Sherwin-williams Company (the) · NYSE:SHW
Sherwin-williams Company (the) — The Sherwin-Williams Company — Investor Presentation (September 2020)
14 slides from Sherwin-williams Company (the)'s investor presentation, Sep 29, 2020
Slide 1: Company Overview
2020 F I NANCI AL CO M M UNI TY P RE S E NTATI O N COMPANY OVERVIEW D AV I D S E W E L L PRESIDENT & C H I E F OP E R A TI N G OF F I C E R FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation may contain certain "forward-looking statements," as defined under U.S. federal securities laws. These forward-looking statements are based upon management's current expectations, estimates, assumptions and beliefs concerning future events and conditions.
Slide 3: About Us
ABOUT US 61,000+ FOUNDED IN EMPLOYEES 1866 120+ 2019 REVENUES SALES BY $17.9 billion GEOGRAPHY COUNTRIES 80% 4,750+ US / CANADA THE AMERICAS 15% GROUP STORES PERFORMANCE 28% 57% COATINGS GROUP 20% 147 REST OF WORLD MANUFACTURING CONSUMER (ROW) & DISTRIBUTION BRANDS GROUP FACILITIES INDUSTRY-LEADING
Slide 4: Consistent Track Record of Success
Consistent Track Record of Success Over 150 Years of Sustainable Growth ECONOMIC GLOBAL GROWTH & CONTINUOUS LONGEVITY SOCIO-POLITICAL EXPANSION IMPROVEMENT THROUGH RESILIENCY THROUGH ROBUST STRATEGIC FOCUS ON INNOVATION & DEPRESSIONS, UNCERTAIN M&A & SUCCESSFUL AVOIDING COMPLACENCY RECESSIONS & WORL
Slide 5: COVID-19 Response
COVID-19 Response Employee Response Customer Response Community Response Flex Manufacturing Safety, Safety, Safety Supply Critical Coatings Personal Protective Equipment Donations: Flexible Work Arrangements Curbside Pickup Options 250,000+ Masks, Delivery Options Gloves and Lab Coats Enhanced Benef
Slide 6: Core Commitment: Delivering Solutions To Our Customers
CORE COMMITMENT Delivering Solutions To Our Customers FINANCIAL COMMUNITY PRESENTATION – SEPTEMBER 29, 2020 6
Slide 7: Solution Video
SHERWIN-WILLIAMS Solution Video FINANCIAL COMMUNITY PRESENTATION – SEPTEMBER 29, 2020 7
Slide 8: Uniquely Positioned to Deliver Customer Value
Uniquely Positioned to Deliver Customer Value IMPROVING CUSTOMER SUCCESS SOLUTION DRIVEN SERVICE INDUSTRY LEADING INNOVATION DIFFERENTIATED PRODUCT DISTRIBUTION Providing Unique and Differentiated Solutions for Our Customers FINANCIAL COMMUNITY PRESENTATION – SEPTEMBER 29, 2020 8
Slide 9: Acquisition Execution & Integration Adds to Our Solutions
Acquisition Execution & Integration Adds to Our Solutions INNOVATION TALENT MANUFACTURING DISTRIBUTION PROCUREMENT GLOBAL SYNERGY 14 Acquisitions Successfully Integrated Over the Last Decade FINANCIAL COMMUNITY PRESENTATION – SEPTEMBER 29, 2020 9
Slide 10: Driving Performance
Driving Performance ARCHITECTURAL INDUSTRIAL SEGMENT MARGIN AT ACQUSITION SEGMENT MARGIN AT ACQUSITION 20% 13% 13% 20% TARGET TARGET ~20% ~20% 1H2020 1H2020 In Process: • Top Line Growth 20% • Europe/Asia Footprint Exceeded And Still Improving… • SKU Rationalization Driving Performance is a Continuo
Slide 11: US Patent Activity: Industry Leading Innovation
Industry Leading Innovation US Patent Activity 2,000+ (2015-2018) R&D EMPLOYEES WORLDWIDE ARCHITECTURAL INDUSTRIAL • 105 Filed • 83 Filed • 80 Granted • 63 Granted Patent activity includes Valspar Corporation-owned patents and applications prior to Sherwin-Valspar merger. Continuous Innovation Under
Slide 12: Innovative Solutions
Innovative Solutions valPure® V70 Twist & Pour® Kem Aqua® POWDURA® ECO non-BPA Epoxy Container BP Siding Plus Coatings CONSUMER SUSTAINABLE TECHNOLOGY SOLUTION: PRODUCTION SOLUTION: SOLUTION: SOLUTION: Speeds Tinting Times & Recycling 16 Plastic Durable Waterborne Provides Consumer Limits line chang
Slide 13: Environmental, Social & Governance
Environmental, Social & Governance The Employer The Citizen The Steward Providing a safe & inclusive work environment Making a difference in our communities Growing our business with care FOUNDATION CONTRIBUTIONS SUSTAINABLE PRODUCTS & BUILDING SOLUTIONS FORBES®: AMERICA’S BEST EMPLOYERS FOR NEW GRA
Slide 14: Driving Shareholder Value
Driving Shareholder Value DRIVE DRIVE DRIVE CASH DRIVE GROWTH ROS GENERATION RONAE • Above Market Growth • Volume Growth • Earnings Growth • Asset Utilization • Customer Solutions • Profit Improvement • Working Capital • Working Capital Management • Product Innovation • Pricing Actions • Consistent
The Sherwin-Williams Company — Investor Presentation (September 2020) on 6ix