1. Get to Know Church & Dwight Litomysl, Czech Republic
January 31, 2019
Litomysl, Czech Republic

2. Started with Arm & Hammer Baking Soda in 1846

3. We Operate in the Land Of The Giants
2015 Net Sales ($ billions)
Source: SEC Filings

4. Our Portfolio Is Balanced
Personal Care
44%
Household
48%
Specialty Products 8%

5. 10 Brands Drive Our Business Results

6. We Are Primarily a U.S. Company
82%
United States
18%
International

7. Our focus areas as a corporation
Business Model
Brands Consumers Love
Where
People
Matter = + +
Power
Brands + + + +
Global Growth
We have a business model where our success is driven by Brands Consumers Love, and organization Where People Matter and being a Friend of the Environment. This enables us to achieve our financial and growth targets.
Between now and 2020 we want to expand our power brands through acquisitions by four including one that we can grow. We have already completed the first acquisition of WaterPik which is going very well.
Globally we will continue to expand into new countries and grow in the geographies we currently operate in
Historically we have been focused on cattle within animal productivity and we are actively expanding now into other species.
Animal
Productivity

8. An Introduction to the Arm & Hammer Animal & Food Production Business

9. Humans are consuming resources faster than we are replacing them
Improving productivity is key
Source: World Wild Life Fund and the Global Footprint Network

10. Our options to deal with this trend are pretty basic
Control Population
Change What We Eat
Leverage Technology
The challenge then becomes a very simple one, which is governed by the law supply and demand. As the population grows and demand increases, producer want to produce more. The issue then becomes one of resource availability. We can limit the demand by controlling population or changing what we eat or we can make leverage technology to make better use of our resources.

11. Consumer pressure changing our industry
Consumers
Retailers
Safe food
Clean labels
Processors
Farmers
No Antibiotics Ever
No Added Hormones
No Chemicals Added

12. We view these trends as an opportunity
Provide Safe & Affordable Food to the World
Grow Existing
Business
Diversify
Evolve
Develop
People

13. We have been supplying dairy nutrition products for close to 50 years
Prior to January 2015, we did 95% of our business in dairy and 95% of our business in the United States.

14. In 2015, we acquired Vi-COR which accelerated our strategy
Provide Safe & Affordable Food to the World
Grow Existing
Business
Diversify
Evolve
Develop
People

15. Today we sell product in over 70 countries and have staff around the world

16. In 2017, we acquired Agro Bioscience, a microbial based company

17. Agro Biosciences develops Targeted Microbial Solutions focused on two markets
Animal Health
& Productivity
Human Health
& Nutrition

18. Addressing the customers specific problem is what makes us unique
CUSTOMIZED
Species Specific
Targeted Microbial Solutions
Typical Probiotic Company
Mass market
NON SPECIFIC

19. An Example of how we create unique value for a customer

20. Arm & Hammer has a unique portfolio of products to meet customer & market needs
Prebiotics
Probiotics
Nutritional Supplements

21. Celmanax + Certillus + Passport’s innovations + Data Analytics
In 2018, we acquired Passport Food Safety Solutions, a company focused on food safety
Pathogen control for productivity
Pre-harvest
Post-Harvest
Pathogen control for Food Safety
Arm & Hammer + Passport Food Safety Solutions brings a holistic approach
Celmanax + Certillus + Passport’s innovations + Data Analytics

22. Considering our entire portfolio, we bring solutions to your everyday problems
CELMANAX®

23. Transition Period – Definition
For Dairy cattle, we have focused on the Critical and Crucial phases of Transition
Transition Period – Definition

24. Productivity and health X lbs Y lbs
A Perfect World
Productivity and health
No Mycotoxins, Gut Health Challenges, Immune Challenges
X lbs
Y lbs

25. Understanding Variability
X lbs ??
Y lbs
Productivity down
MILK
DISEASE
REPRO
FEED EFF.
Blame Game
Nurtitionist, DVM, Herdsman
Management systems

26. Resiliency Restore Productivity X lbs Y lbs Revenue Blame Game
The Real Issue
Variability in Mycotoxin intake, pathogen loads, Gut health, Immunity
Restore Productivity
X lbs
Y lbs
Mitigate mycotoxins, reduce pathogens
Improve immune response
Resiliency
MILK
DISEASE
REPRO
FEED EFF.
Revenue
Blame Game

27. We are building a dynamic business that is worthy of the brand name

28. Business Video https://youtu.be/N2nfAvHyaa8