All-In to Win Transformation Program slide image

All-In to Win Transformation Program

ON TRACK FOR ~$600M SAVINGS THROUGH FY23, ~$675M BY FY24 SAVINGS DELIVERY TIMELINE ($M) >$330M >$90M ~$170M $600M ~$75M ~$100 Structural A&CP+Other FY21A FY22E FY23E Original Phasing: $200M $200M $200M ~$230 Trade Invest & COGS ~$270 SG&A $600M FY24E Accelerated savings delivery in FY21 by pulling savings forward from FY22 FY22 savings are net savings and incorporate headwinds from: Investment in strategic pillars, including China, digital, and skincare Material cost inflation* - Reinstating bonuses Already identifying potential projects for FY24 and beyond, including: Manufacturing footprint Distribution efficiency Platforming and material value analysis COTY * In FY22, AITW cost reductions are expected to fully offset the impact of our originally budgeted material inflation. Due to unprecedented developing market conditions, we are now anticipating increased incremental material cost headwinds in FY22, which we expect to be able to fully offset through additional pricing actions 4
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