 US
Business
Overview
35/90
Louis
Gries
–
Chief
Executive
Officer
Investor/Analyst
Tour
–
10
&
11
September
2012
Exhibit 99.1 |
| US
Business
Overview
35/90
Louis
Gries
–
Chief
Executive
Officer
Investor/Analyst
Tour
–
10
&
11
September
2012
Exhibit 99.1 |
 •
Fiber cement grows from current level of ~16% to 35% of North
American residential cladding market
•
Fiber cement’s value proposition:
-
Affordability
-
Wood look
-
Durability
-
Low maintenance
•
We expect that:
-
vinyl will decline significantly
-
wood will decline at a slower rate
-
non “wood look”
materials will grow some, but not significantly
35/90 KEY ASSUMPTIONS |
 The
preference
for
JH
fiber
cement
is
driven
by:
The preference for generic fiber cement is driven by:
35/90
KEY
ASSUMPTIONS:
PRODUCT
RELATED
1) Product Design
2) Superior maintenance and field performance
3) Product quality
4) Affordability
1) It is usually cheaper for the decision maker
2) It can be more profitable for the channel 3) There are a few products that JH does
not offer (i.e., stained products) |
 •
Resource and organize to run all selected initiatives in target
markets
•
Commit to increased product development, product capability and
product capacity to fully enable product mix shift
•
Increase organizational capability across the organization
•
Update and implement a more sustainable channel strategy
KEYS IN A RECOVERING MARKET |
 Questions |