The J.m. Smucker Company · NYSE:SJM
The J.m. Smucker — Investor Day (December 2024)
18 slides from The J.m. Smucker's investor day presentation, Dec 10, 2024
Slide 1: International & Away From Home
THE J.M. SMUCKER Co y | INTERNATIONAL & AWAY FROM HOME
Slide 2: Tim Wayne
TIM WAYNE Senior Vice President and General Manager, International and Away From Home
Slide 3: Away From Home
AWAY The Away From Home channel acts as a FROM BENEFICIAL consumer-facing HOME & brand-building lever 75% Customers want products consumers desire of the business is Driving trial & awareness front of house for our brands
Slide 4: Double-Digit Growth and the Portfolio
DOUBLE-DIGIT GROWTH for three consecutive fiscal years with over$750M in Net Sales THE PORTFOLIO estimated for FY25 Prepared Sandwiches On-Demand Dispensed Coffee Portion Control Roast & Ground Coffee FY21 FY22 FY23 FY24
Slide 5: Strategically Positioned Portfolio
1 LEADING NATIONAL BRANDS Represent trust and quality Drives growth across our categories We have developed a 2 RESILIENT TO ECONOMIC DYNAMICS STRATEGICALLY Primarily operates in schools, businesses, lodging, healthcare, POSITIONED convenience & restaurants PORTFOLIO 3 BREADTH OF PORTFOLIO Wide rang
Slide 6: Fueling Growth
FUELING GROWTH to continue our momentum in Away From Home Uncrustables Hostess ® ® Spreads Coffee Brand Brand Improved capacity, Leveraging all brands Grow in traditional Growth through innovation & driving and expanding Away From Home capacity expansion new distribution through innovation channels
Slide 7: Uncrustables Brand
Away From Home UNCRUSTABLES BRAND ® Tremendous momentum with opportunity for channel expansion K-12 Schools Convenience Stores Additional AFH Channels
Slide 8: Unlocked Capacity
UNLOCKED CAPACITY to fuel further Uncrustables brand growth in Away From Home channels ® Enterprise net sales composition could shift more favorably to Away From Home 20% FY24 NET SALES Retail Away From Home
Slide 9: Spreads
Away From Home SPREADS Expanded capacity for fruit spreads, syrup & honey at our Orrville plant Fuel growth in tabletop restaurants, carry-out & lodging spaces
Slide 10: Coffee
Away From Home COFFEE Product and equipment opportunities for COLD & SPECIALITY coffee
Slide 11: Hostess Brand
Away From Home HOSTESS BRAND ® A W H I T E S PAC E O P P O RT U N I T Y Universities Travel Lodging Entertainment Venues Leverage our experience, breadth & depth in Away From Home
Slide 12: Away From Home Expectations
AWAY FROM HOME EXPECTATIONS Through our Strategically Positioned Portfolio & Key Growth Drivers MID-SINGLE-DIGIT Net Sales Growth
Slide 13: International
Made up of our CANADA & INTERNATIONAL EXPORT businesses FY24 NET SALES Export 20% Canada 80%
Slide 14: Key Growth Opportunities
KEY GROWTH OPPORTUNITIES For our International business Launching the Uncrustables ® brand in Canada Expanding our leading coffee brands Accelerate pet expansion Utilizing expertise & leadership to grow Jif brand ®
Slide 15: Expanding Key Growth Platforms
EXPANDING KEY GROWTH PLATFORMS Connecting the Iconic Uncrustables Brand in Canada ®
Slide 16: Video Commercials Playing in Room
Video Commercials Playing in Room
Slide 17: International Expectations
INTERNATIONAL EXPECTATIONS A level of NET SALES GROWTH with a focus on MARGIN EXPANSION
Slide 18: And the Best Part Is Being Able to Share Our Leading Brands
WE HAVE EXCITING OPPORTUNITIES AND THE BEST PART IS BEING ABLE TO SHARE OUR LEADING BRANDS ACROSS GEOGRAPHIES AND CHANNELS
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