Loblaw Companies Limited · TSX:L
Loblaw Companies — Scotiabank GBM Back to School Conference 2013
11 slides from Loblaw Companies's conference presentation, Sep 17, 2013
Slide 1: Winning the Customer
Winning the Customer Scotiabank GBM Back to School Conference Vicente Trius, President September 17, 2013 1
Slide 2: Forward looking statements
Forward looking statements This presentation for Loblaw Companies Limited (“Loblaw”) may contain forward-looking statements about Loblaw’s objectives, plans, goals, aspirations, strategies, prospects and opportunities. It may also contain statements about the proposed acquisition by Loblaw of all of
Slide 3: Our strategy is working – core business improvements are driving shareholder value
Our strategy is working – core business improvements are driving shareholder value Supply Chain Efficiencies Assortment Experience Value Fresh SSS EPS Dividend Growth Growth1 Growth Q1-13: 2.8% Q1-13: 11.6% Q3-12: 4.8% Q2-13: 1.1% Q2-13: 14.5% Q1-13: 9.1% 3 1Basic net earnings per common share adjus
Slide 4: Economic factors
Economic factors Food Inflation Consumer Confidence Index 6% 95 4% 84.7 1.9% 85 2% 75 0% 0.5% 75.5 -2% 65 Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Last Year Actual Last Year Actual Unemployment Competitive Footage (STM) Growth 8% 4% 7.3% 3% 3.5%
Slide 5: Generating positive results in a tough environment
Generating positive results in a tough environment Q1 Q2 SSS Chg +2.8% +1.1% $ 7,202 7,520 Revenue Chg +3.8% +2.0% EBITDA $ 441 513 (ex-pension amendments)1 Chg +7.8% +9.4% $ 492 513 EBITDA Chg +20.3% +9.4% Basic EPS $ 0.48 0.63 (ex-pension amendments)1 Chg +11.6% +14.5% $ 0.61 0.63 Basic EPS Chg +4
Slide 6: The customer’s needs are evolving
The customer’s needs are evolving Health & Wellness Urbanization Time pressed Shifting demographics Technology 6
Slide 7: The customer wants greater flexibility in their engagement
The customer wants greater flexibility in their engagement Low Price Full Service Top-Up Full Shop Urban Suburban Early Late Morning Night In-store Online 7
Slide 8: A major transaction, a transformational idea
A major transaction, a transformational idea We will be the trusted leader in helping Canadians Live Life Well by integrating health, beauty, and food in more convenient locations than any other retailer. 8
Slide 9: The future of retail
The future of retail Canada’s most trusted brands, delivered through Canada’s most efficient retail network, reaching our customers across Canada’s most convenient stores. 9
Slide 10: Focused on creating shareholder value
Focused on creating shareholder value 10
Slide 11: Thank You
Thank You Company reports are available online at www. loblaw.ca 11
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