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Cumberland, Essity, ValueAct, PPG, Pearson

📩 New Slides - 7 October 2024

Hello PitchDeckGuy readers!

Here are the top 5 decks we found on PitchSend today.

1. Cumberland Pharmaceuticals

Cumberland Pharmaceuticals is advancing healthcare with its quality drug portfolio.

This slide deck highlights:

  • Targeting hospitals, acute care, GI products

  • Strategically grow the current commercial portfolio

  • Investing in late-stage, potential-rich pipelines

  • Aiming for one new product annually

  • Portfolio diversity mitigating risk exposure

2. Essity

Essity shifts focus to sustainable, high-margin health products.

This slide deck highlights:

  • Exiting the Russian market, refocusing priorities

  • Droving capital employed returns above 17%

  • Improved sales growth with robust earnings

  • Targeting fast-growing health sectors

  • Enhancing energy and production efficiency

3. ValueAct Capital

7-Eleven’s parent company is focusing on core strategies to grow business internationally.

This slide deck highlights:

  • Boldly centering on a profitable 7-Eleven

  • Sogo & Seibu targets over ¥200B+ earnings

  • Benchmark U.S. cost excess, slash ~$625

  • Targeting international 7-Eleven expansion

  • Creating a focused, streamlined portfolio

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4. PPG

PPG seeks acquisitions in the coatings industries, aiming for 11-17x EBITDA deals.

This slide deck highlights:

  • Improve market share via strategic consolidations

  • Align executive pay with shareholder value

  • Boost paint store profits, triple cost of capital

  • Address EPS targets, and ensure consistent attainment

  • Enhancing governance to align with S&P 500 standards

5. Pearson

Pearson is leading the educational digital transformation with high-quality digital learning products.

This slide deck highlights:

  • Increase Pearson+ user base annually

  • Improving free cash flow, targeting over 90% cash conversion

  • Integrating English learning with Pearson platforms

  • Creating high-margin digital products

  • Strengthen global certification and testing services

See you tomorrow,

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