Glanbia Plc · EURONEXT:GL9
Glanbia — Investor Day (November 2025)
12 slides from Glanbia's investor day presentation, Nov 19, 2025
Slide 1: PN Americas Capital Markets Day
PN Americas CAP ITA L MA RK ETS DAY Monica McGurk CEO, Performance Nutrition Americas 19 November 2025
Slide 2: Important Notice
I M P O R T A N T N O T I C E The Glanbia Capital Markets Day (“CMD”) presentations contain forward- looking statements. These statements have been made by the Directors in good faith based on the information available to them up to the time of their approval of the CMD presentations. Due to the inh
Slide 3: PN Americas Demonstrating Continued Growth
P N A M E R I C A S D E M O N S T R AT I N G C O N T I N U E D G R O W T H FY2025 PN Americas revenue1 ~$1.1bn Other 2025 net revenue1 Portfolio Optimum Brands Nutrition +4% CAGR (34%) (66%) 3-year net revenue CAGR from 20221 1,200+ Employees 75%+ powders1 Largest blending facility in NA #1 Sports N
Slide 4: Our Core Market of Powders Is Large and Growing
OUR C OR E M ARKE T OF POW DE RS I S LAR GE AND GR OW ING RGY RT NE D E $23.5BN1 Core powders market is large and growth has accelerated E IN RTE & O T RT R $13.8BN1 D P ON has a strong leadership position DER across powders O W S P Significant headroom to expand in $8.0BN1 powders household penetra
Slide 5: Our Growth Engines
OUR GROWTH ENGINES DR IVE INVEST IN +21.9% +16.8% +9.8% +19.4% +27.4% +12.2% 5.8% 40% 1.7% 36% HHP1 TDP3 ACV4 HHP1 TDP3 ACV4 Household Aided Household Aided penetration1 awareness2 penetration1 awareness2 Growth Growth Growing ahead of category 5 Growing ahead of category5 1. Neilsen Hou seh old pen
Slide 6: Driving Growth in Optimum Nutrition
DRI VING GROWTH IN OPTIM UM NUTRITION COMMERCIAL I N N O VAT I O N BRAND LOVE E X CE LL EN CE ENGINE Accelerate recruitment and grow Increase distribution through new Serve growing consumer share of wallet through digital channels & enhanced visibility functional needs experiences and regimen ON reg
Slide 7: Isopure: A Premium Everyday Nutrition Brand
A S A P R E M I U M E V E R Y D AY N U T R I T I O N B R A N D , I S O P U R E TA R G E T S D I F F E R E N T C O N S U M E R S V S . O P T I M U M N U T R I T I O N WHAT WE ARE WHO WE TARGET Intentional Nutrition Aesthetics - Form Shape & Tone, Lean Muscle Product Essence – Intentionality: Highest
Slide 8: Isopure Consumers Are Affluent and Use Protein to Achieve Balance
ISOPURE CONSUMERS ARE A FFLUENT AND USE PROTEIN TO A CHIE VE BAL ANC E IN T HEI R L IV ES Predominantly female – 74%1 Affluent consumer with income over $150K; spends 38% more on the category than the average buyer2 Incorporate protein into their diet via traditional shakes as well as cooking and ba
Slide 9: A Strong Platform with Room for Growth
A S T R O N G P L AT F O R M W I T H R O O M F O R G R O W T H BRAND LOVE I N N O VAT I O N E N G I N E Drive More of What Matters campaign, educate on usage Meet lifestyle consumer needs across formats and occasions and accelerate premium associations occasions 20M+ consumers reached by ‘More of Wh
Slide 10: Expanding Distribution Through Visibility and New Channels
E X PA N D I N G O U R D I S T R I B U T I O N T H R O U G H V I S I B I L I T Y A N D NEW CHANNELS CO MME R CIA L E XC E LLE NC E INCREASING RETAIL DI STRIBUTION AND MULTI-CHANNEL GROWT H DRIVING DOUBLE VISI BI LIT Y DIGIT INCREASE IN T DPS 1 Continued growth in core Expansion into new channels cha
Slide 11: Continue to Expand Our High Protein RTE Offering
C O N T I N U E T O E X PA N D O U R H I G H P R O T E I N R T E O F F E R I N G T H I N K ! I N T O N E W O C C A S I O N S D R I V E N B Y I N N O VAT I O N COMMERCIAL I N N O VAT I O N BRAND LOVE E X CE LL EN CE ENGINE Multi-channel presence with focus on Disrupting the category with sensory 4.1%
Slide 12: PN Americas – Key Takeaways
P N A M E R I C A S – K E Y TA K E A WAY S 1 Operating in large, growing categories of powders, RTE and RTD driven by strong consumer trends 2 Continued strength of Optimum Nutrition with a robust strategy for growth 3 Harness growth potential in lifestyle portfolio 4 Building a flywheel of brand lo