So we've gone back and looked at our strategy, which we have refreshed. They think more about it when they leave their home. People clean more, they use more trash bags, they adopted cats during that time. 14/06/2022 14:45:00. dbAccess Global Consumer Conference 2022. And then we would love to create another growth runway at some point when the time is right and there's good value out there from an asset acquisition perspective focused mainly in the health and wellness space. You can unsubscribe to any of the investor alerts you are subscribed to by visiting the unsubscribe section below. So when I -- you've said it's going to take you more than a year to rebuild the margins for all the reasons you laid out. Yes. And what we can read is very consistent with our expectations from a consumer perspective. Goldman Sachs Global Staples Forum. Or does the future Clorox for some reason end up a lower margin or higher -- sorry, lower margin or lower return on invested capital business? It's great to have you here. You know, the one way to describe the environment we're operating it in, I think over the last two years, we've had over 200 force majeures declared on us. 3 0 obj And then Steve, to your point, where are we at now? I think purpose has been made something much more fancy than it actually is. And then we differentially put resources against those businesses to contribute to that target. SANTA BARBARA, Calif., June 02, 2022 (GLOBE NEWSWIRE) -- Olaplex Holdings, Inc. (NASDAQ: OLPX) ("OLAPLEX"), today announced their participation in the Deutsche Bank dbAccess Global Consumer. But we're being very choiceful about what business needs, what type of investment, but we think we can manage that in our overall pool of investment that we have around 10% of advertising, the level of trade investment we have, we took capital up during this pandemic period, but we would expect that to be in a more normalized range moving forward. But now it's a heightened focus for the consumer. We know that's important to our investors, so we'll continue to focus on the dividend. But as I look across the portfolio, I don't have a business that I say you don't have enough tailwinds to expect you to grow in the future. And in some markets, it's even much more close than it is in the U.S. still. And if you don't follow Clorox closely, margins before the pandemic were about 44%. Yes. The lever will be innovation and we will give them those experiences that are better for them and our brands given the tailwinds we're exposed to are uniquely positioned to do that. May 24, 2022 PITTSBURGH-- (BUSINESS WIRE)-- Howmet Aerospace Inc. (NYSE:HWM) announced today that John C. Plant, Executive Chairman and Chief Executive Officer, and Ken Giacobbe, Executive Vice President and Chief Financial Officer, will speak at the 2022 UBS Global Industrials and Transportation >Conference on Tuesday, June 7, 2022 at 11:20 AM ET. Webcast. That's all purpose is. In cases that we might not do that, it is more of we're dealing with a competitive to or we're dealing with a value issue at a certain tier, but that's very rare. What gives us confidence? Because, again, we're trying to solve the problem for the consumer. Presenter SpeechStephen Robert Powers Thanks for joining us for the next session. Through hybrid work and through the pressures of having to deal with inflation and a potential recession and so how do we have better meal occasions for them? 2 0 obj SVP, Chief Investor Relations OfficerIR@campbells.com, Campbell Soup Company I would say on the margin question, Linda and I both believe there is nothing structural we're seeing that prevents us from rebuilding margins back to pre-pandemic levels. We have a small business there. AUSTIN, Minn., June 24, 2022 /PRNewswire/ -- Fortune 500 global branded food company Hormel Foods (NYSE: HRL) recently presented at the 2022 Deutsche Bank dbAccess Global Consumer. Notice for Investor Presentation. So far it has gone very well. Right. dbAccess Global Consumer Conference 2022. Now what's most important for us is not to prioritize only margin, but prioritize rebuilding margin in the context of continuing to invest to maintain a healthy portfolio and continue our top line momentum. 4 0 obj And if you look at our supply chain, I'd tell you it's been an incredibly difficult environment for the last two years as we've managed through not only the extreme demand we've seen for our products, but the ongoing supply disruptions that we've received broadly for the last two years. Yes. March 29, 2021. | 10 december 2022 1-min read EWING, N.J., June 02, 2022 -- ( BUSINESS WIRE )--Church & Dwight. And that's because they can afford for products to fail. So when we finished our third quarter and for us that ended in March or third quarter, we had stepped out of most of those relationships, we'll finish that up this quarter. The other thing is, I like where I am in international from a markets perspective now. Media and investors may access the live audio webcast at www . June 2022. Two clicks for more data privacy: click here to activate the button and send your recommendation. Our most popular brands with trademark registrations include McCormick, French's, Frank's RedHot, Stubb's, OLD BAY, Lawry's, Zatarain's, Ducros, Vahin, Cholula, Schwartz, Kamis, DaQiao, Club House, Aeroplane and Gourmet Garden. SANTA BARBARA, Calif., June 02, 2022 (GLOBE NEWSWIRE) -- Olaplex Holdings, Inc.(NASDAQ: OLPX) (OLAPLEX), today announced their participation in the Deutsche Bank dbAccess Global Consumer Conference being held at the Westin Paris Vendme in Paris, France. Thanks especially to The Clorox Company for joining us back here in person in Paris, we're thrilled to have you guys. We also have opportunities we spoke about in our original IGNITE strategy like cat litter and we have a very premium business in parts around the world that's doing well. And so while that has been a source of the margin decline, I'm sure we'll talk about today, Stephen, its also now as we look forward, it will be a source of how we'll rebuild margins as we go back and optimize the supply chain. OLAPLEXs award-winning products are sold through a global omni-channel platform serving the professional, specialty retail, and direct-to-consumer channels. There is very rare cases where we would launch an innovation that is not a price premium to what we do today. Thank you all for joining Deutsche Bank's Global Consumer Conference virtually in Paris this year. Presenter SpeechGerry Gallagher Good morning. A business that -- from my perspective hasn't performed to potential and to the vitamin, mineral supplements that which has been a focus area for the company, but one that I think has been a little more of a struggle to realize, especially during a time when that category definitely had tailwinds. We expect all of our businesses to contribute to our growth target of 3% to 5% and to expand margins. How do we support people as they stay at home more? 2 min read HUNT VALLEY, Md., May 17, 2022 /PRNewswire/ -- McCormick & Company, Incorporated (NYSE: MKC), a global leader in flavor, will be participating in the 2022. Where does it rank in terms of a target for prioritized investment? Think about letter vitamins, but more in ingredients that we knew had science behind them and could create the type of benefits for consumers that we see with our other brands. Navitas' GaNFast power ICs integrate GaN power and drive plus protection . Tuesday, 14 - Thursday, 16 June 2022 dbAccess Global Consumer Conference 2022 The Westin Paris Vendme, 3 Rue de Castiglione, 75001, Paris #PositiveImpact You are here: Home Europe dbAccess Global Consumer 2022 So we will continue to see, you know, them adjust. You know, contribute to the growth algorithm that you're aspiring to? ONTEX GROUP NV: attualit, news e informazioni azione ONTEX GROUP NV | OT7 | BE0974276082 | Deutsche Boerse AG | 8 Dezember 2022 The strength of company's brands, foodservice recovery and international business among focus areas Fortune 500 global branded food company Hormel Foods (NYSE: HRL) recently presented at the 2022 Deutsche Bank dbAccess Global Consumer Conference held in Paris from June 14-16. That's going to be some bumpiness as we get through that transition. And we have a scorecard that we work with our board on that. MrT+^d[F&kOQQdy@Ce dbAccess AutoTech Conference We are pleased to announce that registration is now open for our dbAccess AutoTech Conference which will take place in person on Tuesday, 13 and Wednesday 14 December 2022. But we've been really fortunate in many ways to have so much of our portfolio exposed to great tailwinds. And so what we've seen is what we've always been doing invest in your base business that drives very good returns and we've done that to an even greater degree over the last 12-months. Presenter SpeechStephen Robert Powers All right. (RTTNews) - Hormel Foods Corporation (HRL) will present at the 2022 Deutsche Bank dbAccess Global Consumer Conference in Paris, France. But we're expecting all of them to grow and we reevaluate that strategically on a regular basis and then we tactually plan in an annual year what can we expect. But maybe let's -- maybe start looking backwards, because there's been, I mean, since you came into this role, until there's been a tremendous amount of change in your business, change in the environment, and the environment continues to change. We do look at that. Webcast. The latest news, company features, and media coverage from The Este Lauder Companies. Cat litter is a good example of that, but we don't see any material changes right now that give us concern. I'd like to have a little less exposure to LatAm, but I don't have a big reliance on China. Fireside Chat at the dbAccess Global Consumer Conference Click here for webcast Apr 29, 2022 at 9:30 AM EDT First Quarter 2022 Earnings Webcast Listen to webcast Supporting Materials Q1 2022 Earnings Release and Financials 366.1 KB Q1 2022 Supplemental Information 1.5 MB Feb 25, 2022 at 12:40 PM EST 2022 CAGNY Conference Listen to Webcast It's going to take a lot longer for that new normal, that endemic state to show in the data, in addition to pricing, in addition to changing of things like cold and flu, et cetera. I guess, let's talk about pricing first, where you are in your pricing journey to offset some of those costs? The Clorox Company (NYSE:CLX) dbAccess Global Consumer Conference 2022 June 15, 2022 5:15 AM ET, Stephen Powers - Head of US Consumer Packaged Goods Research, Deutsche Bank. Yes, alright. Sure. But I would say it's not largely different than what we're experiencing in U.S., a period of normalization and then for those consumers, particularly LatAm we're always focused really strongly on value given what they've gone through and of course now what we're going through in the U.S. | 10 december 2022 The third is about reimagining work. Okay. About OLAPLEX OLAPLEX is an innovative, science-enabled, technology-driven beauty company with a mission to improve the hair health of its consumers. Is the investment required to the cost of growth? After submitting your request, you will receive an activation email to the requested email address. dbAccess Global Consumer Conference. So I would say it varies, but we see some additional strength in Asia that we haven't seen in parts of the world. So if I think about wherever your pricing lands prospectively over the next 12-months, what percentage of the total company price increase is simple list price increases on pre-existing products versus the introduction of new more premium innovations? To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. June 15, 2022 09:00 AM CST. Or are you stepping back and reassessing that part of the business? So as we've talked about, we've dialed up our investments in our facilities to expand our production capacity. Welcome back, everybody. Gerry Gallagher, Deutsche Bank Good morning, everybody. But as you're thinking about looking over the horizon, how should we on the outside be sort of dimensioning the inflation headwinds that you're sizing up yourselves? Or do you expect a bumpy road ahead in pockets of international as well? Jon R. Moeller, President and Chief Executive Officer and Andre Schulten, Chief Financial Officer of The Procter Gamble Company (NYSE:PG) will be featured speakers at the Deutsche Bank dbAccess Global Consumer Conference on Thursday, June 16, 2022 at 10:30 A.M. CEST (Central European Summer Time) / 4:30 A.M. Right now, we're in the process of finalizing our plans for next year, but we expect an ongoing inflationary environment. In a typical year for Clorox, we'd be looking at something closer to $50 million of inflation. We wanted to be a faster and more agile company before this even hit. So as we start our next fiscal year, which for Clorox starts in July, we'll be back to a fairly normalized production mix. Just like in the U.S. for cleaning, for example, that's the majority of our business in international and we see an opportunity to expand and give people better cleaning occasions. And that's been due to the fact that many consumers entered our categories, and we were able to introduce them to our brands during that time. And talk about just the broader company strategy. Leanne Cunningham, BrownForman's Senior Vice President and Chief Financial Officer, will begin speaking at approximately 8:30 a.m. (CEST) on Thursday, June 16, 2022. On that note, not to close. A revolutionary brand, OLAPLEX paved the way for a new category of hair care called bond-building, the process of protecting, strengthening and rebuilding broken bonds in the hair during and after hair services. The consumer is changing, they expect more from brands and how can we be there for them when they're showing up online in a store and then when they use that product at home and giving them a superior value. Let's start with supply chain, both inbound and outbound. Thanks, everybody, and welcome back. A discussion with Richard Mayfield, Walmart International executive vice president and chief financial officer, will be webcast live here and will begin at approximately 11:15 a.m. local time (5:15 a.m. EDT). Is it a -- are you going to double down? And boy, did we Steve have a chance to reimagine work in a whole new way during this pandemic. It's really about being is human centered and people centered as possible, and then knowing that's how we create value over the long-term by meeting those people where they are. Now I think Steve, what's interesting is we look forward, so what is the environment? It has good consumer tailwinds and we bought businesses that were not in a more commoditized part of the segment. Is that from your perspective expected? I think there's lots of room for us to create value. And then we saw some enhanced trends as part of the pandemic. 100s of new suppliers we've added for resiliency, we'll go back and rationalize that. The event is scheduled to begin at 8:00 AM ET on. And we don't have to necessarily give people a new ranch, but we can teach them new ways to do that. June 15th, 2022. So we feel like we have all of the tools. And the good news is Clorox generates a tremendous amount of cash more than we need to invest in the business and so we'll continue to look for ways to get that back to shareholders either through our dividend program or share repurchase program. Webcast. In spite of an ongoing inflationary environment, because of the good pricing work we're doing, the cost savings work, we expect to continue to improve margins, but it will go beyond 23 to rebuild those. Representing McCormick will be Lawrence Kurzius, Chairman, President & CEO; Mike Smith, Executive Vice President & CFO; and Brendan Foley, President, Global Consumer, Americas and Asia. pittsburgh & chicago, june 08, 2022 -- ( business wire )--the kraft heinz company (nasdaq: khc) ("kraft heinz") announced today that andre maciel, global chief financial officer, and rafael. So we're dealing with 10 times the level of inflation. On June 2, 2022, the executives will travel to New York to attend the Bernstein's 38th Annual Strategic Decisions Conference; followed on June 16 in Paris at the dbAccess Global Consumer. Press Release. Yes. A much better experience when you use that versus the current aerosol product, it's a real delight, and it's an ESG win in helping the consumer to act more sustainable, which they care about. I think for cleaning, this was a business that contributed above sales target for us in the prior period. As we think about 23, that should be back to par. <>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 594.96 842.04] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> You know, international we have a very similar profile in the markets we're in where we have pretty big share brands that have good fundamentals with the consumer. HUNT VALLEY, Md., May 17, 2022 /PRNewswire/ -- McCormick & Company, Incorporated (NYSE: MKC), a global leader in flavor, will be participating in the 2022 Deutsche Bank dbAccess Global Consumer Conference at 10:30 a.m. CEST / 4:30 a.m. EDT, on June 14, 2022, in Paris, France. So that's how we're thinking about it is we want to make sure that we support the behaviors we see, which again people care more about those outcomes, but we have to recognize people don't love to clean, and we do that in creating great innovative experiences from. And of course, our investors as well that know that, that's an important transition that we need to make. 18th Annual dbAccess Global Consumer Virtual Conference. What do we think the environment is as we go forward? Listen to Webcast. Stefan Descheemaeker, CEO; and Samy. So what I'd say is in the short-term that's going to be bumpy. We don't think that'll contribute a tremendous amount of value over the balance of our IGNITE strategy, which ends in 2025, that's really making an investment that ensures work competitive 10, 15, 20-years into the future. But I feel really good about the fact that we're executing well and the factors that we can control on that, pricing, cost savings, removing COVID related costs. Jim Snee, chairman of the board, president and chief executive officer, and Swen Neufeldt, group vice president and president of Hormel Foods International Corporation, will discuss the company's long-term strategy, ESG . So on the in-house versus third-party manufacturing, I think typical run rate was more like 80:20, right? How important is having that innovation both in order to, you know, to couple that innovation with and ask for higher price, as well as to drive, sort of, price mix in the portfolio? We set our science based targets for 2030, which will provide a nice pathway to our net zero goal in 2050. Our route to market is second to none in our territories. You are here: Home Media Events Events Events Deutsche Bank Conferences December 7, 2022 7th Annual Lithium l Battery Supply Chain Conference December 14, 2022 dbAccess AutoTech Conference February 27, 2023 31st Annual Media, Internet & Telecom Conference all conferences How do we deliver the cost savings that we've been known for many years? May 17th, 2022. And though our brands are very strong right now, and elastities are holding, we're going to watch that as we head into a very difficult time for the consumer. We took the first in the fall, and that's a price increase we have a good read on now, because consumers have gone through their purchase cycle, and we've been able to measure that. So you've got a strategy IGNITE, maybe let's just -- maybe you could ground us all in the key tenants of what that strategy is? What Linda and I know very well is how we generate the strongest returns for our shareholders is maintaining a healthy profitable core portfolio. If you're having to stay at home, it's a drudgery to cook all the time and you can't afford a meal out from a consumer perspective, so we've launched more innovation that we call multi type that isn't just about product, but about giving people new recipes to try, new ways to grow their food, using Hidden Valley Ranch, et cetera. And how do -- I guess, those underlying megatrends overlaying intersect with your key business segments. Investor Relations:Kasey Jenkins at kasey_jenkins@mccormick.com, Corporate Communications:Lori Robinson at lori_robinson@mccormick.com, View original content:https://www.prnewswire.com/news-releases/mccormick--company-to-participate-in-the-2022-deutsche-bank-dbaccess-global-consumer-conference-301548897.html, https://www.prnewswire.com/news-releases/mccormick--company-to-participate-in-the-2022-deutsche-bank-dbaccess-global-consumer-conference-301548897.html, Turkeys Erdogan Discusses Possible Grain Corridor Expansion, Soccer-Keeper Roebuck secures valuable point for City in Manchester derby, Analysis-European food delivery shapes up with Getir's Gorillas buy, Feds Message That Rates Will Stay on Hold for Some Time Clashes With 2023 Rate-Cut Bets, Investors eye Portuguese golden visas as authorities ponder programme's end. Digital adoption, which we've been focused on for a really long time, has really given growth platforms to all of our businesses. | July 28, 2022 ACCELERATING Notice for Colgate Fireside Chat at the Deutsche Bank dbAccess Global Consumer Conference 2022. We are seeing cost inflation across every aspect of our business, where it is most acute for Clorox is in commodities and logistics, about 75% of our total inflation in those two areas. So what we're focused on is do we have the right overall value, the combination of the brand and the product and the price. And in order for people to live a good life, we have to have a healthy planet. And so we make choices consistent with our brands to do that. And that has done very well. GaN is a next-generation semiconductor technology that runs up to 20x faster than legacy silicon and enables up to 3x more power and 3x faster charging, with up to 40% energy savings in half the size and weight of legacy silicon solutions. As you look out over time, I mean, is the view that the company can get back to a margin profile and a return on invested capital profile that's analogous to pre-pandemic Clorox by the time we get through those investment periods and we've given ourselves more time to build margins? We're going to lose about eight margin points due to the cost inflation, I described earlier. And what's the expected contribution of health and wellness versus -- I'm sorry, yes the health wellness segment, I was going to say, cleaning, I'm old school, versus household versus lifestyle. And so we'll bring most of the production back in-houses where we were before the pandemic began. NORTH BILLERICA, Mass., June 02, 2022 (GLOBE NEWSWIRE) -- Lantheus Holdings, Inc . Now again, that's not all the inflation, but that's probably 75% to 80% of the inflation we're dealing with is in those two buckets. ET (Eastern Time). How are -- if at all, how are those capital allocation priorities shifting and being reprioritized in the near-term? How do we keep a cat well and their pet parents from having the downsides of having a cat in the house, you know, if their litter doesn't keep those odors down. What we're watching though, this is three rounds of pricing and the largest amount of pricing we've ever taken in a single year. Or are there specific cohorts that you can call out as to what's actually happening with the consumer, which is clearly not a singular person. I'm super happy to have you guys at the conference. When we -- let's, kind of, hit the topics to [indiscernible], right? So not a big material impact to the company, but not where we want to be. What we don't want to do is start pulling back on innovation, pulling back on advertising investments, investing in our facilities to accelerate that margin recovery. As you think about our capital allocation priorities, I think we've been very consistent for a number of years. It takes a little bit longer for the margin accretion to happen, because you don't have scale. | 11 december 2022 Church & Dwight to Webcast Discussion of Second Quarter 2022 Results on July 29: JUN 2: Church & Dwight Webcasts Fireside Chat at the dbAccess Global Consumer Conference: MAY 6: Church & Dwight to Present at the 2022 Goldman Staples Forum: APR 28: Church & Dwight Reports Q1 2022 Results: APR 27: Church & Dwight Co., Inc. Declares 485th Regular . In your mind, those are the, you know, we're in a window now of, you know, depending on the investment, you know, two, three to five years of a stepped up capital intensity to set the company up for the next leg of growth. So as you think about the investments we're making and to Steve's point, we're really making two investments we're investing in our facilities to manage the elevated demand, that's a very good investment that pays a very good return that will last over a long period of time. You know, I think every market is different. So both of those are going to play out this year. ("the Company") (NASDAQ: LNTH), an established leader and fully integrated provider committed to innovative imaging diagnostics, targeted therapeutics and artificial intelligence solutions to Find. Or is it more of a longer term project? At Campbell Soup Company, we promise to treat your data with respect and will not share your information with any third party. We made nice improvements in our third quarter. And we through innovation, we're able to do that and drive growth, were going to continue to do that. Presenter SpeechPaul Trussell Welcome to day 2 of dbAccess Global Consumer Conference 2017. On February 23, 2023 the Deutsche Telekom will publish its results for the 2022 financial year. Every day, no matter where or what you eat or drink, you can enjoy food flavored by McCormick. How does a commitment to purpose driven growth help you win, not only with consumers, but with suppliers and retailers all on the value chain? And I believe that innovation is the way that we will capture their hearts and minds and create value. endobj But just so -- let's talk about pricing first and where you are and how you're thinking about future pricing potentials? Okay. Private label actually decreased significantly over a full point during the pandemic as people reached to trusted brands to deal with really tough issues in their life. We set out to accelerate profitable growth in our IGNITE strategy and we've done just that in international. McCormick & Co. presentation and fireside chat at the 2022 Deutsche Bank dbAccess Global Consumer Conference, June 14, 2022, at 10:30 a.m. CEST / 4:30 a.m. EDT, Go to ir.mccormick.com and follow the directions to listen to the discussion. McCormick & Company, Incorporated is a global leader in flavor. Annual Report 2022 Investment case Share price Shareholder centre Back AGM Dividend history Managing your shares Shareholder contacts Results, reports and presentations Financial calendar Stock exchange announcements Back News alert service Consensus estimates Debt information Open the Creating shareholder value sub menu. Our brands actually over indexed with low income consumers. Great. How do I stay, well, and that is true of every consumer that we touch right now. And that problem should be worth a cost to them, and we find that to be broadly true. And that's how we approach the business. If a trash bag has to be doubled, that's not a better value, if they're afraid it's going to break. Sometimes it's not even product innovation, so we make Hidden Valley Ranch, if you are a ranch lover, it's the best ranch out there. . REGISTER HERE Conference liaisons If you require any further information please contact your Deutsche Bank representative or the contact below. We're now stepping out of those relationships and we'll wrap that up in the next month or so. Have we made progress on that? ATLANTA--(BUSINESS WIRE)--Jun. Welcome back, everybody. 19th Annual dbAccess Global Consumer Conference. Is it -- is this a -- this a 10-year ROI that where you feel like, okay, we're going to -- we're buying ourselves 10-years of glide path or is it or we're going to be back in this conversation sooner or is it longer? And to put it in perspective, it's about 4% of our sales today. The discussion will be webcast live via the McCormick website ir.mccormick.com. Hormel Foods Corporation (NYSE: HRL), a global branded food company, will be participating at the 2022 Deutsche Bank dbAccess Global Consumer Conference in Paris, France. If you are unable to listen to the live webcast, the event will be archived on our website at ir.mccormick.com. Annual Report as of December 31, 2022. Share event Share event. For fiscal 2022, very strong top line, bottom line results. The overall value creation lever that we pull in our IGNITE strategy is innovation and we do that across four main choices and then one very important lever that we embed in our business in ESG. We've done that because we know when you invest to grow their top line on an installed asset base, you can generate some very nice returns. With us from Church & Dwight are CEO, Matt. I mean, I expect improvement in fiscal year 23 for sure. Deutsche Bank dbAccess Global Consumer Conference: 05/17/22 | 09:35am : Goldman Sachs Global Staples Forum: 05/11/22 | 09:30am : Business Update Call: Past dividends on PHILIP MORRIS INTERNATIONAL INC. I'm thrilled to have with us at the conference, Coty; CEO, Sue Nabi, and CFO, Laurent Mercier. The Companys management team will meet with investors during the conference. Thank you. Historically, Clorox has operated the top of our peer group in terms of average annual increases. But I would really expect by fiscal year 24, you see a significant change to that business and we'll be having a different discussion about the plan that we need to have. SANTA BARBARA, Calif., June 02, 2022 (GLOBE NEWSWIRE) -- Olaplex Holdings, Inc. (NASDAQ: OLPX) ("OLAPLEX"), today announced their participation in the Deutsche Bank dbAccess Global Consumer. We can use our current resources in a more effective and efficient way. Or do you believe that you can achieve more growth, because the tailwinds are just stronger on a similar level of historic growth -- historic investment? So for example, cleaning, we just had the two biggest waves of COVID in this last fiscal year. Okay, great. So that business is going to take a bit more to normalize we still think higher given the tailwinds, some of which like cat litter, we actually haven't gotten to a place where we can fully even support all that volume. Contacts Financial Media and Investor Relations: ICR OLAPLEX@icrinc.com, Turkeys Erdogan Discusses Possible Grain Corridor Expansion, Soccer-Keeper Roebuck secures valuable point for City in Manchester derby, Analysis-European food delivery shapes up with Getir's Gorillas buy, Feds Message That Rates Will Stay on Hold for Some Time Clashes With 2023 Rate-Cut Bets, Investors eye Portuguese golden visas as authorities ponder programme's end. And as we provide guidance in fiscal year 23, we'll give you how we're thinking about that, but each one of our brands will experience the short-term in a different way, but I feel very confident about their ability to contribute to the 3% to 5% over the long-term. Okay. Yes. We are in core parts of their everyday life or in their laundry and they can afford to buy new clothes, if bleach doesn't take a stain out. In an aggregate for us as a company and so far, what we're seeing is relatively the same. As you know, many of our categories have not been able to supply. Where are you now in the, kind of, the health of the supply chain? And the -- you mentioned capital, part of that capital is going on to capacity. But we've also had, and particularly of late, a lot of tailwinds, excuse me headwinds as well and that's from a cost environment perspective and I'm sure we'll get more into that. Have you been able to work that into incentive programs? And I think in the near-term though, that business is focused on the same thing all over U.S. businesses are. Now when you think about margins specifically, we think we put the lows in our second quarter which ended in December. We take some of your businesses in turn, you know, you mentioned cleaning, the portfolio and the pandemic comps. 3, 2022-- Newell Brands Inc. (NASDAQ: NWL) announced today that Chief Executive Officer, Ravi Saligram, and President and Chief Financial Officer, Chris Peterson, will participate in a fireside chat at the dbAccess Global Consumer Conference in Paris, France at 3:15 A.M. And that will be end market in July. But for example, last quarter, we grew share on a basis point perspective twice what private label did. You make it a better experience. And I think as we head into a very difficult period for the consumer, that's going to bode very well for us as we take the actions that we need to restore margins. But at this point, we're not seeing anything that suggests we can't get back to those pre-pandemic levels. It is, by no means, the biggest issue we're dealing with. Okay, great. That being said, even though I still like the categories, I'm not happy with our performance. Presenter SpeechStephen Robert Powers All right. I think all of the conversations we're having earlier around supply chain and consumer and cost and pricing was U.S. focused. June 15, 2022 11:15 AM CEST. And we had to accelerate much of the work that we had talked about in order to deal with the rapid changes that this has thrown our way and I think we'll continue to throw our way over the coming years. We saw growth in a number of our businesses, very strong consumer . Presenter SpeechStephen Robert Powers All right. But we have to prove to ourselves we can do this consistently, that we can apply our capabilities before we would, you know, make any other choices in that segment and that's what the team is laser focused on right now. ET (9:15 A.M. CEST) on Tuesday, June 14, 2022.. Allego to Participate in dbAccess AutoTech Conference. In years going forward, we will see both a truckload component of that, we'll also see a net revenue management component, so price pack architecture will play a bigger role, which is, you know, counts in kind of both buckets, because it will come through innovation and we'll continue to expect innovation to be an outsized contributor versus what it was in the prior strategy period. | 8 Dezember 2022 June 9, 2021. One Campbell Place By providing your email address below, you are providing consent to Campbell Soup Company to send you the requested Investor Email Alert updates. Founded in 1889 and headquartered in Hunt Valley, Maryland USA, McCormick is guided by our principles and committed to our Purpose To Stand Together for the Future of Flavor. We have to have a healthy social structure. This presentation includes non-GAAP financial measures, including Adjusted EBITDA, Adjusted Diluted EPS and Adjusted Operating Cash Flow, as well as financial information presented on a non- GAAP last twelve-month basis, which reflects unaudited trailing four quarter financial information. We operate across a wide range of channels with thousands of motivated salespeople to activate our 24/7 portfolio. Appreciate it. Then you went up 50:50, and so you're saying you're essentially back to 80:20 in the next couple of months. And that is the mode we're in, being as agile as possible as we can in pricing. We use technology, such as cookies, to personalize and enhance your experience. ET at The Westin Paris Vendome in Paris, France. And then we'll keep a sharp eye on our debt. We had about three margin points and we expect that to continue next year. 53113 Bonn. Add to Microsoft Outlook. What's changed is, we've leaned in even harder on our base business. /|y(e(7R3s+OW"5 We've leaned into advertising last year, we took that up by a $100 million to engage the consumers coming into our categories. Please. How are you thinking about it? So it's important that we do that. FY 2022 Earnings Release (Projected) 04/20/23 : Q1 2023 Earnings Release (Projected) 07/20/23 : Interim 2023 Earnings Release (Projected) . So we are investing more in places like cat litter from a capital perspective and ensuring that we have the right ability to manufacture or opening a new plant coming up here, given what we're seeing on the tailwinds. The other important investment we're making is a $500 million investment and essentially digitizing this company. And where that business settles out probably is TBD, right? Camden, NJ 08103. Is that a sign of concern to the extent that you've got the information? Very happy to have the. And then July, our largest price increase goes into effect, the broadest and deepest price increase. As a Fortune 500 company with over $6 billion in annual sales across 170 countries and territories, we manufacture, market and distribute spices, seasoning mixes, condiments and other flavorful products to the entire food industry including e-commerce channels, grocery, food manufacturers and foodservice businesses. Supply chain costs, pricing elasticity so on and so forth. To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. The brands products have an active, patent-protected ingredient that works on a molecular level to protect and repair hair from damage. Maybe as a way to close, the importance of purpose driven growth has been, kind of, central to how you've framed the Clorox narrative. The way we're going to maximize the value of this company is maintain the top line momentum and rebuild margins at the appropriate pace. Now to the degree they which is depending on which category they're in, the opportunities, and our general managers are always looking at the external environment and coming to us with what they believe they can do. Thank you, Linda. But it's not the most, you know, joyous thing to do. I'm delighted to be here, albeit only virtually with Laxman Narasimhan, CEO of Reckitt Benckiser since last September, and a newbie to the. Deutsche Bank Global Consumer Conference 2022 2 views Jun 15, 2022 0 Dislike Share Save Unilever 17.8K subscribers Graeme Pitkethly, CFO, and Hanneke Faber, Nutrition Business Group. You can sign up for additional alert options at any time. And I think we've done a very nice job taking advantage of that during this time. Hormel Foods Corporation | Deutsche Bank | 2022 dbAccess Global Consumer Conference | June 16, 2022 Stephen Powers: Okay, let's get started. We are focused on creating more scale across our brands, we bought us a lot of very small brands that we thought we could build to big share brands and midsize categories, kind of, like we compete today. We are not seeing any significant trade down or trading across brands, due to pricing and it's been very rational. The fireside chat will be webcast and may be . And it's a platform for us to create growth for many years across that cleaning portfolio. And for that business too, there's going to be a moderation of cleaning behavior just like there was in the -- or is in the U.S. ET at The Westin Paris Vendome in Paris, France. And we'll continue to report back as we progress on the journey. Coty Reaffirms Sales and Profit Guidance for Fiscal 2022 June 13, 2022 NEW YORK-- (BUSINESS WIRE)-- In conjunction with its presentation and discussions tomorrow June 14 th at the Deutsche Bank dbAccess Global Consumer Conference 2022, Coty Inc. (NYSE: COTY) reaffirms its outlook for both 4Q22 and FY22. Sustainability is a huge part of that. I'm Steve Powers, Head of Deutsche Bank's U.S. Consumer Goods Research, and I'm thrilled today to welcome ADM to our. And certainly in the cleaning and disinfecting space, they'd better make sure those germs get killed, because they can afford to take a day off of work. But the unknowns around the total impact for the consumer, what the impacts of a potential recession could look like and other factors, you know, we'll make adjustments if we need to. executing well and the factors that we can control on that, pricing, cost savings, removing COVID related costs. And so just a few examples, we leveraged a number of third party manufacturers during the pandemic to help us meet demand. If you have an ad-blocker enabled you may be blocked from proceeding. Okay, great. So for the next session, I'm very happy to welcome Hormel foods to the . ARNHEM, Netherlands, December 08, 2022--Allego N.V. ("Allego" or the "Company") (NYSE: ALLG), a leading pan-European public electric vehicle fast and ultrafast charging network, today announced that management would participate in a fireside chat at the dbAccess AutoTech Conference on Tuesday, December 13, 2022 at 11:45 AM EST. And what that translates to from an accomplishment perspective, we're growing about 2% sales in our previous strategy period and we've averaged 5% over the last three years. Our brand strength, we're in household essentials, and what we've seen in data so far. How much time is this period of outsized investment buying you relative to normal, right? And just like the U.S. has had about the last 25-years to grow into a bigger wipes business, we'll do the same thing in international, and that's going well to start. In some parts around the world, that's not the case. Just give us a little perspective on where you are seeing maybe some signs of weakness? 15, 2022 1:59 PM ET Colgate-Palmolive Company (CL) SA Transcripts 132.34K Follower s Follow The following slide deck was published by. As a Fortune 500 company with over $6 billionin annual sales across 170 countries and territories, we manufacture, market and distribute spices, seasoning mixes, condiments and other flavorful products to the entire food industry including e-commerce channels, grocery, food manufacturers and foodservice businesses. As you think about the international part of your business, similar questions around how you assess consumer demand and health of those markets in those brands outside the U.S? And a lot of what we're experiencing in the U.S. we've experienced in Latin American market for many years. But again, as I said, we're going to watch this closely. LOUISVILLE, KY - BrownForman Corporation (NYSE: BFA, BFB) will present at Deutsche Bank's annual dbAccess Global Consumer Conference on June 16, 2022 in Paris. <>/Metadata 355 0 R/ViewerPreferences 356 0 R>> Joining us from OLAPLEX is. Our general managers are responsible for sustainability goals innovation goals, cost savings goals, and they're, of course, trying to work the magic to make all those three things work together. So we feel good about our ability to continue to grow in international and over time move more of our portfolio out of LatAm and into markets like the Middle East, which we made a bigger plan a few years ago and that's going very well. That's taking a little bit longer, the household penetration in the segments we compete in is still very small, 2% to 4%. Yes. There's a lot to talk about, I want to try to balance the near-term and the longer term. Rebecca Gardy And then finally, we have not taken our eye off the ball from a long-term perspective. Thanks especially to OLAPLEX for joining us at the conference. And so now I'd say, we're seeing the moderating in demand as we expected. And what do you think the most important success factors are in terms of your ability to consistently hit long-term objectives? <> I think going forward we'll get back to a normalized level investments in that space as we've gotten production capacity up and we've gotten back to the right levels of advertising innovation, but we'll continue to support the dividend. Purpose is about knowing your stakeholders and then acting in a way that's consistent with what's important to them and that drives why you do what you do. The second round went in April and that one very early indicators are similar, although I would say it is far too early to measure that out given the purchase cycle we have about 90-days on average across our portfolio. So I feel good about the space. To learn more, visit www.mccormickcorporation.com or follow McCormick & Company on Twitter, Instagram and LinkedIn. We're going to see trading in and out as we have, but we feel against the majority where superior overall value matters that we're really well positioned and then we're going to continue to focus on enhancing that value as we take pricing. And that is an important way that we create value for the people that we serve to give them options to be more responsible, that's important to them. You know, the last taking a very big step back, which I think is important. And then evolving our portfolio both organically, getting more from the businesses that we have investing differentially and then where it matters. Because that was a big? Add to Calendar. T+HQ8yo v+Ehx:%(S}x1'oA"[*0# Y eH;kASNV2q y6w|=$,YW%:*h0NfDLGZ/63 He:R!*tu7te6gX[B. It's more of a longer term project. But I would say to-date, we feel very good about where we are. And then importantly ESG, we have a long history of delivering against ESG commitments and we wanted to further our progress there and that required embedding that into how we operate our business units. Is that an opportunity for you to lean into as we go forward? As we look for, but we also had a very strong contribution, double the average net impact from innovation that we've had in previous years. It is growth accretive. Is that something we should expect tangible progress on in fiscal 23? xYo8 ?Q^iP^CQc+41M% @)}3rfv0,Or{yl0O.KlndN. Add to iCalendar. Investors June 24, 2022 Austin, Minn. The audio portion of the fireside chat will be available on the Companys Investor Relations website, https://ir.olaplex.com/, and will remain there for 90 days following the event. We have some brands growing double digits. That's going to look like a different curve. Cleaning is not anyone's favorite thing to do, there might be the extreme -- we have a few extreme cleaners out there, who love to do that. | 8 Dezember 2022 What I'd say about all of them though, as we deal with the next 12-months, every one of them is in a different part of the pandemic journey and the lapping of that. So let me talk about our fiscal 22 first and as I mentioned, we're just wrapping fiscal 22 up. We might expect more from Burt's Bees, because of the tailwinds than we do from a business that has just less natural consumer tailwinds. So innovation, for example, Steve, don't necessarily need to spend more money on innovation, but we have to reorient the way that we innovate. And what I would say is as we did when we bought it, we love that space. So for various reasons, material suppliers, manufacturers couldn't provide the product we needed. We're making consumers' lives easier. So the opportunity for just distribution, we're widely distributed in the U.S. Our products are in every channel. How can companies and decision-makers reset for growth beyond corona virus? Our general managers are responsible for goals, particularly in sustainability. And certainly now that's an even more important focus than it's ever been for us. Okay. So those four choices are how we feel growth in our brands? How are you -- like what are the range of scenarios that you're trying to assess is what becomes the new normal? We'd be able to rationalize all the new material suppliers we signed up. So I do think there's going to be movement in and out. And we've also seen the pandemic give us some opportunities to push in places that we didn't think would have as much growth potential at the beginning of this. Our presentation contains non-GAAP financial measures, which differ from our reported results prepared in accordance with U.S. generally accepted accounting principles (GAAP). We have to price, which the international team is very good at and does every single year. Great. And one of the things that we set out to do at the very beginning was ensure we can maximize the value creation that comes with that. Let's take a step back or outside of the here now. Address. And what we know is we want that top line to be accretive in every occasion. The Clorox Company ( NYSE: CLX) dbAccess Global Consumer Conference 2022 June 15, 2022 5:15 AM ET Company Participants Linda Rendle - Chief Executive Officer Kevin Jacobsen - Chief Financial. You know, there are places where we've made investment choices again on the differentiation. We have brands that are doing very well today. Nomad Foods to Acquire Fortenova's Frozen Food Business Group. There's lots of noise going on given assortment is being recovered. And how, I guess, each of your major segments contributes that strategy going forward? That's the conversation I have with the board. But in terms of that longer strategy taking hold and the work that we have to do, for example, we will get rid of some of the brands that are very, I mean, very small and consolidating it to other brands. And so we can continue to make progress on distribution and that's a very good way to build a business over time. Couple minutes left. Add to Google Calendar. And we also have a corporate center that supports that. You know, the mega trends that we had focused on when we wrote IGNITE health and wellness, personalization, multicultural millennials and the rise of that population in terms of spending power and then responsibility, which contributes to sustainability. And as a result of that, our margins are down this year. And so for us purpose is, we want to put people at the center of everything we do. But what we plan is for that to happen, you know, in your three or four, and once you get enough scale behind the innovation, you would want it to both be top line and margin accretive. How you're thinking about potential waves of future pricing to offset inflation that you're sizing up? From a consumer health perspective, you know, I don't know if there's anyone who isn't experiencing the other side of the pandemic. We have -- I believe, the highest return on invested capital in our sector. You know, we have seen private label shares as a proxy in some of your categories tick up, tick up not only year-over-year, but tick up relative to 2019. And what we're seeing is private label growing share. We had always intended to take pricing in July, but we broaden that after the impacts that we experienced from the war in Ukraine. So we invested more with the consumer, we invested in innovation and brand building, we put an additional point of brand building in last year, and that's really paid off. Their remarks highlighted the Liked by Schavel Morrison June 15, 2022 04:30 AM ET. Lantheus to Present at the Jefferies Healthcare Conference . Mark Clouse, President and Chief Executive Officer, and Mick Beekhuizen, Chief Financial Officer, will participate in a fireside chat at the dbAccess Global Consumer Conference on Wednesday, June 15, 2022 at 10:30 a.m. CEST / 4:30 a.m. So the way you create values, you make it easier for people. Add to Apple Calendar. Presenter SpeechEva Quiroga-Thiele Good afternoon, everybody. March 1st, 1pm Eastern time. Almost the vast majority of the value from this year was in pricing, because of the degree of pricing that we took. Please disable your ad-blocker and refresh. Presenter SpeechStephen Robert Powers Good afternoon and good evening, everybody. But that's all purposes to us. This free service provides you with electronic access to annual shareholder materials. Its certainly been a dynamic environment, I don't think you're having anyone come up here and say something different. So our categories, all the competitors in those categories are all taking price move and we would expect the economics to be fairly similar in categories that are the same. Very happy to kick things off this morning with a presentation from Michael Kors. And so we're really looking at that as investing now to continue to drive good returns, but making the appropriate investments that ensure we can deliver value well beyond our current strategy period. Allego N.V. ("Allego" or the "Company") (NYSE: ALLG), a leading pan-European public electric vehicle fast and ultrafast charging network, today announced that management would participate in a fireside chat at the dbAccess AutoTech Conference on Tuesday, December 13, 2022 at 11:45 . And the 3% to 5% does embed structurally more out of those cleaning segments than what you were expecting pre-pandemic as well as with international driven by cleaning overseas. dbAccess Global Consumer Conference 2022 14 June 2022 dbAccess Global Consumer Conference 2022 Tobias Hestler, CFO GSK Consumer Healthcare participated in a fireside chat at the dB Access Global Consumer Conference on 14th June 2022 at 14:45pm BST (15:45pm CEST, 9:45am EDT). So prior to the pandemic, about 55% of our portfolio was deemed superior by consumers and we're now at 75%. I'm thrilled to welcome Church & Dwight back to the conference. And so that's enabling us to deal with some of the volatility we're seeing in world markets, because we don't have the degree of exposure. McCormick & Company, Incorporated May 17, 2022, 08:00 ET HUNT VALLEY, Md., May 17, 2022 /PRNewswire/ -- McCormick & Company, Incorporated ( NYSE: MKC ), a global leader in flavor, will be. As a result of that, we've had to build up a resiliency within our supply chain to be prepared to manage through that disruption, as well as manage through the uncertainty of the demand signal we're getting as we've seen a pandemic environment transitioning more to an endemic environment now. Walmart Inc. (NYSE: WMT) will participate in dbAccess Global Consumer Conference in Paris on Tuesday, June 11. % Our expectations, we're going to rebuild that over time. Weve more than doubled the growth rate of this company through the pandemic. Mark Clouse, President and Chief Executive Officer, and Mick Beekhuizen, Chief Financial Officer, will participate in a fireside chat at the dbAccess Global Consumer Conference on Wednesday, June 15, 2022 at 10:30 a.m. CEST / 4:30 a.m. And so very much like in the U.S., we know that consumer base well and we have a product portfolio that is designed for their needs. Are you -- are there places in international realm where you're more optimistic, where demand is going to be more sustainable versus equally concerned or more concerned given the macro dynamics? That's really an investment, as you said, Steve, for our future. stream There's been obviously a lot of dialogue between whether or not consumer is able to take that pricing, whether retailers will allow that pricing two sides of the same coin perhaps. Guys, thank you again for spending time with us today. Okay. What is sort of the upside, the points of upside potential that you're monitoring, weighing that against the prospects of mean reversions of pre-pandemic? If you experience any issues with this process, please contact us for further assistance. So on those actions, pricing, revenue growth management, productivity. Deutsche Bank dbAccess Global Consumer Conference 2022 Jun. And today's call with Coca-Cola Hellenic Bottling. But we do expect this inflationary environment will continue. And that is really about how work is done and investing over many years versus necessarily changing the fact that we have to spend double on R&D to do that. I would say there is certainly a headwind to that. The thing that you would expect from us, we drive efficiency on that spend every year. And what we would say about that first increase is that elasticities are a little better than they were pre-pandemic, and that's pretty broad across the categories we took pricing on. | 10 december 2022 By continuing to use this site, you agree to our use of cookies. Over the last 20-years, we have not seen a material increase in private label share in our categories. Look forward to future conversations. So what do we expect from them? We believe that we are going to see consumers continue to stay home more than they did. You must click the activation link in order to complete your subscription. It'll be a nice contributor to that process to rebuild margin, but not the biggest contributor within the levers we're going on. And so as a result of that, we have the opportunity now to go back and start looking at pulling those cost out of supply chain, maintain the resiliency, but do it in a much more cost effective manner. Friedrich-Ebert-Allee 140. So we acquired vitamins, minerals and supplements business through two acquisitions over the last five years. Yes. And then, of course, through the areas of responsibilities, our general managers are accountable for that, and that will play into how we compensate them. 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