Wendy's Company (the) · NASDAQ:WEN
Wendy's Company (the) — Wendy's/Arby's Group — Investor Day (January 2011)
61 slides from Wendy's Company (the)'s investor day presentation, Jan 27, 2011
Slide 1: International Overview
International Overview Darrell van Ligten President - International
Slide 2: Agenda
Agenda Brief History Development Progress Growth Strategies
Slide 3: Restaurants Outside of United States
340 outside North America Restaurants Outside of United States Sources: Company reports
Slide 4: Where We Are Today
Where We Are Today
Slide 5: 8,000 Unit Potential
8,000 Unit Potential
Slide 6: Methodology For New Markets
Consumer Foodservice Database Fast Food (QSR Market) International Markets Cross-Country Analysis Country Selection Risk Assessment Methodology For New Markets Annually researched and updated foodservice market data. Sources include: – Trade surveys with industry sources – Secondary research – Outle
Slide 7: Wendy's/Arby's International
\ WENDY’S/ARBY’S 4 INTERNATIONAL
Slide 8: Why We're Bullish
— Global marketplace accepts Western QSRs — Support infrastructure already established — Development-focused — Growth strategies — Financial resources — Commitment to global expansion Why We’re Bullish
Slide 9: Restaurant AUVs
Restaurant AUVs Puerto Rico New Zealand Bahamas $1.9 Million $2.0 Million $4.2 Million $1.4 Million United States
Slide 10: Wendy's/Arby's International
\ WENDY’S/ARBY’S 4 INTERNATIONAL
Slide 11: Growth Is Our Primary Focus
Growth Is Our Primary Focus
Slide 12: Ignite Growth in Existing Markets
Ignite Growth in Existing Markets
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Slide 15: Recruit sophisticated, well-capitalized franchisees
Recruit sophisticated, well-capitalized franchisees
Slide 16: We Expect Future Franchisees to Have…
— Previous restaurant experience — Real estate access — Existing infrastructure — Adequate capital We Expect Future Franchisees to Have…
Slide 17: Singapore, Middle East, Argentina, Russia, Trinidad & Tobago
Singapore Middle East Argentina Russia Trinidad & Tobago
Slide 18: Invest in High Opportunity Markets
Invest in High Opportunity Markets
Slide 19: High Opportunity Market Characteristics
— Geopolitical Stability — Sound Economic Trends — Strong Population Growth — Rising Standard of Living — Underpenetrated QSR Sector High Opportunity Market Characteristics
Slide 20: 30% of our 8,000 unit potential: China, Brazil
30% of our 8,000 unit potential China Brazil
Slide 21: 9% of our 8,000 unit potential: Japan
9% of our 8,000 unit potential Japan
Slide 22: Wendy's/Arby's International
\ WENDY’S/ARBY’S 4 INTERNATIONAL
Slide 23: Reversed Declining Country & Unit Count Trends
Reversed Declining Country & Unit Count Trends 1998 to 2008 2008 to 2010 Net Country Growth Net Unit Growth -88 -20
Slide 24: Grown Development Agreements Substantially
1998 to 2008 2008 to 2010 New Countries Signed Total Countries Under Agreements Grown Development Agreements Substantially
Slide 25: Increased Store Commitments Significantly
Increased Store Commitments Significantly Future Store Commitments
Slide 26: Development Pipeline
Development Pipeline 4,156 8,000 2,090 C0 “ 804 [ies Current Store Count Future Store Under Market Under Negotiation White Space Total Potential Commitments Exclusivity \W
Slide 27: International Designs
International Designs — More modern — More innovative — More avant-garde
Slide 28: Relevant & Contemporary Store Designs
Relevant & Contemporary Store Designs
Slide 29: Design Feedback
— Color palettes — Furniture & fixtures — Store layouts Design Feedback
Slide 30: Wendy's/Arby's International
\ WENDY’S/ARBY’S 4 INTERNATIONAL
Slide 31: International Training Store
International Training Store International Training Store
Slide 32: International Store Designs
32 Singapore Bahamas Mexico City International Store Designs Singapore Bahamas Mexico City International Store Designs
Slide 33: New Store Technology
33 New Store Technology New Store Technology
Slide 34: Design Portal
Design Portal
Slide 35: Retail Design is a Continuous Process
Retail Design is a Continuous Process
Slide 36: Future Design Concepts
Natural Modern Urban Future Design Concepts Natural Modern Urban
Slide 37: Wendy's/Arby's International
\ WENDY’S/ARBY’S 4 INTERNATIONAL
Slide 38: The Real Choice In Fast Food
The Real Choice In Fast Food
Slide 39: We All Eat Differently
We All Eat Differently Breakfast, lunch and dinner 1 large meal with constant snacking White meat chicken Dark meat chicken 3 item combos 4 item combos VS VS VS
Slide 40: The Real Choice In Fast Food
The Real Choice In Fast Food
Slide 41: Slide 41
Slide 42: The Real Choice In Fast Food
The Real Choice In Fast Food
Slide 43: ~ Knock off this
~ Knock off this mountain of taste} Fern fers te (yrrtei n? UY mm S930 ca s1030 a WENDY'S/ARBY'S VA interNatioNaL a
Slide 44: 44
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Slide 45: YOU’LLBE.BACK. AGAIN.
YOU’LLBE.BACK. AGAIN. MUSHRGSTEMELT ky cad $820 $1020 WENDY'S/ARBY'S A INTERNATK
Slide 46: Ma sane na ne Le
Ma sane na ne Le comes °92° gurcen 72°
Slide 47: ked potato
ked potato au On aural ili;Rice Cire = eos Tu sabes cuando es VW intecciona:
Slide 48: Pidelo en Combo!
Pidelo en Combo! VW intecciona:
Slide 49: 49
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Slide 50: Coffee Jelly Frosty
50 Coffee Jelly Frosty
Slide 51: Ice Cool Frosty Cone
NEW Ice Cool FROSTY ¢ CONE “Made from Leal Grade & Fresh Mik and vich cream" :
Slide 52: Operational Excellence Builds Brand Loyalty
Operational Excellence Builds Brand Loyalty
Slide 53: Consistent Operations
Consistent Operations — Same internal evaluation process — Same quality assurance standards — Same performance analysis
Slide 54: International Restaurant Audit Scores
Stores Graded “F” Stores Graded “A” or “B” International Restaurant Audit Scores 16% 0% 48% 80%
Slide 55: Superior Operations Grows Long-term Sales & Profits
Superior Operations Grows Long-term Sales & Profits
Slide 56: A journey of a thousand miles starts with a single step
“A journey of a thousand miles, starts with a single step.” - Lao Tzu
Slide 57: International Accomplishments
International Accomplishments — Accelerated development — Transformed retail designs — Redefined menu strategy — Recommitted to operational excellence
Slide 58: Continue Making Sizeable Investments
Continue Making Sizeable Investments
Slide 59: Significant Earnings Growth & Long-term Value
Significant Earnings Growth & Long-term Value
Slide 60: Wendy's/Arby's International
\ WENDY’S/ARBY’S INTERNATIONAL ATURAL-CUT:
Slide 61: Wendy's/Arby's Group
WENDY'S ARBY'S GROUP SERVING FRESH IDEAS DAILY.