Consumer and Retail Conference Tricia Stitzel President and CEO - - PowerPoint PPT Presentation

consumer and
SMART_READER_LITE
LIVE PREVIEW

Consumer and Retail Conference Tricia Stitzel President and CEO - - PowerPoint PPT Presentation

UBS Global Consumer and Retail Conference Tricia Stitzel President and CEO March 6, 2019 DRAFT DRAFT DRAFT Forward Looking Statements We are making some forward looking statements today that use words like outlook or target or


slide-1
SLIDE 1

DRAFT DRAFT DRAFT

UBS Global Consumer and Retail Conference

Tricia Stitzel President and CEO

March 6, 2019

slide-2
SLIDE 2

DRAFT DRAFT Forward Looking Statements

We are making some forward looking statements today that use words like “outlook” or “target” or similar predictive words. Such forward looking statements involve risks and uncertainties detailed in our recent periodic reports as filed in accordance with the Securities and Exchange Act of 1934. These risks and uncertainties may cause actual results to differ materially from our statements today.

Visit www.tupperwarebrands.com

slide-3
SLIDE 3

3

Tupperware Brands Today

  • Iconic and trusted global brand
  • Purpose-driven by 3 million independent sellers
  • Relevant relationship and social selling model
  • Strong pipeline of innovative products
  • Broad global geographic footprint
slide-4
SLIDE 4

4

Broad Global Footprint

Americas*

42%

Asia Pacific

31%

*Americas includes North America, 24%, and South America, 18%.

Europe

27%

Share of 2018 Sales

44% in 2006 20% in 2006 36% in 2006

1.3 million sales force 0.7 million sales force 1.0 million sales force

70% 70%

OF SALES

COMES FROM EMERGING MARKETS

slide-5
SLIDE 5

5

$200 $200+M

Brazil

$200 $200+M

U.S. & Canada

$100 $100+M

Fuller Mexico

$100 $100+M

Tupperware Mexico

$100 $100+M

Germany

$100 $100+M

Indonesia

$200 $200+M

China

Broad Global Footprint

Units with over $100MM Sales in 2018

slide-6
SLIDE 6

6

FOOD CONSERVATION MOVE / ON THE GO

Award-Winning Innovative Product Designs

Iconic and Trusted Global Brand

slide-7
SLIDE 7

7

7

INNOVATION WOW Moments QUALITY, DURABILITY Eco Story RELATIONSHIPS Community DEMONSTRATION Personal, Connected, Service

Relevant Relationship and Social Selling Model

WE WE HAVE P VE POWERF WERFUL SO SOURCES CES OF CO COMPE PETIT TITIVE IVE AD ADVANT ANTAGE

slide-8
SLIDE 8

8

VALUE SEGMENT PREMIUM SEGMENT

Diversified Product Strategy Targeted to Both Emerging and Established Markets

$90 <$25

Strong pipeline of innovative products

slide-9
SLIDE 9

9

VALUE SEGMENT PREMIUM SEGMENT

Diversified Product Strategy Targeted to Both Emerging and Established Markets

$75 $25

Strong pipeline of innovative products

slide-10
SLIDE 10

10

Purpose

Inspire women to cultivate the confidence they need to enrich their lives, nourish their families, and fuel communities around the world.

slide-11
SLIDE 11

11

Recruit New Sellers Onboarding & Training Leadership Development

GROW THE SALES FORCE FORCE

Meetings & Events Group Demonstration Recognition & Rewards

SUPPORT CONSISTENT ACTIVITY

+

Relevant Relationship and Social Selling Model

slide-12
SLIDE 12

DRAFT DRAFT

Our Global Growth Strategy and and Transformation Initiatives

slide-13
SLIDE 13

13

We have a bold destination that will demand a profound transformation of our business

13

Every country has an aspirational leadership

  • pportunity that is visible, flexible and profitable

for all stakeholders.

  • Consumers: Easy to Access
  • Easily access the brand and engage with
  • ur community on their terms
  • Salesforce: Easy to Sell
  • Easily sell our innovative and demonstrable

products to consumers with minimal administration and no logistics required.

  • Leaders: Easy to Lead
  • Easily attract, train, and promote a

consistently engaged and confident Sales Force. Our Destination i ii iii

slide-14
SLIDE 14

14

We have a bold destination that will demand a profound transformation of our business

Every country has an aspirational leadership

  • pportunity that is visible, flexible and profitable

for all stakeholders.

  • Consumers: Easy to Access
  • Easily access the brand and engage with
  • ur community on their terms
  • Salesforce: Easy to Sell
  • Easily sell our innovative and demonstrable

products to consumers with minimal administration and no logistics required.

  • Leaders: Easy to Lead
  • Easily attract, train, and promote a

consistently engaged and confident Sales Force. Our Destination i ii iii Leaders primary role is sales, marketing and leadership development Required Transformation  Deploy technology to make the Sales Force and consumer experience frictionless.  Tupperware responsible for all administration and logistics related to processing & delivering orders to the Sales force and consumer.  Leaders primary role is sales, marketing and leadership development.  Transition Distributor locations to dense residential areas (from industrial areas).

14

slide-15
SLIDE 15

15

Streamline infrastructure 15 Implement min. admin & no logistics model in Continental Europe Model changes & enhanced earning

  • pportunity

Europe Asia Pacific

We have a bold destination that will demand a profound transformation of our business

slide-16
SLIDE 16

16

From industrial... to community center

LOCATIONS

We have a bold destination that will demand a profound transformation of our business

slide-17
SLIDE 17

17

From warehouse... to warm and inviting

INTERIOR

We have a bold destination that will demand a profound transformation of our business

slide-18
SLIDE 18

18

Contemporary and Accessible

slide-19
SLIDE 19

19

Global Growth Strategy: More Engagement

Enhancing our Digital S Strategy

TUP SOCIAL

slide-20
SLIDE 20

20

Global Growth Strategy: More Engagement

Enhancing our Digital S Strategy TUP SOCIAL CAPABILITIES

  • Tupperware Branded

Content

  • Post Recommendations
  • Post original content to

Sales Force Social Networks

  • Engage with Prospects
  • Ongoing training for all levels
  • f experience
slide-21
SLIDE 21

21

Online Presence Sales Force Systems Digital Engagement Enterprise Systems

Global Growth Strategy: More Engagement

Making More Connections Through Online Visibility and Digital Marketing

Enables SF to track their sales activity Enables employees & company to function more efficiently Enables sales force to connect with consumers Enables consumer to access the sales force and products

slide-22
SLIDE 22

22

Tupperware’s geographically targeted Mobile applications drive customer sales and sales force efficiency – in 27 units. Applications enable:

Customers to easily to order products online and offline

Customers to browse online catalogs

Sales Force to easily manage events

Sales Force to easily track trainings and business opportunities

Global Growth Strategy: More Engagement

Enhancing our Digital Digital Strategy: Rolling Out Mobile Applications Worldwide

slide-23
SLIDE 23

23

Online Presence

 Global Corporate Websites  Sales Force Webshops

launched in Europe

 Extend Our Reach with a full

suite of digital marketing strategies

Global Growth Strategy: More access

Enhance and diversify online presence

slide-24
SLIDE 24

24

DRINKING SOLUTIONS CHEF COOKING FAST MICROWAVE STEAMING OVENWARE

Global Growth Strategy: More access

Access More Customers with Demonstration Selling

KITCHEN ESSENTIALS KITCHEN ESSENTIALS MOVE / ON THE GO FOOD CONSERVATION

slide-25
SLIDE 25

25

Global Growth Strategy: More access

Access More Customers with Demonstration Selling

Immersive Demonstration Selling Experience

  • Explaining product relevance and differentiation
  • Showing how to use
  • Connecting with recipes
  • Supporting Sustainability
slide-26
SLIDE 26

26

Global Growth Strategy: More access

Access More Customers with Demonstration Selling

slide-27
SLIDE 27

27

Global Growth Strategy: More access

Access More Customers with Modern Products & Demonstration Selling

slide-28
SLIDE 28

28

Global Growth Strategy: More access

Access More Customers with Demonstration Selling

slide-29
SLIDE 29

29

Experience Studio Expansion

slide-30
SLIDE 30

30

Global Growth Strategy: More access

Increase visibility through studio expansion

slide-31
SLIDE 31

31

Growing from around 300 studios in 10 markets to

  • ver 1,000 studios in 13 markets by 2022

Global Growth Strategy: More access

Targeted Studio Expansion

slide-32
SLIDE 32

32

Accelerating our Transform rmation: Redeploying $80 million million in in annual annual cash cash flo flow w to to advance advance pr prog

  • gress

ess

Sales force size and activity growth

Mid-single digit local currency sales growth - 2022

$50MM Savings

In Invest st

$100MM MM

Asia Pacific – enhanced sales force earnings and business models Europe - streamline internal

  • perations

Europe - contemporized service model

slide-33
SLIDE 33

33

Capital Allocation:

Investing in the business, maintaining a strong balance sheet and commitment to dividend

Fund Transformation Initiatives - $100M through 2022 Dividends 27 cents per share quarterly Reduce debt to below 2x/EBITDA Potential Share Repurchases up to $100 million in 2019

slide-34
SLIDE 34

34

P/E and Dividend Yield Comparison: As of 3/4/19

Opportunity for P/E Expansion and Competitive Shareholder Return

P/E+ Annualized Dividend Yield++

Tupperware 7.0 3.7% Compensation Peers Group (All) 23.2 2.3% Compensation Peers Small/Med Capitalization Companies* S&P 400 Mid Cap** 16.6 1.9% S&P 400 Mid Cap Consumer 12.9 1.7% Discretionary** 2.4% 17.3

slide-35
SLIDE 35

35

Strong Global Brand Diversified Portfolio for Sustainable Performance Opportunities for Sales Growth and P/E Expansion Competitive Return of Capital to Shareholders

Why Tupperware?