The J.m. Smucker Company · NYSE:SJM
The J.m. Smucker — Investor Day (October 2015)
13 slides from The J.m. Smucker's investor day presentation, Oct 20, 2015
Slide 1: U.S. Retail Consumer Foods Business Update
The J. M. Smucker Company Investor Day 10/20/2015 U.S RETAIL CONSUMER FOODS BUSINESS UPDATE Mark Smucker President, Consumer and Natural Foods 1
Slide 2: U.S. Retail Segments
The J. M. Smucker Company Investor Day 10/20/2015 U.S. Retail Segments FY16 Projected U.S. Retail U.S. Retail Net Sales by Segment Consumer Foods Pet Foods Coffee 34% 32% Consumer Foods 34% 3 U.S. Retail Consumer Foods Segment Iconic and emerging brands in core, consumer staple categories. Other Fro
Slide 3: Leading with Innovation
The J. M. Smucker Company Investor Day 10/20/2015 Leading with Innovation On-trend products that meet consumer needs. 5 U.S. Retail Consumer Foods Segment Net Sales Segment Profit (in billions) (in millions) $2.3 $2.2 $429 $459 5-Year 5-Year CAGR CAGR 2% 1% FY10 FY15 FY10 FY15 6 3
Slide 4: Participate in Key Center Store Categories
The J. M. Smucker Company Investor Day 10/20/2015 Participate in Key Center Store Categories CATEGORY SIZE (in billions) SNACK BARS $4.9 $22B FROZEN HANDHELD 4.0 SHORTENING & OILS 3.5 BAKING & INGREDIENTS 2.8 NUT BUTTERS 2.4 10 Largest Categories PANCAKE, WAFFLES, & SYRUPS 1.2 in which We Participat
Slide 5: Meeting the Needs of Our Consumer
The J. M. Smucker Company Investor Day 10/20/2015 Meeting the Needs of Our Consumer Keeping Our Consumers Top of Mind 9 Meeting the Needs of Our Consumer CONVENIENCE | WELLNESS | BRANDS | CONNECTION Keeping a Pulse on Consumer Needs 10 5
Slide 6: Key Consumer Trends
The J. M. Smucker Company Investor Day 10/20/2015 Key Consumer Trends On-the-Go Simple Real SNACKING Good Social Media Fiber Family AUTHENTICITY Organic Convenient Ingredients Protein Sustainability Mobile Wellness NUTRIENT RICH Taste Customization Wholesome Nutrition Nuts Non-GMO Natural Transparen
Slide 7: Core Growth: Leader in Nut Butter Category
The J. M. Smucker Company Investor Day 10/20/2015 Leader in Nut Butter Category $2.4 Billion U.S. Household Category has Nut Butter Category Grown at a 38 Penetration Over 9% 80% 4-Year CAGR DOLLAR SHARE Key Purchase Drivers are PB&J and Snacking Sources: Smucker Internal Multi-Outlet Share Report 5
Slide 8: Sahale Snacks
The J. M. Smucker Company Investor Day 10/20/2015 Sahale Snacks A platform to extend our presence within the snacking arena. 15 U.S RETAIL CONSUMER FOODS BUSINESS UPDATE Tina Floyd Vice President of Marketing, Consumer Foods 8
Slide 9: Leader in Fruit Spreads Category
The J. M. Smucker Company Investor Day 10/20/2015 Leader in Fruit Spreads Category $925 Million Fruit Spreads Category 44 DOLLAR SHARE Household Consumers New Usages Penetration Looking for for Changing Declining Authenticity Lifestyles Sources: Smucker Internal Multi-Outlet Share Report 52 weeks en
Slide 10: The Perfect PB&J / Frozen Handheld Category
The J. M. Smucker Company Investor Day 10/20/2015 The Perfect PB&J The #1 Sandwich in the U.S. Source: The NPD Group/National Eating Trends, data for 2 years ending May 2014 Source: The NPD Group/National Eating Trends, data for 2 years ended May 2015 19 Frozen Handheld Category $4.0 Billion Frozen
Slide 11: Smucker's Innovation
The J. M. Smucker Company Investor Day 10/20/2015 Smucker’s Innovation Extending the presence of Smucker’s within and beyond traditional spreads. Core Authentic Mindful Growth Focus Snacks Inspiring New Usage Driving Relevancy Evolve Occasions and through Innovation and with Consumer Category Commun
Slide 12: Baking and Oils Category
The J. M. Smucker Company Investor Day 10/20/2015 Baking and Oils Category Growth in products perceived as “better for you” options. SPECIALTY OILS | GLUTEN-FREE | SIMPLE INGREDIENTS 23 Natural Food and Beverages STRONG POSITION IN THE NATURAL GROCERY CHANNEL 24 12
Slide 13: Natural Food and Beverages / Well-Positioned for Growth
The J. M. Smucker Company Investor Day 10/20/2015 Natural Food and Beverages $980 Million $680 Million Natural Shelf Stable Juice Natural Grains, Beans, Rice Category Category 16 DOLLAR SHARE 2 DOLLAR SHARE Source: Smucker Internal Multi-Outlet Share Report 52 weeks ended September 6, 2015; SPINS SP
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