American Express Company · NYSE:AXP
American Express — Shareholder Meeting (May 2019)
16 slides from American Express's shareholder meeting presentation, May 7, 2019
Slide 1: American Express Company 2019 Annual Shareholder Meeting
American Express Company 2019 Annual Shareholder Meeting May 7, 2019
Slide 2: We had strong performance in 2018
We had strong performance in 2018 2018 Key Metrics $7.33 $40.3B Adjusted Earnings per Share 24% FX Adjusted Revenue 10% 11% 13% 19% FX Adjusted Proprietary Total Loans Growth New Cards Billed Business Growth Acquired Growth See Annex A for an explanation of Fx-adjusted information. Adjusted Diluted
Slide 3: Strategic Imperatives
Strategic Imperatives 1 Expand leadership in the premium consumer space 2 payments Build on our strong position in commercial 3 to provide unique value Strengthen our global, integrated network 4 of our customers’ digital lives Make American Express an essential part 3
Slide 4: 2018 Highlights: Expand leadership in the premium consumer space
2018 Highlights: 1 Expand leadership in the premium consumer space New & Enhanced Products Global Lounge Collection 4
Slide 5: 2018 Highlights: Build on our strong position in commercial payments
2018 Highlights: 2 Build on our strong position in commercial payments U.S. SME Co-Brand Enhanced Products Digital Solutions 5
Slide 6: 2018 Highlights: Strengthen our global, integrated network to provide unique value
2018 Highlights: Strengthen our global, integrated network to provide 3 unique value Connecting Merchant Acceptance Merchants & Card Members International Expansion 1.6M+ U.S. merchants Received preparatory approval to begin building a signed in 2018 network in China 6
Slide 7: 2018 Highlights: Make American Express an essential part of our customers' digital lives
2018 Highlights: Make American Express an essential part of our 4 customers’ digital lives Best-in-Class Mobile App Expanded PayPal Partnership #1 Best Mobile Credit Card App in Customer Satisfaction* * For J.D. Power 2018 award information, visit jdpower.com/awards 7
Slide 8: 2018 Highlights: Brand Platform
2018 Highlights: Brand Platform 8
Slide 9: 2019 is off to a solid start
2019 is off to a solid start Q1 2019 Key Metrics $2.01 $10.4B Adjusted Earnings 8% FX Adjusted 9% per Share Revenue 9% 12% 3.1M FX Adjusted Total Loans New Cards Proprietary Billed Growth Acquired Business Growth See Annex A for an explanation of Fx-adjusted information. Adjusted Diluted Earnings Pe
Slide 10: Delta
Delta 10
Slide 11: 11
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Slide 12: Strategic Imperatives
Strategic Imperatives 1 Expand leadership in the premium consumer space 2 payments Build on our strong position in commercial 3 to provide unique value Strengthen our global, integrated network 4 of our customers’ digital lives Make American Express an essential part 12
Slide 13: 13
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Slide 14: Annex A
Annex A Billed Business and Revenues Net of Interest Expense – Reported & Fx-Adjusted* FY’18 ($ in billions) FY’17 FY’18 Total Proprietary Billed Business Reported 11% GAAP Revenues Net of Interest Expense $36.9 $40.3 Fx-Adjusted* 11% Fx-Adjusted Revenues Net of Interest* $36.8 YoY% Inc/(Dec) in GAA
Slide 15: Annex B
Annex B Diluted Earnings per Share Growth ($ share amounts) Inc / Inc / FY’18 FY’17 Q1’19 Q1’18 (Dec) (Dec) Diluted EPS – GAAP* $7.91 $2.99 # Diluted EPS – GAAP* $1.80 $1.86 (3%) Resolution of certain prior years’ tax audits (0.18) Litigation-related charge (pre-tax) 0.27 - Adjustment to Tax Act pro
Slide 16: American Express
AMERICAN EXPRESS
American Express Company — Shareholder Meeting (May 2019) on 6ix