Johnson Parrow's questions to PRMW leadership • Q1 2024
Question
Asked for details on the impact of digital initiatives on growth and customer experience metrics, and for an update on long-term capital allocation strategy and target cash levels.
Answer
Management explained they are investing heavily in digital, including the Mywater+ app and water.com, leading to increased digital interactions and faster response times. On capital allocation, David Hass mentioned they are close to selling two discontinued operations and remain committed to driving organic growth, investing in high-growth areas like Mountain Valley, and continuing their dividend and share repurchase programs. M&A remains a focus, with a strong pipeline for tuck-in acquisitions.