Bread Financial Holdings, Inc. · NYSE:BFH

Bread Financial — Alliance Data Systems — Investor Presentation (February 2016)

7 slides from Bread Financial's investor presentation, Feb 22, 2016

  1. Slide 1: 2016 Investor Presentation: First Quarter 2016 Company Overview

    ©2016 ADS Alliance Data Systems, Inc. Confidential and Proprietary * NYSE: ADS | 2016 Investor PresentationFirst Quarter 2016 Company OverviewNYSE: ADS Exhibit 99.1

  2. Slide 2: End-to-end, data-driven marketing solutions

    ©2016 ADS Alliance Data Systems, Inc. Confidential and Proprietary * NYSE: ADS | 2016 End-to-end, data-driven marketing solutionsWrapped inside a 17,000 person services organization Platforms: Loyalty, Card & Coalition Data1st Party Transactional / SKU Data | Offline & Online Segmentation & Insights

  3. Slide 3: Past – Present – Future

    ©2016 ADS Alliance Data Systems, Inc. Confidential and Proprietary * NYSE: ADS | 2016 Past – Present – Future Pre-Recession Great Recession Great Recession Recovery Recovery US$ billions, except per-share amounts 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016E CAGR Revenue $2.0 $2.0 $2.0 $2.8 $3.

  4. Slide 4: 2016 Game Plan

    ©2016 ADS Alliance Data Systems, Inc. Confidential and Proprietary * NYSE: ADS | 2016 2016 Game Plan Epsilon and LoyaltyOne:Approximately 50 percent of ADS revenueCombined, these businesses tend to have steady growth rates regardless of macro-economyOverall, mid to high-single-digit revenue and adju

  5. Slide 5: Longer-Term

    ©2016 ADS Alliance Data Systems, Inc. Confidential and Proprietary * NYSE: ADS | 2016 Longer-Term ADS has both cyclical & non-cyclical businessesEpsilon and LoyaltyOneExpect continued growth through any economic downturnCard ServicesCan absorb 50bps annual increases in loss rates and still grow earn

  6. Slide 6: Forward-looking statements

    ©2016 ADS Alliance Data Systems, Inc. Confidential and Proprietary * NYSE: ADS | 2016 This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements give our expe

  7. Slide 7: Financial Measures

    ©2016 ADS Alliance Data Systems, Inc. Confidential and Proprietary * NYSE: ADS | 2016 Financial Measures In addition to the results presented in accordance with generally accepted accounting principles, or GAAP, the Company may present financial measures that are non-GAAP measures, such as constant

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