Avery Dennison Corporation · NYSE:AVY
Avery Dennison — Non-Deal Roadshow (September 2023)
10 slides from Avery Dennison's roadshow presentation, Sep 27, 2023
Slide 1: Solutions Innovation Tour
Solutions Innovation Tour September 2023 1 September 2023 Solutions Innovation Tour
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain statements contained in this document are "forward-looking statements" intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements, and financial or other business targe
Slide 3: Avery Dennison: leader in diverse and growing markets
Avery Dennison: leader in diverse and growing markets Sales by Segment(1) Sales by End Market Category(1) Sales by Geographic End Market(1) Staples Other(2) Other(2) Solutions ~60% Food Industrial/ LATAM U.S. Durable Group S. Asia 27% U.S. Intelligent HPC Total China ~40% Labels $9.0B Staples E. Eur
Slide 4: Continuing to shift the portfolio toward higher value products and solutions
Continuing to shift the portfolio toward higher value products and solutions… 2010 2016 2022 High Value High Value High HV HV Value HV ~20% ~30% ~40% Base Base Base …and uniquely positioned to connect the physical and digital to help solve some of the most complex problems in the industries we serve
Slide 5: Solutions Group
Solutions Group ● Leading global player in branding and identification solutions, helping solve complex industry problems ● Clear and sustainable competitive advantages ○ Scale, innovation and solutions capability (helping 2022 Sales by Product Product Category lead customers through key digital init
Slide 6: Intelligent Labels; expect 20%+ growth in the coming years
Intelligent Labels; expect 20%+ growth in the coming years Strong track record, differententiated position ~20% Non-Apparel Categories ~20% Org. Sales $0.25B ● Industry-leading position: scale (50%+ UHF RFID share), process technology, vertical integration and team ● Commitment to innovation: portfo
Slide 7: Solving Industry Challenges
Connecting Physical to Digital Solving Industry Challenges Reducing waste Our solutions play an integral role in improving systemic visibility throughout the supply chain, creating opportunity to reduce waste and overproduction across multiple industries. Optimizing supply chain and labor efficiency
Slide 8: Intelligent labels – unlocking large, attractive end markets
Intelligent labels – unlocking large, attractive end markets 200 total market 60 addressable market 45 20 10 5 10 (billions of units) Apparel General Beauty & Food Logistics Auto Healthcare Retail Personal Care ● Significant market opportunity; 350+ billion unit opportunity across retail and industri
Slide 9: Embelex, our platform to drive value across External Embellishments
Embelex, our platform to drive value across External Embellishments Delivering strong growth... Differentiators: ~16% Global scale Org. Sales CAGR Value/Solution Selling Approach Sustainability 2017 2018 2019 2020 2021 2022 Customization and Elevating Brand Identity Personalization Product Breadth ●
Slide 10: 2023 All Solutions Innovation
2023 AverySeptember ©10 2023 All Dennison Corporation. Solutions Innovation rights reserved. Tour and all other Avery Dennison brands, product names and codes are trademarks of Avery Dennison Corporation. All other brands or product names are trademarks of Avery Dennison their respective owners. For