complete Confidence in South Africa SOURCE:FF 2006 National Average 79%

36. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Population Commonality * 1. Men and Women who do the same job should earn the same salary should earn the same salary SOURCE:FF 2006 National Average 85% *over 55% incidence, (variance below 15 x % agree)

37. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Population Commonality * 2. Black and White need each other to survive and prosper SOURCE:FF 2006 National Average 84% *over 55% incidence, (variance below 15 x % agree)

38. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Population Commonality * 3. With the same education an opportunities black people are just as competent as whites black people are just as competent as whites SOURCE:FF 2006 National Average 83% *over 55% incidence, (variance below 15 x % agree)

39. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Population Commonality * 6. Prefer a company that focuses on customers rather than product innovation rather than product innovation SOURCE:FF 2006 National Average 75% *over 55% incidence, (variance below 15 x % agree)

40. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Population Commonality * 7. Afraid and alert all the time in case I become a victim of crime I become a victim of crime SOURCE:FF 2006 National Average 72% *over 55% incidence, (variance below 15 x % agree)

41. SOURCE:AMPS 2005 Victim of Crime Past 12 months SOURCE:AMPS 2007 MONTHLY HOUSEHOLD INCOME Percentage National Average 17% Chances of it happening to You this year 1 in 7 1 in 6 1 in 5 1 in 4

42. The Macro Environment BAD NEWS BAD NEWS - AIDS - CRIME - CRIME - UNEMPLOYMENT - UNEMPLOYMENT GOOD NEWS - BETTER LIFE FOR ALL

43. A Better Life For All

44. Microwave Electric Stove TV Set Fridge 13 Year Trends Durables in household 1994 vs. 2007 SOURCE:AMPS Percentage

45. NUMBER OF HOUSEHOLDS LSM’S 2004 VS. 2007 Source : AMPS 2004 and 2005 Thousands LSM 1 LSM 2 LSM 3 LSM 4 LSM 5 LSM 6 LSM 7 LSM 8 LSM 9 LSM10

46. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 LSM 9 LSM10 LSM 1 LSM 2 LSM 3 LSM 4 LSM 5 LSM 6 LSM 7 LSM 8 Total Households By Level 2006 vs. 2007 SOURCE:AMPS 2005 Millions Total 11m 29% 28%29%14% 31% 26% 15%

47. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 LSM 9 LSM10 LSM 1 LSM 2 LSM 3 LSM 4 LSM 5 LSM 6 LSM 7 LSM 8 Total TV Households By Level 2007 SOURCE:AMPS 2007 Millions Total 8.8M 11% 31% 39% 19%

48. Increasing Living Standards Forecast

49. SOURCE:AMPS 2005 Percentage People vs. Income SOURCE:CONSUMER SCOPE based on AMPS 2007 MONTHLY HOUSEHOLD INCOME

50. SOURCE:AMPS 2005 Percentage People vs. Income SOURCE:CONSUMER SCOPE based on AMPS 2007 54% of people have have 13% of the money 13% of the money 12% of people have 47% of the money 47% of the money MONTHLY HOUSEHOLD INCOME

51. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Fresh Milk Past 7 Days Purchaser Incidence SOURCE:AMPS 2005 Percentage Total 16.1M Purchasers National Incidence 54% SOURCE: AMPS 2003 LSM 9 LSM10 LSM 1 LSM 2 LSM 3 LSM 4 LSM 5 LSM 6 LSM 7 LSM 8

52. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Percentage Fresh Milk Past 7 Days Purchaser Profile SOURCE: AMPS 2003

53. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Percentage Fresh Milk Past 7 Days Heavy (7+) Purchaser Profile SOURCE: AMPS 2003

54. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Chicken Past 4 weeks Purchaser Incidence Percentage Total 18.8M Purchasers SOURCE: AMPS 2003 National Incidence 63%

55. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 SOURCE:AMPS 2005 Percentage Chicken Past 4 weeks Purchaser Profile SOURCE: AMPS 2003

56. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Percentage Chicken Past 4 Weeks Heavy (5+) Purchaser Profile SOURCE: AMPS 2003

57. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Fresh red meat Past 4 weeks Purchaser Incidence Percentage Total 18.8M Purchasers National Incidence 57% SOURCE: AMPS 2003

58. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Percentage Fresh red meat Past 4 weeks Purchaser Profile SOURCE: AMPS 2003

59. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Percentage Fresh red meat Past 4 Weeks Heavy (5+) Purchaser Profile SOURCE: AMPS 2003

60. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 LSM 9 LSM10 LSM 1 LSM 2 LSM 3 LSM 4 LSM 5 LSM 6 LSM 7 LSM 8 Vienna Sausages Past 4 weeks Consumer Incidence Percentage Total 10.8M consumers SOURCE: AMPS 2005 National Incidence 35%

61. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Vienna Sausages Consumer Profile Percentage SOURCE: AMPS 2005

62. LEVEL 1 LEVEL 2 LEVEL 4 LEVEL 3 Vienna Sausages Top 3 Brands Percentage SOURCE: AMPS 2005

63. LSM Median of Appliances The Journey SOURCE:AMPS 2006/ CONSUMERSCOPE LSM1 LSM 2 LSM 3 LSM 4 LSM 5 LSM 6 LSM 7 LSM 8 LSM 9 LSM10 Electricity (Lights) 5.5 Hotplate4.2 TV Set 6.0 FridgeFreezer6.1 Hi Fi MusicCentre6.1 Iron6.2 Kettle6.5 ElectricStove6.6 Microwave7.6 DVD7.6 VCR7.9 Geyser7.8 WashingMachine8.2 DeepFreeze8.5 SewingMachine8.9 VacuumCleaner/Polisher9.0 PCLaptop9.3 TumbleDrier9.5 SwimmingPool9.5 Dishwasher9.5 This gives us a good indication of the appliance purchase priority as living standards increase

64. LSM Median of Food SOURCE:AMPS 2006/ CONSUMERSCOPE LSM1 LSM 2 LSM 3 LSM 4 LSM 5 LSM 6 LSM 7 LSM 8 LSM 9 LSM10 Rice 5.1 Mealie Meal 4.6 Pasta 6.2 Cheese6.6 Frozen Veg 6.5 Red Meat Ever5.1 Heavy6.4 Milk5.6 ChickenEver4.9 ChickenHeavy5.7

65. May you Grow with your Customers