North West Company Inc. · TSX:NWC
North West — CIBC Presentation (February 2010)
15 slides from North West's conference presentation, Feb 23, 2010
Slide 1: More Growth In Store
we NorTH WEstT a a More Growth In Store
Slide 2: Caution Concerning Forward Looking Statements
Caution Concerning Forward Looking Statements Certain information presented today may constitute forward-looking statements. Such statements reflect the Fund’s current expectations, estimates, projections, and assumptions. These forward-looking statements are not guarantees of future performance and
Slide 3: Why North West?
Why North West? An exceptional “community store” position, With a focus on everyday needs, Built on attractive demographics, Leadership in remote and neighbourhood retailing, Talented people with a proven track record of value creation and, More growth opportunity “in store”
Slide 4: An exceptional "Community Store" position: Market Draw
An exceptional “Community Store” position, Market Draw (4 week period)
Slide 5: An exceptional "Community Store" position: Frequency
An exceptional “Community Store” position, Frequency (4 week period)
Slide 6: With a focus on everyday needs: Sales Blend
With a focus on everyday needs, Sales Blend 4% 13% 15% 45% 23%
Slide 7: Built on attractive demographics
Built on attractive demographics, NWC Canadian Markets NWC International Markets Population Forecast Population Forecast 10 year Annual Growth 2010F-2020F 10 year Annual Growth 2010F-2020F (%) (%) .80
Slide 8: Leadership in remote and neighbourhood retailing
Leadership in remote and neighbourhood retailing,
Slide 9: Leadership in remote and neighbourhood retailing
Leadership in remote and neighbourhood retailing, % of stores > 2hr drive from Wal-Mart (Giant Tiger > 3km drive)
Slide 10: Leadership in remote and neighbourhood retailing
Leadership in remote and neighbourhood retailing,
Slide 11: Talented people with a track record of value creation: People Strength
Talented people with a track record of value creation, People Strength Average senior management tenure = 13.0 years Store managers are intrapreneurs Passionate about community retailing Incented to sustain and grow the business
Slide 12: Ten Year EBITDA Performance
Talented people with a track record of value creation, Ten Year EBITDA Performance
Slide 13: Ten Year RONA & ROE Performance
Talented people with a track record of value creation, Ten Year RONA & ROE (%) Performance RONA ROE
Slide 14: Relative Unit Performance
Talented people with a track record of value creation, Relative Unit Performance (% at January 31) NWF.UN Retailing Group TSX Composite
Slide 15: More growth opportunity "in store"
More growth opportunity “in store” Close perishable profitability gap Raise in-stock performance Build store stability Invest in shelf stable pricing
North West Company — CIBC Presentation (February 2010) on 6ix