The J.m. Smucker Company · NYSE:SJM
The J.m. Smucker — Investor Day (October 2015)
10 slides from The J.m. Smucker's investor day presentation, Oct 20, 2015
Slide 1: U.S. Retail Coffee Business Update
The J. M. Smucker Company Investor Day 10/20/2015 U.S. RETAIL COFFEE BUSINESS UPDATE Steve Oakland Danielle Barran President, Coffee and Vice President of Marketing, Foodservice Coffee 1
Slide 2: U.S. Retail Coffee Segment Growth
The J. M. Smucker Company Investor Day 10/20/2015 U.S. Retail Coffee Segment Growth Net Sales Segment Profit (in billions) (in millions) $2.1 $1.7 $549 $488 5-Year 5-Year CAGR CAGR 4% 2% FY10 FY15 FY10 FY15 3 U.S. Retail Coffee Segment Focused on keeping our iconic brands the preferred choice of con
Slide 3: At-Home Coffee Category
The J. M. Smucker Company Investor Day 10/20/2015 At-Home Coffee Category $9.2B 3% $6.6B 9% 4-Year CAGR 38% 4% 9% 10% 7% 30% 23% 47% 29% 2011 2015 Mainstream2011 R&G Premium Instant 2015 One Cup Other Source: Smucker Internal Multi-Outlet Share Report 52 weeks ended September 11, 2011 and September
Slide 4: Share of At-Home Coffee Segments
The J. M. Smucker Company Investor Day 10/20/2015 Share of At-Home Coffee Segments Smucker is a key player in all segments of the at-home coffee category. (U.S. Retail Markets) Total Mainstream Category R&G Premium One Cup Instant 100 DOLLAR SHARE 80 60 40 53 20 27 29 18 12 0 Category Size $9.2B $2.
Slide 5: Breadth of Coffee Makers in Households
The J. M. Smucker Company Investor Day 10/20/2015 Breadth of Coffee Makers in Households Increase in Households for All Types of Coffee Makers 75% 2009 2015 69% 35% 14% 8% 3% 4% 8% 6% 10% 2% 8% Automatic Drip One Cup French Press Espresso & Percolator Moka Pot & Cappuccino Stove Top Source: Smucker
Slide 6: Why We Coffee
The J. M. Smucker Company Investor Day 10/20/2015 Why We Coffee 80% OF AMERICANS Drink Coffee 4 OUT OF 5 Cups are Consumed At-Home vs. Away COFFEE HAS THE 3RD Highest Share of all Food and Drinks Consumed $9.2 BILLION Spent Annually in the Retail Coffee Category 10TH LARGEST Edible Category in Retai
Slide 7: Top Consumer & Retail Coffee Trends
The J. M. Smucker Company Investor Day 10/20/2015 Top Consumer & Retail Coffee Trends Coffee Ritual Coffee as an Experience Rise of Variety Seekers Personalization Indulgence Convenience 13 Coffee Ritual: Folgers An increasingly integral part of the morning routine. 80% of Coffee Consumption Occurs
Slide 8: Coffee as an Experience
The J. M. Smucker Company Investor Day 10/20/2015 Coffee as an Experience: Café Bustelo Creating a unique coffee experience and driving brand awareness. BROADENING THE APPEAL TO CULTURALLY OPEN MILLENNIALS POP-UP CAFÉ’S NEW YORK CITY CHICAGO LOS ANGELES AUSTIN FESTIVALS CHICAGO SAN FRANCISCO LAS VEG
Slide 9: Personalization
The J. M. Smucker Company Investor Day 10/20/2015 Personalization: Folgers Perfect Measures The cup you want, just the way you like it. 100% Ground Coffee, No Additives Offers Consistency and Control for Personalization A Convenient, No Mess Option 17 Indulgence: Folgers Flavors Indulge in “me” time
Slide 10: Convenience: K-Cups and Ready to Drink
The J. M. Smucker Company Investor Day 10/20/2015 Convenience: K-Cups and Ready to Drink Easy access to your coffee anytime, anywhere. K-Cups Ready to Drink Positioned for Growth with On-trend Convenient Multiple K-Cup Offerings Coffee Option Including Our Latest Launch 19 Uniquely Positioned to Dri
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