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The Scotts Miracle-Gro Company (SMG) Presents at 46th Ann...
SA Transcripts · 2026-06-04 · via All Articles on Seeking Alpha

Jon Andersen
William Blair & Company L.L.C., Research Division

All right. Thanks, everyone, for joining us. Good afternoon. My name is Jon Andersen. I'm the sell-side equity research analyst that covers consumer products at William Blair. Thanks for joining us today.

Super excited to have Scotts Miracle-Gro with us today. And directly to my right, we have COO, Nate Baxter; and CFO, Mark Scheiwer. Got that right. Scotts is the leading provider of branded do-it-yourself lawn and garden products in the U.S. The company participates in a wide range of categories and product types from fertilizer and grass seed to plant food and potting soils to weed and insect controls.

Over the past couple of years, Scotts has undergone significant transformation, which we believe position it for sustainable sales growth and significant margin expansion in its core business and position it for a much stronger balance sheet and enabling a broader range of capital allocation opportunities in the future.

Before handing it over to management, a couple of quick housekeeping items. Immediately after the presentation, there's going to be a breakout session in the Jenny A room. So please join us for that.

And finally, I need to inform you that a complete list of research disclosures and potential conflicts of interest can be found on the William Blair website.

So with that, I'm going to toss it over to Nate to get us started.

Nate Baxter
President & COO

All right. Thank you, Jon. Well, good to see everybody today. It's good to be