The J.m. Smucker Company · NYSE:SJM
The J.m. Smucker — Investor Day (October 2015)
17 slides from The J.m. Smucker's investor day presentation, Oct 20, 2015
Slide 1: Corporate Strategy Overview
The J. M. Smucker Company Investor Day 10/20/2015 CORPORATE STRATEGY OVERVIEW Richard Smucker Chief Executive Officer 1
Slide 2: Summary of Key Messages
The J. M. Smucker Company Investor Day 10/20/2015 Summary of Key Messages Effective Long-Term Strategy and Solid Execution Three Strong Platforms for Growth Integration and Synergy Realization on Track Confident in Continuing to Deliver Growth Strong Cash Generation and Responsible Deployment 3 Fift
Slide 3: A Look Back at Fifty Years Ago
The J. M. Smucker Company Investor Day 10/20/2015 A Look Back at Fifty Years Ago… Smucker’s Strawberry Preserves Sold for 39 1965 5 Celebrating Milestones at the NYSE The Completion of the Jif and Crisco Transaction in 2002 6 3
Slide 4: A Period of Transformational Growth
The J. M. Smucker Company Investor Day 10/20/2015 A Period of Transformational Growth NET SALES MARKET CAP $14B $8B $650M $800M FY02 FY16E 2002 2015 Total shareholder return has averaged 13% annually over this time Market cap and shareholder return are as of April 30, 2002 and October 16, 2015 7 The
Slide 5: Our Foundation
The J. M. Smucker Company Investor Day 10/20/2015 Our Foundation BASIC BELIEFS Quality People Ethics Growth A Culture of… Independence doing the right things and doing things right 9 Our Purpose “Helping to bring families together to share memorable meals and moments.” 10 5
Slide 6: Our Corporate Responsibility
The J. M. Smucker Company Investor Day 10/20/2015 Our Corporate Responsibility Creating a better tomorrow. Preserving Our Culture Ensuring Long-Term Economic Viability Limiting Environmental Impact Being Socially Responsible 11 Our Corporate Responsibility Continue to make progress against key susta
Slide 7: Our Vision Guides Our Strategy
The J. M. Smucker Company Investor Day 10/20/2015 Our Vision Guides Our Strategy “To own and market food brands that hold THE #1 MARKET POSITION in their respective category, with an emphasis on North America, while maintaining a global perspective.” 13 Our Category Leadership #1 branded position in
Slide 8: Strong Food Presence
The J. M. Smucker Company Investor Day 10/20/2015 Strong Food Presence With our increased scale, we are a key supplier to our customers. 8th LARGEST Shelf-stable Food and Strong and Collaborative Beverage Manufacturer in Relationships with our Customers $247 Billion U.S. Center of the Store Source:
Slide 9: Current Consumer Landscape
The J. M. Smucker Company Investor Day 10/20/2015 Current Consumer Landscape We are well-positioned to compete in this current environment. CHANGING CONSUMER Attitudes Toward Food are Transforming BETTER FOR YOU Authentic Food with Familiar and Fewer Ingredients ON-THE-GO LIFESTYLE Convenience, Snac
Slide 10: Key Categories
The J. M. Smucker Company Investor Day 10/20/2015 Key Categories Our largest brands participate in categories with favorable attributes. COFFEE PET FOOD NUT BUTTERS PET SNACKS FRUIT SPREADS 19 Key Categories A strong portfolio of iconic brands. COFFEE PET FOOD NUT BUTTERS PET SNACKS FRUIT SPREADS 20
Slide 11: Growing the Core Business
The J. M. Smucker Company Investor Day 10/20/2015 Growing the Core Business MARKETING LEADER IN INVESTMENTS CATEGORY INNOVATION OMNI- COMPETE CHANNEL RESPONSIBLY PRESENCE 21 Marketing Strategy Developing an Emotional Bond Between our Brands and Consumers 22 11
Slide 12: Our Marketing Vehicles
The J. M. Smucker Company Investor Day 10/20/2015 Our Marketing Vehicles Digital, in Combination with Traditional Media, Expands Our Consumer Reach 23 Role of Social Media Supporting our holistic view of consumer activity. We Connect with Consumers Through Over 100 Online and Social Media Properties
Slide 13: U.S. Olympic Team Sponsor
The J. M. Smucker Company Investor Day 10/20/2015 U.S. Olympic Team Sponsor Broadens our engagement across multiple generations of consumers. 25 Omni-Channel Presence Increasing exposure to faster growth channels. SMUCKER SALES BY CHANNEL FOR U.S. RETAIL SEGMENTS Drug Other DrugOther 1 1 Dollar 2% 6
Slide 14: E-Commerce Channel
The J. M. Smucker Company Investor Day 10/20/2015 E-Commerce Channel Double-digit growth rates expected to continue. “PURE PLAY” BRICK AND MORTAR DIRECT TO E-COMMERCE E-COMMERCE CONSUMER Expanding Our Supporting the Operating Our Relationship with Online Component Own Online “Pure Play” of Tradition
Slide 15: Our Strategic Architecture
The J. M. Smucker Company Investor Day 10/20/2015 Our Strategic Architecture Good and Good For All of Us Easy for You Bringing Products to Makes You Smile Market that Meet Consumer Needs 29 Strong Track Record of Innovation 10% ofProducts FY16 Projected Net Sales from Launched within the Last Three
Slide 16: Smucker Innovation Center
The J. M. Smucker Company Investor Day 10/20/2015 Smucker Innovation Center A key platform to collaborate with our customers and other constituents. State-of-the-Art Showcase Interactive Emphasis on Facility Our Heritage Presentations Shopper Insights, and and and Hands-on Retail Solutions, and Tech
Slide 17: Delivering Profit Growth
The J. M. Smucker Company Investor Day 10/20/2015 Delivering Profit Growth Reporting Structure Provides Responsibility and Flexibility Margin Accretive Innovation Disciplined Approach to Promotional and Marketing Spend Fully Integrate Acquisitions to Maximize Synergies Focused on Supply Chain Cost S
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