Sherwin-williams Company (the) · NYSE:SHW
Sherwin-williams Company (the) — The Sherwin-Williams Company — Investor Day (June 2021)
18 slides from Sherwin-williams Company (the)'s investor day presentation, Jun 8, 2021
Slide 1: 2021 Financial Community Presentation: Company Overview
2021 F I NANCI AL CO M M UNI TY P RE S E NTATI O N COMPANY OVERVIEW JOHN MORIKIS C H A I R MA N , P R E S I D E N T AND CHIEF EXECUTIVE OFFICER
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains certain "forward-looking statements," as defined under U.S. federal securities laws. These statements can be identified by the use of forward-looking terminology such as "believe," "expect," “may,” “will,” “should," "project," "could," "plan," "g
Slide 3: About Us
ABOUT US 61,000+ FOUNDED IN EMPLOYEES 1866 120+ 2020 REVENUES SALES BY $18.4 billion GEOGRAPHY COUNTRIES 80% 4,770+ US / CANADA THE AMERICAS 16% GROUP STORES PERFORMANCE 27% 57% COATINGS GROUP 20% 137 REST OF WORLD (ROW) MANUFACTURING CONSUMER & DISTRIBUTION BRANDS GROUP FACILITIES INDUSTRY-LEADING
Slide 4: The Americas Group: Just Getting Started
THE AMERICAS Just Getting Started GROUP • Market trends support long-term growth • Favorable long-term demographics • Innovative new product stream • Multi-decade new store runway • Share of wallet and new accounts • Differentiated digital experience • Robust management trainee program Heidi Petz •
Slide 5: Consumer Brands Group: Just Getting Started
CONSUMER Just Getting Started BRANDS GROUP • Aligned with the right retail partners • Portfolio of hero brands • Further expansion with DIY customers • Significant "Pros who Paint" growth opportunity • International growth and profitability improvement Brian Padden President, Consumer Brands Group F
Slide 6: Performance Coatings Group: Just Getting Started
PERFORMANCE Just Getting Started COATINGS GROUP • Positioned in the right segments • Capitalize on economic recovery • Share of wallet and new accounts • Innovative new product streams • Scale/optimization in Europe and Asia • Complexity/SKU reduction • Leverage global blending facilities • High-qua
Slide 7: Built to Thrive
Built to Thrive DEFENSIVE GROWTH • General Industrial • Packaging • Packaging • Industrial Wood • Residential Repaint • Residential Repaint • Coil Coating • DIY • DIY • New Residential • Auto Refinish • Auto Refinish • Commercial • Property Management • Property Management • Protective & Marine Dive
Slide 8: Corporate Purpose
Corporate Purpose We inspire and improve the world by coloring and protecting what matters. FINANCIAL COMMUNITY PRESENTATION – JUNE 8, 2021 8
Slide 9: Uniquely Positioned to Deliver Customer Value
UNIQUELY POSITIONED TO DELIVER CUSTOMER VALUE IMPROVING SOLUTION INDUSTRY DIFFERENTIATED CUSTOMER DRIVEN LEADING PRODUCT PRODUCTIVITY SERVICE INNOVATION DISTRIBUTION Providing Unique and Differentiated Solutions for Our Customers FINANCIAL COMMUNITY PRESENTATION – JUNE 8, 2021 9
Slide 10: Solutions: Customer Productivity
Solutions: Customer Productivity Relentless Customer Focus Through: • Identifying Unmet Customer Needs • Partnerships • Listening to Customer Insights • Improving Customer Profitability FINANCIAL COMMUNITY PRESENTATION – JUNE 8, 2021 10
Slide 11: Solutions: Industry Leading Innovation
Solutions: Industry Leading Innovation Innovative Industry Technologies: • Industry Knowledge & Expertise • Leveraging Best Practices • Innovative Technologies & Platforms • Game Changing Solutions • Sustainability FINANCIAL COMMUNITY PRESENTATION – JUNE 8, 2021 11
Slide 12: Solutions: Service
Solutions: Service Responsiveness, Agility & Speed: • Local Stores & Reps • Field & Tech Support • Targeted Training • Customization • Flexible Service Model • Digital Resources • Blending Facilities FINANCIAL COMMUNITY PRESENTATION – JUNE 8, 2021 12
Slide 13: Solutions: Differentiated Distribution
Solutions: Differentiated Distribution Global Scale with Local Support: • Direct Relationship with Customer & End User • Controlled Distribution & Transportation • Effective & Efficient Delivery Capabilities • End-to-End Global Supply Chain FINANCIAL COMMUNITY PRESENTATION – JUNE 8, 2021 13
Slide 14: Solutions: Winter Storm Uri
Solutions: Winter Storm Uri Minimizing Customer Disruption • Prioritized key product manufacturing • Product experts near every job • National and local support • Using our fleet to expedite <POINT> products • Strong relationships with raw material suppliers • Deep and experienced procurement team K
Slide 15: Our Greatest Solution is Our People
Our Greatest Solution is Our People Innovative Management Training Program 1,500 ~ 10,000 70% College grads Program graduates Of TAG leadership recruited annually throughout the are graduates company of the program 39 26 6 SVPs and VPs Group and division Years of operation have gone through presiden
Slide 16: A Culture Where People Stay
A Culture Where People Stay 80% 7,000 Of TAG and Industrial Of our employees Reps have 5 or more have 20+ years years of service of service 7-8% 5-6% Average voluntary Average turnover turnover of store managers and sales reps FINANCIAL COMMUNITY PRESENTATION – JUNE 8, 2021 16
Slide 17: Deep and Experienced Leadership Team
Deep and Experienced Leadership Team 36 Years of Service 31 Years of Service John Morikis Al Mistysyn Chairman, President & SVP, Finance & Chief Executive Officer Chief Financial Officer 8 Years of Service 24 Years of Service 27 Years of Service 29 Years of Service 35 Years of Service Heidi Petz Jus
Slide 18: Today's Featured Speakers
Today’s Featured Speakers Steve Revnew Chris Piazza Sr. Marketing Vice President, Sr. Vice President, Product Innovation Research & Development The Americas Group Performance Coatings Group 33 Years of SHW Service 6 Years of SHW Service 33 Years of Experience 28 Years of Experience Bob Israel, Ph.D.
The Sherwin-Williams Company — Investor Day (June 2021) on 6ix