Financial Data and Key Metrics Changes - Net sales for Q2 2021 were $111.9 million, up 12% compared to the same period last year [8] - Net income for Q2 was $17.2 million, compared to $14.3 million last year, with diluted earnings per share increasing to $1.24 from $1.04 [9] - Gross margin improved to 55.4% from 53.6% year-over-year, an increase of 180 basis points [43] - EBITDA was 20% of net sales, unchanged from the previous year [51] Business Line Data and Key Metrics Changes - Sales of WD-40 Multi-Use Product increased 14% to $86.4 million, driven by demand in EMEA and Asia Pacific [11] - WD-40 Specialist sales grew 4% globally to $9.2 million, with significant growth in EMEA and Asia Pacific, but a decline of 36% in the Americas due to supply chain disruptions [13] - Global sales of products under the broader initiative, including WD-40 BIKE, increased 7% to $13.7 million, with WD-40 BIKE sales up nearly 34% [14] Market Data and Key Metrics Changes - Net sales in the Americas decreased 1% to $46.2 million, with maintenance product sales down 3% due to supply chain issues [22] - EMEA net sales increased 19% to $49.8 million, becoming the largest trading block for the second consecutive quarter [27] - Asia-Pacific net sales rose 39% to $15.9 million, with significant growth in China and Australia [30] Company Strategy and Development Direction - The company aims to drive consolidated net sales to approximately $700 million while following a 55/30/25 business model [11] - Strategic initiatives include growing the WD-40 Multi-Use Product, expanding the WD-40 Specialist line, and enhancing operational excellence [18] - Focus on geographic expansion and premiumization of products to drive revenue growth [36] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about fiscal year 2021, expecting total net sales between $445 million and $475 million [41] - Supply chain disruptions are anticipated to continue impacting gross margins in the short term, with a potential deterioration of 200 to 300 basis points [65] - The company believes that new DIY habits formed during the pandemic may lead to long-term customer loyalty [40] Other Important Information - The company plans to invest approximately $20 million in capital projects, primarily for proprietary machinery [54] - A quarterly cash dividend of $0.72 per share was approved, reflecting a more than 7% increase over the previous quarter [53] Q&A Session Summary Question: Can you quantify the impact of the supply chain disruptions? - The major impact was in the U.S., estimating 50% of Specialist and 85% of Multi-Use Product volume shipped against demand signals [61] Question: Will these issues be cleared up in the third or fourth quarter? - Recovery is expected by the end of the fourth quarter, with improvements anticipated as the year progresses [63] Question: What is the expected impact on gross margin due to supply chain issues? - A potential deterioration of 200 to 300 basis points is expected as the company navigates through the recovery plan [65] Question: Why are supply chain issues more pronounced this quarter? - Increased demand and pressures have widened the gap, leading to significant supply chain challenges [70] Question: How long does it take to onboard new third-party manufacturers? - Onboarding can take 30 to 60 days for new suppliers, depending on safety and quality testing [71] Question: Is there a material impact from the Suez Canal delays? - No significant impact from the Suez Canal delays has been observed; the main issues stem from increased demand and labor restrictions [76] Question: What is the outlook for SG&A as a ratio to revenues? - The cost of doing business is expected to remain around 34% for the rest of the year [81]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2021 ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 000-06936 Commission Company Name: WD 40 CO WD-40 COMPANY (Exact name of registrant as specified in its charter) Dela ...

WD-40 Company (NASDAQ:WDFC) Q1 2021 Earnings Conference Call January 7, 2021 5:00 PM ET Company Participants Wendy Kelley - Director, IR and Corporate Communications Garry Ridge - Chairman and CEO Steve Brass - President and COO Jay Rembolt - VP, Finance and CFO Conference Call Participants Linda Bolton Weiser - D.A. Davidson Daniel Rizzo - Jefferies Operator Ladies and gentlemen, thank you for standing by. Good day, and welcome to the WD-40 Company First Quarter Fiscal Year 2021 Earnings Conference Call. T ...

Q1 FY21 Earnings Results January 7, 2021 Forward-Looking Statements Historical financial and operating data in this presentation reflect the consolidated results of WD-40 Company, its subsidiaries and its legal entities. WD-40 Company markets maintenance products ("MP") under the WD-40®, 3-IN-ONE® and GT85® brand names. Currently included in the WD-40 brand are the WD-40 Multi-Use Product and the WD-40 Specialist® and WD-40 BIKE® product lines. WD-40 Company markets the following homecare and cleaning ("HCC ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2020 ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 000-06936 Commission Company Name: WD 40 CO WD-40 COMPANY (Exact name of registrant as specified in its charter) Dela ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended August 31, 2020 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 000-06936 Commission Company Name: WD 40 CO WD-40 COMPANY (Exact name of registrant as specified in its charter) Delaware 95-1797918 (State ...

WD-40 Company (NASDAQ:WDFC) Q4 2020 Earnings Conference Call October 20, 2020 5:00 PM ET Company Participants Wendy Kelley - Director, Investor Relations & Corporate Communications Garry Ridge - Chairman & Chief Executive Officer Jay Rembolt - Vice President & Chief Financial Officer Steve Brass - President & Chief Operating Officer Conference Call Participants Linda Bolton Weiser - D.A. Davidson Daniel Rizzo - Jefferies Operator Ladies and gentlemen, thank you for standing by. Good day, and welcome to the ...

Q4 & FY20 Earnings Results October 20, 2020 Forward-Looking Statements Historical financial and operating data in this presentation reflect the consolidated results of WD-40 Company, its subsidiaries and its legal entities. WD-40 Company markets maintenance products ("MP") under the WD-40®, 3-IN-ONE® and GT85® brand names. Currently included in the WD-40 brand are the WD-40 Multi-Use Product and the WD-40 Specialist® and WD-40 BIKE® product lines. WD-40 Company markets the following homecare and cleaning (" ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2020 ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 000-06936 Commission Company Name: WD 40 CO WD-40 COMPANY (Exact name of registrant as specified in its charter) Delaware ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the quarterly period ended February 29, 2020 ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-06936 Commission Company Name: WD 40 CO WD-40 COMPANY (Exact name of registrant as specified in its charter) Delaware 95-1797918 (State or other jurisdiction of incorporation or organization) FORM 10-Q (Mark One) þ QUARTERLY REPORT PURSUA ...