corporate overview presentation-3 -...
TRANSCRIPT
33
Newell Brands is a leading global consumer goods company with a strong portfolio of well-known brands, including Paper Mate®, Sharpie®, Dymo®, EXPO®, Parker®, Elmer's®, Coleman®, Jostens®, Marmot®, Rawlings®, Oster®, Sunbeam®, FoodSaver®, Mr. Coffee®, Rubbermaid Commercial Products®, Graco®, Baby Jogger®, NUK®, Calphalon®, Rubbermaid®, Contigo®, First Alert®, Waddington and Yankee Candle®.
Over $16 billion in est. 2016 sales
Sales in more than 125 countries
NYSE ListedTicker: NWL
Approximately57,000 employees
worldwide
Newell Brands
At-a-Glance
4© Newell Brands
Newell Brands
Our Management Committee
Michael B. PolkChief Executive Officer
Mark S. TarchettiPresident
William A. Burke IIIChief Operating Officer
Richard DaviesChief Development Officer
Bradford TurnerChief Legal Officer and Corporate Secretary
Joseph W. CavaliereChief Customer Officer
Russ TorresChief Transformation Officer
Fiona LairdChief Human Resources and Communications Officer
Ralph NicolettiChief Financial Officer
5
Newell Brands makes life better every day for hundreds of millions of consumers where they live, learn, work, and play.
7© Newell Brands
Our products are found in 93% of U.S. households
Newell Brands
Presence driven by portfolio breadth
8© Newell Brands
Our top nine markets generate 80% of our total sales – and are home to more than 1.25 billion consumers
Newell Brands
Reach driven by geographic footprint
9© Newell Brands
85% of our sales come from brands that are #1 or #2 in their categories
Newell Brands
Purpose driven by brands that make a difference
1010
Introduced in late 2016, our Growth Game Plan establishes a new set of investment priorities; makes sharp portfolio choices; streamlines our organization; and strengthens and extends our innovation, design, insight, brand development, and eCommerce capabilities across a broader set of categories.
Newell Brands
Our Strategy
11
Growth Game PlanOur Purpose Newell Brands touches hundreds of millions of people everyday where they Live, Learn, Work and Play. Growth is the engine that
powers us and we believe in putting the consumer at the heart of all that we do. Our brands and team are purpose driven to make a positive difference in people’s lives.
Live. Learn. Work. Play.Our Ambition We are building a winning team that aspires to industry leadership. Together we are creating a growth led global consumer
products company. We win as one operating company that has the scale to outgrow, out execute and out spend our competition.
Our PortfolioWin Bigger
.
Develop for Growth Entrepreneurial
Home FragranceFoodBaby
Everyday WritingArt & Creative ExpressionBeverages
AppliancesCalphalonLabelingCommercial Products
CleaningOutdoor & RecreationFishing
Safety & SecurityRexairJostensFine Writing
Technical ApparelTeam SportsHome & Family
Rubbermaid Org & OutdoorWaddingtonProcess Solutions
Our DNA
Growth Led
Consumer Centric
TransformativeValue Creators
One Company One Strategy
Industry Leading Team
Entrepreneurial & Action Oriented
Passionate to Win
Always Striving to be Better
1 23
4 56
78
Our Ways to WinBuild Partner Grow Strengthen Lead Choices Unlock DeliverBuild and Develop an Industry Leading Team
Partner with Our Customers in Category Development
Grow Brands Through Innovation and Investment
StrengthenBreadth and Depth of Availability
Lead e-Commerce Growth
Active Portfolio Management
Unlock Trapped Capacityfor Growth
Deliver Growth and EfficiencyBenefits of Merger
11© Newell Brands
Newell Brands Strategy
Two operating models
Development & Delivery
• Investment in Insights, Ideation and Innovation, Brand Communications, International expansion
• Complimented by execution led growth and broad assortment and availability in major channels
Entrepreneurial Units
• General manager led business model, empowered choices with budget framework
• Selectively leverage corporate capabilities at best cost
• Development and Delivery model not yet affordable in this model
1 2
12© Newell Brands
Newell Brands Strategy
New division framework
Writing
Home Fragrance
Food
Outdoor & Recreation
Appliances & Cookware
Consumer & Commercial Solutions
Baby
Fishing
Development & Delivery Model
eCommerce
Entrepreneurial Model
Jostens
Process Solutions
Waddington
Team Sports
Home & Family
Safety & Security
Fine Writing
13© Newell Brands
Newell Brands Strategy
Development & Delivery divisions
Appliances & Cookware
Consumer & Commercial
Writing
Outdoor & Recreation
Baby
Home Fragrance
Food
FishingThese brands operate as entrepreneurial units within their divisions
14© Newell Brands
Newell Brands Strategy
Entrepreneurial divisions
Jostens
Waddington
Process Solutions
Safety & Security
Home & Family
Team Sports
Fine Writing
15© Newell Brands
Newell Brands Strategy
3 portfolio roles
• First priority for growth and brand investment
• Core businesses of NWL brands and leading growth contributors
• Actionable growth and innovation platforms funded decisively
• Major commercialization focus (assortment, distribution, international route to market)
• Priority for M&A to scale anchor categories
Win Bigger11 Develop for Growth22
• Potential to become Win Bigger and core anchor categories
• Establish paths to attractive growth and scalable strong business models
• Invest in insights, ideation, design, and brand development to plot future growth funnel
• Invest selectively on proven ideas
• Priority for M&A to accelerate organic development
• Freedom within a defined strategic and budget framework
• Above average EBITDA growth, simple, low risk plans on major value levers
• Not held for sale
• Focused, general manager led business model, simplified organization model
• Possibility M&A can transform
DeliverEntrepreneurially33
1616
As part of our new strategic framework, the Growth Game Plan, we have simplified our structure by consolidating 32 legacy business units into 16 global operating divisions.
Newell Brands
Our Divisions
17© Newell Brands
Appliances & Cookware
Newell Brands Divisions
Our Appliances & Cookware Division offers a variety of brands that enhance consumers’ lives in the kitchen and beyond, including Calphalon® premium cookware; Crock-Pot® slow cookers; Mr. Coffee® coffeemakers; everyday countertop essentials from Oster®; and Sunbeam® appliances.
18© Newell Brands
Consumer & CommercialSolutions
Newell Brands Divisions
Our broad portfolio of cleaning and commercial brands, including Rubbermaid®, Quickie®, Spontex® and MAPA®, are found in homes, hospitals, schools, stadiums and more. Our brands win loyalty by delivering productivity, efficiency and superior performance.
19© Newell Brands
Writing
Newell Brands Divisions
We are the global leader in writing instruments with a product portfolio including Sharpie® markers, highlighters, pens and pencils; Paper Mate® pens and pencils; Prismacolor® art supplies; the leading Elmer’s®, X-Acto® and Loew-Cornell® arts and crafts brands; and Expo® dry erase markers and accessories. From encouraging self-expression on almost any canvas to creating an unparalleled, effortless writing experience in an everyday pen, our Writing brands enhance learning and inspire creativity in and out of the classroom.
20© Newell Brands
Outdoor & Recreation
Newell Brands Divisions
We are the largest hard-goods sporting equipment company in the world,. Our Coleman®, Campingaz®, Marmot®, Contigo® and bubba® brands maximize consumers’ enjoyment of the outdoors and enable an active daily life.
21© Newell Brands
Baby
Newell Brands Divisions
Our Baby Division offers the most trusted brands in the category, representing the highest commitment to quality, comfort and safety. Our Graco®, Aprica® and Baby Jogger® products help parents and children worldwide get the most out of life.
22© Newell Brands
Home Fragrance
Newell Brands Divisions
Our Home Fragrance Division fills homes and other spaces with inspiring, long-lasting scents.
Season after season, from reliving favorite memories to setting a mood, our Yankee Candle® and Millefiori Milano® brands are at the intersection of a passion for fragrance and design.
23© Newell Brands
Food
Newell Brands Divisions
Our Food Division includes leading brands used in and around the home, including Rubbermaid® food and beverage storage solutions; TABLELUXE™ sophisticated storage solutions for entertaining; Diamond™ plastic cutlery; FoodSaver® home vacuum-packaging machines; and Ball® food preservation products.
24© Newell Brands
Fishing
Newell Brands Divisions
For generations, anglers all over the world have put their trust in our broad portfolio of industry-leading fishing brands, including Abu Garcia®, Berkley®, Shakespeare®, PENN® and Ugly Stik®.
25© Newell Brands
Jostens
Newell Brands Divisions
Jostens® is a trusted partner in the academic and achievement channel, providing products, programs and services that help its customers celebrate moments that matter. The company's products include yearbooks, publications, jewelry and consumer goods that serve the K-12 educational, college and professional sports segments.
26© Newell Brands
Waddington
Newell Brands Divisions
Our Waddington Division is a major global packaging manufacturer and marketer serving the foodservice, bakery, deli, produce and confectionary markets. Brands include Eco-Products, the leader in the green packaging space; POLAR PAK® containers, serving ware, drinkware and cutlery; and WNA upscale disposable plastic products.
27© Newell Brands
Process Solutions
Newell Brands Divisions
Newell Brands offers custom designed plastic, zinc, electronic, and monofilament products that solve downstream, industrial consumer challenges. We are a primary source supplier of copper-plated zinc penny blanks to the mints of both the United States and Canada, as well as a supplier of coinage to other international markets.
28© Newell Brands
Safety & Security
Newell Brands Divisions
Our Safety & Security Division offers the most trusted brands in the home safety industry. Our brands, including First Alert® and BRK®, help protect the lives, well-being and valuables of our consumers.
29© Newell Brands
Home & Family
Newell Brands Divisions
Our Home & Family Division includes a range of consumable household staples from Goody® products that help build confidence in women and girls to Pine Mountain® firelogs to Bicycle® Playing Cards, the most widely used playing cards in the world.
30© Newell Brands
TeamSports
Newell Brands Divisions
Our Team Sports Division which includes Rawlings®, enables athletes to reach their full potential at both the amateur and professional levels.
Our brands elevate the industry standard with product innovations, and are present everywhere team sports are played.
31© Newell Brands
FineWriting
Newell Brands Divisions
We offer some of the most stylish and sophisticated writing instruments in the world today. Our portfolio of brands, including Parker®, Waterman® and rOtring®, leverage unique craftsmanship and innovation to enable our consumers to make writing a personal and creative experience.
32© Newell Brands
eCommerce
Newell Brands Divisions
Our eCommerce Division works to make all our brands available to the rapidly growing number of consumers worldwide who shop online.
3333
Over the past several years, Newell Brands has invested significantly in consumer insight and design capabilities, resulting in an accelerated innovation rate.
Newell Brands
Recent Innovations
34© Newell Brands
New holiday fragrances for 2016
Yankee Candle®
Newell Brands Home Fragrance Innovations
35© Newell Brands
© 2016 Newell Brands Dries 3x faster* for reduced smearing
* vs. Pilot G2 based on average dry times of black, blue, red and green. Individual dry times may vary by color
Paper Mate® InkJoy® Gel Pen
Newell Brands Writing Innovations
36© Newell Brands
100% leak-proof guaranteed, setting a new standard in food storage
Rubbermaid® BRILLIANCE™ Container
Newell Brands Food Innovations
37© Newell Brands
Keeps produce fresh up to 80 percent longer*
* Based on strawberries in FreshWorks containers vs. store packaging at day 21
Rubbermaid® FreshWorks™ Produce Saver
Newell Brands Food Innovations
38© Newell Brands
Easy one-handed drinking with removable infusion strainer, protective spout cover and leak-proof lid
Contigo® AUTOSPOUT®
Ashland Water Bottle with Infuser
Newell Brands Outdoor & Recreation Innovations
39© Newell Brands
Grows with your child from when they are 4 lbs. to up to 120 lbs., enabling you to enjoy 10 years of use
Graco® 4Ever™ 4-in-1 Car Seat
Newell Brands Baby Innovations
40© Newell Brands
Keep your child riding rear-facing longer with up to 5 extra inches of extendable legroom
Graco® Extend2Fit™Convertible Car Seat
Newell Brands Baby Innovations
41© Newell Brands
Power through the toughest blending jobs with Smart Settings™ pre-programmed settings and Dual Direction Blade technology
Oster Pro™ 1200 Blender Plus Smoothie Cup
Newell Brands Appliances & Cookware Innovations
42© Newell Brands
Specially designed stoneware keeps food hotter 30% longer* than existing portable slow cookers
* Compared to Crock-Pot® 6qt Cook & Carry Slow Cooker
Crock-Pot® 6-Quart Cook & Carry™ Digital Slow Cooker with Heat-Saver™ Stoneware
Newell Brands Appliances & Cookware Innovations
43© Newell Brands
© 2016 Newell Brands Use with FoodSaver®
Food Preservation System or Handheld Sealer to preserve freshness for foods stored in the fridge, pantry or on the go
FoodSaver®
Fresh Containers
Newell Brands Appliances & Cookware Innovations
4444
PhilanthropyNewell Brands
Giving back to our communities is a key part of fulfilling our mission to make life better every day for people where they live, learn, work, and play.
Visit newellbrands.com/CorporateResponsibility for details.
45© Newell Brands
Corporate Giving
Newell Brands Philanthropy
Giving back is core to who we are and is central to our purpose of helping people and building communities.
We fulfill our commitment to communities where we are through contributions of cash and product donations from our portfolio of brands.
46© Newell Brands
Employee Volunteerism
Newell Brands Philanthropy
Our employees are committed to using their talents and dedicating their time to improving the lives of others in our communities.
Whether at our annual Global Day of Service or local fundraising and volunteer events throughout the year, our employees can be found supporting causes that matter in the neighborhoods where we are.
47© 2016 Newell Brands
www.newellbrands.com
Learn More
• Facebook: Newell Brands• Twitter: @Newell_Brands• YouTube: Newell Brands• Instagram: @NewellBrands• LinkedIn: Newell Brands• Glassdoor: Newell Brands
Newell Brands