American Woodmark Corporation · NASDAQ:AMWD
American Woodmark — Investor Presentation (June 2021)
18 slides from American Woodmark's investor presentation, Jun 4, 2021
Slide 1: Investor Presentation
Investor Presentation Version: June 2021 Exhibit 99.1
Slide 2: Legal Disclosure
Legal Disclosure Forward-Looking Statements This presentation contains certain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements as to expected future financial and operating results. These forward-looking statements may be
Slide 3: Our Leadership Team
Our Leadership Team Scott Culbreth President & Chief Executive Officer Paul Joachimczyk Vice President & Chief Financial Officer Rob Adams Sr. Vice President, Manufacturing and Technical Operations Teresa May Sr. Vice President & Chief Marketing Officer Strong leadership with decades of experience a
Slide 4: 2025 Vision
2025 Vision Community Connections Customer Experience Interconnected Individuals Disruptive Innovation Systems Thinking We must stretch ourselves toward a higher level of excellence, engaging and better understanding every customer we serve. We will work to build a shared story and a strong connecti
Slide 5: The Market
The Market New Construction Home Center and Retail Dealer/Distributor Target products for entry-level and mid-level housing Simplify the selection process Invest in digital service platform Provide an expanded omnichannel experience Target pro customers Leverage brick and mortar footprint Partner wi
Slide 6: US Cabinet Market
US Cabinet Market ~$14.1B* Market Size $4.2 B Market Size $2.9 B Market Size $7.0 B Opportunities for growth in all primary market channels Note: The information presented on this slide with respect to the overall US cabinet market and the size of the New Construction, Home Center & Retail and Deale
Slide 7: Cabinet Market Offerings
Made to Order Waypoint® American Woodmark® Cabinetry Shenandoah Cabinetry® Timberlake® Home Center Private Label Stock Home Center Private Label OriginsTM by Timberlake Waypoint® Simple Trends PCSTM Stock Off the shelf, ready to install cabinets with limited door styles and colors Price Content & Pl
Slide 8: Expanding Product Offerings
Expanding Product Offerings Establish the Model Expand supply sources to meet customer demand Expand Capability International manufacturing and distribution platform Evolve Offerings Styles, colors, expand markets Develop sustainable sourcing, operations and strategic projects to provide needed prod
Slide 9: Building Digital
Building Digital Strengthen the Core E-commerce, content, configurators Build Internal Capability Manufacturing, distribution, digital, commercial Breakthrough Opportunity Styles, colors, expand markets Enhance our digital/online strategy to provide needed products/services which will allow us to ca
Slide 10: Leverage Frameless Capabilities
Leverage Frameless Capabilities Evolve Offerings Styles, colors, expand markets Manufacturing and Logistics Shift focus on cost and performance Commercial Capabilities Structure, systems and process Execute frameless strategy further establishing core competency and market share growth
Slide 11: Customer Experience
Customer Experience Customer Expectations VOC Star Ratings Build Internal Capability Design and implement a customer-centric quality strategy focused on the total customer experience Heightened consumer expectations Strategies to create a competitive advantage Advanced analytics delivers insight tha
Slide 12: Platform Vision
Platform Vision ERP Enhance our internal systems Strategic Projects Automation to reduce labor dependencies Digital Marketing Deliver products/services and drive engagement These complexity reducing initiatives will increase EBITDA margins
Slide 13: ESG
ESG Environmental Corporate social responsibility is a priority, and we commit to executing our plan Social Governance Decrease landfill waste through Reduce, Reuse, and Recycle methodologies Transition to hybrid/electric fleet and equip shipping fleet with SmartWay Technology Utilize renewable ener
Slide 14: Awards and Recognition
Awards and Recognition New Construction Home Center & Retail Dealer/Distributor ESG We are honored to be recognized in all our primary market channels Lennar Little Red Hen KB Home Value & Partnership Leadership Meritage Homes Vendor of the Quarter Q1 2021 M/I Homes Supplier Appreciation for 2020 Mu
Slide 15: Looking Ahead
Note: The long range target and FY26 projections presented above reflect the current expectations and beliefs of management and are based on a number of assumptions and estimates that are inherently subject to business, economic and competitive uncertainties and contingencies, many of which are beyo
Slide 16: Investment Summary
Investment Summary Focus on our Core Strong FCF Long-Term Focus * Any share repurchases are subject to authorization by American Woodmark’s Board of Directors as well as market conditions, the Company’s cash requirements for other purposes, compliance with applicable laws and regulations and contrac
Slide 17: Contact
Contact: Kevin Dunnigan Treasury Director (540) 665-9100
Slide 18: Appendix A: Reconciliation of Adjusted Non-GAAP Financial Measures
Appendix A Reconciliation of Adjusted Non-GAAP Financial Measures to the GAAP Equivalents
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