Table of Contents
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Church & Dwight Co., Inc. manufactures and markets a wide range of personal care, household and specialty products, under the ARM & HAMMER brand name and other well-known trademarks.
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Agenda
Representing CHD
Overview
Overview
Overview
Portfolio
Industry Landscape
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Church & Dwight Preliminary Income Statement
Church & Dwight Preliminary Sales Growth
Church & Dwight Preliminary Product Line Sales (2003 vs. YAGO)
Church & Dwight Preliminary Margin Structure (%)
Church & Dwight Preliminary Operating Income to EPS ($MM)
Church & Dwight Preliminary Quarterly EPS
Church & Dwight Preliminary Balance Sheet
ARMKEL Preliminary 2003 Income Statement ($MM)
ARMKEL Preliminary Balance Sheet
Category Reviews
Household Products Laundry
Laundry Products Strategic Thrust
Laundry Detergent – Liquid & Powder IRI FDKTS Excl. Wal*Mart
Laundry Detergent CHD All Channels
Accelerating Growth
Church & Dwight Liquid Distribution Progress
ARM & HAMMER Old Line-up
2004 ARM & HAMMER LINE-UP
Old XTRA Line Up
2004 XTRA Line-Up
Household Deodorization Strategic Thrusts
Clumping Cat Litter IRI FDKTS Excl. Wal*Mart
New Flushable Clumping Litter
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Personal Care Products Church & Dwight
Church & Dwight Personal Care Strategy #1 – Oral Care
Priority # 1 Rebuild Arm & Hammer
Arm & Hammer Baking Soda … Nature’s Miracle Ingredient
In 2003 …
Dentifrice Category IRI FDKTS Excl. Wal*Mart
Complete Care Stabilized the Business $ Share - 2003
In 2004 . . .
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In 2004 …
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Priority #2 Jumpstart the Unilever Brands
CHD Toothpaste Dollar Share
Priority #2(cont’d) Jumpstart the Unilever Brands
CHD Personal Care
Priority #3
Priority #3 (cont’d)
Personal Care
Priority #4
2003 was another solid year for ARMKEL condoms (IRI – FDTKS)
In 2003 …
In 2004 …
New TROJAN® Condoms with Warm Sensations™ Lubricant
Holistic Marketing Plan for 2004
Priority #5
Priority #6
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Basic Assets An International Foothold
International Products
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International
Specialty Products
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Specialty Products Division Business Updates
2003-2005 Objectives & Strategies
Growth Strategies
Grow Core Categories “The A&H Strategy”
Grow Core Categories “The A&H Strategy”
Grow Core Categories “A&H Strategy” Sales Growth 100% Organic
Grow Core Categories “The Arm & Hammer Growth Strategy”
Grow Core Categories “The Trojan Growth Strategy”
Grow Core Categories “The Trojan Growth Strategy”
Grow Core Categories “Non-Shaving Hair Removal
Enhance Gross Profit Margins Margin Improvement
Enhance Gross Profit Margins CHD Margin Structure vs. Competition
Enhance Gross Profit Margins CHD Acquisitions - Integration Process
Enhance Gross Profit Margins Traditional Cost Reduction Programs 2003-2005
Enhance Gross Profit Margins Acquisition Synergies CHD & Affiliates Productivity Gains
Enhance Gross Profit Margins Promotion Efficiency
Further Develop Non-Measured Channels
Non-Measured Channel Development
International Growth C&D - Domestic vs. International Net Sales
International Strategy
CHD Business Model 2003-2005
Church & Dwight Preliminary Net Sales 1995-2003
Church & Dwight Preliminary EPS 1995-2003
CHD Business Model 2003 - 2005
CHD Business Model 2003 - 2005
Wrap-Up
Guidance (review)
Church & Dwight 2004 Investment Characteristics
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