The J.m. Smucker Company · NYSE:SJM
The J.m. Smucker — Investor Day (December 2022)
21 slides from The J.m. Smucker's investor day presentation, Dec 14, 2022
Slide 1: Investor Day 2022
INVESTOR DAY 2022
Slide 2: Brand Growth Flywheel
Brand Growth Flywheel GEOFF TANNER Chief Commercial & Marketing Officer
Slide 3: Value Creation
VALUE CREATION STRONG PORTFOLIO OF BRANDS # 1,2,3 POSITIONS COFFEE PET NEW COMMERCIAL MODEL FROZEN SNACKS 3
Slide 4: New End-to-End Commercial Model
NEW END-TO-END COMMERCIAL MODEL CONSISTENT MARKETING CREATIVITY REPEATABLE + ANALYTICS MODERNIZED SALES AGILITY 4
Slide 5: Brand Growth Flywheel
BRAND GROWTH FLYWHEEL CULTURALLY RELEVANT MARKETING FUNDAMENTAL INTELLIGENT SALES MEDIA EXECUTION BRAND GROWTH FLYWHEEL STRATEGIC INNOVATION CUSTOMER & DESIGN PARTNERSHIPS REVENUE OPTIMIZATION 5
Slide 6: Culturally Relevant Marketing
CULTURALLY RELEVANT MARKETING BRAND GROWTH FLYWHEEL 6
Slide 7: Intelligent Media
INTELLIGENT MEDIA BRAND GROWTH FLYWHEEL INCREASING REACH THROUGH DIGITAL 84% CURRENT MIX 82% REACH 70% 80% D I G I TA L SPEND ∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙ 30% LINEAR FY21 FY22 FY23 TV ONLINE VIDEO DISPLAY SOCIAL AUDIO 7
Slide 8: Innovation & Design
INNOVATION & DESIGN BRAND GROWTH FLYWHEEL PLATFORM INNOVATION LINE EXTENSIONS VALUE ENGINEERING SEASONAL & LIMITED EDITION INNOVATION PACKAGING DESIGN 8
Slide 9: Revenue Optimization
REVENUE OPTIMIZATION BRAND GROWTH FLYWHEEL PRICING OPTIMIZING MULTI-YEAR ACTIONS TRADE REVENUE GROWTH SPEND PLANS RECOVERY OF ANALYZE INITIATIVES TO UNPRECEDENTED 6,000 IMPROVE COST INCREASES PROMOTIONAL EVENTS ANNUALLY PROFITABILITY 9
Slide 10: Strategic Customer Partnerships
STRATEGIC CUSTOMER PARTNERSHIPS BRAND GROWTH FLYWHEEL JOINT CUSTOMER CATEGORY 11 NEW CATEGORY BUSINESS PLANNING LEADERSHIP ADVISERSHIPS COFFEE PET SNACKS CAT FOOD FROZEN SNACKS 10
Slide 11: Fundamental Sales Execution
FUNDAMENTAL SALES EXECUTION BRAND GROWTH FLYWHEEL BEFORE AFTER PERFECT STORE RETAIL EXECUTION MODEL 11
Slide 12: Flywheel
BRAND GROWTH FLYWHEEL BRAND GROWTH FLYWHEEL 12
Slide 13: Meow Mix
MEOW MIX ® INCREASED DISTRIBUTION R E S U LT S BY 10% & SHARE CULTURALLY OF SHELF BY 17% RELEVANT MARKETING +36% GROWTH FUNDAMENTAL INTELLIGENT SINCE 2019 SALES EXECUTION MEDIA ∙∙∙∙∙∙∙∙∙∙∙∙ BRAND #1 GROWTH MARKET SHARE FLYWHEEL IN DRY CAT ∙∙∙∙∙∙∙∙∙∙∙∙ STRATEGIC INNOVATION CUSTOMER #1 & DESIGN PARTNE
Slide 14: Milk-Bone
MILK-BONE ® 9% INCREASE IN DISTRIBUTION 21% INCREASE IN CULTURALLY RELEVANT MARKETING MERCHANDISING SINCE 2019 R E S U LT S FUNDAMENTAL SALES INTELLIGENT EXECUTION MEDIA +27% BRAND IN RETAIL GROWTH CONSUMPTION FLYWHEEL SINCE 2019 ∙∙∙∙∙∙∙∙∙∙∙∙ #1 STRATEGIC CUSTOMER PARTNERSHIPS INNOVATION & DESIGN PE
Slide 15: Folgers
FOLGERS ® K-CUP® PODS DISTRIBUTION INCREASE OF 16% CULTURALLY RELEVANT MARKETING R E S U LT S FUNDAMENTAL SALES INTELLIGENT EXECUTION MEDIA MARKET SHARE GROWTH BRAND ∙∙∙∙∙∙∙∙∙∙∙∙ GROWTH GAINING FLYWHEEL RELEVANCE WITH GEN X AND STRATEGIC INNOVATION MILLENNIALS CUSTOMER PARTNERSHIPS & DESIGN REVENUE
Slide 16: Jif
JIF ® CULTURALLY RELEVANT MARKETING R E S U LT S 7.5 FUNDAMENTAL INTELLIGENT SALES MEDIA #1 EXECUTION BILLION PEANUT BUTTER BRAND VIEWS GROWTH ∙∙∙∙∙∙∙∙∙∙∙∙ FLYWHEEL Top 10 Campaigns #1 STRATEGIC of 2022 INNOVATION HOUSEHOLD CUSTOMER PARTNERSHIPS & DESIGN PENETRATION REVENUE OPTIMIZATION SOURCE: IRI
Slide 17: Propelling Our Growth
PROPELLING OUR GROWTH BRAND GROWTH FLYWHEEL 10 11 71% RECOGNIZED BY Fast FastCompany Company Magazine OUT OF Magazine QUARTERS OF OF PORTFOLIO AS ONE OF THE MOST COMPARABLE IS GROWING OR INNOVATIVE COMPANIES NET SALES GROWTH MAINTAINING SHARE IN THE WORLD Executing all six elements in a ∙∙∙∙∙∙∙∙∙∙∙∙
Slide 18: Talented Team, Never Satisfied
NEVER SATISFIED CONSTRUCTIVE DISSATISFACTION TALENTED TEAM
Slide 19: Investor Day 2022
INVESTOR DAY 2022
Slide 20: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements, such as projected net sales, operating results, earnings, and cash flows that are subject to risks and uncertainties that could cause actual results to differ materially from future results expressed or implied by thos
Slide 21: Additional Information
ADDITIONAL INFORMATION The J.M. Smucker Co. is the owner of all trademarks and logos referenced herein, except for the following, which are used under license: Dunkin’® is a trademark of DD IP Holder LLC. The Dunkin’® brand is licensed to The J.M. Smucker Co. for packaged coffee products sold in ret
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