Patterson Companies Analyst & Investor Day. Paul Guggenheim President, Patterson Dental

Transcription

1 Patterson Companies Analyst & Investor Day Paul Guggenheim President, Patterson Dental

2 FY14 Patterson Dental Sales 11% 33% 56% Consumables $2.4B annual revenue fiscal 2014 Patterson Dental provides differentiated products, services and solutions partnering with all oral health professionals, creating an improved patient experience and practice lifestyle. Total Equipment Technical Service & Other 2

3 Growth Opportunities 65+ increased need for dental care Number of dentists is not expected to keep up with the U.S. population. (National Journal) Increasing need for productivity, technology, Innovation in dental practices 3

4 Private Practice Dental Specialists (Ortho, Endo, Perio) Global Special Markets (National/Large Group Accounts) Target Markets Currently have ~33% of $7B North American dental market 4

5 Competitive Landscape Patterson Dental: One of largest distributors of dental products in North America 33% Share One national distributor Numerous regional and local suppliers Over 130 years of experience Full-service, value-added supplier >1,500 direct sales reps >105,000 SKUs ~4,700 Patterson brand products >130 years in dental business 5

6 6 World-Class Product Offering: Consumables

7 Core Equipment and Technology Sales $ in Millions $900 $800 $700 $600 $500 $400 $300 $200 $100 $0 FY10 FY11 FY12 FY13 FY14 technology sales core equipment World-Class Product Offering: Equipment Growing tech sales leadership Expect core equipment sales to rebound Capturing digital waterfall opportunity 7

8 STEP 1: Practice Management STEP 2: Diagnose STEP 3: Impress STEP 4: Treat 4 Steps to Digital Dentistry 8

9 95% 50% 14% 11% 3% remaining penetrated Computers/PM Digital X-Ray Digital Impression In-Office Milling Cone Beam/3D Evolution of the Digital Practice 9

10 Strategic Partnerships 10

11 Sirona Partnership Continue to meet performance criteria under exclusivity agreement New product enhancements - CEREC version 4.3 software released - CEREC software for orthodontics launching late

12 A-dec Partnership North American market share leader in core equipment Industry-leading quality innovation 12

13 Key Differentiator: Pattersondental.com Provides best-in-class search capabilities Simplifies ordering for customers 13

14 Key Differentiators: Tech Edge Technical Service as a competitive advantage Investment in training and rebranding Infrastructure investment through NGS implementation Unparalleled comprehensive support strategy 14

15 Key Differentiators: Special Markets Division Platform, infrastructure in place Targets large practice and institutional customers Delivers world-class logistics and client support Offers unique equipment, technology and technical support platform 15

16 Key Differentiators: Industry-leading 3-D Dental Office Design Building the client vision Increased efficiency for enhanced practice lifestyle Greater productivity and capacity for the future Accelerating the capital equipment opportunity 16

17 Key Differentiators: Patterson Technology Center Specially trained staff dedicated to technology, sales and support Industry-leading after-sales support Integrated infrastructure supported by local branch service team 17

18 PTC Services Offered: Software development Digital integration support North American Cad Cam and Digital support Eaglesoft support Software user experience testing Client software training Key PTC Statistics: 80,000+ customers 1,000,000 calls annually 4,500 calls daily Nearly 400 employees 18

19 Strategic Priorities for 2014/2015 Capture market share Continue to capture private practice market share Enhance technology/digital support structure Optimize technical service infrastructure (Tech Edge) Implement NGS initiative Further enhance patient experience & lifestyle practice 19

20 LEGACY OF INNOVATION FOCUSED ON THE FUTURE Questions? 20