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 we don't have to necessarily give people a new ranch, but we can teach them new ways to do that. There is very rare cases where we would launch an innovation that is not a price premium to what we do today. 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? 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. 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? endobj 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. 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. We've leaned into advertising last year, we took that up by a $100 million to engage the consumers coming into our categories. 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. And the -- you mentioned capital, part of that capital is going on to capacity. 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. 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. But I would say to-date, we feel very good about where we are. ATLANTA--(BUSINESS WIRE)--Jun. I think for cleaning, this was a business that contributed above sales target for us in the prior period. Where does it rank in terms of a target for prioritized investment? rt We have to price, which the international team is very good at and does every single year. Okay. | 10 december 2022 How do I stay, well, and that is true of every consumer that we touch right now. 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. It is growth accretive. Over the last 20-years, we have not seen a material increase in private label share in our categories. Then you went up 50:50, and so you're saying you're essentially back to 80:20 in the next couple of months. 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. 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. 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. I'd like to have a little less exposure to LatAm, but I don't have a big reliance on China. 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. But the good news is we're on the beginning of our journey in many of these. 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. And so for us purpose is, we want to put people at the center of everything we do. ("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 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. 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. 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. FY 2022 Earnings Release (Projected) 04/20/23 : Q1 2023 Earnings Release (Projected) 07/20/23 : Interim 2023 Earnings Release (Projected) . Is that an opportunity for you to lean into as we go forward? So as you just reflect on the last few years, you know, you think about what your, kind of, long-term aspirations are? And so we are getting more for those dollars and that's how we're funding some of the new ideas and many of which we're doing, we're just changing how we actually do the work. And that has done very well. And where that business settles out probably is TBD, right? 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 But at this point, we're not seeing anything that suggests we can't get back to those pre-pandemic levels. Appreciate it. Webcast. March 29, 2021. 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. Its certainly been a dynamic environment, I don't think you're having anyone come up here and say something different. The Companys management team will meet with investors during the conference. 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. 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. How you're thinking about potential waves of future pricing to offset inflation that you're sizing up? Is that something we should expect tangible progress on in fiscal 23? That's going to look like a different curve. Now when you think about margins specifically, we think we put the lows in our second quarter which ended in December. You know, there are places where we've made investment choices again on the differentiation. 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. So we acquired vitamins, minerals and supplements business through two acquisitions over the last five years. Is that from your perspective expected? 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. Add to Microsoft Outlook. 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. You know, I think every market is different. And then Steve, to your point, where are we at now? LOUISVILLE, KY - BrownForman Corporation (NYSE: BFA, BFB) will present at Deutsche Bank's annual dbAccess Global Consumer Conference on June 16, 2022 in Paris. I think all of the conversations we're having earlier around supply chain and consumer and cost and pricing was U.S. focused. And I believe that innovation is the way that we will capture their hearts and minds and create value. 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 it's important that we do that. How do we deliver the cost savings that we've been known for many years? 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. How are -- if at all, how are those capital allocation priorities shifting and being reprioritized in the near-term? Joining us from OLAPLEX is. This is -- it's viewed as a one-time investment. So let me talk about our fiscal 22 first and as I mentioned, we're just wrapping fiscal 22 up. 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 we also have a corporate center that supports that. 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? 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. Have we made progress on that? And certainly now that's an even more important focus than it's ever been for us. 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.? Kevin, I think your long-term priorities for cap allocation are pretty well cemented and clear. stream Stefan Descheemaeker, CEO; and Samy. 4 0 obj June 2022. By continuing to use this site, you agree to our use of cookies. 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 set out to accelerate profitable growth in our IGNITE strategy and we've done just that in international. Does it go up? It's great to have you here. 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. 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. To learn more, visit www.mccormickcorporation.com or follow McCormick & Company on Twitter, Instagram and LinkedIn. If you are unable to listen to the live webcast, the event will be archived on our website at ir.mccormick.com. And that's because they can afford for products to fail. OLAPLEXs award-winning products are sold through a global omni-channel platform serving the professional, specialty retail, and direct-to-consumer channels. Camden, NJ 08103. 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. Have you been able to work that into incentive programs? 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? Okay, great. Please. And in some markets, it's even much more close than it is in the U.S. still. Guys, thank you again for spending time with us today. But we've been really fortunate in many ways to have so much of our portfolio exposed to great tailwinds. I'm thrilled to have with us at the conference, Coty; CEO, Sue Nabi, and CFO, Laurent Mercier. And then we'll keep a sharp eye on our debt. Thank you to Nomad Foods. Joining us from Clorox is CEO, Linda Rendle; and Chief Financial Officer, Kevin Jacobsen. So for example, cleaning, we just had the two biggest waves of COVID in this last fiscal year. If you experience any issues with this process, please contact us for further assistance. I mean, I expect improvement in fiscal year 23 for sure. If a trash bag has to be doubled, that's not a better value, if they're afraid it's going to break. We have some brands growing double digits. 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. About OLAPLEX OLAPLEX is an innovative, science-enabled, technology-driven beauty company with a mission to improve the hair health of its consumers. And then evolving our portfolio both organically, getting more from the businesses that we have investing differentially and then where it matters. That's really an investment, as you said, Steve, for our future. 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. We champion people to be well and thrive is our purpose. Or are you stepping back and reassessing that part of the business? 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. 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? T+HQ8yo v+Ehx:%(S}x1'oA"[*0# Y eH;kASNV2q y6w|=$,YW%:*h0NfDLGZ/63 He:R!*tu7te6gX[B. So for various reasons, material suppliers, manufacturers couldn't provide the product we needed. Our brands actually over indexed with low income consumers. 3 0 obj So both of those are going to play out this year. | 10 december 2022 Welcome back, everybody. <>/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 can sign up for additional alert options at any time. And of course, our investors as well that know that, that's an important transition that we need to make. 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. We use technology, such as cookies, to personalize and enhance your experience. 53113 Bonn. Right. 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. People clean more, they use more trash bags, they adopted cats during that time. And so we'll bring most of the production back in-houses where we were before the pandemic began. Sustainability is a huge part of that. In a typical year for Clorox, we'd be looking at something closer to $50 million of inflation. One Campbell Place We had always intended to take pricing in July, but we broaden that after the impacts that we experienced from the war in Ukraine. But now it's a heightened focus for the consumer. June 15, 2022 09:00 AM CST. How much time is this period of outsized investment buying you relative to normal, right? Because that was a big? You can unsubscribe to any of the investor alerts you are subscribed to by visiting the unsubscribe section below. The thing that you would expect from us, we drive efficiency on that spend every year. We made nice improvements in our third quarter. So I do think there's going to be movement in and out. What's changed is, we've leaned in even harder on our base business. endobj So that is a factor that we apply to people's compensation as the Board looks from a -- are we meeting our goals? That has built up millions of dollars of cost in the supply chain to be able to manage through that. The discussion will be webcast live via the McCormick website ir.mccormick.com. 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. 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. Thanks especially to The Clorox Company for joining us back here in person in Paris, we're thrilled to have you guys. What do we think the environment is as we go forward? 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). I'm super happy to have you guys at the conference. 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 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. 15, 2022 1:59 PM ET Colgate-Palmolive Company (CL) SA Transcripts 132.34K Follower s Follow The following slide deck was published by. But just so -- let's talk about pricing first and where you are and how you're thinking about future pricing potentials? 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. ET (Eastern Time). 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. 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. Walmart Inc. (NYSE: WMT) will participate in dbAccess Global Consumer Conference in Paris on Tuesday, June 11. How are you -- like what are the range of scenarios that you're trying to assess is what becomes the new normal? Yes. Colgate-Palmolive Webcasts Fireside Chat at the dbAccess Global Consumer Conference | Business Wire Colgate-Palmolive Webcasts Fireside Chat at the dbAccess Global Consumer. And that is potentially a very large margin driver, right? 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. Supply chain costs, pricing elasticity so on and so forth. Sure. Presenter SpeechStephen Robert Powers All right. March 1st, 1pm Eastern time. 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. 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. And we've done that by trying to create bigger, stickier innovation platforms, which is working. And then we differentially put resources against those businesses to contribute to that target. And what we can read is very consistent with our expectations from a consumer perspective. And how, I guess, each of your major segments contributes that strategy going forward? Thank you, Linda. So on the in-house versus third-party manufacturing, I think typical run rate was more like 80:20, right? Now we don't expect rates to be rising at the rate we're dealing with this year. June 15th, 2022. Please disable your ad-blocker and refresh. Notice for Colgate Fireside Chat at the Deutsche Bank dbAccess Global Consumer Conference 2022. 19th Annual dbAccess Global Consumer Conference. Okay, great. Yes. We saw growth in a number of our businesses, very strong consumer . 100s of new suppliers we've added for resiliency, we'll go back and rationalize that. Steve, thank you. How are you thinking about it? 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. 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. 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. We're going to host. So what I'd say is in the short-term that's going to be bumpy. We operate across a wide range of channels with thousands of motivated salespeople to activate our 24/7 portfolio. Cat litter is a good example of that, but we don't see any material changes right now that give us concern. 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. Presenter SpeechPaul Trussell Welcome to day 2 of dbAccess Global Consumer Conference 2017. It is, by no means, the biggest issue we're dealing with. And it's a platform for us to create growth for many years across that cleaning portfolio. And then we saw some enhanced trends as part of the pandemic. | 10 dicembre 2022 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. 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 . 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? 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