Sherwin-williams Company (the) · NYSE:SHW
Sherwin-williams Company (the) — The Sherwin-Williams Company — Investor Day (June 2019)
21 slides from Sherwin-williams Company (the)'s investor day presentation, Jun 5, 2019
Slide 1: Global Supply Chain
GLOBAL SUPPLY CHAIN J O E L B AX T E R P R E S I D E N T & G E N E R A L MA N A G E R , GLOBAL SUPPLY CHAIN 1 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 2: Global Footprint
Global Footprint RUSSIA CANADA UNITED STATES CHINA INDIA BRAZIL AUSTRALIA SOUTH AFRICA 2 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 3: Global Supply Chain
Global Supply Chain One Focused Organization Share Best Practices Worldwide End-to-End Supply Chain 3 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 4: End-to-End Supply Chain
End-to-End Supply Chain Drive Continuous Improvement Research & Global Supply Chain Development Procurement Management Manufacturing Distribution Transportation Customer 4 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 5: Accelerating Operational Excellence
Accelerating Operational Excellence One Continuous Improvement Culture Leveraging Best Practices Sustainable Results OPERATIONAL EXCELLENCE FOCUS AREAS SAFETY QUALITY SERVICE COST PEOPLE 5 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 6: End-to-End Supply Chain: Global Business Management System
Global Business Management System Management Continuous Accelerated Time Review Improvement Root Cause Management End-to-End Supply Chain PEOPLE SYSTEMS TOOLS PROCESSES 6 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 7: What This Accomplishes
What This Accomplishes Drives Customer Solutions Cost Reduction Accelerated Growth 7 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 8: Focus Areas
Focus Areas Operational Excellence Global Procurement Innovation Excellence 8 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 9: Safety
Safety Recordable Case Rate 2018 9 Source: The North American Industry Classification System (NAICS) FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 10: Net Fixed Assets
Net Fixed Assets Value in Dollars 2017 2018 10 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 11: Working Capital % to Sale
Working Capital % to Sale Maintain Negative Working Capital 2016 2017 2018 11 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 12: Rationalization Opportunities
Rationalization Opportunities RUSSIA CANADA UNITED STATES CHINA INDIA BRAZIL AUSTRALIA SOUTH AFRICA 12 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 13: Operational Excellence Savings
Operational Excellence Savings 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 13 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 14: Controlled Transportation
NORTH AMERICA Controlled Transportation 7 Day Operations Inbound Raw Materials Unattended Deliveries Internal Tank wagon Deliveries Temperature Controlled Equipment Consistent On Time Service 14 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 15: Typical Coatings Product
Typical Coatings Product 2019 est. vs. 2018 Industry * Resins/Latex (43%) -1 to 3% Acrylic (Latex Paints) Alkyd (Oil Paints) Epoxy (Epoxy Paints) Pigments (27%) 0 to 1.5% Titanium Dioxide Pigments Paint Fillers Extenders Containers (13%) 3 to 4% Metal or Plastic Additives (9%) 1 to 3% Solvents (8%)
Slide 16: Global Procurement Benefits
Global Procurement Benefits Raw Material Efficiencies Internal Development 16 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 17: Raw Material Efficiency
Raw Material Efficiency INCREMENTAL NEXT GENERATION EFFICIENCY DESIGNED DISRUPTION BREAKTHROUGH BREAKTHROUGH 17 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 18: Resin/Latex Dual Sourcing Strategy
Resin/Latex Dual Sourcing Strategy – Internal vs. External • Internal Development • Engineered Polymer Solutions • External Suppliers 2016 2017 2018 Controlled Production (lbs.) 18 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 19: Innovation Pipeline
Innovation Pipeline STAGE 1 STAGE 2 STAGE 3 STAGE 4 Technology Technology Concept Definition Commercialization Assessment Development Maintenance & Durability Visual Appearance Custom Solutions Sustainability The Painting Process Time & Labor 19 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 20: New Architectural Product Launches
New Architectural Product Launches 16 21 24 33 2013 2015 2017 2019 2012 2014 2016 2018 23 40 25 30+ 20 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
Slide 21: Summary
Summary Focused Global Supply Chain Organization Leveraging Systems, Tools & Processes Deliver Best in Class Service 21 FINANCIAL COMMUNITY PRESENTATION – JUNE 5, 2019
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