Post on 13-Jan-2016
transcript
Global Ag Overview
12/7/2011 Capital Executive Group 1
Global Ag Overview
• The first section contains selected slides from Deere’s Q4 Earnings Release
• The second section contains selected slides and comments from the Ag Intelligence Report
• The third section contains information from “How to Feed the World in 2050”
12/7/2011 Capital Executive Group 2
11/23/11 Deere Q4 Release
• The following 8 pages are from Deere’s Fourth Quarter Earnings Release
• This gives some insight into the North American market and commentary on global conditions
12/7/2011 Capital Executive Group 3
Deere & Company Q4 Release
12/7/2011 Capital Executive Group 4
12/7/2011 Capital Executive Group 5
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Deere & Company Q4 Release
12/7/2011 Capital Executive Group 6
12/7/2011 Capital Executive Group 7
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Deere & Company Q4 Release
12/7/2011 Capital Executive Group 8
12/7/2011 Capital Executive Group 9
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Deere & Company Q4 Release
12/7/2011 Capital Executive Group 10
12/7/2011 Capital Executive Group 11
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Deere & Company Q4 Release
12/7/2011 Capital Executive Group 12
12/7/2011 Capital Executive Group 13
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Deere & Company Q4 Release
12/7/2011 Capital Executive Group 14
12/7/2011 Capital Executive Group 15
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Deere & Company Q4 Release
12/7/2011 Capital Executive Group 16
12/7/2011 Capital Executive Group 17
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Deere & Company Q4 Release
12/7/2011 Capital Executive Group 18
12/7/2011 Capital Executive Group 19
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2012 Dealer Business Outlook & Trends
• The following data is summarized by Ag Equipment Intelligence from information collected by AEM and Farm Equipment
• The dealer information is summarized from nearly 300 dealer responses
• USDA has restated net farm cash to $103.6 billion in 2011 up 31% from the 2010 forecast
12/7/2011 Capital Executive Group 20
Ag Equipment – 2011 vs. 2010
12/7/2011 Capital Executive Group 21
12/7/2011 Capital Executive Group 22
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Ag Equipment – 2012 Forecast
12/7/2011 Capital Executive Group 23
AEM
12/7/2011 Capital Executive Group 24
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Dealer Projections by Brand
12/7/2011 Capital Executive Group 25
12/7/2011 Capital Executive Group 26
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Unit Sales ‘07 to Sept ’11 YTD
12/7/2011 Capital Executive Group 27
12/7/2011 Capital Executive Group 28
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Unit Sales ‘07 to Sept ’11 YTD
12/7/2011 Capital Executive Group 29
12/7/2011 Capital Executive Group 30
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Dealer Issues & Concerns
12/7/2011 Capital Executive Group 31
12/7/2011 Capital Executive Group 32
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12/7/2011 Capital Executive Group 33
Ag Equipment – 2012Canada
12/7/2011 Capital Executive Group 34
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12/7/2011 Capital Executive Group 35
Unit Sales ‘07 to Sept ’11 YTDCanada
12/7/2011 Capital Executive Group 36
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12/7/2011 Capital Executive Group 37
Unit Sales ‘07 to Sept ’11 YTDCanada
12/7/2011 Capital Executive Group 38
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12/7/2011 Capital Executive Group 39
Dealer Issues & ConcernsCanada
12/7/2011 Capital Executive Group 40
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12/7/2011 Capital Executive Group 41
World Population Trends
12/7/2011 Capital Executive Group 42
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