WD-40 Company (WDFC) Investor presentation summary

Investment highlights

• Sustainable competitive advantages and an asset-light business model drive consistent growth and strong stockholder returns.

• Iconic global brand leadership underpins resilient earnings and significant cash flow generation.

• Highly engaged culture and deep organizational talent support ongoing growth opportunities.

Company overview and history

• WD-40 originated in the 1950s as a rust and corrosion prevention formula, with the company going public in 1973.

• The brand is now available in over 176 countries and territories, with international sales surpassing domestic sales since 2008.

• Product innovation includes Smart Straw, EZ-REACH, and Specialist lines.

Business model and strategy

• Maintenance products account for 95% of net sales, with a focus on global expansion and premiumization.

• The company is divesting non-core homecare and cleaning brands to sharpen its focus.

• Four-by-four strategic framework targets geographic expansion, premiumization, Specialist growth, and digital commerce.