GMS Investor Conference Presentation Deck
Strategic Growth Priorities - Q1 Fiscal 2024 Update
Expand Share in
Core Products
Grow Complementary
Products
ā
ā
Capitalize on existing fixed investments in
locations and equipment where we are
underpenetrated or below expected share
Industry data indicates that we grew
share in each of our core product
categories
Value-added delivery to the point of
use helped drive sales in tight labor
market.
Favorable mix of multi-family projects
has provided a solid backlog of Steel
Framing, Wallboard and Insulation
deliveries to that end market.
Benefits of scale and commitment to
service resulted in securing a broad
array of commercial projects across
myriad markets.
Grow Complementary Products opportunities
outside of core products to diversify and
profitably expand our offerings
GMS
GYPSUM MANAGEMENT & SUPPLY, INC.
6.0% per day net sales growth on
acquisition gains.
7.7% revenue gains excluding lumber.
11.7% revenue growth on focus Tools
& Fasteners, EIFS and Stucco, and
Insulation product lines.
13th straight quarter of growth for
Complementary.
Expansion of Tool Source Warehouse
operations.
Expand Our Platform
Expand the platform through accretive
acquisition and greenfield opportunities
Steady maturation of prior greenfields
and acquisitions.
During the 1st quarter we acquired
Jawl Lumber Corporation d/b/a Home
Lumber and Building Supplies in
Canada.
Core and Complementary pipeline
remains active.
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
Technology and process enabled
improvements in myriad areas
including warehouse operations,
dispatch, delivery, purchasing,
inventory management and pricing,
Enhancing our role as a valuable
partner by providing customers with
the ability to easily transact with us.
Organization-wide effort to reduce
complexity cost and standardize data.
As we've leveraged product inflation dynamics in the business, our productivity initiatives, along with growth in Complementary
Products and expansion of scale, have enabled us to expand our Adjusted EBITDA margin from the upper single-digits in the
years leading up to Covid to now consistently reporting these returns at double-digit levels for the past two fiscal years.
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