Mastercard Incorporated · NYSE:MA
Mastercard — Keefe, Bruyette & Woods Diversified Financial Services Conference 2009
11 slides from Mastercard's conference presentation, Jun 4, 2009
Slide 1: U.S. Markets Perspective
Chris McWilton, President U.S. Markets June 4, 2009 U.S. Markets Perspective Keefe, Bruyette & Woods Diversified Financial Services Conference
Slide 2: Forward-Looking Statements
Forward-Looking Statements Today’s presentations may contain, in addition to historical information, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on our current assumptions, expectations and projecti
Slide 3: Operating Environment
Operating Environment Remaining Flexible and leveraging our strengths & Adapting to the challenging environment June 4, 2009 3
Slide 4: U.S. 1Q 2009 Contribution to Corporate Performance
U.S. 1Q 2009 Contribution to Corporate Performance Revenue GDV Intl U.S. Intl U.S. Mkts 48% Mkts 43% 52% 57% Cards Transactions Intl Intl U.S. U.S. Mkts Mkts 49% 38% 62% 51% June 4, 2009 4
Slide 5: Current Environment: U.S. Consumer Spending
Current Environment: U.S. Consumer Spending High Sensitivity Home furnishings; luxury -20% to -27% retail; appliances Medium Sensitivity Airlines; hotels; -10% to -20% footwear; apparel Low Sensitivity Groceries; fast food; telecomm; beverages; Flat to Positive drugstores Source: MasterCard Spending
Slide 6: Current Environment: Payments Industry
Current Environment: Payments Industry Customers facing a multitude of challenges Increased competition Industry consolidation June 4, 2009 6
Slide 7: Current Environment: Regulatory/Legislative
Current Environment: Regulatory/Legislative Customers facing Regulatory/legislative a multitude of challenges developments • UDAP/Reg Z Increased competition • Credit CARD Act of 2009 Industry consolidation June 4, 2009 7
Slide 8: Current Environment: MasterCard Uniquely Positioned
Current Environment: MasterCard Uniquely Positioned In the U.S., we’re focused around three specific areas to help our customers . . . • Portfolio optimization through Product • Penetrating predominantly cash and check Acceptance categories • Providing deep consumer Insights June 4, 2009 8
Slide 9: Debit
Debit Debit is the fastest growing form of payment method; rapidly taking share from cash and check Executing our strategy to grow the business U.S. • Optimize the franchise for debit • Secure the base / support customer performance • Growing scale and share of new business • Deliver unique products
Slide 10: Prepaid
Prepaid Prepaid is one of the fastest growing payment categories for MasterCard. Top three categories targeted… Public Corporate Financial Sector Programs Inclusion June 4, 2009 10
Slide 11: The Road Ahead: U.S. Economy and Payments Industry
The Road Ahead: U.S. Economy and Payments Industry • Pace of decline slowing in U.S. • Impact of stimulus packages still to come • Consolidation of banks likely to continue • Payments industry will continue to face challenges Remaining Flexible and Adapting to the leveraging our strengths Challengin
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