The J.m. Smucker Company · NYSE:SJM

The J.m. Smucker — Barclays Capital Back-To-School Consumer Conference 2014

15 slides from The J.m. Smucker's conference presentation, Sep 3, 2014

  1. Slide 1: Back to School - Smucker's

  2. Slide 2: The J. M. Smucker Team

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 THE J. M. SMUCKER TEAM RICHARD SMUCKER Richard Smucker Chief Executive Officer Chief Executive Officer MARK SMUCKER President, U.S. Retail Coffee PAUL SMUCKER WAGSTAFF President, U.S. Retail Consumer Foods MARK BELGYA Chief Financial Officer AARON BROHOLM Dire

  3. Slide 3: Industry Dynamics: Economic Environment, Evolving Trends, Changing Demographics

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Industry Dynamics Economic Environment | Consumer Base Remains Cautious | Shoppers Seeking Value | Increased Promotional Activity 7 8 Evolving Trends | Health and Wellness | Label Transparency and Simple Ingredients | Social Media and E-commerce 9 Changing Dem

  4. Slide 4: Our Vision Guides Our Strategy

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Strong Track Record of Innovation Our Purpose Number of New Products Introduced 70 100+ $425M “Helping to bring families together to 60+ FY14 share memorable meals and moments.” NET SALES* FY12 FY13 FY14 TARGETING Annual Sales Growth 2% From New Products *Repr

  5. Slide 5: Strength of Smucker; U.S. Retail Coffee Segment

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Strength OF SMUCKER Mark Smucker President, U.S. Retail Coffee Culture and Continuity Clearly Defined Strategy Proven Execution Leading Brands History of Growth Strong Cash Generation 19 20 U.S. Retail Coffee Segment Evolution of At-Home Coffee 38% OF TOTAL 20

  6. Slide 6: Leader in At-Home Coffee

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Coffee Segment Profit Leader in At-Home Coffee Continued Growth EACH YEAR SINCE ACQUISTION (in millions) $604 $640 29 DOLLAR SHARE $536 $547 $484 FY10 FY11 FY12 FY13 FY14 Source: Smucker Internal Multi-Outlet Share Report 52 weeks ended August 10, 2014 25 26 C

  7. Slide 7: Café Bustelo and Premium Brands

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Café Bustelo Commercial Premium Segment KEY GROWTH DRIVER 31 32 Premium Brands Dunkin’ Donuts Growth Recently Re-Launched 7% FY14 VOLUME GROWTH Affordable Entry Point into Premium Our Largest Premium Brand 3% VOLUME GROWTH Q1 FY15 33 34 Dunkin’ Donuts Portfoli

  8. Slide 8: Introducing Folgers K-Cups and Flavors

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Introducing Folgers K-Cups 15 K-Cup Varieties in the U.S. NEW LOOK ICONIC FOLGERS BRAND NEW IN FY15 37 38 INTRODUCING Consistent Marketing Support for Folgers FOLGERS FLAVORS EMPHASIZING CORE EQUITIES WHILE ENGAGING THE CONSUMER Increased Marketing Support +15

  9. Slide 9: U.S. Retail Consumer Foods Segment

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 U.S. Retail Consumer Foods Segment Paul Smucker Wagstaff President, U.S. Retail Consumer Foods 39 % OF TOTAL COMPANY NET SALES IN FY14 Key Topics Grow Jif and Smucker’s Brands Increase Frozen Handheld Presence Innovation in the Bake Aisle 43 44 Evolution of th

  10. Slide 10: Specialty Nut Butter and Fruit Spreads

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Jif To Go Dippers Commercial Specialty Nut Butter Category Participating in $460 MILLION Category Source: Smucker Internal Multi-Outlet Share Report 52 weeks ended August 10, 2014 49 50 PB Profitability Fruit Spreads |Smucker’s VOLUME GROWTH 2% Q1 FY15 EXTENDI

  11. Slide 11: Smucker's Fruit-Fulls Launch

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Fruit-Fulls Smucker’s Fruit-Fulls Launch FUTURE LAUNCH Extending the Smucker’s Brand FRUIT AND HONEY New Naturally Sweetened Fruit Spreads Participating in the Fast Growing Fruit Pouch Category 55 56 Fruit-Fulls NYC Event Fruit-Fulls New York City Event 57 58

  12. Slide 12: Back-to-School Promotional Period; Bake Aisle

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Back-to-School Back-to-School Promotional Period Period Promotional Back-to-School Commercial 61 62 Positioned Well in the Bake Aisle Crisco Continues to Perform OPTIMISTIC ABOUT 2014 HOLIDAY SEASON VOLUME 14 % GROWTH Q1 FY15 63 64 Pillsbury Innovation STRONG

  13. Slide 13: FY15 First Quarter Results and Guidance

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 U.S. Retail Consumer Foods Segment Mark Belgya Chief Financial Officer Continued Innovation Brand Building and Merchandising Supply Chain Investments 67 68 FY15 First Quarter Results FY15 Guidance Total Company Total Company Net Sales -2 % Net Sales +3 - 4 % N

  14. Slide 14: Cash Generation and Return to Shareholders

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 FY15 Segment Profit Trended Cash from Operations (in millions) SEGMENT Q1 RESULTS EXPECTED FY CADENCE $1,000 $856 $856 $870 U.S. Retail $800 Coffee - 4% Back-Half Loaded $731 $600 U.S. Retail Consumer Foods +19% Front-Half Loaded $400 $200 Int’l, Foodservice,

  15. Slide 15: Additional Information and Non-GAAP Measures

    THE J. M. SMUCKER COMPANY Sept. 3, 2014 Additional Information Non-GAAP Measures We use non-GAAP financial measures including gross profit and income per diluted share, excluding certain We are the owner of all trademarks and logos referenced herein, except for the following, items affecting compara

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