Brambles Ltd Investor Day Transcript - Thomson StreetEvents

Brambles Ltd Investor Day Transcript

Brambles Ltd Investor Day Transcript - Thomson StreetEvents
Brambles Ltd Investor Day Transcript
Published Sep 12, 2024
87 pages (64636 words) — Published Sep 12, 2024
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of BXB.AX corporate analyst meeting

  
Brief Excerpt:

...Welcome to our 2024 Investor Day. I am Raluca Chiriacescu, Vice President of Investor Relations here at Brambles. We are delighted that you can join us, be it here in the room in San Antonio or virtually via our webcast. Before we start, I will cover off a few housekeeping items for those of you here in the room. Firstly, I would like to start with the evacuation plan in case of an emergency. As you can see on the slide, the exits are behind you. Once you are outside, cross the courtyard and turn right and then walk along the river walk until you get to the amphitheater, which is just in front of the hotel. You'll be pleased to know you won't be sitting here for eight hours straight. We will be breaking for morning tea, lunch and afternoon tea. And if you didn't get a chance to see the display room last night, this is just to the left of the entrance of this room. Please take a moment to engage with our teams who will be showcasing our products, digital solutions and sustainability program....

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Brambles Ltd
Ticker
BXB.AX
Time
1:30am 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: Niraj Shah - Goldman Sachs - Analyst : I'm Niraj Shah from Goldman Sachs. I just had a couple of questions on the whitespace slide (inaudible) for the US it looks like that whitespace has increased. Any (inaudible) since the last Investor Day? You talked about more adjustable opportunities. So I was hoping you could elaborate on that. Then my second one on that slide was Germany. The whitespace seems pretty high by a developed market standard. I just want to understand why that is?

Question: Niraj Shah - Goldman Sachs - Analyst : It's Niraj from Goldman Sachs. A couple of questions. I think one on the customer solutions. As you go from point solutions to you know, all the way up to sort of network solutions in particular, is there any ambiguity around who owns the data which you said was obviously key to all of this? 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 12, 2024 / 1:30AM, BXB.AX - Brambles Ltd Investor Day

Question: Niraj Shah - Goldman Sachs - Analyst : It's Niraj from Goldman Sachs. You guys provided us with the DIFOT metrics, customer satisfaction and NPS. It looks like they're year-on-year '24 versus '23. I imagine it's been a bit of a roller coaster ride on a few of those metrics over the last sort of four or five years. So just curious on how -- what the delta looks like versus a pre-pandemic baseline.

Question: Niraj Shah - Goldman Sachs - Analyst : What about NPS?

Question: Niraj Shah - Goldman Sachs - Analyst : Yes.

Table Of Contents

Half Year 2025 Brambles Ltd Earnings Call Transcript – 2025-02-19 – US$ 54.00 – Edited Transcript of BXB.AX earnings conference call or presentation 19-Feb-25 11:30pm GMT

Brambles Ltd Annual Shareholders Meeting Transcript – 2024-10-24 – US$ 54.00 – Edited Transcript of BXB.AX shareholder or annual meeting 24-Oct-24 3:00am GMT

Full Year 2024 Brambles Ltd Earnings Call Transcript – 2024-08-21 – US$ 54.00 – Edited Transcript of BXB.AX earnings conference call or presentation 21-Aug-24 12:00am GMT

Brambles Ltd Annual Shareholders Meeting Transcript – 2023-10-12 – US$ 54.00 – Edited Transcript of BXB.AX shareholder or annual meeting 12-Oct-23 3:00am GMT

Full Year 2023 Brambles Ltd Earnings Call Transcript – 2023-08-30 – US$ 54.00 – Edited Transcript of BXB.AX earnings conference call or presentation 30-Aug-23 12:00am GMT

Half Year 2023 Brambles Ltd Earnings Call Transcript – 2023-02-23 – US$ 54.00 – Edited Transcript of BXB.AX earnings conference call or presentation 23-Feb-23 11:00pm GMT

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

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MLA:
Thomson StreetEvents. "Brambles Ltd Investor Day Transcript" Sep 12, 2024. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Brambles-Ltd-Investor-Day-T15832807>
  
APA:
Thomson StreetEvents. (2024). Brambles Ltd Investor Day Transcript Sep 12, 2024. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Brambles-Ltd-Investor-Day-T15832807>
  
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