GMS Investor Conference Presentation Deck
Strategic Growth Priorities - Q3 Fiscal 2023 Update
Expand Share in
Core Products
Capitalize on existing fixed investments in
locations and equipment where we are
underpenetrated or below expected share
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Industry data indicates full year
calendar 2022 share growth in
Wallboard and Steel Framing
Solid growth in Architectural
Specialty Ceilings
Benefits of scale and our
commitment to service provide value
to our customers and confidence for
continued growth in our core
products
GMS
GYPSUM MANAGEMENT & SUPPLY, INC.
Grow Complementary Product opportunities
outside of core products to diversify and
profitably expand our offerings
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Grow Complementary
Products
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11.7% net sales growth
8.2% organic sales growth
11th straight quarter of growth for this
category
Complementary Products has grown
over time to contribute nearly 30% of
our net sales
Platform Expansion
Expand the platform through accretive
acquisition and greenfield opportunities
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Made our first entries into the New
York City market
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Acquisition of Tanner Bolt & Nut,
Inc. added four New York City metro
area locations specializing in the
distribution of tools & fasteners.
Represents a platform from which
we intend to expand our Tools &
Fastener offerings in New York and
the surrounding areas.
Also opened a Ceilings-focused
greenfield in Brooklyn, NY in Jan.
Opened a greenfield yard location in
Chester, VA in November
Also opened three new AMES store
locations during the quarter
• Net debt leverage at Jan. 31, 2023
was 1.6 times, down from 2.3 a year
ago
Drive Improved
Productivity & Profitability
Leverage our scale and employ technology
and best practices to deliver a best-in-class
customer experience and further profit
improvement
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Enhancing our role as a valuable
partner by providing customers with
the ability to easily transact with us,
including online ordering, delivery
status updates and proof of delivery
notification and photos
• Driving purchasing and operational
efficiencies and helping to offset
operational cost increases
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Building our "Yard of the Future" to
improve efficiency, productivity and
profitability while delivering greater
value to our customers and
stakeholders
Organization-wide effort to reduce
complexity cost
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