Dow Inc. · NYSE:DOW
Dow — Morgan Stanley Laguna Conference 2024
7 slides from Dow's conference presentation, Sep 12, 2024
Slide 1: Dow Presents at Morgan Stanley Laguna Conference
DOW PRESENTS AT MORGAN STANLEY LAGUNA CONFERENCE JIM FITTERLING, CHAIR AND CEO September 12, 2024
Slide 2: Macroeconomic Environment Remains Muted
MACROECONOMIC ENVIRONMENT REMAINS MUTED Packaging – Resilient North America Domestic and Export Demand NAA industry domestic demand for PE growing by 5% YTD through July (ACC) PE exports from NAA remain robust, growing 16% YTD through July and represent >45% of industry production YTD (ACC) Eurozone
Slide 3: Uniquely Positioned to Benefit as Industry Dynamics Improve
UNIQUELY POSITIONED TO BENEFIT AS INDUSTRY DYNAMICS IMPROVE Strategically Optimizing Our Global Asset Footprint Industry Supply Additions Slowing Across All Key Products 2017-23 Capacity Additions CAGR% 1 2024-30 7.0% 6.5% Europe 6.1% LPG advantage 4.8% 4.8% 4.6% Asia Pacific 3.1% Americas Middle Ea
Slide 4: Dow: A Compelling Long-Term Value Investment
DOW: A COMPELLING LONG-TERM VALUE INVESTMENT Near-Term Macroeconomic Unplanned Asset Outage to Impact Continuing to Deliver on Environment Remains Muted 3Q Earnings Expectations Our Long-Term Growth Levers Global industrial demand remains Capturing resilient packaging demand, On track to deliv
Slide 5: Seek Together
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Slide 6: Safe Harbor
SAFE HARBOR Cautionary Statement about Forward-Looking Statements Certain statements in this presentation are “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Ac
Slide 7: Non-GAAP Financial Measures & Definitions
NON-GAAP FINANCIAL MEASURES & DEFINITIONS Non-GAAP Financial Measures This presentation includes information that does not conform to GAAP and are considered non-GAAP measures. Management uses these measures internally for planning, forecasting and evaluating the performance of the Company's segment