Maple Leaf Foods Inc. · TSX:MFI
Maple Leaf Foods — Shareholder Meeting (May 2016)
36 slides from Maple Leaf Foods's shareholder meeting presentation, May 2016
Slide 1: Building a Sustainable Future
BUILDING A SUSTAINABLE FUTURE 2016 Annual and Special Meeting of Shareholders 2 1
Slide 2: Single-Mindedness of Purpose
SINGLE-MINDEDNESS OF PURPOSE 2
Slide 3: Rebuilding Our Business
REBUILDING OUR BUSINESS 3
Slide 4: Building a Stronger, More Profitable Maple Leaf
BUILDING A STRONGER, MORE PROFITABLE MAPLE LEAF 4
Slide 5: Transformation Complete, $1B Capital Investment
TRANSFORMATION COMPLETE $1B CAPITAL INVESTMENT 5
Slide 6: Expanding Margins
EXPANDING MARGINS Quarterly Consolidated Adjusted EBITDA Margin 8.7% 7.1% 6.0% 4.7% 1.5% -1.4% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2013 2014 2015 6
Slide 7: Earnings Momentum
EARNINGS MOMENTUM Adjusted Earnings per Share $0.58 2014 2015 $(0.56) 7
Slide 8: Delivered EBITDA Target
DELIVERED EBITDA TARGET Quarterly Consolidated Adjusted EBITDA Margin 10.2% 8.7% 7.1% 6.0% 4.7% 1.5% -1.4% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2013 2014 2015 2016 8
Slide 9: Record First Quarter EPS
RECORD FIRST QUARTER EPS Q1 Adjusted Earnings per Share $0.28 $0.05 Q1 2015 Q1 2016 9
Slide 10: Driving Shareholder Value
DRIVING SHAREHOLDER VALUE Stock Chart/MLF Today $30 ~$27 $20–$24 $25 $20 $15 $10–$12 $7 $10 $5 $0 2008 2009 2010 2011 2012 2013 2014 2015 2016 10
Slide 11: Enhancing Shareholder Value
ENHANCING SHAREHOLDER VALUE 11
Slide 12: 11,000+ Committed People
ES ee 11,000+ COMMITTED PEOPLE
Slide 13: Taking the Longer-Term View
TAKING THE LONGER-TERM VIEW 13
Slide 14: Where to From Here?
WHERE TO FROM HERE? 14
Slide 15: Laid the Foundation for Growth
LAID THE FOUNDATION FOR GROWTH Maintaining a cost culture; investing in assets Driving strategic, profitable growth 15
Slide 16: Leading National Brands
LEADING NATIONAL BRANDS 16
Slide 17: The Market Leader
mas) natural FZ (selections THE MARKET LEADER 17
Slide 18: Artisanal Premium Products
ARTISANAL PREMIUM PRODUCTS 18
Slide 19: Canada's #1 Halal Fresh Poultry Brand
CANADA’S #1 HALAL FRESH POULTRY BRAND 19
Slide 20: Snacking Represents 50% of the Food and Beverage Market
SNACKING REPRESENTS 50% OF THE FOOD AND BEVERAGE MARKET 20
Slide 21: Healthy Meat Snacks
HEALTHY MEAT SNACKS 21
Slide 22: Alternative Proteins Growing 5% to 8% Annually
ALTERNATIVE PROTEINS growing 5% to 8% ANNUALLY 22
Slide 23: Rejuvenating the Brand
REJUVENATING THE BRAND 23
Slide 24: Social Media
SOCIAL MEDIA 6.8m 5.1m 2015 2016 YTD 24
Slide 25: Targeting U.S. Expansion
TARGETING U.S. EXPANSION wy 25
Slide 26: Guided by Core Values
GUIDED BY CORE VALUES 26
Slide 27: The Better Meat Company
THE BETTER MEAT COMPANY 27
Slide 28: Four Pillars of Sustainability
FOUR PILLARS OF SUSTAINABILITY 28
Slide 29: Natural Ingredients
@) & NATURAL INGREDIENTS
Slide 30: Food Insecurity in Canada
1 IN 8 1 IN 6 households in Canada children live in homes that experience some level of are affected by food food insecurity insecurity 30
Slide 31: Five Freedoms
FIVE FREEDOMS 31
Slide 32: Environmental Sustainability
ENVIRONMENTAL SUSTAINABILITY 32
Slide 33: Reduce Our Footprint by 50% by 2025
REDUCE OUR FOOTPRINT BY 50% BY 2025 33
Slide 34: Creating Shared Value
CREATING SHARED VALUE 34
Slide 35: Stronger, Globally Competitive, Innovative, Sustainable
STRONGER GLOBALLY COMPETITIVE INNOVATIVE SUSTAINABLE 35
Slide 36: Building a Sustainable Future
BUILDING A SUSTAINABLE FUTURE 2016 Annual and Special Meeting of Shareholders 39