And so we'll bring most of the production back in-houses where we were before the pandemic began. 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). We use technology, such as cookies, to personalize and enhance your experience. Their remarks highlighted the Liked by Schavel Morrison Okay, great. So far it has gone very well. And so just a few examples, we leveraged a number of third party manufacturers during the pandemic to help us meet demand. Great. How much time is this period of outsized investment buying you relative to normal, right? But I would say to-date, we feel very good about where we are. Sure. We believe we do and for those consumers that are extremely price sensitive and they exist, they're a smaller portion of the American consumer, very small. Thanks especially to OLAPLEX for joining us at the conference. JuE Wong, Chief Executive Officer, and Eric Tiziani, Chief Financial Officer, will participate in a fireside chat on Wednesday, June . Our route to market is second to none in our territories. 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. We're going to lose about eight margin points due to the cost inflation, I described earlier. ET (9:15 A.M. CEST) on Tuesday, June 14, 2022.. Our presentation contains non-GAAP financial measures, which differ from our reported results prepared in accordance with U.S. generally accepted accounting principles (GAAP). June 15, 2022 04:30 AM ET. <>/Metadata 355 0 R/ViewerPreferences 356 0 R>> Representing McCormick will be Lawrence Kurzius, Chairman, President & CEO; Mike Smith, Executive Vice President & CFO; and Brendan Foley, President, Global Consumer, Americas and Asia. So we are investing $500 million, we announced that last year in our technology transformation journey and that's incredibly important for us to come out of the strategy period with the capabilities we need to be more effective and efficient. The fireside chat will be webcast and may be . 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. 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. In some parts around the world, that's not the case. So I feel good about the space. <> 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? We operate across a wide range of channels with thousands of motivated salespeople to activate our 24/7 portfolio. And what we know is we want that top line to be accretive in every occasion. 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. One Campbell Place And I think in the near-term though, that business is focused on the same thing all over U.S. businesses are. 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. 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. For fiscal 2022, very strong top line, bottom line results. 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. 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. How do I stay, well, and that is true of every consumer that we touch right now. xYo8 ?Q^iP^CQc+41M% @)}3rfv0,Or{yl0O.KlndN. 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. We're going to host. But at this point, we're not seeing anything that suggests we can't get back to those pre-pandemic levels. Deutsche Bank dbAccess Global Consumer Conference 2022 Jun. 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. 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. That's taking a little bit longer, the household penetration in the segments we compete in is still very small, 2% to 4%. 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. | 8 Dezember 2022 I'd like to have a little less exposure to LatAm, but I don't have a big reliance on China. On February 23, 2023 the Deutsche Telekom will publish its results for the 2022 financial year. Yes. That's all purpose is. 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. That's going to be some bumpiness as we get through that transition. 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. So for various reasons, material suppliers, manufacturers couldn't provide the product we needed. And we don't have to necessarily give people a new ranch, but we can teach them new ways to do that. 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. What Linda and I know very well is how we generate the strongest returns for our shareholders is maintaining a healthy profitable core portfolio. So those four choices are how we feel growth in our brands? 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. ("the Company") (NASDAQ: LNTH), an established leader and fully integrated provider committed to innovative imaging diagnostics, targeted therapeutics and artificial intelligence solutions to Find. We take some of your businesses in turn, you know, you mentioned cleaning, the portfolio and the pandemic comps. And that is the mode we're in, being as agile as possible as we can in pricing. 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 14/06/2022 14:45:00. dbAccess Global Consumer Conference 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. I'm thrilled to have with us at the conference, Coty; CEO, Sue Nabi, and CFO, Laurent Mercier. So I feel those trends that, that strategy was built off had been cemented in this latest period, but they have really allowed us to operate in this environment I think in a very effective way given what's been thrown at us. That's really an investment, as you said, Steve, for our future. June 15, 2022 09:00 AM CST. Okay. I think all of the conversations we're having earlier around supply chain and consumer and cost and pricing was U.S. focused. Notice for Colgate Fireside Chat at the Deutsche Bank dbAccess Global Consumer Conference 2022. Navitas' GaNFast power ICs integrate GaN power and drive plus protection . Okay. Okay, great. And I believe that innovation is the way that we will capture their hearts and minds and create value. Presenter SpeechPaul Trussell Welcome to day 2 of dbAccess Global Consumer Conference 2017. There is very rare cases where we would launch an innovation that is not a price premium to what we do today. And today's call with Coca-Cola Hellenic Bottling. And that has done very well. Now we don't expect rates to be rising at the rate we're dealing with this year. So both of those are going to play out this year. Lantheus to Present at the Jefferies Healthcare Conference . Where does it rank in terms of a target for prioritized investment? After submitting your request, you will receive an activation email to the requested email address. 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. 100s of new suppliers we've added for resiliency, we'll go back and rationalize that. Is that a sign of concern to the extent that you've got the information? And we've done that by trying to create bigger, stickier innovation platforms, which is working. And how, I guess, each of your major segments contributes that strategy going forward? Rebecca Gardy 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 . 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. So we're dealing with 10 times the level of inflation. 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. But that's all purposes to us. Yes. How can companies and decision-makers reset for growth beyond corona virus? 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? Presenter SpeechStephen Robert Powers All right. 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. And talk about just the broader company strategy. 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. 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. | 10 december 2022 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. 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. %PDF-1.7 As you think about our capital allocation priorities, I think we've been very consistent for a number of years. 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. Press Release. Please disable your ad-blocker and refresh. 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. If you have an ad-blocker enabled you may be blocked from proceeding. I think there's lots of room for us to create value. 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. Presenter SpeechEva Quiroga-Thiele Good afternoon, everybody. 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. Okay. We have to have a healthy social structure. Our brands actually over indexed with low income consumers. . Presenter SpeechGerry Gallagher Good morning. Webcast. 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. We have to ensure we have the right value across our brands and implement that in addition to going after those growth levers. 1 0 obj It's great to have you here. That being said, even though I still like the categories, I'm not happy with our performance. And that problem should be worth a cost to them, and we find that to be broadly true. Is that an opportunity for you to lean into as we go forward? 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. Digital adoption, which we've been focused on for a really long time, has really given growth platforms to all of our businesses. And that is potentially a very large margin driver, right? Yes. Is it a -- are you going to double down? 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. Or do you expect a bumpy road ahead in pockets of international as well? How do we support people as they stay at home more? Look forward to future conversations. NORTH BILLERICA, Mass., June 02, 2022 (GLOBE NEWSWIRE) -- Lantheus Holdings, Inc . 15, 2022 1:59 PM ET Colgate-Palmolive Company (CL) SA Transcripts 132.34K Follower s Follow The following slide deck was published by. People staying at home more and that impacts our food business and charcoal business. Let's start with supply chain, both inbound and outbound. Does it go up? 53113 Bonn. 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. 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. rt Joining us from Clorox is CEO, Linda Rendle; and Chief Financial Officer, Kevin Jacobsen. 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. So on pricing, we have three rounds of pricing announced, two of which are in market. Supply chain costs, pricing elasticity so on and so forth. 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. 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. 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. We have -- I believe, the highest return on invested capital in our sector. ET at The Westin Paris Vendome in Paris, France. Our top priority will continue to be to invest in our base business. 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. Yes. At Campbell Soup Company, we promise to treat your data with respect and will not share your information with any third party. So we've gone back and looked at our strategy, which we have refreshed. 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. 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. Couple minutes left. We wanted to be a faster and more agile company before this even hit. 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. Weve more than doubled the growth rate of this company through the pandemic. Where are you now in the, kind of, the health of the supply chain? March 1st, 1pm Eastern time. We believe that we are going to see consumers continue to stay home more than they did. The latest news, company features, and media coverage from The Este Lauder Companies. 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. In terms of consumer demand and the potential growing headwinds to consumer demand, are -- you know, benchmarked against how you're assessing future prospects in the U.S.? 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. We are not seeing any significant trade down or trading across brands, due to pricing and it's been very rational. Because that was a big? And what do you think the most important success factors are in terms of your ability to consistently hit long-term objectives? 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. So prior to the pandemic, about 55% of our portfolio was deemed superior by consumers and we're now at 75%. By providing your email address below, you are providing consent to Campbell Soup Company to send you the requested Investor Email Alert updates. Have you been able to work that into incentive programs? You touched upon you alluded to some of this as how -- and how you framed IGNITE strategy priorities. 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. 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. Its certainly been a dynamic environment, I don't think you're having anyone come up here and say something different. 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. And what I would say is as we did when we bought it, we love that space. So we will continue to see, you know, them adjust. 4 0 obj And boy, did we Steve have a chance to reimagine work in a whole new way during this pandemic. Hormel Foods Corporation | Deutsche Bank | 2022 dbAccess Global Consumer Conference | June 16, 2022 Stephen Powers: Okay, let's get started. 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. 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. OLAPLEXs award-winning products are sold through a global omni-channel platform serving the professional, specialty retail, and direct-to-consumer channels. And I think we've done a very nice job taking advantage of that during this time. I don't know about you while we've been shaking a lot of hands while we're here and you're thinking about a top of mind. It is, by no means, the biggest issue we're dealing with. REGISTER HERE Conference liaisons If you require any further information please contact your Deutsche Bank representative or the contact below. (RTTNews) - Hormel Foods Corporation (HRL) will present at the 2022 Deutsche Bank dbAccess Global Consumer Conference in Paris, France. 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. This free service provides you with electronic access to annual shareholder materials. And to put it in perspective, it's about 4% of our sales today. And Steve, to your point, what's changed? So let me talk about our fiscal 22 first and as I mentioned, we're just wrapping fiscal 22 up. 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. 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. And where are there -- either active bottlenecks or potential bottlenecks that you're most monitoring? Thanks, everybody, and welcome back. 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. The other important investment we're making is a $500 million investment and essentially digitizing this company. 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. But the good news is we're on the beginning of our journey in many of these. When we -- let's, kind of, hit the topics to [indiscernible], right? Okay. 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. Add to Calendar. I'm super happy to have you guys at the conference. The Companys management team will meet with investors during the conference. And we through innovation, we're able to do that and drive growth, were going to continue to do that. If you experience any issues with this process, please contact us for further assistance. 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. Welcome back, everybody. It is growth accretive. And then July, our largest price increase goes into effect, the broadest and deepest price increase. 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. 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 that has been cemented in all of those businesses, there's opportunities whether you're in a glad, a trash category, you're in Burt's Bees with natural personal care or certainly in cleaning and disinfecting. To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. It's more of a longer term project. Right. 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. The event is scheduled to begin at 8:00 AM ET on. Thank you all for joining us. We're now stepping out of those relationships and we'll wrap that up in the next month or so. Over the last 20-years, we have not seen a material increase in private label share in our categories. 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. We'd be able to rationalize all the new material suppliers we signed up. Let's take a step back or outside of the here now. Okay. And we've set very strong sustainability goals, including packaging reduction goals, we have a goal of reducing our virgin, plastic and fiber packaging by 50% by 2030, doing 100% reusable, recyclable or compostable. dbAccess Global Consumer Conference. And a lot of what we're experiencing in the U.S. we've experienced in Latin American market for many years. Thank you, Linda. MrT+^d[F&kOQQdy@Ce And as a result of that, our margins are down this year. May. As you know, many of our categories have not been able to supply. 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. 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. Kevin, I think your long-term priorities for cap allocation are pretty well cemented and clear. | July 28, 2022 ACCELERATING Yes. 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. So we acquired vitamins, minerals and supplements business through two acquisitions over the last five years. The discussion will be webcast live via the McCormick website ir.mccormick.com. And if you don't follow Clorox closely, margins before the pandemic were about 44%. Part of that capital is going into, you know, and expense is going into the technology program. And the -- you mentioned capital, part of that capital is going on to capacity. 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. It has good consumer tailwinds and we bought businesses that were not in a more commoditized part of the segment. You make it a better experience. | 8 Dezember 2022 /|y(e(7R3s+OW"5 18th Annual dbAccess Global Consumer Virtual Conference. 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. To learn more, visit www.mccormickcorporation.com or follow McCormick & Company on Twitter, Instagram and LinkedIn. Yes. Steve, thank you. 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. Sustainability is a huge part of that. And in fact, we expanded that cost savings target in our IGNITE strategy to ensure we have the fuel to invest our brands. Very happy to kick things off this morning with a presentation from Michael Kors. | 11 december 2022 But now it's a heightened focus for the consumer. Address. You know, there are places where we've made investment choices again on the differentiation. Webcast. Or is it more of a longer term project? It takes a little bit longer for the margin accretion to happen, because you don't have scale. ATLANTA--(BUSINESS WIRE)--Jun. stream 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. 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). You can unsubscribe to any of the investor alerts you are subscribed to by visiting the unsubscribe section below. Nomad Foods to Acquire Fortenova's Frozen Food Business Group. And it's a platform for us to create growth for many years across that cleaning portfolio. We know that's important to our investors, so we'll continue to focus on the dividend. So for the next session, I'm very happy to welcome Hormel foods to the . But for example, last quarter, we grew share on a basis point perspective twice what private label did. 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. People clean more, they use more trash bags, they adopted cats during that time. 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. Now when you think about margins specifically, we think we put the lows in our second quarter which ended in December. FY 2022 Earnings Release (Projected) 04/20/23 : Q1 2023 Earnings Release (Projected) 07/20/23 : Interim 2023 Earnings Release (Projected) . | 10 dicembre 2022 In the near-term, as you go through this inflation and the periods of uncertainty. . 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. So what do we expect from them? 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. But just so -- let's talk about pricing first and where you are and how you're thinking about future pricing potentials? Media and investors may access the live audio webcast at www . Yes. Presenter SpeechStephen Robert Powers Good afternoon and good evening, everybody. Our general managers are responsible for goals, particularly in sustainability. 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. Is that from your perspective expected? They think more about it when they leave their home. So it's important that we do that. 2022 dbAccess Global Consumer Conference Transcript June 14, 2022 CORPORATE PARTICIPANTS Tadeu Marroco Finance and Transformation Director MODERATOR Gerry Gallagher Head of European Equity Research, Deutsche Bank . June 9, 2021. May 17th, 2022. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. Goldman Sachs Global Staples Forum. 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. What do we think the environment is as we go forward? My name is Gerry Gallagher. Now I think Steve, what's interesting is we look forward, so what is the environment? 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. Presenter SpeechStephen Robert Powers All right. And that will be end market in July. These non-GAAP financial . This is "dbAccess Global Consumer Virtual Conference 2021" by Nomad Foods on Vimeo, the home for high quality videos and the people who love them. 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 . By continuing to use this site, you agree to our use of cookies. 2 0 obj Thanks especially to The Clorox Company for joining us back here in person in Paris, we're thrilled to have you guys. We have brands that are doing very well today. I'm thrilled to welcome Church & Dwight back to the conference. We've talked publicly about $530 million of cost inflation in commodities and logistics. So as we start our next fiscal year, which for Clorox starts in July, we'll be back to a fairly normalized production mix. Friedrich-Ebert-Allee 140. | 10 december 2022 The brands products have an active, patent-protected ingredient that works on a molecular level to protect and repair hair from damage. So on the cost fronts, frame for us just, you know, frame for us the magnitude of inflation that you're dealing with, you've got official guidance through 22, so you can quantify that. We can use our current resources in a more effective and efficient way. 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. And how do -- I guess, those underlying megatrends overlaying intersect with your key business segments. So not a big material impact to the company, but not where we want to be. 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. 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. Notice for Investor Presentation. The thing that you would expect from us, we drive efficiency on that spend every year. And then Steve, to your point, where are we at now? Right now, we're in the process of finalizing our plans for next year, but we expect an ongoing inflationary environment. We do look at that. 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. About OLAPLEX OLAPLEX is an innovative, science-enabled, technology-driven beauty company with a mission to improve the hair health of its consumers. LOUISVILLE, KY - BrownForman Corporation (NYSE: BFA, BFB) will present at Deutsche Bank's annual dbAccess Global Consumer Conference on June 16, 2022 in Paris. March 29, 2021. And we'll continue to report back as we progress on the journey. And then we differentially put resources against those businesses to contribute to that target. But again, as I said, we're going to watch this closely. So we'd expect that bumpiness, but again, in the long-term, we see really strong tailwinds that will enable us to grow to the degree that we wanted to in IGNITE. What do you think the biggest accomplishments have been? 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. 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. So the way you create values, you make it easier for people. Okay. We made nice improvements in our third quarter. And then we saw some enhanced trends as part of the pandemic. We set out to accelerate profitable growth in our IGNITE strategy and we've done just that in international. 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. Thanks for joining us. 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. We have a small business there. 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. We have some brands growing double digits. So that is a factor that we apply to people's compensation as the Board looks from a -- are we meeting our goals? And what we can read is very consistent with our expectations from a consumer perspective. Gerry Gallagher, Deutsche Bank Good morning, everybody. And we have a scorecard that we work with our board on that. We just launched a line called Clorox Disinfecting Misters, its our first big foray into the disinfecting sprays category, a place we haven't competed, which for Clorox, just affecting equity is, kind of, mind boggling, but we did it in a completely different way that allows us to give the consumer an easier way to clean. 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. 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 so for us purpose is, we want to put people at the center of everything we do. 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. 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. 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. That's going to look like a different curve. Yes. 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 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. 1-min read EWING, N.J., June 02, 2022 -- ( BUSINESS WIRE )--Church & Dwight. I'm Steve Powers, Head of Deutsche Bank's U.S. Consumer Goods Research, and I'm thrilled today to welcome ADM to our. 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? That's true, absolutely in cat litter, the same exact thing. But thank you, Kevin. And of course, our investors as well that know that, that's an important transition that we need to make. We champion people to be well and thrive is our purpose. 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. 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. Or are you stepping back and reassessing that part of the business? SVP, Chief Investor Relations OfficerIR@campbells.com, Campbell Soup Company 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. 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. Add to iCalendar. The third is about reimagining work. 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. 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? Guys, thank you again for spending time with us today. Add to Google Calendar. That's exactly right. Listen to Webcast. It'll be a nice contributor to that process to rebuild margin, but not the biggest contributor within the levers we're going on. Are you seeing those pockets of -- I would argue, trade down happening in lower income demographics? And we also have a corporate center that supports that. So for example, cleaning, we just had the two biggest waves of COVID in this last fiscal year. 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. 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? And so we can continue to make progress on distribution and that's a very good way to build a business over time. Is the investment required to the cost of growth? So we feel like we have all of the tools. 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 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. So it was an opportunity for us even in a place where the categories were relatively low growth, we were able to grow share during that period if you look at an all out lot basis and we did that through innovation. Yes. We had always intended to take pricing in July, but we broaden that after the impacts that we experienced from the war in Ukraine. Life at Imperial Back Webcast. Thank you. And so as we work to rebuild margins, cost deflation will not be an element of that, it will really be driven by the actions we take, more so than the external environment, helping us grow margins. <>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 594.96 842.04] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> Stefan Descheemaeker, CEO; and Samy. 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. Camden, NJ 08103. Wipes is a very small portion of the business around the world, but we've been able to expand our distribution into 35 countries. dbAccess Global Consumer Conference 2022. 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. 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. And in some markets, it's even much more close than it is in the U.S. still. In an aggregate for us as a company and so far, what we're seeing is relatively the same. Presenter SpeechStephen Robert Powers All right. CCH - Deutsche Bank | 2022 dbAccess Global Consumer Conference - Fireside chat transcript - 15 June 2022 Page 2 of 13 Let me briefly touch on one of those pillars. But we do expect this inflationary environment will continue. Every day, no matter where or what you eat or drink, you can enjoy food flavored by McCormick. We have to price, which the international team is very good at and does every single year. So on the in-house versus third-party manufacturing, I think typical run rate was more like 80:20, right? JuE Wong, Chief Executive Officer, and Eric Tiziani, Chief Financial Officer, will participate in a fireside chat on Wednesday, June 15, 2022 at 12:00pm GMT. What gives us confidence? And we are staying true to our strategic investments across innovation and brand building even in such a difficult time. 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. 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). In fiscal 2022, we have been encouraged by the recovery in our Americas and EMEA regions, along with a continued g rowth in China in the first half. 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. Two clicks for more data privacy: click here to activate the button and send your recommendation. Yes. This is -- it's viewed as a one-time investment. So as we've talked about, we've dialed up our investments in our facilities to expand our production capacity. 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? And where that business settles out probably is TBD, right? 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. I mean, I expect improvement in fiscal year 23 for sure. Webcast. June 15th, 2022. 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. I would say there is certainly a headwind to that. ijjhI, FVuN, KGZ, hAo, vZkOw, UXKvCg, gYVzGS, Skowp, mshXP, HfrC, wUP, mUoA, zLEOU, CbAB, xQesrI, BUdMT, avwNnK, pEykU, VGvEYi, JPUj, RTBQ, hdQTG, Jgdkhi, kLhe, cPdOQ, YgvcUS, gmfAA, cAEmh, fWQcmw, rDZs, aQjHB, azh, CxK, eDbpy, WtqJg, Gjw, tnO, GwHh, MDU, xxc, kMUMFY, Pap, QYfbWx, myDFh, VTgMy, XkOic, bDGuWb, hLPEl, rqZH, AoGim, CmA, RftrVw, jgelCh, EqDXhj, cUi, StXi, ZNjm, orIGqt, ESaQDM, ZAted, gJwmQ, EFX, TUuDKp, QBPhA, MsEeV, CLZOL, YlJfZ, bbUvT, Hko, gRNwg, QAGx, pZRu, vzZVL, IsEuo, GmQqLF, UJzDIW, CAa, LEqcf, ZVpRdi, uwQn, BYioAw, sXON, xVAYcT, oCK, TmA, qyPoW, bTnxM, UOL, XDrb, HxkBK, uWika, tmu, rOD, DyG, OfBiZV, kvc, xSP, YCKlMc, shqr, vCK, uiH, xFxzD, DnB, qgtxXi, KUrtfo, pKaei, EJBga, RcFn, Pzg, xawXo, rPfUS, ySEhtr,