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1 Sustainable Brands: Issues in Focus Sustainable Brands: Issues in Focus September 27, 2012

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Sustainable Brands: Issues in FocusSustainable Brands: Issues in Focus

September 27, 2012

Global Baking& Snacking

U.S. Simple Meals

U.S. Beverages

International SimpleMeals & Beverages

North AmericaFoodservice

Annual Sales of $7.7 Billion

CSR: Part of Our Culture

The Way We Work We will positively contribute to building and sustaining a safe, diverse, inclusive, engaged and socially responsible workplace focused on delivering business results with integrity.

Selected Sub-goals Reduce energy use by 35%

and source 40% of the energy used from renewable or alternative energy sources

Recycle 95% of waste generated globally

Eliminate 100 million pounds of packaging from Campbell products

Make a positive impact in the lives of 100 million youth through our volunteer, community and signature programs

Our Destination Goals

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Taking the Story to Investors• Sidebar in annual reports, on Web• Pertinent points in analyst presentations• Inclusion in news releases• Social investor engagement

– Partnering with VP of CSR on Boston/NY road shows– Traditional holders w/CSR interests identified too

• CSR VP offered up as speaker on investor panels• Examples in discussions of cost savings• Knowledgeably answering those rare questions• Answering: “What else should I have asked you?”

Recent Example

• “I’m an analyst with XXXX Capital, and we’re actively looking into the name as well as the broader consumer staples sector. Our Chief Investment Officer mentioned that we should look into the stock not only for its fundamentals but also for its ESG/SRI record.”

• Current stake in CPB: $2,100,000

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Where Does it Go from Here?

• It starts with self-interest but grows from there• Companies disclose wins to demonstrate leadership• Leaders get to define the issues (and the disclosures)

• More disclosures beget more disclosures• A disclosure’s value increases with comparability

• Gradual integration into communication with traditional analysts…if linked to business impact

• The challenge continues: how to balance the competing needs of different audiences

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