Brambles Ltd Investor Day 2 Transcript - Thomson StreetEvents

Brambles Ltd Investor Day 2 Transcript

Brambles Ltd Investor Day 2 Transcript - Thomson StreetEvents
Brambles Ltd Investor Day 2 Transcript
Published Sep 14, 2021
54 pages (39123 words) — Published Sep 14, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of BXB.AX corporate analyst meeting

  
Brief Excerpt:

...A very warm welcome to the second day of Brambles' 2021 investor update. My name is Raluca Chiriacescu, and I am the Vice President of Investor Relations at Brambles. Today, we will be deep diving into our regional businesses, with leaders outlining the regional growth strategies and how transformation will strengthen the foundations of their businesses to deliver significant value. We will be kicking things off with a presentation from David Cuenca, the President of our European business, followed by Paola Floris, the President of CHEP Latin America. Laura Nador will update you on the -- on North America. And together with Joaquin Gil, our Senior VP of Financial Planning and Analysis, they will take you through the North American plastic pallet update. We will close out today with Phillip Austin, President of our CHEP Asia-Pacific and IMETA businesses. Today's format will be slightly different to yesterday with a Q&A session after each presentation. (Operator Instructions) In line with...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Brambles Ltd
Ticker
BXB.AX
Time
8:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Matthew H. Ryan - Barrenjoey Markets Pty Limited, Research Division - Analyst : I just got a question for David on the competitive environment with LPR and Pooling Partners. And I guess, just looking through markets like Germany where it looks like pooling is really taking share from EPAL, is that a sort of market where all of the poolers are sort of winning at the moment? Or are you seeing sort of, I guess, some sort of competitive tension amongst the three that I mentioned?

Question: Matthew H. Ryan - Barrenjoey Markets Pty Limited, Research Division - Analyst : And just a couple of markets that have been mentioned in previous years were the Nordics and Russia as potentially high-growth markets being largely unserved. Can you just comment on those markets and where you're sitting at the moment?

Question: Matthew H. Ryan - Barrenjoey Markets Pty Limited, Research Division - Analyst : I was just going to ask on the Costco situation, whether you're envisaging that we're going to end up with a competitive situation where I guess the end result will be multiple poolers sending plastic pallets into Costco?

Question: Matthew H. Ryan - Barrenjoey Markets Pty Limited, Research Division - Analyst : And so I guess just looking forward -- while you've sort of highlighted a...

Question: Matthew H. Ryan - Barrenjoey Markets Pty Limited, Research Division - Analyst : Yes. I mean, I guess that was going to be my question, Laura. How do you ensure that, that stays in place over time because you -- I guess you're investing in a much more expensive asset, price is much more important. You could potentially get that initially. But I guess if you're spending $0.5 billion on plastic pallets, I'm assuming that you're going to want some certainty of that price continuing over time. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 14, 2021 / 8:00AM, BXB.AX - Brambles Ltd Investor Day 2

Question: Matthew H. Ryan - Barrenjoey Markets Pty Limited, Research Division - Analyst : But I guess is there a downside scenario that could develop in a few years' time where you've committed to pallets that are in the system, but you do see a lot of pricing pressure and the economics that you see at the start of the process actually deteriorate over time to the extent that you're no longer seeing value in continuing that plastic proposition?

Table Of Contents

Brambles Ltd Annual Shareholders Meeting Transcript – 2022-10-18 – US$ 54.00 – Edited Transcript of BXB.AX shareholder or annual meeting 18-Oct-22 3:00am GMT

Full Year 2022 Brambles Ltd Earnings Call Transcript – 2022-08-17 – US$ 54.00 – Edited Transcript of BXB.AX earnings conference call or presentation 17-Aug-22 12:00am GMT

Brambles Ltd Plastic Pallet Decision Transcript – 2022-06-30 – US$ 54.00 – Edited Transcript of BXB.AX conference call or presentation 30-Jun-22 10:59am GMT

Half Year 2022 Brambles Ltd Earnings Call Transcript – 2022-02-24 – US$ 54.00 – Edited Transcript of BXB.AX earnings conference call or presentation 24-Feb-22 11:00pm GMT

Brambles Ltd Annual Shareholders Meeting Transcript – 2021-10-19 – US$ 54.00 – Edited Transcript of BXB.AX shareholder or annual meeting 19-Oct-21 5:00am GMT

Brambles Ltd Investor Day 1 Transcript – 2021-09-13 – US$ 54.00 – Edited Transcript of BXB.AX corporate analyst meeting</ 13-Sep-21 7:00am GMT

Full Year 2021 Brambles Ltd Earnings Call Transcript – 2021-08-17 – US$ 54.00 – Edited Transcript of BXB.AX earnings conference call or presentation 17-Aug-21 8:00am GMT

Half Year 2021 Brambles Ltd Earnings Call Transcript – 2021-02-16 – US$ 54.00 – Edited Transcript of BXB.AX earnings conference call or presentation 16-Feb-21 7:00am GMT

Brambles Ltd at PR Newswire and BetterInvesting (NAIC) Deutsche Bank Depositary Receipts Virtual Investor Conference Transcript – 2020-11-18 – US$ 54.00 – Edited Transcript of BXB.AX presentation 18-Nov-20 4:30pm GMT

Brambles Ltd Annual Shareholders Meeting Transcript – 2020-10-08 – US$ 54.00 – Edited Transcript of BXB.AX shareholder or annual meeting 8-Oct-20 5:00am GMT

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Thomson StreetEvents. "Brambles Ltd Investor Day 2 Transcript" Sep 14, 2021. Alacra Store. May 03, 2024. <http://www.alacrastore.com/thomson-streetevents-transcripts/Brambles-Ltd-Investor-Day-2-T14984553>
  
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