The J.m. Smucker Company · NYSE:SJM
The J.m. Smucker — Investor Day (December 2024)
25 slides from The J.m. Smucker's investor day presentation, Dec 10, 2024
Slide 1: Executing Our Strategy
THE J.M. SMUCKER Co y | EXECUTING OUR STRATEGY.
Slide 2: John Brase, Chief Operating Officer
JOHN BRASE Chief Operating Officer
Slide 3: Our Journey: Strong Culture, Iconic Brands, Great Categories
STRONG CULTURE WE HAVE BEEN THOUGHTFUL VALUES BEEN ON A EXTRAORDINARY PEOPLE JOURNEY ICONIC BRANDS GREAT CATEGORIES We’ve made significant strides to Portfolio of Leading unlock our next chapter of BRANDS GROWTH & VALUE CREATION
Slide 4: Our Strategy Is Working
OUR STRATEGY IS WORKING DIVIDENDS DEBT REPAYMENT & SHARE REPURCHASE OPERATING MARGIN Net Sales has Grown EXPANSION +7% CAGR HSD 10%+ Over the Past 4 Fiscal Years, When MSD Excluding Divestitures and Acquisition LSD Net Adj. Adj. Total Sales Operating EPS Shareholder Growth Income Growth Growth Retur
Slide 5: Our Strategic Priorities
OUR STRATEGIC PRIORITIES 1 2 3 DELIVER INTEGRATE & ACHIEVE OUR THE DELIVER FINANCIAL BUSINESS HOSTESS BRANDS ASPIRATIONS Grow volume Align systems & processes Transformation Operate with excellence Achieve synergies & Cost discipline Prioritize resources growth ambitions Cash generation Nurture a un
Slide 6: Deliver the Business
DELIVER THE BUSINESS Driving Growth Through our Key Brands One of the Grow to $1B in A Leader #1 Dog Snack & #1 Fastest Growing in the Highly Attractive Annual Net Sales by Dry Cat Food Brands Brands in the At-Home the End of FY26 Snacking Market Coffee Category SOURCE: SMUCKER INTERNAL CIRCANA MULT
Slide 7: Over 80% of Growth to Come from Our Key Brands
COFFEE FROZEN HANDHELD & SPREADS over 80% of growth to come PET FOODS from our key brands over the next 5 years SWEET BAKED SNACKS
Slide 8: Long-Term Net Sales Growth
LONG-TERM NET SALES GROWTH driven by growth in each of our businesses FROZEN INTERNATIONAL SWEET BAKED COFFEE HANDHELD PET & AWAY FROM SNACKS & SPREADS HOME +1-2% +3-4% +3-4% +4% +3-4% TOTAL COMPANY LONG-TERM NET SALES GROWTH OF LOW-SINGLE-DIGITS
Slide 9: Our Business Leaders Are the Most Talented Group
OUR BUSINESS LEADERS ARE THE MOST TALENTED GROUP WITH STRONG LEADERSHIP CAPABILITIES & DEEP INDUSTRY EXPERTISE
Slide 10: Execute Our Strategy
EXECUTE OUR STRATEGY Driving sales growth & margin expansion SALES PROCUREMENT SUPPLY CHAIN
Slide 11: Transforming Our Sales Model
TRANSFORMING OUR SALES MODEL to focus on the consumer Strategic Customer Best-in-Class Sales Customer P&L Partnerships Execution Analytics STRONG DATA, INSIGHTS & ANALYTICS TO UNLOCK CATEGORY & BRAND GROWTH
Slide 12: Category Captains
We have been recognized as CATEGORY 23 Total category CAPTAINS captainships Earned privilege to PARTNER WITH OUR Enables teams to use STRATEGIC CUSTOMERS INSIGHTS & ANALYTICS & to build BUILD THEIR CATEGORY CATEGORY STRATEGY at a store level GROWTH STRATEGY
Slide 13: Sales Execution
A complete North American solution for headquarter sales, retail merchandising & digital commerce ENHANCING OUR SALES In-store service merchandising team to ensure brands are readily available EXECUTION for purchase in all channels Strong partnerships with retailers focused on data & insights and on
Slide 14: Advanced Customer P&L
ADVANCED CUSTOMER P&L Deliver sales growth while enhancing profitability TRANSFORMATIVE Top Line SHIFT IN FOCUS & Bottom Line MULTIYEAR PLANS to improve internal profitability at our customers
Slide 15: $2B Value Chain Leader: Procurement Strategy
LEADER PROCUREMENT in North America for COFFEE AND PEANUT STRATEGY SOURCING $2B annual price risk exposure STRATEGIC PROCUREMENT CAPABILITIES managed by our to manage cost throughout the dedicated commodity risk management team VALUE CHAIN
Slide 16: Supply Chain Investments
SUPPLY CHAIN INVESTMENTS with improved systems and infrastructure Industry-Leading Standards for Unlocking Company FOOD SAFETY & GROWTH & PRODUCT QUALITY EFFICIENCY
Slide 17: Customer Service & Logistics
CUSTOMER SERVICE & LOGISTICS [stock image] Optimize Warehouse Reduce Inventory & Advanced Analytics to Management, Route Improve Forecast Develop Strong Consensus Planning & Truck Fill Accuracy & Forecasting Processes
Slide 18: Quality Management Systems
QUALITY MANAGEMENT SYSTEMS U N LO C K T R AC E A B I L I T Y & P RO V I D E V I S I B I L I T Y
Slide 19: State-of-the-Art Facilities
STATE-OF-THE-ART FACILITIES Expanded capacity for with the completion of additional facilities McCalla, Alabama Longmont, Colorado
Slide 20: Artificial Intelligence
ARTIFICIAL INTELLIGENCE across our supply chain and operations SUPPLY TRANSPORTATION OPERATIONS CHAIN FORECASTING Predictive Modeling to Rebid Market Rates to Virtual Plant Modeling for Optimize Inventory Deliver Freight Savings Performance Optimization We Have Established a Roadmap on Implementatio
Slide 21: Our Transformation Mindset
OUR TRANSFORMATION MINDSET Deliver our Drive Ownership & Execute a Long-Term Accountability Multi-year Algorithm & Across the Productivity Invest in our Key Organization Program Growth Platforms
Slide 22: Well-Positioned for Long-Term Growth
OUR CAPABILITY & PORTFOLIO TRANSFORMATION HAS US WELL-POSITIONED FOR LONG-TERM GROWTH
Slide 23: Investor Day
THE JM. SMUCKER Co INVESTOR DAY
Slide 24: 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 25: Additional Information
ADDITIONAL INFORMATION The J.M. Smucker Co. is the owner of all trademarks referenced herein, ® except as set forth below and ® for Dunkin’ , which 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 retail channels such as g
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