Church & Dwight Company, Inc. · NYSE:CHD
Church & Dwight — Goldman Sachs Consumer Products Symposium 2013
14 slides from Church & Dwight's conference presentation, May 14, 2013
Slide 1: Goldman Sachs Consumer Products Symposium
Goldman Sachs Consumer Products Symposium Jim Craigie, Chairman & CEO Matt Farrell, EVP & CFO May 14, 2013
Slide 2: Safe Harbor Statement
afe Harbor Statement This presentation contains forward-looking statements relating, among others, to short- and long-term financial objectives, sales and earnings growth, margin improvement, marketing spending, new product introductions, the timing of new product launches, consumer demand for the C
Slide 3: Excellent Q1 2013 Results
» Excellent Q1 2013 Results = Historical Performance = 2013 Targets
Slide 4: First Quarter 2013 Highlights
First Quarter 2013 Highlights First Quarter 2013: 1 2.0% Total Company Organic Sales . 12.8% Total Company Reported Sales. Grew Market Share on 7 of 8 Power Brands Gross Margin up 110 Basis Points. Operating Margin up 100 Basis Points. EPS up 15.2% to $0.76. 2 Adjusted Free Cash Flow d
Slide 5: Historical Performance
» Excellent Q1 2013 Results = Historical Performance = 2013 Targets
Slide 6: Quarterly organic sales growth
8% 5% 4% 4% 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr 6
Slide 7: Annual organic sales growth 2008-2013
7% 5% 5% 4% 3% 3-4% 2008 2009 2010 2011 2012 2013 7
Slide 8: Gross margin excluding Avid
44.8% +30 bps 44.7% 44.5% 44.2% 44.2% x-Avid X-AVID 40.5% 2008 2009 2010 2011 2012 2012 8
Slide 9: Marketing Spending Remains in the 12% to 13% Range
2012 Marketing Spending Remains in the 12% to 13% ——_, _ 0% afl | | | 2008 2009 2010 2011 2012 9
Slide 10: 2013 Targets
» Excellent Q1 2013 Results = Historical Performance = 2013 Targets 10
Slide 11: Outlook
Outlook February 5, 2013 May 2, 1013 Organic Sales +3-4% +3-4% Gross Margin FLAT 25-50 bps Marketing FLAT 25-50 bps Adjusted EPS $2.79 (+14%) $2.79 (+14%) 11
Slide 12: Adjusted EPS 2008-2013
$2.79 $2.45 $2.21 $1.98 $1.74 $1.43 2008 2009 2010 2011 2012 2013 * Adjusted EPS Excludes a Deferred Tax Valuation Allowance Charge of $0.09 From Q4 2011. 12
Slide 13: Ten reasons: Best in Class Free Cash Flow Conversion
1. Recession Resistant Product Portfolio 2. Build Power Brand Shares 3. Ferociously Defend Our Brands 4. Driving International Growth 5. Expanding Growth Margin 6. Proven Track Record on Acquisitions 7. “Best in Class” Free Cash Flow Conversion 8. Superior Overhead Management 9. Expert Management Te
Slide 14: Thank You
Thank You 14
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