Slides
Page 1
S e p t e m b e r 4 , 2 0 2 5 Barclays Global Consumer Staples Conference
Page 2
2 0 2 5 B A R C L A Y S G L O B A L C O N S U M E R S T A P L E S C O N F E R E N C E Safe Harbor Disclosure This presentation contains certain “forward-looking” statements within the meaning of the Private Securities Litigation Reform Act of 1995, such as statements regarding the Company’s expected financial performance, including revenues, organic revenue growth, diluted EPS, and free cash flow; the Company’s reinvestment in Clear Eyes as supply increases; the Company’s ability to execute on its brand- building strategy and to drive free cash flow and maximize shareholder value; e-commerce growth; the Company’s capital allocation strategy and optionality, including its pursuit of M&A and share buybacks; and the impact of economic uncertainty, inflation and tariffs on the Company’s results of operations. Words such as “continue,” “positioned,” “expect,” “anticipate,” “potential,” “assumption,” “pursue,” “further,” “proven,” “outlook,” “can,” “will,” “may,” “should,” “could,” “would,” and similar expressions identify forward-looking statements. Such forward-looking statements represent the Company’s expectations and beliefs and involve a number of known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied by such forward-looking statements. These factors include, among others, the ability of the Company’s manufacturing operations and third party manufacturers and logistics providers and suppliers to meet demand for its products and to avoid inflationary cost increases and disruptionas a result of labor shortages; the impact of economic and business conditions; consumer trends; competitive pressures; the impact of the Company’s advertising and promotional and new product development initiatives; customer inventory management initiatives; the ability to pass along rising costs to customers without impacting sales; fluctuating foreign exchange rates; evolving U.S. and international tariffs; and other risks set forth in Part I, Item 1A. Risk Factors in the Company’s Annual Report on Form 10-K for the year ended March 31, 2025. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date this presentation. Except to the extent required by applicable law, the Company undertakes no obligation to update any forward-looking statement contained in this presentation, whether as a result of new information, future events, or otherwise. All adjusted GAAP numbers presented are footnoted and reconciled to their closest GAAP measurement in the attached reconciliation schedule or in our May 8, 2025 and August 7, 2025 earnings releases in the “About Non-GAAP Financial Measures” section.