Supply Chains to Admire 2022 - Report v4.0-web

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2022 // SUPPLY CHAINS TO ADMIRE

Consumer Non-Durables In the post-recession period, the acquisition strategies of consumer non-durables companies failed to yield scale. The sizeable traditional consumer products companies of Colgate, Kimberly-Clark, P&G, and Unilever struggled to drive growth as smaller and more agile companies like Clorox made progress. The Clorox Company places into the Winners Circle for the third time. Large global multinational cross-functional alignment issues grew over the decade, driving a schism between operations and commercial teams. Operating margins were flat at 10% but inventory turns increased 32% largely driven by product complexity.

Table 33. Consumer Non-Durables Industry Performance for the Period of 2012-2021

INDUSTRY: Household Non-Durable

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

RETURN ON INVESTED CAPITAL

GROWTH (Year Over Year Revenue)

2021 REVENUE

SUPPLY CHAIN INDEX

INVENTORY TURNS

OPERATING MARGIN

PRICE TO BOOK

MARKET CAPITALIZATION

NAME

2012 - 2021

Church & Dwight Co

$5,190

6

6.6%

6.43

19.8%

14.3% 5.77

14,191

Clorox

$7,341

5

3.5%

7.42

17.8%

24.3% 61.67

17,208

Colgate-Palmolive

$17,421

7

0.5%

4.90

23.7%

30.1% 105.92

61,013

Energizer Holdings Inc

$3,022

1

4.5%

1.51

14.4%

6.1%

9.34

1,948

Henkel AG & Co

$23,742

12

1.0%

5.15

13.6%

10.9% 2.83

46,651

Kimberly-Clark

$19,440

7

-0.6%

6.46

14.4%

21.3% 140.93

42,118

Newell Rubbermaid

$10,589

10

8.0%

4.26

9.8%

1.6%

3.04

10,844

Procter & Gamble

$76,118

4

-0.5%

6.60

20.1%

12.1% 4.92

259,816

Reckitt Benckiser Group

$18,207

9

2.1%

4.53

25.0%

14.3% 5.39

59,495

Spectrum Brands Holdings

$2,998

3

1.3%

3.61

8.2%

2.1%

3.13

2,760

Tupperware Brands

$1,602

10

-4.4%

2.68

14.6%

12.4% 8.79

2,431

Unilever PLC

$62,051

2

-0.4%

5.51

16.4%

17.4% 7.75

132,199

MEAN WITH OUTLIERS

$20,643

1.8%

4.92

16.5%

13.9% 29.96

54,223

MEAN WITHOUT OUTLIERS

1.8%

4.92

16.5%

13.9% 18.36

35,532

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