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CIBC World Markets’ Retail
And Consumer Conference
Welcome to the 2009 Retail and Consumer Conference – CIBC World Markets’
twelfth annual institutional investor forum for the retail and consumer industries.
To provide attendees with insights into the industry and the outlook for 2009,
we are pleased to offer our first all-Canadian lineup of the industry’s leaders at
this year’s conference, including a new presenter in Maple Leaf Foods. Our
special luncheon speaker this year is Dan O’Connor from RetailNet Group, who
will tell us about the specific consumer behaviors in the U.S. recession, how
retailers have been responding, and what we are likely to experience in Canada.
To help you make the most of this year’s conference we have put together this
booklet. It contains detailed information on the retail industry, including:
• An outlook of the Canadian retail environment, including perspectives from
equity and economics
• Complete overviews on all presenting companies
• Snapshots of other players in the Canadian retail environment
We are confident that the knowledge you’ll gain through the presentations and
sessions, plus the opportunity to compare and contrast these companies over
the course of the day, will assist you immensely with your investment decisions.
Table Of Contents
In The Trenches: Getting Out Alive.........................................................5
Managing Through The Crisis .................................................................6
A Year To Get Through..........................................................................12
Technical Summary ..............................................................................13
Presenting Companies
Loblaw Companies Limited..................................................................... 20
Canadian Tire Corporation, Ltd. .............................................................. 22
Metro Inc............................................................................................. 24
RONA Inc............................................................................................. 26
Shoppers Drug Mart Corporation............................................................. 28
Tim Hortons, Inc................................................................................... 30
Empire Company Limited....................................................................... 32
North West Company Fund .................................................................... 34
Maple Leaf Foods Inc............................................................................. 36
Other Companies
Alimentation Couche-Tard Inc. ............................................................... 39
Cott Corporation................................................................................... 40
George Weston Limited ......................................................................... 41
Gildan Activewear Inc............................................................................ 42
Jean Coutu Group (PJC) Inc. .................................................................. 43
Saputo Inc. .......................................................................................... 44
CIBC World Markets Research Team.....................................................45
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