Wine & Spirits Capabilities - Samantha F

Agenda.

HALO OVERVIEW

SERVICE DELIVERY

CREATIVE | INNOVATION

OPERATIONS | FULFILLMENT

We Make Brands Stand Out.

You need the power to stand out, make an impact, be remembered. We can help you Break Through the barriers that stand between you and your audiences by creating solutions that engage, inspire and endure.

We offer the industry’s most comprehensive range of solutions, including branded merchandise, online company stores, point of sale, uniforms and employee recognition and incentive programs.

Branded Merchandise

Recognition & Incentives

Uniform Solutions

Point of Sale

HALO at a Glance.

VISION:

We transform products, rewards and uniforms into unforgettable one-of-a-kind experiences that bring your brand to life – and make it real and memorable for your customers, your prospects and employees.

VALUES:

•One HALO

•Ingenious

•Determined

•Inclusive

1B+ IN SALES

132 FORTUNE 500 CLIENTS

42 OFFICES WORLDWIDE

20 YEARS OF CONSECUTIVE GROWTH

STRATEGIC ADVANTAGES

• Financial Strength

• Purchasing Power

• Innovation & Technology

• Global Reach

• Risk Management

• Product Safety

• Sustainability Practices

• Operational Excellence

• Over 50 Years of Wine & Spirits Experience

ACCOUNT SUPPORT

Providing Integrated services and capabilities to support your ambitions.

CUSTOM KITTING

SUSTAINABILITY COMPLIANCE

ONLINE PLATFORMS

STRATEGIC MERCHANDISING

FULFILLMENT & LOGISTICS

GLOBAL PROCUREMENT

CREATIVE DESIGN & MARKETING

Operations & Fulfillment.

Characteristics / Capabilities

Facility Characteristics

Sterling Headquarters

1.Total size of the Sterling facility: 433,315 sq. ft.

 Administrative: 67,000 sq. ft.

 Fulfillment / Production: 366,315 sq. ft.

2.Administrative

 67,000 sq. ft. of office space

 526 workstations

3.Fulfillment / Production

 366,315 sq. ft. of warehousing space

 Program fulfillment

 Amazon fulfillment

 Production operation

 Kitting Operations Center

 Recognition fulfillment

HALO Capabilities

Nationwide Facilities

1. Kirkland, WA

2. Livermore, CA

3. Costa Mesa, CA

4. Houston, TX

5. Taylor, MI

Capabilities

1. Program fulfillment

2. High volume, complex kitting projects

3. Commercial press operation

4. Sandblasting

5. Laser, metal etching

6. Large format printing (banners)

7. Name Badges

Carrier of choice – UPS

Packing & Shipping / Kitting Operations

New Expansion Fulfillment Space

Existing Fulfillment Space

Packing / Shipping Operation

(expandable to 44 packing stations)

Kitting Operations Center

(between the 2 conveyor declines)

Storage Elevations

Bulk Pallet / Case

 Elevation is utilized for bulk picking / pallet storage

 5 unique levels of storage in 8’ section

 80” openings for full pallet storage

 Product picked up to 14’ high in the rack

 Each beam level has a barcoded label for each pallet position

 Storage to 38’ (top of load)

Kitting Operations Center

Overview

Size:

 20,000 sq. ft. of project space

Layout:

 Multiple configuration options

 Mobile tables, conveyor

Staffing:

 Dedicated staff

 Supplemental labor as needed

2021 Work Completed:

 470 kitting projects

 530,274 individual kits

Program Support Centers of Excellence.

DIGITAL

Alex

HALO has 1800+ team members to support all aspects of your program. Functional areas not shown in the centers of excellence include: Legal, Operational Excellence, Finance, Accounting, Data Security, Supplier Relations, Sales, and Accounting.

Shamini

Creative & Innovation.

The Power Of Design.

Brand. Design. Aesthetics.

These are crucial elements for merchandise programs. Great design generates positive emotions, loyalty, and engagement - essentially providing a connection to Constellation Brand’s brand.

Design is what attracts. Design is what sells.

Our creative team along with our merchandising team ensure that every product is well designed, looks sharp, attracts buyers while maintaining Constellation Brand’s brand guidelines.

Our 40+ person design team consist of highly passionate graphic designers, illustrators, Photoshop experts, packaging experts, industrial designers and 3D modeling experts.

We are strategic and creative thinkers.

Industry Experience.

With our experience, HALO is able to act as an extension of your team, helping to put bottles behind the bar and get cases on the floor.

We Offer: 1 2

Experienced at the State, Regional and National levels

A firm grasp on 3 tier system / legalities

The ability to work daily with third parties such as distributors and agencies

From smart and thoughtful value added packaging and everything in between We bring added value and crucial exposure to your brand through all channels

CASE STUDIES

POS and Branded Merch.

Custom Display. Hpnotiq

BRIEF

Design a 3 Case Display that captures the uniqueness of the Hpnotiq product.

TIMELINE

Brief received Sept 1 2020 and goods need to be delivered to Heaven Hill warehouse by April 1, 2021.

CREATIVE

HALO’s creative team developed a number of concepts that showcased the Hpnotiq bottle and color. The marketing team chose the large bottle design.

RESULT

The HALO production team finalized engineering with the factory and developed an easy to assemble metal display that has been ordered for the past 2 years.

Baltimore Ravens Program.

Jameson Irish Whiskey

BRIEF

Develop a program to capitalize on the Jameson sponsorship of the Baltimore Ravens in the local market by leveraging the relationship with the On-Premise locations.

TIMELINE

Brief received July 10, 2022 and deliver products by season opening Sept 1st.

CREATIVE

HALO’s creative team developed a full product selection that the local field team could offer to the On-premise and Off- premise accounts.

RESULT

The response was overwhelmingly positive that Pernod Ricard field teams around the country also jumped on this activation to offer to their local markets with sponsorship opportunities.

Baltimore Ravens Program.

Counter Clings

Floor Decals, Pins and Penants

Flag and Table Tent

Digital

Posters

Case Card, Shelf Talker and Rug

Locker Display with Cast Tuckers

Barrel Display with Topper

Window and Door Clings

Expanded Pro Sports Partnerships.

Jameson Irish Whiskey

From the original Ravens program, our design elements were populated across 13 different markets. That’s over 400 individual assets.

Technology and Implementation.

Technology Made to Fit You.

We do not believe in one size fits all technology. Our technology and teams provide customizations and features to integrate with your business, simplify purchasing, and reflect your brand.

WE OFFER:

• In- House Teams

• Purchasing Options

• Reporting

• Integrations

• Data Security

BEMAGENTA.COM

POPULAR CUSTOMIZATIONS

Integrations:

• Single Sign On

• cXML Punch-out to procurement systems

• Social Logins

• Social Media Feeds

• API Ready

Purchasing:

• Coupons

• Gift Certificates

• Order Approval Process

• Budgets

• Multiple Payment Options

Brand:

• Customized Design

• Dynamic Product Customization

• Dynamic Logo Selection

• Dynamic Custom Projects Forms

Full Service Solutions In Action: T-Mobile

We have a 16 year relationship with T-Mobile and have grown into a strategic partner providing a full-service solution to streamline processes, amplify their brand and engage their audiences.

This includes a retail gear store, a uniform program, and custom merchandise for client events - resulting in over 300K orders delivered in the last five years.

Direct to Consumer Services Include:

Social

Media Content

Photoshoots

Customer Service

Bacardi World Cup Jerseys

and Scarves.

Digital Case Study

To commemorate World Cup 2022, Bacardi produced a series of team jerseys paired with their native brands. HALO developed a “Flash” online store to collect orders, open only for one week.

The response was overwhelming and the merch continues to anchor the many Bacardi sponsored events.

Communication is Key.

Communication is critical. We believe in 100% transparency with real-time visibility and status of the implementation.

Implementation Team

WEEKLY CHECK INS

A call with key stakeholders and projects teams from both sides

• High-Level Schedules

• Deliverables and Decisions

• Account Coordinators

MASTER SCHEDULE

A web-based Gantt chart (frequently in Smartsheet) is shared between the teams and shows all actions, technical and non-technical, with owners and deliverable dates.

SCOPE DOCUMENT

This document details the functionality, business requirements and project components. If scope changes throughout the project, we will revise this document with a change order and resubmit for your review and approval.

Your project team is led by the Implementation Project Manager and is supported by a crosscollaborative team of subject matter experts.

WEB PRODUCT SPECIALIST PROGRAM ACCOUNT MANAGER

MERCHANDISER

CREATIVE DIRECTOR MARKETING SPECIALIST

GLOBAL TRADE ANALYST ACCOUNT MANAGER DROPSHIP

IMPLEMENTATION PROJECT MANAGER

Dream Big. Break Through.

Appendix.

Case Study Volkswagen.

We have a 20+ year relationship with Volkswagen Group working with Volkswagen, Audi and VW Credit, Inc. We promote the VW driver culture through our DriverGear retail store and NEXTgenVW sales incentives and service award platform.

Our teams work as an extension of the Volkswagen Marketing, Sales, Brand and Operations teams, providing:

•Employee Recognition

•Sales Incentive Pacing and Payouts

•Business Intelligence Insights

•Gamification and Badging

•Leaderboards

•Custom Products

•Retailer Concierge

•Enthusiast Events

•Customer Outreach

•Online Stores

•Workwear

Case Study Brooklyn Brewery.

Brooklyn Brewery customers eagerly wait for the release of Summer Ale’s first batch. It is the number one selling brand in their portfolio 4- 5 months out of the year and seen as a crossover craft beer with commercial appeal. Using our iconic blue water packaging we were tasked to create a brand new summer program to launch in NYC in spring and go national after Memorial Day weekend.

The list of deliverables ranged from On and Off-Premise displays with cross merchandise outlets, small convenience retail paper POS suites, branded merchandise and everything in between.

Case Study Brooklyn Brewery.

Case Study Brooklyn Brewery.

Case Study Brooklyn Brewery.

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums

SELECTED WORKS POS, Packaging, & Premiums