Msc Industrial Direct Company, Inc. · NYSE:MSM
Msc Industrial Direct — Raymond James Conference 2025
19 slides from Msc Industrial Direct's conference presentation, March 2025
Slide 1: Raymond James Conference Presentation
MSC INDUSTRIAL SUPPLY CO. RAYMOND JAMES CONFERENCE PRESENTATION MARCH 2025
Slide 2: Cautionary Note Regarding Forward-Looking Statements
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS Statements in this presentation may constitute “forward-looking statements” under the Private Securities Litigation Reform Act of 1995. All statements, other than statements of present or historical fact, that address activities, events or develop
Slide 3: MSC Industrial Direct: Company Overview
MSC INDUSTRIAL DIRECT: COMPANY OVERVIEW MSC is a leading value-add industrial distributor offering products, services and solutions that enable its customers to achieve higher levels of growth, productivity, and profitability $3.8B 7% $1,350M+ ✓ Founded in 1941 and listed on NYSE (MSM) since 1995 To
Slide 4: Highly Fragmented Industrial Distribution Market
HIGHLY FRAGMENTED INDUSTRIAL DISTRIBUTION MARKET The North American industrial distribution market is very large and highly fragmented both across the addressable market and the customer landscape Total Addressable Market Industrial Distribution Customer Landscape Company Size Customer Revenue The t
Slide 5: Strengthening Long-Term Position with Progress Across Mission Critical Pillars
STRENGTHENING LONG-TERM POSITION WITH PROGRESS ACROSS MISSION CRITICAL PILLARS Priority 1Q’25 Progress Target Performance Metrics Over the Cycle Maintain • 369 In-Plant programs at 1Q’25 end +29% YoY Solutions • 27,747 installed vending units at 1Q’25 end +10% YoY Momentum At Least 400 bps of Market
Slide 6: Fiscal First Quarter 2025 Balance Sheet and Cash Flow
FISCAL FIRST QUARTER 2025 BALANCE SHEET AND CASH FLOW Free Cash Flow* (millions) $81.7 • Strong operating cash flow during the quarter primarily $62.7 driven by working capital improvement resulting in operating cash flow conversion** of 223% • Driving free cash flow* improvement of 30% YoY and free
Slide 7: Improving and Streamlining the Shopping Experience
IMPROVING AND STREAMLINING THE SHOPPING Search bar of our EXPERIENCE enhanced and internally 1 developed product search platform moved to 1 2 a position of prominence 3 Allocating more real estate to ensure visitors are singed in drives 2 personalization and greater benefits from our competitive pri
Slide 8: Enhancing Search Navigation with Table View
ENHANCING SEARCH NAVIGATION WITH TABLE VIEW 1 Saving Customers Time To Focus on Their Operations By Helping Them Find and Compare Products More Efficiently… Easy to use “toggle” allows 1 customers to quickly choose their preferred navigation view 2 Critical attributes refined and 2 moved to the top
Slide 9: Improving and Streamlining the Checkout Experience
IMPROVING AND STREAMLINING THE CHECKOUT EXPERIENCE CHECKOUT Revamped cart CART page layout Autofill and auto save capabilities Reduced clicks to purchase by ~50% Reduced checkout pages from 3 to 1 “I like the new checkout. Quicker and less screens to flip through. CUSTOMER FEEDBACK I just want to cl
Slide 10: Appendix
APPENDIX MSC
Slide 11: Reconciliations
RECONCILIATIONS Non-GAAP Financial Measures To supplement MSC’s unaudited selected financial data presented consistent with accounting principles generally accepted in the United States (“GAAP”), the Company discloses certain non-GAAP financial measures, including return on invested capital (as defi
Slide 12: Reconciliations
RECONCILIATIONS Non-GAAP Financial Measures Results Excluding Share Reclassification Costs and Acquisition-related Costs (prior year) and Restructuring and Other Costs In calculating certain non-GAAP financial measures, we exclude share reclassification costs and acquisition-related costs (prior yea
Slide 13: Reconciliations
RECONCILIATIONS investor.mscdirect.com 13
Slide 14: Reconciliations
RECONCILIATIONS investor.mscdirect.com 14
Slide 15: Reconciliations
RECONCILIATIONS investor.mscdirect.com 15
Slide 16: Reconciliations
RECONCILIATIONS investor.mscdirect.com 16
Slide 17: Reconciliations
RECONCILIATIONS investor.mscdirect.com 17
Slide 18: Reconciliations
RECONCILIATIONS investor.mscdirect.com 18
Slide 19: Thank You
THANK YOU
MSC Industrial Direct — Raymond James Conference 2025 on 6ix