WD-40 Company (WDFC) Investor presentation summary

Portfolio and competitive advantages

• Maintenance products represented ~95% of FY24 net sales; the $558.0M portfolio comprised WD-40 Multi-Use Product 81%, WD-40 Specialist 13% and other maintenance products 6%.

• WD-40 Multi-Use Product is available in 176+ countries and territories, has 2,000+ documented uses and retains a protected original formula.

• Global infrastructure spans 176 countries and territories and 62 unique trade channels; outsourced manufacturing adds flexibility and scale.

• Sustainable advantages include brand strength, end-user loyalty, values-driven culture, multichannel distribution and global infrastructure.

Growth strategy and market opportunity

• Maintenance-product net sales posted a 6.4% 10-year CAGR; regional CAGRs were 6.7% EIMEA, 6.9% APAC and 6.1% Americas.

• Long-term maintenance-product CAGR targets: Americas 5–8%, EIMEA 8–11%, APAC 10–13%; total net sales ambition is mid-to-high single digits.

• WD-40 Multi-Use Product has a ~$1.2B estimated global growth opportunity versus $453M FY24 net sales and a $1.65B benchmarked sales opportunity.

• Five-year net sales CAGR was 11% for premiumized products and 14% for WD-40 Specialist; respective targets are >10% and >15%.

• Four must-win battles: geographic expansion, premiumization, WD-40 Specialist growth and digital commerce.

Operating model and sustainability

• Employee engagement exceeded 90%, retention exceeded 89% and average employee tenure was 8 years; 2024 engagement survey participation was 98%.

• 2030 targets include 50% absolute Scope 1 and 2 GHG reductions, 10–20% absolute Scope 3 reductions and engagement of 100% of key suppliers on emissions reduction.

• Asset-light model targets ROIC of 25%+, with maintenance capital expenditure of 1–2% of net sales and outsourced manufacturing and distribution.