Bread Financial Holdings, Inc. · NYSE:BFH

Bread Financial — Alliance Data Systems — Investor Presentation (May 2014)

7 slides from Bread Financial's investor presentation, May 5, 2014

  1. Slide 1: Second Quarter 2014 Investor Presentation: Alliance Data Company Overview

    ©2013ADS Alliance Data Systems, Inc. Confidential and Proprietary NYSE: ADS | 2nd Quarter 2014 * Second Quarter 2014 Investor Presentation Alliance Data Company Overview NYSE: ADS Exhibit 99.1

  2. Slide 2: $400 Billion Opportunity

    ©2013ADS Alliance Data Systems, Inc. Confidential and Proprietary NYSE: ADS | 2nd Quarter 2014 * $400 Billion Opportunity Opportunity: $400 Billion in North American marketing spend expected by 2016 Over half has shifted to data-enabled, multi-channel direct marketing Alliance Data: The largest and

  3. Slide 3: Historical Performance

    ©2013ADS Alliance Data Systems, Inc. Confidential and Proprietary NYSE: ADS | 2nd Quarter 2014 * Historical Performance → Great Recession → Recovery → 6 Yr. CAGR Revenues +14% Adj. EBITDA, net +13% Core earnings +13% Core EPS +17% Doubled the size of the company over a six-year period, including Gre

  4. Slide 4: 2014 Outlook

    ©2013ADS Alliance Data Systems, Inc. Confidential and Proprietary NYSE: ADS | 2nd Quarter 2014 * 2014 Outlook Notes: BrandLoyalty was acquired January 2, 2014. Comparison is to pro-forma 2013 results. Brazil (Dotz) is not consolidated into Alliance Data’s results. +50 percent increase in Dotz revenu

  5. Slide 5: ADS 2014 Guidance

    ©2013ADS Alliance Data Systems, Inc. Confidential and Proprietary NYSE: ADS | 2nd Quarter 2014 * * 1st quarter average Weak Canadian dollar is a headwind – expected FX rates of $0.91 vs. $0.97 last year drag of $55 million to revenue and 17 cents to core EPS Revenue guidance increased $110 million d

  6. Slide 6: Safe Harbor Statement and Forward-Looking Statements

    ©2013ADS Alliance Data Systems, Inc. Confidential and Proprietary NYSE: ADS | 2nd Quarter 2014 * Safe Harbor Statement and Forward-Looking Statements This presentation may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E

  7. Slide 7: Financial Measures

    ©2013ADS Alliance Data Systems, Inc. Confidential and Proprietary NYSE: ADS | 2nd Quarter 2014 * Financial Measures In addition to the results presented in accordance with generally accepted accounting principles, or GAAP, the Company presents financial measures that are non-GAAP measures, such as c

Alliance Data Systems — Investor Presentation (May 2014) on 6ix