The J.m. Smucker Company · NYSE:SJM
The J.m. Smucker — Investor Day (October 2015)
11 slides from The J.m. Smucker's investor day presentation, Oct 20, 2015
Slide 1: U.S. Retail Pet Food and Snacks
The J. M. Smucker Company Investor Day 10/20/2015 U.S. RETAIL PET FOOD AND SNACKS Dave West Geoff Tanner President, Big Heart Pet Food Vice President of Marketing, and Snacks Pet 1
Slide 2: U.S. Retail Pet Foods Segment
The J. M. Smucker Company Investor Day 10/20/2015 U.S. Retail Pet Foods Segment Premium Pet Food $2.3 Billion Mainstream PROJECTED FY16 NET SALES Pet Food Pet Snacks 3 Pet is an Attractive & Growing Category Annual U.S. Pet Food Category Spend (in billions) $28B $45.0 Pet Food Category Spend Categor
Slide 3: Pet is an Attractive & Growing Category
The J. M. Smucker Company Investor Day 10/20/2015 Pet is an Attractive & Growing Category #3 GROCERY CATEGORY 150M BY 2020 Grocery Spend U.S. Dog and Cat Population Growth (in billions) (in millions) $20.0 85.0 -0.51% CAGR $17.5 10’15 40.2M HHs [PROJECTED] +0.67% CAGR 10’15 47M $15.0 65.0 Salty Soft
Slide 4: U.S. Retail Pet Foods: Driving growth through focused investment
The J. M. Smucker Company Investor Day 10/20/2015 U.S. Retail Pet Foods Driving growth through focused investment. PET PREMIUM MAINSTREAM SNACKS PET FOOD PET FOOD Attractive Participates in Highly Cash Flow Growth and Margin High Growth Generative Profiles Specialty Channel High Single Digit High Si
Slide 5: Trends Driving Consumers to Trade Up
The J. M. Smucker Company Investor Day 10/20/2015 Trends Driving Consumers to Trade Up CHILD-FREE DEEPER SNACKS WELL-BEING TECHNOLOGY HOUSEHOLDS BONDS AS MEALS 64% 1 in 5 +14% 3 in 4 69% OF DOG AND CAT PREFER TO SPEND INCREASE IN PET PARENTS SAY OF MILLENNIALS HOUSEHOLDS ARE VALENTINE’S DAY SNACKING
Slide 6: Major Pet Category Trends
The J. M. Smucker Company Investor Day 10/20/2015 Major Pet Category Trends Strong Growth in Super Premium Emerging Mass Premium Segment Short-Term Deflation in Mass Accelerated Growth in Snacking Digital First 11 Key Areas of Focus 1. Pet 2. Total Cat 3. Natural 4. Nose-Prints: Snacks Segment Balan
Slide 7: Leading Edge Consumer Insights
The J. M. Smucker Company Investor Day 10/20/2015 Leading Edge Consumer Insights Drives sharper brand positioning and identifies unmet needs. Target Consumers 1 Nutritionist 3 4 5 Oral Health Oral 2 Need States 3 4 Nutrition Functional 6 13 Milk-Bone Brushing Chews Clinically Proven to be as Effecti
Slide 8: Pet Snacks Category Leadership
The J. M. Smucker Company Investor Day 10/20/2015 1. Pet Snacks Category Leadership Disruptive innovation addressing emerging need states and the space to bring it to life. DOG SNACKS CATEGORY 39 DOLLAR SHARE WELLNESS CAT SNACKS INDULGENCE SEASONAL Source: Smucker Internal Share Report 52 weeks ende
Slide 9: Meow Mix Segment Expansion
The J. M. Smucker Company Investor Day 10/20/2015 Meow Mix Segment Expansion Portfolio meets needs across mealtime, treat time, playtime, and beyond. Dry Cat Food Wet Cat Food Cat Snacks Leveraging the Strength of Our Dry Cat Food Business to Further Expand Our Wet Cat Food and Snacks Business 17 3.
Slide 10: Strategic Importance of Digital
The J. M. Smucker Company Investor Day 10/20/2015 Strategic Importance of Digital A platform for us to extend our business model and rapidly accelerate growth. TRAINING | PET WEARABLES | SECURITY | SAFETY MEDICATION | INSURANCE 19 4. Introducing: Nose-Prints A digital ecosystem that is powered by da
Slide 11: Our Thesis for Winning
The J. M. Smucker Company Investor Day 10/20/2015 Our Thesis for Winning DESCALE OUR COMPETITION Relentless Total Innovation Speed and Agility Creativity Pets at the Heart of Everything 21 11
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