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FINANCIAL COMMUNITY PRESENTATION JUNE 5, 2019 THE AMERICAS GROUP PETE IPPOLITO PRESIDENT, THE AMERICAS GROUP 1

PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

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Page 1: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

THE AMERICAS GROUP

PETE IPPOLITO

PRESIDENT,

THE AMERICAS GROUP

1

Page 2: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

The Americas GroupFinancial Highlights

2

FY17 FY18 % Chg.

Net Sales $9,117 $9,625 +5.6%

Segment Profit $1,770 $1,898 +7.3%

% Sales 19.4% 19.7% +0.3pts.

1Q18 1Q19 % Chg.

Net Sales $2,080 $2,155 +3.6%

Segment Profit $337 $331 -1.9%

% Sales 16.2% 15.4% -0.8pts.

Page 3: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

Customer Segments We Serve

COMMERCIAL

PR

OD

UC

T F

INIS

HE

S

3

Page 4: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

commercial new residential property management

res repaint architect & designer protective & marine product finishes

STORES & REPS

MY SW.COM

DATA

NEW PRODUCTS

COLOR

TALENT

SERVICES

BRAND

NATIONAL

ACCOUNTS

STRATEGIC

ACCOUNTS

COMMERCIAL

PR

OD

UC

T F

INIS

HE

S

4

OUR SOLUTIONSSTORES & REPS

MY SW.COM

DATA

NEW PRODUCTS

NAT’L ACCOUNTS

COLOR

TALENT

SERVICES

BRAND

Page 5: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

Stores & Reps

747Latin America

Dealers

North America

Stores4,370North America

Reps3,008

4,721 TOTAL

Latin America

Stores351Latin America

Reps555

3,563 TOTAL

5

Page 6: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

SALES CALLS

A YEAR

SALES CALLS

A DAY

6

Page 7: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 7

My SW.COM

Page 8: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

Data

SEAMLESS

EXPERIENCE

ACTIONABLE

INFORMATION

PERSONALIZED

COMMUNICATION

8

Page 9: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 9

NEW PRODUCTS

2018 NEWNorth America

Products25

NE

W P

RO

DU

CT

S

2018 NEWLatin America

Products30

9

Page 10: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 10

New Products

DIY

Page 11: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 11

New Products

NEW RESIDENTIAL

Page 12: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 12

New Products

COMMERCIAL

Page 13: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 13

New Products

RES REPAINT

Page 14: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 14

NEW PRODUCTS

2018 NEWNorth America

Products25

NE

W P

RO

DU

CT

S

2018 NEWLatin America

Products30

14

Page 15: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 15

New Products

SKU RATIONALIZATION

2014 2015 2016 2017 2018

Latin America North America

Page 16: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 16

National Accounts

MULTI FAMILY NEW RESIDENTIAL RETAIL

Page 17: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 17

Color

+ APP

Page 18: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

Talent

21Sherwin-Williams Style Guide Lookbook – For Internal Use Only

Outside Sales Representatives

As a Sales Rep, you represent

our company’s commitment to

professionalism, and that means

neat, clean and pressed clothing

is essential.

Tops

Bottoms

1,295MTP’S

Hired in 2018

18

Page 19: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

Talent

MARK

PROVENSON President

Eastern Division

TODD

WIPF

President

Southeast Division

ALBERTO

BENAVIDEZ

President

Latin America

TODD

STEPHENSON

President

Midwest Division

PETE IPPOLITO

President

The Americas Group

JONATHAN

REID

President

Southwest Division

33 YRS

19 YRS

13 YRS

27 YRS

26 YRS

MT

RICH

GILMORE

President

Canada Division

29 YRS

33 YRS

Page 20: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

The Americas GroupStores Salute Video

20

Page 21: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

Services

3,000+TRUCKS

2,300+

DRIVERS

21

Page 22: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 22

DELIVERIES

A YEAR

DELIVERIES

A DAY

Page 23: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 23

Services

HOME WORK PAINTER

TRAINING PROGRAM

Page 24: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 24

Services

New

Residential

Homeowner

Portal

Res Repaint

Upgrades

Guide

CustodianCustomized

Sell Sheets

Page 25: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

Brand

25

Page 26: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

The Americas GroupSizzle Video

26

Page 27: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 27

Page 28: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

commercial new residential property management

res repaint architect & designer protective & marine product finishes

STORES & REPS

MY SW.COM

DATA

NEW PRODUCTS

COLOR

TALENT

SERVICES

BRAND

NATIONAL

ACCOUNTS

STRATEGIC

ACCOUNTS

COMMERCIAL

PR

OD

UC

T F

INIS

HE

S

28

OUR SOLUTIONSSTORES & REPS

MY SW.COM

DATA

NEW PRODUCTS

NAT’L ACCOUNTS

COLOR

TALENT

SERVICES

BRAND

Page 29: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

PAINT

BRAND

AWARENESS

2018 MarketVision Research

#SW 6871

Positive Red

29

Page 30: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

PREFERRED

BRAND BY

PROFESSIONAL

PAINTERS

2018 MarketVision Research

#SW 6520

Honest Blue

30

Page 31: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

RECOGNITION

SW 6840

Exuberant Pink

NET

PROMOTER

SCORE 2018 Medallia

31

Page 32: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9 32

IN CUSTOMER

SATISFACTION

INTERIOR PAINTS

AND PAINT

RETAILERS”

2019 J.D. Power

**Tie for First Place among Interior Paints in the J.D. Power 2019 Paint

Satisfaction Study. For J.D. Power 2019 award information, visit

jdpower.com/awards

SW 6811

Honorable Blue

#

Page 33: PETE IPPOLITO...FINANCIAL COMMUNITY PRESENTATION –JUNE 5, 2019 The Americas Group Financial Highlights 2 FY17 FY18 % Chg. Net Sales $9,117 $9,625 +5.6% Segment Profit $1,770 $1,898

F I N A N C I A L C O M M U N I T Y P R E S E N T A T I O N – J U N E 5 , 2 0 1 9

Success By Design

33