Children's Place, Inc. (the) · NASDAQ:PLCE

Children's Place, Inc. (the) — Proxy Contest (May 2015)

9 slides from Children's Place, Inc. (the)'s proxy contest presentation, May 5, 2015

  1. Slide 1: Lense

    Lense am ee a | 20% eo COs C6 4r% a7% PLCE Justice Gymboree BKE TLYS ASNA ANN CHS GPS. ANE AEO.- ARO CRI

  2. Slide 2: EBITDA Margins per Cap IQ

    Closest Operating Peers Justice 14.5 % 15.8 % 17.5 % 13.9 % 8.5 % Abercrombie & Fitch Co. 14.9 % 13.1 % 13.2 % 10.8 % 10.9 % American Eagle Outfitters, Inc. 16.3 % 13.9 % 16.1 % 10.8 % 10.6 % Ascena Retail Group Inc. 13.5 % 14.1 % 11.4 % 10.1 % 8.7 % Chico’s FAS Inc. 14.2 % 14.9 % 15.5 % 12.9 % 10.7

  3. Slide 3: EBITDA Margin Change (2012 - 2014)

    EBITDA Margin Change (2012 - 2014)

  4. Slide 4: EBIT ($ in millions) per Cap IQ

    Closest Operating Peers Gymboree 177 100 76 47 30 Other Specialty Retail Aéropostale, Inc. 394 130 92 (135 ) (123 ) ANN INC. 125 145 167 170 129 The Buckle, Inc. 211 236 258 257 257 The Gap, Inc. 1,976 1,452 1,935 2,117 2,071 Source: Capital IQ, Company filings Note: Ascena and Justice figures show

  5. Slide 5: EBIT CAGR

    5.1% 12% o7% o (19.37% (195)% 252% PLCE OshKosh Justice Gymboree BKE GPS ANN 15% (186 oy _ (10.67% (11.1% TLYS CHS ASNA ANF AEO. ARO. CR

  6. Slide 6: EBIT Margins per Cap IQ

    Closest Operating Peers Gymboree 16.5 % 8.4 % 5.9 % 3.8 % 2.4 % Other Specialty Retail Aéropostale, Inc. 16.4 % 5.5 % 3.9 % (6.4 )% (6.7 )% ANN INC. 6.3 % 6.6 % 7.0 % 6.8 % 5.1 % The Buckle, Inc. 22.2 % 22.2 % 23.0 % 22.8 % 22.3 % The Gap, Inc. 13.5 % 10.0 % 12.4 % 13.1 % 12.6 % Source: Capital IQ,

  7. Slide 7: EBIT Margin Change (2012 - 2014)

    EBIT Margin Change (2012 - 2014)

  8. Slide 8: eCommerce Revenue ($ in millions)

    Closest Operating Peers Gymboree - - - - - - - Other Specialty Retail Aéropostale, Inc. - - - - - - - ANN INC. 189 248 - - - - - The Buckle, Inc. 62 78 85 89 94 10.9 % 5.6 % The Gap, Inc. 1,300 1,600 1,900 2,300 2,500 17.8 % 14.7 % Closest Operating Peers Gymboree - - - - - - - Other Specialty Retai

  9. Slide 9: Safe Harbor Statement

    Safe Harbor Statement Forward Looking Statements This presentation may contain certain forward-looking statements regarding future circumstances. These forward-looking statements are based upon the Company’s current expectations and assumptions and are subject to various risks and uncertainties that

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