Trueblue, Inc. · NYSE:TBI

Trueblue — Investor Presentation (October 2014)

15 slides from Trueblue's investor presentation, Oct 23, 2014

1. Slide 1: Q4 2014 Investor Presentation

   Q4 2014 Investor Presentation

2. Slide 2: Q4 2014 Investor Presentation 2

   Q4 2014 Investor Presentation 2

3. Slide 3: 2014 Forecasted Revenue and Adjusted EBITDA

   2012 2013 2014F 2015F Revenue $2.7B* $2.2B 2014 Forecasted Revenue 2012 2013 2014F 2015F Adjusted EBITDA $150M* Q4 2014 Investor Presentation 3

4. Slide 4: • •

   Q4 2014 Investor Presentation 4 • • • • • • •

5. Slide 5: Outsourcing Solutions / Staffing Solutions

   OUTSOURCING SOLUTIONS 1 • • • • • Q4 2014 Investor Presentation 5 STAFFING SOLUTIONS • • • • •

6. Slide 6: Q4 2014 Investor Presentation 6

   Q4 2014 Investor Presentation 6

7. Slide 7: Industry Highlights

   • • • • • • • • • Late economic cycle Q4 2014 Investor Presentation 7 Compelling market trends driving growth Outsourcing on the rise Industry Highlights CAGR 14% CAGR 9% 2010- 2013 Industry Highlights Source: Staffing Industry Analysts, Everest Group, IBISWORLD, TrueBlue estimates Source: Staffing

8. Slide 8: Industry Dynamics

   Construction Manufacturing Transportation Logistics In d u s tr y D y n a m ic s • • • • • • • • • • • • 21% $525M 28% $675M 10% $250M 7% $175M Residential Construction on the Rise Industrial Production in a Growth Cycle Driver Shortage Logistics At New Peak Q4 2014 Investor Presentation 8 Source: U

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   Q4 2014 Investor Presentation 9 • • • • • • • • • • •

10. Slide 10: Grow Market Leadership

    Q4 2014 Investor Presentation 10 GROW MARKET LEADERSHIP Strategy Produces Results Strategy Increases Growth Opportunities • • • • • 1996 General Labor On Demand 2004-2005 Manufacturing & Skilled Construction Trades Staffing 2007-2008 Transportation & Logistics Staffing 2010-2013 Expand Geographic Re

11. Slide 11: Benefits of Expansion

    Q4 2014 Investor Presentation 11 • • • • • Benefits of Expansion On-Premise Workforce Management Recruitment Process Outsourcing Managed Service Provider 1 Source: International Data Corporation

12. Slide 12: Technology Enabled Service Delivery and Processes

    Q4 2014 Investor Presentation 12 Technology Enabled Service Delivery and Processes Technology and Efficiency Yields Value • • • Electronic pay Mobile Dispatch Online Recruiting Process Centralization Innovation Driving More Business Efficiency Online Recruiting • • Process Centralization • •

13. Slide 13: Strategic Focus Results

    Q4 2014 Investor Presentation 13 Strategic Focus • • • • • Results • • • Strategic Fit Limited Enterprise Risk Culture Return on Investment

14. Slide 14: 2015 Outlook

    2015 OUTLOOK Amounts in millions except per share data. Certain amounts may not sum or recalculate due to rounding. Q3 2014 Earnings Results | Oct. 23, 2014 14 1 EBITDA, Adjusted EBITDA, and Adjusted Earnings per Share are non-GAAP terms. Adjusted EBITDA and Adjusted EPS excludes $2 million of non-r

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    Q4 2014 Investor Presentation 15 • • • • • • •

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