BIC (BB) investor relations material

Strategic ambition and transformation

• New leadership and executive team have refocused on core strengths, aiming to become the leader in beautiful, better everyday essentials across four core categories: Stationery, Lighters, Shavers, and Brushes.

• Transitioning from fragmented, intuition-led marketing to a unified, penetration-led growth model, with a standardized approach to increase market penetration and brand rejuvenation.

• Divestment from non-core, underperforming acquisitions, simplification of organizational structure, and renewed governance to enable agility and accountability.

• Strategic enablers include brand leadership, consumer centricity, digital capability, commercial excellence, agile organization, world-class supply chain, and circularity.

• H1 2026 saw 1.7% organic net sales growth and 16.0% adjusted EBIT margin, reflecting early progress.

Growth levers and execution

• Portfolio simplification to focus on high-performing SKUs, reducing complexity and improving supply chain efficiency.

• Brand rejuvenation targeting younger consumers, increased investment in brand support and digital channels, and expansion into alternative and underrepresented channels such as e-commerce and discounters.

• Selective geographic expansion, especially in Africa, Asia, and Latin America, leveraging existing infrastructure and avoiding high-risk regions.

• Innovation focused on renovation and selective new product launches, with rigorous testing before scaling.

• Simpler, leaner operating model and category-led, locally executed strategy to fuel growth, margin expansion, and sustainable shareholder returns.

Category and regional strategies

• Stationery: Drive penetration in developing markets, premiumization and animation in developed markets, and portfolio rationalization.

• Lighters: Capture market share through improved visibility, decoration, and expansion in developing markets and new channels, focusing on impulse-driven purchases.

• Shavers: Grow non-refillable core, enter premium refillable segment, and leverage female shaving growth.

• Brushes: Accelerate premium segment growth, prioritize e-commerce, and scale Tangle Teezer globally as a premium growth platform.

• North America: Stabilize and transform into a penetration-focused growth engine, with emphasis on new channels, premium channels, and innovation.

• International: Scale penetration, recruit new consumers, and implement repeatable growth engines tailored to market archetypes, with Brazil cited as a successful model.