15th Annual ICR XChange Conference Book by ICR, LLC

2013

ICR XChange

15th Annual Conference

Corporate Communications Redefined

Sponsors

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

RETAIL Lisa Clyde Head of Retail (646) 855-3546 lisa.clyde@baml.com CONSUMER Brian Callaci Co-Head of Consumer (312) 869-6278 brian.m.callaci@baml.com Carl Stickel Co-Head of Consumer (646) 855-3990 carl.stickel@baml.com

Bank of America Merrill Lynch One Bryant Park New York, New York 10036 www.baml.com A Premier Financial Institution • Leading Global Corporate and Investment Bank delivering a full range of capital raising and strategic advisory solutions • Powerful Global Sales & Trading platform, serving as market maker in 2,800+ NASDAQ stocks and trading all NYSE listed names • World’s Leading Private Bank with total client assets of approximately $2.2 trillion • #1 Consumer Bank serving approximately 57 million U.S. consumers and small businesses

SPONSOR PROFILES

CONSUMER & RETAIL INVESTMENT BANKING LEADERSHIP David Russell Global Head of Consumer & Retail (646) 855-4166 david.russell@baml.com

Unparalleled Global Corporate & Investment Bank • Over 150,000 client relationships, including 97% of U.S. Fortune 500 and 85% of Global Fortune 500 companies • Top 2 Investment Bank globally based on fees earned since 2009 • Leading global M&A advisory practice • #2 underwriter of debt and equity capital globally based on fees earned over the last three years • Leading provider of treasury management services Best in Class Consumer & Retail Investment Banking Franchise • #1 in U.S. debt and equity underwriting over last 5 years • Leader in C&R equity, serving as lead-left bookrunner on the greatest number of transactions since 2009 • #1 leverage finance franchise YTD 2012, having lead-left bookrun the most deals in U.S. C&R sector • A top M&A advisor to the Consumer & Retail industry over the last five years • Over $30 billion of capital committed to the Consumer & Retail industry • Nearly 100 bankers worldwide dedicated to covering Consumer & Retail companies

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Ari Berger Managing Director (212) 526-7545 ari.berger@barclays.com Spencer Hart Managing Director (212) 526-7567 spencer.hart@barclays.com David Levin Managing Director (212) 526-8098 david.levin@barclays.com Ryan Mash Managing Director (212) 526-9294 ryan.mash@barclays.com Adam Rifkin Managing Director (212) 526-7116 adam.rifkin@barclays.com Andrew Taussig Vice Chairman & Managing Director (212) 526-2326 andrew.taussig@barclays.com Marco Valla Managing Director (212) 526-7620 marco.valla@barclays.com

Barclays 212.526.7000 745 7th Avenue New York, NY 10019 www.barcap.com

Company Description With over 300 years of history and expertise in banking, Barclays operates in over 50 countries, employs over 140,000 people and has the global reach, advisory services and distribution power to meet the needs of issuers and investors worldwide. • • •

SPONSOR PROFILES

RETAIL, APPAREL AND RESTAURANT INVESTMENT BANKING TEAM

Named by IFR as the 2011 “Global Investment Bank of the Year” Named “Best US Investment” Bank by Euromoney Awards for Excellence, July 2012 #1 NYSE Designated Market Maker on the New York Stock Exchange, responsible for 40% of NYSE-listed stocks 1

Unparalleled Retail, Apparel and Restaurant Investment Banking Barclays’ Retail, Apparel and Restaurant Investment Banking team has maintained a consistent commitment to the sector with dedicated professionals who have worked together for over 15 years. Located across the globe (principally in New York, London, Hong Kong and Singapore), the team has a history of advising companies regarding M&A / strategic opportunities and assisting clients with their financing needs in the debt and equity markets. The Group has a proven track record and reputation for creative and thoughtful advice, as evidenced by many longstanding relationships with companies within every niche of the Retail, Apparel and Restaurant sector. • •

#1 ranked Underwriter of Retail, Apparel, and Restaurant Financings 2 #1 ranked Strategic/M&A Advisor of Retail, Apparel and Restaurant Transactions 3

Representative transactions in the US include: M&A / Strategic Advisory: • adidas • • Charming Shoppes • • CVS Caremark •

David’s Bridal Foot Locker G-III Apparel

• • •

Justice Holdings PVH Savers

• • •

Staples Tory Burch Walmart Stores

• •

Mattress Firm Michaels Stores

• •

Sally Beauty Vitamin Shoppe

Leveraged Finance / Securitization: • BJ’s Wholesale • Domino’s • Burger King • Dunkin’ Brands • Container Store • HSN • David’s Bridal • Jo-Ann Stores

• • • •

Michaels Stores Party City PF Chang’s Savers

• • •

Sonic Supervalu Yankee Candle

Investment Grade Debt: • CVS Caremark • • JCPenney •

• •

Target Walmart Stores

IPOs / Follow-on Equity / Convertible Debt: • Dunkin’ Brands • Five Below • Dollar General • Iconix • Express

1. 2. 3.

Safeway Staples

Source: NYSE, H1 2012. Source: Barclays Capital; US transactions, 1/1/2005 to 9/30/12. Source: Barclays Capital; US transactions, 1/1/2006 to 9/30/12.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Dominic C. Rispoli Managing Director, Co-Head of Consumer & Retail Investment Banking 212.849.3940 drispoli@canaccordgenuity.com

Canaccord Genuity 101 Montgomery Street, Suite 2000 350 Madison Avenue, 11th Floor San Francisco, CA 94104 New York, NY 10017 415.229.7171 212.849.3900 www.canaccordgenuity.com

Company Description The Consumer & Retail franchise at Canaccord Genuity is built on the foundation of identifying sectors and companies benefiting from powerful demographic and sociographic trends that address growth areas in the consumer economy. We believe that consumer and retail companies that address these trends are capturing an increasing share of the consumer’s wallet and are emerging as growth channel leaders.

SPONSOR PROFILES

Rodney J. Clark Managing Director, Co-Head of Consumer & Retail Investment Banking 415.229.0680 rjclark@canaccordgenuity.com

Our Consumer Product expertise is built around our distinct Healthy Living focus that we have evolved over two decades. Companies in this area benefit today from innovation and expanding consumer recognition due to: aging demographics, growing obesity rates, rising healthcare costs, increasing consumer education levels and a favorable regulatory environment. Many of these companies also benefit from their environmentally and socially responsible characteristics. Our Consumer Product franchise includes coverage of companies within the natural and organic food & beverage, functional food & beverage, nutritional supplement, healthy ingredient, direct selling, infant, recreation, outdoor and apparel industries. Our Retail focus encompasses many of the leading growth companies by retail channel in the U.S. and Canada. This breadth of coverage, spanning apparel, footwear, luxury, home furnishings, sporting goods, food, discounters, among other retail segments, enables us to continuously monitor consumer spending habits and trends. Having a holistic viewpoint across the consumer landscape allows us to leverage our research capabilities to identify emerging trends while still in their nascent stages.

Our Business is Consumer Products and Retail. Our Approach is Global. Canaccord Genuity is focused on the corporate finance needs associated with middle market growth companies in the United States, Canada, Europe, Australia and Asia. We are structured to provide your company with a full range of global investment banking services, including corporate finance, research, sales and trading. Our thematic research focusing on companies around the world provides our firm with unique access to growth investors. This focus has driven our success in executing public and private financings with over $25.1 billion raised in 375 transactions in 2011. Mergers and acquisitions are core to the strategies of high growth companies, and we advised on 29 transactions in 2011, worth over $9.6 billion. We are well positioned among the top middle market M&A advisors. Our industry and M&A bankers have the high level contacts and proven execution capabilities to drive shareholder value. In addition to our capabilities associated with the NASDAQ and NYSE, we are one of the only growth focused U.S. investment dealers licensed to advise and list companies on the London Stock Exchange, London’s Alternative Investment Market (AIM), the Toronto Stock Exchange and the Toronto Venture Exchange. Canaccord Genuity is a trusted, key advisor to companies across the consumer sector and around the world. Our team is available to talk with you about our corporate finance services and particular focus in this diverse sector. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

INVESTMENT BANKING

EQUITY RESEARCH Deborah Weinswig, MD Broadlines & Food and Drug Deborah.weinswig@citi.com Greg Badishkanian, MD Leisure/Restaurants Gregory.r.badishkanian@citi.com Wendy Nicholson, MD Household/Personal Care/Beverages Wendy.nicholson@citi.com David Driscoll, Dir. Food David.c.driscoll@citi.com Kate McShane, Dir. Apparel/Footwear/Hardlines Specialty Retail Kate.mcshane@citi.com Susan Anderson, VP Apparel/Footwear Susan.anderson@citi.com Vivien Azer, VP Tobacco/Beverages Vivien.azer@citi.com Oliver Chen Specialty Retail Softlines and Luxury Oliver.chen@citi.com Alvin Concepcion Restaurants Alvin.c.concepcion@citi.com

CORPORATE ACCESS Carissa Brody, Dir. Armando Lopez, Dir.

Citi 388 Greenwich St. New York, NY, 10013 212-816-5000 www.citi.com

The Leading Global Bank Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services and wealth management.

SPONSOR PROFILES

Rich Moriarty, MD Group Head (212) 816-7545 richard.moriarty@citi.com Chip Cammerer, MD (212) 816-3524 richard.cammerer@citi.com Marni McManus, MD (212) 816-7461 marni.mcmanus@cit.com Clay Hale, MD Head of Cons. Products ECM (212) 723-7379 clayton.hale@citi.com Dean Pimenta, Dir. (212) 816-6791 dean.pimenta@citi.com Vince Love, Dir. (212) 816-3748 vincent.love@citi.com

Foremost Corporate and Investment Bank Our Corporate & Investment Banking franchise is among the world’s foremost corporate and investment banks. It offers a full suite of strategic and financing products, services and advice to multinational and local corporations, financial institutions, governments and privately held businesses in more than 160 countries. With our strong local presence in many countries — Citi has been in some markets for more than 100 years — we use our country and sector expertise to lend money to our clients, help them raise capital and advise them on important transactions. Strength across Products (Global Consumer & Retail, 2012 YTD): • #2 in Investment Grade Corporate Issuance • #3 in Equity & Equity Linked Offerings • #5 in Leveraged Loan and High Yield Issuance Coordinated Global Coverage Team • 8 local offices with dedicated sector teams • 70 consumer & retail bankers worldwide Dedicated Capital Market Support • Handle over $2 billion of sector trading volume daily Global Corporate Access to Support the Stock in the Aftermarket The corporate access team is uniquely positioned to leverage the bank’s insight to help our corporate clients. In a recent survey of over 900 global IROs, Citi saw the largest increase in the percent of IROs (more than 8 percentage point increase) citing Citi as the top global marketing desk with almost 30% citing Citi as the top. We work closely with institutional sales, trading, and research and capital markets to understand the institutional investor landscape and provide shareholder analysis, real-time feedback, investor profiles, logistical support and planning for non-deal roadshows, field trips and reverse inquiry events. We also have a strong global portfolio of conferences which provide corporations and institutional investors an efficient means for conducting a large number of meetings in a short period of time. Contact carissa.brody@citi.com and Armando.michael.lopez@citi.com for details on the corporate access platform. Dedicated Global Consumer Research Franchise Providing Enhanced Insights • Almost 500 companies in 20 countries with more than 140 covered in the US • All of our Managing Director and Directors on the US consumer research team were II ranked in 2012 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Gavin O’Reilly (415) 646-7261 gavin.oreilly@cowen.com Aubrey Smith (415) 646-7246 aubrey.smith@cowen.com CONSUMER EQUITY RESEARCH Paul Westra Restaurants (646) 562-1352 paul.westra@cowen.com Faye Landes Apparel, Footwear & Textiles Broadlines/Specialty Retail (646) 562-1332 faye.landes@cowen.com Colin Guheen Food, Food Retail and Restaurants (646) 562-1325 colin.guheen@cowen.com John Kernan Retail and Footwear & Apparel (646) 562-1324 john.kernan@cowen.com CAPITAL MARKETS Len Sheer Head of Debt Capital Markets (646) 562-1250 len.sheer@cowen.com

Cowen and Company www.cowen.com New York Office 599 Lexington Avenue New York, NY 10022 (646) 562-1000

San Francisco Office 555 California Street San Francisco, CA 94104 (415) 646-7200

SPONSOR PROFILES

CONSUMER INVESTMENT BANKING Geoff Flynn Head of Consumer Investment Banking (415) 646-7315 geoff.flynn@cowen.com

Cowen and Company offers industry focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Having raised billions in equity and debt capital and advised on numerous high profile strategic transactions for consumer companies, we are at the forefront of activity in the consumer growth sector. Our Consumer Investment Banking Group plays an active role in helping the boards and management teams of consumer growth companies fulfill their potential and navigate the challenges of today’s markets. Coupled with our deep industry expertise in financial and strategic advisory services and dominant aftermarket trading, we offer a full suite of products including private and public equity; high yield and mezzanine debt; convertible securities; and mergers & acquisitions advisory services. Our sector focus includes: • • • • • • • •

Restaurants Food Retail Food & Beverage Specialty Retail Broadlines Retail Footwear & Apparel e-Commerce Consumer Products

Focusing exclusively on consumer businesses, our experienced professionals understand the strategic positioning, brand value, unit economics and growth prospects of successful consumer companies. Our combined years of experience are brought to bear in the proper positioning of our clients’ stories. From traditional storefronts to marketdisrupting direct marketers, and established restaurant companies to fast-growing new concepts, we understand our clients’ needs and bring sharp insights and unrivaled execution to each transaction.

Grant Miller Head of Equity Capital Markets (646) 562-1164 grant.milller@cowen.com

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Credit Suisse 11 Madison Avenue New York, NY 10010 212.325.2000 www.credit-suisse.com

Credit Suisse AG Credit Suisse AG is one of the world’s leading financial services providers and is part of the Credit Suisse group of companies (referred to here as ‘Credit Suisse’). As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The group employs approximately 48,200 people. The registered shares (CSGN) of Credit Suisse’s parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York.

SPONSOR PROFILES

Elizabeth Matthews McCarthy Vice President 212.325.4753 Elizabeth.matthews@credit-suisse.com

Private Banking In Private Banking, Credit Suisse provides comprehensive advice and a broad range of wealth management solutions, including pension planning, life insurance products and wealth and inheritance advice, which are tailored to the needs of high-net-worth and ultra-high-net-worth individuals worldwide. In Switzerland, Credit Suisse supplies banking products and services to individual clients, corporates and institutions. Investment Banking In its Investment Banking business, Credit Suisse offers securities products and financial advisory services to users and suppliers of capital around the world. Operating in 57 locations across 30 countries, Credit Suisse is active across the full spectrum of financial services products including debt and equity underwriting, sales and trading, mergers and acquisitions, investment research, and correspondent and prime brokerage services. Asset Management In its Asset Management business, Credit Suisse offers products across a broad spectrum of investment classes, including hedge funds, credit, index, real estate, commodities and private equity products, as well as multi-asset class solutions, which include equities and fixed income products. Credit Suisse’s Asset Management business manages portfolios, mutual funds and other investment vehicles for a broad spectrum of clients ranging from governments, institutions and corporations to private individuals. With offices focused on asset management in 19 countries, Credit Suisse’s Asset Management business is operated as a globally integrated network to deliver the bank’s best investment ideas and capabilities to clients around the world. All businesses of Credit Suisse are subject to distinct regulatory requirements; certain products and services may not be available in all jurisdictions or to all client types.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company Description The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

SPONSOR PROFILES

The Goldman Sachs Group, Inc. 200 West Street New York, NY 10282 212-902-1000 www.gs.com

Our Business Investment Banking We provide a broad range of investment banking services to a diverse group of corporations, financial institutions, investment funds and governments. Services include advisory assignments with respect to mergers and acquisitions, divestitures, corporate defense activities, risk management, restructurings and spin-offs, and debt and equity underwriting of public offerings and private placements, as well as derivative transactions directly related to these activities. Investing & Lending We invest in and originate loans to provide financing to clients. These investments and loans are typically longer-term in nature. We make investments, directly and indirectly through funds that we manage, in debt securities, loans, public and private equity securities, real estate, consolidated investment entities and power generation facilities. Institutional Client Services We facilitate client transactions and make markets in fixed income, equity, currency and commodity products primarily with institutional clients such as corporates, financial institutions, investment funds and governments. We also make markets and clear client transactions on major stock, options and futures exchanges worldwide and provide financing, securities lending and prime brokerage services to institutional clients. Investment Management We provide investment management services and offer investment products (primarily through separately managed accounts and commingled vehicles, such as mutual funds and private investment funds) across all major asset classes to a diverse set of institutional and individual clients. We also offer wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 â&#x20AC;&#x201C; 17, 2013

Terry Gardner COO, ITG Investment Research Managing Director, ITG Terry.Gardner@itg.com Mike Marrale Managing Director, ITG Head of Research Sales 212.444.6356 Michael.Marrale@itg.com

SPONSOR PROFILES

Tony Berkman CEO, ITG Investment Research Managing Director, ITG Tony.Berkman@itg.com

ITG Investment Research 380 Madison Avenue New York, NY 10017 212.444.4220 www.itg.com

Hindsight’s only 20/20. With proprietary web harvesting and exclusive data, ITG helps you develop alpha-generating ideas by analyzing millions of data points to identify emerging trends—before traditional equity research knows which way to look. ITG has revolutionized the financial research business with innovative proprietary methods and tools for accessing real-time data. Through exclusive relationships with industry data providers and proprietary Web harvesting technology we generate fresh insights from superior analysis of billions of data points. ITG does not issue buy-sell recommendations. Our sole mission is to give you market insight to stay ahead of the Street, make smarter investment decisions, and improve your performance. Our innovative data-driven methodologies produce useful insights, reveal hidden drivers, and zero in on soon-to-break opportunities with every up-to-the-minute report we publish. Our coverage includes over 300 companies within: Airlines, Cable & Satellite, Casinos, Consumer Technology, Cruise Lines, Deep Discounters, Energy, Grocers, Hardline Retail, Internet (China and Intl), Lodging, Macro Economy, Medical Technology, Online Gaming (China), Real Estate, Restaurants, Softline Retail, Telecom, and Video Games. ITG (NYSE: ITG) is an independent research and execution broker that partners with global portfolio managers and traders to provide unique data-driven insights throughout the investment process. From investment decision through settlement, ITG helps clients understand market trends, improve performance, mitigate risks, and navigate increasingly complex markets. ITG is headquartered in New York with offices in North America, Europe, and Asia Pacific.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

CONSUMER & RETAIL INVESTMENT BANKING

EQUITY CAPITAL MARKETS

Charles Mather Managing Director & Group Co-Head cmather@janney.com 212.829.3831

EQUITY RESEARCH

Jonathan Feeney, CFA Managing Director, Food & Beverage jfeeney@janney.com 215.665.6679 Mark Kalinowski Director, Restaurants mkalinowski@janney.com 212.940.6997 Brian McGill Managing Director, Gaming & Lodging bmcgill@janney.com 212.940.6997 Shawn Milne Managing Director, E-commerce & Interactive Entertainment smilne@janney.com 415.981.9539 Mitchell Pinheiro, CFA Managing Director, Food & Beverage mpinheiro@janney.com 215.665.6280 John San Marco Vice President, Household & Personal Care jsanmarco@janney.com 646.840.4607 David Strasser Managing Director, Retail – Hardlines dstrasser@janney.com 646.840.4609 Adrienne Tennant Managing Director, Retail – Softlines atennant@janney.com 202.499.4493 Eric Tracy Managing Director, Branded Apparel, Footwear, and Retail etracy@janney.com 202.955.4340 Tony Wible, CFA Managing Director, Media & Entertainment twible@janney.com 908.470.3160

Janney Montgomery Scott LLC www.janney.com Philadelphia (Headquarters) 1717 Arch Street Philadelphia, PA 19103

New York 575 Lexington Avenue New York, NY 10022

Overview Janney Montgomery Scott LLC is a leading full-service investment banking and financial services firm serving corporate, institutional, governmental agency and individual clients. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company, one of the largest mutual insurance companies in the United States. Established in 1832, Janney is headquartered in Philadelphia and has Capital Markets offices in Philadelphia, New York, Boston, Chicago, Dallas, San Francisco, Washington D.C. and Menlo Park, as well as over 100 Private Client offices in 18 states.

SPONSOR PROFILES

Mark Belford Managing Director & Group Co-Head mbelford@janney.com 212.829.3937 John Lindeman Managing Director & Group Co-Head jlindeman@janney.com 215.665.6302 John Damian Director jdamian@janney.com 215.665.4451 Daniel Shea Vice President dshea@janney.com 212.829.3925

Investment Banking Janney’s Investment Banking practice is core to the firm’s Capital Markets platform which includes Equity Sales & Trading, Research, and Fixed Income. Combined, our Capital Markets professionals deliver thoughtful strategic advice, superior transaction execution and long-term institutional support to clients in the Consumer & Retail, Technology, Infrastructure and Financial Institutions sectors. Janney’s Consumer & Retail group has extensive experience in the following sectors: • • • •

Specialty Retail – Softlines Specialty Retail – Hardlines Apparel and Footwear Consumer & Household Products

• • • •

Food & Beverage Restaurants Healthy & Active Lifestyle E-Commerce

Equity Research Janney’s 28 senior research analysts provide insightful, high-impact analysis on over 400 companies in the Consumer & Retail, Technology, Infrastructure and Financial Institutions sectors, as well as Fixed Income Strategy and Technical Analysis. Approximately 35% of companies under coverage have a market capitalization of $1.0 billion or less, with 37% having market caps between $1.0 billion and $5.0 billion and the remaining 28% over $5.0 billion.

Recent Consumer & Retail Transactions $9,849,900

Undisclosed

$109,725,499

$85,500,000

Common Stock Follow-on Offering

Common Stock Initial Public Offering

has sold certain assets to

Common Stock PIPE

$58,173,000

$213,000,000

has been acquired by

Lead Financial Advisor

Advisor to Seller

Co-Manager

Advisor to Seller

October 2012

September 2012

May 2012

March 2012

November 2011

September 2011

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Group Head & Managing Director 704.943.7401 jwalsh@jefferies.com Michael Collinson Managing Director +44 (0)20 7029 8377 mcollinson@jefferies.com Robert Foster Managing Director +44 (0)20 7029 8029 rfoster@jefferies.com Grant Rice Managing Director 312.750.4461 grice@jefferies.com John Tibe Managing Director 704.943.7419 jtibe@jefferies.com Steve Tricarico Managing Director 704.943.7420 stricarico@jefferies.com Richard Yang Managing Director +852 3743 8725 ryang@jefferies.com

New York (Headquarters) 520 Madison Avenue New York, NY 10022

Charlotte 4201 Congress Street, Suite 350 Charlotte, NC 28209

Jefferies, the global investment banking firm, has served companies and investors for over 50 years. Headquartered in New York, with offices in more than 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. With 3,800 employees worldwide, Jefferies has experienced significant growth in capabilities. The firm provides research and execution services in equity, fixed income, foreign exchange, futures and commodities markets, and a full range of investment banking services including underwriting, merger and acquisition, restructuring and recapitalization and other advisory services. Jefferies Consumer & Retail Group has a track record of structuring complex transactions for consumer companies by providing a full suite of products and innovative financial advisory solutions. Our dedicated coverage team is comprised of 29 professionals globally located in Charlotte, Chicago, London, Hong Kong and New York. In 2012, our group announced or completed 42 Debt or Equity transactions valued over $17 billion and 14 Advisory transactions valued over $15 billion.

Recent Jefferies Consumer & Retail transactions include: Equity: Amira Foods, Bloomin’ Brands, Chuy’s, Five Below, Francesca’s Collections, Manchester United, Michael Kors, Roundy’s Supermarkets, Susser, Tumi and Vector Group

MERGERS AND ACQUISITIONS

Leveraged Finance: 5-Hour Energy, AJE Group, Arctic Glacier, Baker & Taylor, BJ’s Wholesale Club, Caribbean Restaurants, Carrols Restaurant Group, Checkers DriveIn Restaurants, China Fishery, Conn’s, DS Waters, Grupo Famsa, Five Below, Fogo de Chao, Garden Ridge, Grupo Elektra, IDQ USA, Landry’s, Mastro’s Restaurants, Morton’s Restaurant Group, Nixon, Ollie’s Bargain Outlet, Payless ShoeSource, Serta Simmons Holdings, Spectrum Brands and Sprouts Farmers Market

Abid Rizvi Managing Director 212.284.4693 arizvi@jefferies.com

Advisory: Benihana, Central European Distribution Corp., Coca-Cola Hellenic Bottling Company, Dairy Crest, Dreams, DS Waters, Earth Fare, Fogo de Chao, Nixon, O’Charley’s, Ollie’s Bargain Outlet, Reddy Ice, Shearer’s Foods and Zumba Fitness

Dave Koren Senior Vice President 212.336.7452 dkoren@jefferies.com

SPONSOR PROFILES

CONSUMER & RETAIL INDUSTRY COVERAGE Jefferies Jefferies.com Jim Walsh

LEVERAGED FINANCE Rick DiDonato Managing Director 212.336.7213 rdidonato@jefferies.com

EQUITY CAPITAL MARKETS Mike Bauer Managing Director 212.323.7663 mbauer@jefferies.com

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

(212) 622-0095 erik.r.oken@jpmorgan.com

Brit Bartter Vice Chairman of Investment Banking, Consumer

(312) 732-4216 brit.j.bartter@jpmorgan.com

Jamie Grant Vice Chairman of Investment Banking, Consumer

(212) 622-2161 james.m.grant@jpmorgan.com

J.P. Morgan 383 Madison Avenue New York, New York 10179 www.jpmorgan.com JPMorgan Chase & Co. is a leading global financial services firm and one of the largest banking institutions in the U.S., with $2.3 trillion in assets and operations worldwide. We are a leader in investment banking, commercial banking, financial services for consumers and small businesses, financial transaction processing, asset management, and private equity. The world’s most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states, and municipalities entrust us with their business in more than 100 countries.

Rick FlorJancic Managing Director, Retail

(214) 965-2608 rick.florjancic@jpmorgan.com

Within the Corporate & Investment Bank, we have a dedicated consumer and retail coverage team comprised of more than 130 professionals in New York, Dallas, Chicago, Los Angeles, San Francisco, London, India, Hong Kong, Tokyo, Sydney, and Singapore. While J.P. Morgan has advised on some of the largest acquisitions and financings in the sector, we are acutely focused on serving emerging growth companies; more than 70% of our clients are under $1 billion in size.

Greta Kessel Managing Director, Consumer & Retail

With leadership positions across all Investment Banking products, including equity, debt, and mergers and acquisitions, we provide each client with unbiased advice and comprehensive strategic and financial solutions. In the period 2011-2012YTD, we are the:

(310) 860-7201 greta.kessel@jpmorgan.com Matthew Chlystek Executive Director, Consumer

(312) 732-3242 matthew.p.chlystek@jpmorgan.com Barrett Frankel Executive Director, Consumer

(212) 622-2192 barrett.frankel@jpmorgan.com Nikolas Johnston Executive Director, Retail

(212) 622-1812 nikolas.m.johnston@jpmorgan.com Cem Koray Executive Director, Consumer

(212) 622-1873 cem.koray@jpmorgan.com Peter Kuhn Executive Director, Consumer & Retail

(415) 315-8777 peter.b.kuhn@jpmorgan.com Jack LaGere Executive Director, Retail

(214) 965-3229 jack.c.lagere@jpmorgan.com Rohit Singh Executive Director, Retail

• • •

SPONSOR PROFILES

Erik Oken Head of Consumer & Retail

#1 bookrunner of U.S. equity and equity-linked offerings and #1 bookrunner of U.S. consumer and retail equity and equity-linked offerings #1 bookrunner of U.S. consumer and retail syndicated loans, investment grade bonds, and high yield bonds #2 advisor of U.S. consumer and retail mergers and acquisitions

Recent J.P. Morgan bookrun/led consumer and retail transactions: • IPOs: WhiteWave Foods, Manchester United, Bloomin’ Brands, Tumi, Annie’s, Roundy’s, Michael Kors, Chow Tai Fook, Dunkin’ Brands, Francesca’s Collections, Salvatore Ferragamo, GNC, The Fresh Market, SodaStream, rue21, Dollar General, Vitamin Shoppe, Ulta, Burger King • Follow-on offerings: Tumi, Michael Kors, Annie’s, Dollar General, Ulta, Francesca’s Collections, Dunkin’ Brands, GNC, The Fresh Market, SodaStream, Vitamin Shoppe, Polo Ralph Lauren, Nu Skin, Sanderson Farms, rue21, Liz Claiborne, Energizer, Tyson Foods • Equity advisory: Coach’s Hong Kong listing by introduction • Investment grade debt: Macy’s, Mars, ConAgra, Walgreens, Proctor & Gamble, Altria, Campbell Soup, Target, Tyson Foods, Kraft Foods, McDonalds, PepsiCo, Wal-Mart, The Home Depot, Best Buy, Colgate-Palmolive, Kellogg, McDonald’s, H.J. Heinz, Gap, Safeway • Leveraged finance: Jo-Ann Fabric & Craft Stores, Wolverine Worldwide, Michaels Stores, ServiceMaster, Constellation, National Vision, Toys “R” Us, Dollar General, Ascena Retail Group, Levi Strauss, The Container Store, Warnaco, SRAM, U.S. Foodservice, Limited Brands, Savers, Burlington Coat Factory, Claire’s Stores, Del Monte, PETCO, Dunkin’ Brands, Burger King, Bass Pro Shops, Central Garden & Pet, Hanesbrands • M&A advisory: Warnaco on sale to PVH, Signet on acquisition of Ultra, Yard House USA on sale to Darden Restaurants, J.C. Penney on sale of non-core assets, Fogo de Chão on sale to Thomas H. Lee Partners, White Rock Distilleries on sale to Beam, Midas on sale to TBC, Fossil on acquisition of Skagen Designs, Bally Total Fitness on sale to LA Fitness, Clorox on evaluation of offer from Carl Icahn and sale of Armor All and STP brands, HauteLook on sale to Nordstrom, Jo-Ann Stores on sale to Leonard Green, Bumble Bee on sale to Lion Capital, Wal-Mart on acquisition of Massmart, Corn Products on acquisition of National Starch

(212) 622-4241 rohit.singh@jpmorgan.com

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

CONSUMER & RETAIL GROUP INVESTMENT BANKING Andrew Vollmer Managing Director (216) 689-4556 avollmer@key.com Head of Consumer & Retail

David Galper Managing Director (212) 424-1818 david.galper@key.com Retail & Apparel Healthy & Active Lifestyles Brad Swanson Managing Director (770) 510-2161 brad.swanson@key.com Restaurants & Foodservice Jay Masurekar Vice President (216) 689-0867 jmasurekar@key.com Gaming; Travel & Internet Services

KeyBanc Capital Markets Inc. 127 Public Square Cleveland, OH 44114 www.key.com/kbcm

KeyCorp KeyCorp (NYSE: KEY) is one of the largest bank-based financial services companies in the country, with assets of $ 86.5 billion as of June 30, 2012. Key companies provide investment banking, retail and commercial banking, consumer finance, and investment management products and services to companies and individuals throughout the United States. KeyBanc Capital Markets, a unit of KeyCorp, has nearly 500 professionals and provides comprehensive investment banking services to emerging growth and middle market companies. Through deep industry expertise and strong execution capabilities, we deliver strategic advisory, capital markets and corporate banking solutions to clients in the Consumer & Retail, Energy, Industrials, Healthcare, Basic Materials and Real Estate sectors.

Alex Teeter Vice President (216) 689-3986 ateeter@key.com Home Environment

With 29 senior equity research analysts covering more than 500 companies, KeyBanc Capital Markets offers insightful, high-impact research on middle market companies in sectors that form the core of the U.S. economy. Approximately 80% of covered companies have a market capitalization below $5 billion.

EQUITY RESEARCH

Consumer & Retail Investment Banking We are a leading investment bank serving growth companies in the Consumer & Retail industry and have over $2 billion of capital committed to clients in the space. Our team, which consists of more than 20 professionals, has experience in all areas of the sector, including: • Healthy & Active • Retail & Apparel • Food & Beverage • Gaming • Restaurants & Foodservice • Home Environment • Consumer Products • Travel & Leisure

Scott Hamann Vice President (216) 689-0228 shamann@key.com Active & Outdoor; Leisure Akshay Jagdale Vice President (917) 368-2317 ajagdale@key.com Food & Beverage Chris O’Cull Analyst (615) 369-0619 cocull@key.com Restaurants Bradley Thomas, CFA Director (917) 368-2216 bthomas@key.com Retail Hardlines Todd Thomas Vice President (917) 368-2286 tthomas@key.com Retail REITS

SPONSOR PROFILES

Glen Clarke Managing Director (312) 730-2701 gclarke@key.com Food & Beverage

We provide a wide range of solutions to corporate and private equity clients, including the following transaction types: • • • • • •

Public and Private Equity Offerings Merger and Acquisition Advisory; Exclusive Sales and Divestitures Special Committee and Board Advisory Public and Private Debt Offerings Leveraged Finance, Loan Syndications and Trading Traditional Corporate Banking Products

Edward Yruma Director (917) 368-2394 eyruma@key.com Retail Softlines; Apparel

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

CONSUMER, FOOD & RETAIL BANKING TEAM NEW YORK Jeff Cohen

212.632.6894 jeff.cohen@lazard.com 212.632.1885 maxence.de_gennaro@lazard.com Tim George

212.632.6201 tim.george@lazard.com Alexander Hecker

212.632.2665 alexander.hecker@lazard.com Dan Motulsky

212.632.6184 dan.motulsky@lazard.com LOS ANGELES Simon Furie

310.601.3434 simon.furie@lazard.com Pranav Popat

310.601.3431 pranav.popat@lazard.com LAZARD MIDDLE MARKET LLC David Solomon

Lazard Frères & Co. LLC 30 Rockefeller Center New York, NY 10020 212.632.6000 www.lazard.com Lazard, one of the world’s preeminent financial advisory and asset management firms, operates from 42 cities across 27 countries in North America, Europe, Asia, Australia, the Middle East and Central and South America. With origins dating back to 1848, the firm provides advice on mergers and acquisitions, strategic matters, restructuring and capital structure, capital raising and corporate finance, as well as asset management services to corporations, partnerships, institutions, governments, and individuals. Lazard has a business alliance with Lazard Capital Markets LLC (“LCM”). LCM is a full service brokerdealer with deep domain expertise in the Apparel & Footwear, Hospitality, Restaurant, Retail, Basic Materials, Energy, Healthcare, Industrials, Media and Technology sectors. LCM has offices in seven U.S. cities and London, and a team of over 100 professionals focused on institutional equity, convertible bond and fixed income sales and trading. LCM’s equity research department provides research on more than 380 companies. Lazard’s success results from its focus on providing clients with superior advice and developing creative solutions to address complex problems. This philosophy is embedded in Lazard’s emphasis on competing through intellectual rather than financial capital. Lazard prides itself on its global reach, while at the same time maintaining a distinct local market presence. Lazard’s global Consumer, Food & Retail Group has longstanding relationships with a broad spectrum of market leading companies and has advised on a wide range of transactions in recent years, including:

312.928.7077 david.solomon@lazardmm.com

• •

Eric Roth

•

212.418.3225 eric.roth@lazardmm.com Kevin Janicki

612.371.6517 kevin.janicki@lazardmm.com EQUITY CAPITAL MARKETS Graham Powis

212.632.6605 graham.powis@lazard.com ALTERNATIVE CAPITAL FINANCE Richard Gormley

212.632.6021 richard.gormley@lazard.com Eric Helenek

212.632.1580 eric.helenek@lazard.com

SPONSOR PROFILES

Maxence de Gennaro

• • • • • • • • • • • • • • • • • • • •

Anheuser-Busch InBev’s acquisition of Grupo Modelo Coca-Cola Enterprises’ sale of its North American bottling operations to The Coca-Cola Company Walgreens’ acquisition of 45% interest in Alliance Boots, with an option to acquire the remaining 55% Sara Lee’s spin-off and Euronext Amsterdam listing of D.E. Master Blenders 1753 Carrefour’s sale of its business in Columbia to Cencosud 99 Cents Only’s sale to Ares, CPP and the Schiffer/Gold Family Delhaize’s acquisition of Delta Maxi Barnes and Noble’s strategic investment made by Liberty Media OPI Products’ sale to Coty Quiznos’ restructuring (advisor to creditors) The Yucaipa Companies’ restructuring of Barneys New York Oriental Trading Company’s sale to Berkshire Hathaway Silpada Designs’ sale to Avon Products L’Oreal’s acquisition of Pacific Bioscience Laboratories Nestle’s acquisition of Prometheus Laboratories Ruby Tuesday’s high yield offering Callaway Golf’s convertible perpetual preferred stock and note transactions Danone’s acquisition of Wockhardt’s nutrition business Ignite Restaurant Group’s IPO Golfsmith’s sale to OMERS (owner of Golf Town) Sundance’s sale to Brentwood Associates Power Equipment Direct’s sale to Ferguson, a Wolseley Company Bob Evans Farms’ acquisition of Kettle Creations

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Anthony Giuliano Vice President 212.298.4068 Anthony.Giuliano@nomura.com EQUITIES, US CORPORATE ACCESS Lori Arndt Managing Director 212.667.1494 Lori.Arndt@nomura.com Serena Ko Executive Director 212.667.9371 Serena.Ko@nomura.com Helen Ennis Vice President 212.667.1662 Helen.Ennis@nomura.com

Nomura Securities International, Inc. 2 World Financial Center Building B New York, NY 10281 Telephone: (212) 667-9000 Fax: (646) 587-1754 www.nomura.com Company Description Nomura is a leading financial services group and the preeminent Asian-based investment bank with worldwide reach. The firm provides a broad range of innovative solutions tailored to the specific requirements of individual, institutional, corporate and government clients through an international network in over 30 countries.

SPONSOR PROFILES

INVESTMENT BANKING Nicholas Forsa Managing Director 212.667.1585 Nicholas.Forsa@nomura.com

Based in Tokyo and with regional headquarters in Hong Kong, London and New York, Nomura employs over 27,000 staff worldwide. Its unique understanding of Asia enables the company to make a difference for clients through three business divisions: Retail, Asset Management and Wholesale. The Wholesale division spans Fixed Income, Equities, Investment Banking and other nonretail businesses in Japan, Asia-Pacific, EMEA and the Americas. The firm’s aim is to be consistently ranked among the world’s leading investment banks, to be globally competitive and to deliver sustainable profits in the areas in which it chooses to compete. Nomura’s clear strategy is centered on its truly global capabilities, nimble approach, targeted focus and the innovation of its people and ideas in partnership with clients. Nomura has a unique culture which is aligned to deliver profitable growth as its core objective. It has a clear strategy, driven by a new leadership team, to monetize its investments and increase productivity. It competes to win where it has a strategic advantage in terms of product knowledge and a deep understanding of the local market. Most importantly, Nomura has deep-seated relationships with some of the world’s most sought-after clients, not only in Japan where it commands dominant market share, but also with international clients who are increasingly turning to Nomura for its advice and proven capabilities. Nomura’s subsidiaries in the US include Nomura Securities International, Inc. (a member of SIPC) and Nomura Corporate Research and Asset Management Inc. For further information about Nomura, please visit www.nomura.com

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Michael Hoffman Global Group Head Consumer Investment Banking +1 612 303-6386 michael.j.hoffman@pjc.com Damon Chandik Managing Director Restaurants +1 650 838-1340 damon.s.chandik@pjc.com Arnold Holle Managing Director Consumer Europe +44 207 796-8429 arnold.l.holle@pjc.com John Twichell Managing Director Consumer M&A +1 650 838-1375 john.t.twichell@pjc.com Tosh Dhanalal Principal Hardlines and Specialty Retail +1 415 616-1849 santosh.x.dhanalal@pjc.com Matt Roghair Principal Food and Beverage +1 415 616-1836 matthew.d.roghair@pjc.com Stephen Rusch Principal Food and Beverage +1 212 284-9347 stephen.r.rusch@pjc.com Shaun Westfall Principal Consumer Products +1 415 616-1848 shaun.c.westfall@pjc.com

Piper Jaffray & Co. 800 Nicollet Mall Minneapolis, MN 55402 +1 612 303-6000 www.piperjaffray.com Piper Jaffray is a leading middle-market investment bank with more than 100 years of experience providing comprehensive advisory and capital markets services to growth companies worldwide. Our advisory teams provide unparalleled guidance to clients by combining deep product and sector expertise with ready access to global capital.

SPONSOR PROFILES

INVESTMENT BANKING CONSUMER CONTACTS

Investment Banking Piper Jaffray is the most active middle-market investment bank in our core focus sectors – consumer, business services, clean technology & renewables, healthcare, industrials and technology, media & telecommunications. Industry-focused professionals are experts in their field, delivering high-quality advice and solutions tailored to each client’s unique niche in the marketplace. Consumer Expertise The consumer sector is a vital part of our economy and remains a cornerstone franchise within Piper Jaffray. Our core team of senior bankers has remained intact at Piper Jaffray for more than a decade—with a shared commitment to client success. Our team specializes in seven key subsectors across the consumer landscape: • Apparel, footwear and softlines retail • E-commerce • Consumer products • Food and beverage • Hardlines retail • Restaurants • Distribution The Piper Jaffray consumer group offers a complete range of capital raising and advisory services, including: Equity, Debt and Convertible Underwritings: We are a leading underwriter of equity and equity-linked securities in the consumer sector, completing more than 100 transactions since 2002. Sell-Side and Buy-Side M&A Advisory: As a top-ranked middle-market M&A advisor, we have advised on more than 75 consumer transactions worth $14.5 billion since 2002. Private Placements: Our experienced team of professionals focus solely on private equity transactions for private companies to fund expansion, acquisitions and shareholder liquidity. Registered Direct Offerings and PIPEs: Our dedicated team maintains longstanding relationships with thought-leading investors to optimize stock allocation to the highest quality investors. Financial Restructuring: One of the premier advisors to financially distressed businesses, creditor constituencies and equity investors, we advise on optimal structures, securities, recoveries, returns and exit strategies. Corporate and Venture Services: Our committed team offers highly integrated trading and specialized investment services tailored to meet the specific needs of executive, corporate and venture capital clients.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

CONSUMER SENIOR BANKING TEAM Bob Berry Head of Consumer Investment Banking 617.624.7007 bob.berry@raymondjames.com

Morgan Ley Managing Director, Food, Lifestyle & Wellness 617.624.7077 morgan.ley@raymondjames.com Laura Provenzale Managing Director, Restaurants 415.616.8901 laura.provenzale@raymondjames.com Dan Fairweather Senior Vice President, Furniture & Furnishings, Pet Products and Packaging 617.624.7030 daniel.fairweather@raymondjames.com Robert Arnold Vice President, Restaurants 415.616.8902 rob.arnold@raymondjames.com Julian Cheng Vice President, Consumer Electronics and Consumer Brands 415.616.8903 julian.cheng@raymondjames.com Duncan Williamson Vice President 617.624.7060 duncan.williamson@raymondjames.com Mimi Ghosh Senior Associate +44.20.7597.5120 mimi.ghosh@raymondjames.com

CONSUMER EQUITY RESEARCH Bryan Elliott Managing Director Restaurants Sam Darkatch Managing Director Home & Building Products Budd Bugatch Managing Director Furniture & Furnishings Joseph Hovorka Senior Vice President Entertainment & Leisure, Gaming Dan Wewer Managing Director Hardline Retailers Benjamin P. Brownlow Associate Analyst Convenience Retail

RAYMOND JAMES www.rjconsumerbanking.com 225 Franklin Street, Suite 2200 Boston, MA 02110

One Embarcadero Center, Suite 650 San Francisco, CA 94111

OVERVIEW OF RAYMOND JAMES Raymond James • Full-service financial services firm with investment banking, equity research, institutional sales and trading, and asset management operations • Founded in 1962; public since 1983 (NYSE: RJF) • $3.3 billion in revenue; ~$5.1 billion market cap • Industry-focused, knowledge-driven approach, backed by highly-ranked equity research team • 21 North American investment banking and institutional sales offices • International operations in Alberta, Belgrade, Brussels, Buenos Aires, Düsseldorf, Geneva, Lausanne, London, Montevideo, Ontario, Paris, Quebec, Sao Paulo, Vaduz, Vancouver, Zurich • Growth company focus and orientation Equity Capital Markets • Powerful institutional and retail distribution capabilities • Over 230 investment banking professionals organized by industry and transaction specialty • Global institutional sales force with over 100 professionals • Bulge-bracket distribution capability • >25% institutional equity commissions from Europe • Over 6,500 retail financial advisors; offices in all 50 states • Ranked first in The Wall Street Journal’s quarterly research performance rankings more than any other firm since 1989 • Greenwich Associates ranked #2 in overall quality of analyst service • Raymond James named Middle Market Investment Bank of the Year by Buyouts Magazine in 2010 • Named among the 350 most admired companies in the world by Fortune magazine

SPONSOR PROFILES

Scott Lemone Managing Director, Retailing & Gaming 617.624.7076 scott.lemone@raymondjames.com

CONSUMER INVESTMENT BANKING GROUP • Fifteen investment bankers and six equity research analysts in Boston, Massachusetts; San Francisco, California; St. Petersburg, Florida; Atlanta, Georgia; New York, New York and London, U.K. • Senior investment banking personnel: • Boston – Bob Berry, Scott Lemone, Morgan Ley, Dan Fairweather, Duncan Williamson and Mimi Ghosh • San Francisco – Laura Provenzale, Robert Arnold and Julian Cheng • Services: Mergers & Acquisitions (buy & sell-side advisory, valuations and fairness opinions); Public Equity and Debt offerings; Private Placements of Equity and Debt; Divestitures; Recapitalizations and Restructurings • Longstanding relationships with extensive network of consumer industry focused equity sponsors • Global M&A reach outside of the United States through alliance with the London-based firm Investec plc CONSUMER SECTOR EXPERTISE • Apparel & Footwear • Beverages • Catalog & Specialty Distribution • Furniture & Furnishings • Gaming • Grocery Stores

• Health & Wellness • Household Products • Internet Retail • Leisure & Entertainment • Packaging • Personal Care Products

• Pet Products • Restaurants & Foodservice • Specialty Foods & Food Products • Specialty Hardline Retail • Value / Discount Stores

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Jason Abt (415) 627-3125 jabt@rwbaird.com Chris Harned (414) 765-3908 charned@rwbaird.com Owen Hart (415) 627-3273 ohart@rwbaird.com Andy Martin (704) 998-5760 amartin@rwbaird.com Brian McDonagh (704) 553-6611 bmcdonagh@rwbaird.com Nick Pavlidis (312) 609-4977 npavlidis@rwbaird.com

Robert W. Baird & Co. 777 East Wisconsin Avenue Milwaukee, WI 53222 888.224.7326 414.765.3912 www.rwbaird.com

Baird Consumer Team Offices Charlotte Frankfurt Chicago London Milwaukee Shanghai San Francisco

Company Description Baird is a capital markets, wealth management, asset management and private equity firm with offices and operating affiliates in the United States, Europe and Asia. Leveraging our deep expertise, our long-term focus and our belief that integrity is irreplaceable, we focus on great outcomes and how we achieve them for our individual, institutional, corporate and municipal clients. Based on equity capital, underwriting and M&A advisory activity, and the number of Financial Advisors and branch offices, Baird is one of the U.S.’s largest privately held securities firms headquartered outside New York. Our Research Department consists of more than 110 research professionals, including 40 senior analysts, covering over 675 publicly-traded companies. The consumer equity research team is comprised of six senior analysts covering more than 85 companies. Approximately 115 equity sales and trading professionals serve institutional investors in North America, Europe, Asia and Australia.

Joe Pellegrini (704) 998-5759 jpellegrini@rwbaird.com

Over 225 investment banking professionals in the U.S., Europe and Asia provide corporations with in-depth market knowledge and extensive experience in merger and acquisition and equity financing transactions.

Paul Rogalski (312) 609-4912 progalski@rwbaird.com

Baird’s Consumer Practice has a dedicated focus on:

Rob Rosenfeld (312) 609-4971 rrosenfeld@rwbaird.com Kurt Roth (312) 609-4689 kroth@rwbaird.com

SPONSOR PROFILES

U.S. SENIOR CONSUMER INVESTMENT BANKING TEAM

• • • • • •

Consumer Products and Services Food and Beverage Footwear and Apparel Leisure Products and Services Restaurants Retail

Chris Sciortino (312) 609-4923 csciortino@rwbaird.com

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

INVESTMENT BANKING CONSUMER GROUP

Ken Wasik Managing Director Consumer Products (212) 891-1777 ken.wasik@stephens.com Lee Anchin Senior Vice President Retail & Apparel (212) 891-1749 lee.anchin@stephens.com Sarah Gill Campbell Vice President Restaurants (501) 377-3491 sarah.campbell@stephens.com Irena Schmidt Vice President (212) 891-1745 irena.schmidt@stephens.com

EQUITY RESEARCH ANALYSTS Farha Aslam Managing Director Food & Agribusiness (212) 891-1778 faslam@stephens.com John Lawrence Managing Director Specialty Retailing (901) 821-7435 john.lawrence@stephens.com N. Richard Nelson, Jr. Managing Director Specialty Retailing (847) 563-5501 rnelson@stephens.com

Stephens Inc. www.stephens.com Little Rock Office: 111 Center Street Little Rock, AR 72201

New York Office: 65 East 55th Street, 22nd Floor New York, NY 10022

Founded in 1933, Stephens is a privately-held, independent financial services firm focused on becoming a trusted advisor to our clients in all aspects of their business and personal investments. We offer investment banking, money management, wealth management, securities underwriting, equity research and general securities brokerage and trading services to a broad client base of corporations, state and local governments, financial institutions, institutional investors and individual investors.

SPONSOR PROFILES

Christopher Huisinga Managing Director Head of Consumer Group Food, Agribusiness & Restaurants (212) 891-1763 chuisinga@stephens.com

After more than 75 years, we’re proud to say that a Stephens still runs Stephens Inc. — ensuring that the same values, character and commitment to our clients still guide everything we do. Because we don’t answer to outside shareholders, we’re free to focus on building long-term relationships and long-term value. Our investment bankers draw on the Stephens tradition of nurturing enduring relationships, providing unvarnished advice and leveraging our principal mentality. The Stephens investment banking consumer group specializes in providing advice on mergers and acquisitions, underwritings of public debt and equity securities, and private placements of debt and equity. This group maintains special focus and expertise in the following industry areas: • • • •

Consumer Products Food & Agribusiness Restaurants Retail & Apparel

Stephens Equity Research Analysts follow many of the companies operating in these same industry sectors. With a strong capital base and a wealth of experience, Stephens continues to build on a platform that is unique and becoming more so in today’s changing financial markets.

Eric Hollowaty Research Analyst Consumer Products & Services (847) 563-5516 eric.hollowaty@stephens.com Will Slabaugh Research Analyst Restaurants (501) 377-2259 will.slabaugh@stephens.com Wes Anderson Apparel, Accessories & Footwear (501) 377-3727 wes.anderson@stephens.com

Stephens Inc. Member NYSE, SIPC

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

The Consumer & Retail Investment Banking Group helps investors and middle market companies navigate through the opportunities and challenges within the consumer-focused economy. For more information on how we can help you, contact our consumer and retail professionals.

Murray Huneke Managing Director and Group Co-Head (415) 364-2528 hunekem@stifel.com Michael Kollender Managing Director and Group Co-Head (212) 847-6448 michael.kollender@stifel.com Rob Steele Managing Director (415) 364-2594 rsteele@stifel.com

Stifel Nicolaus Weisel www.Stifel.com 237 Park Avenue New York, NY 10017 (212) 847-6500

One Montgomery Street San Francisco, CA 94104 (415) 364-2500

Stifel Nicolaus Weisel Investment Banking Stifel Nicolaus Weisel is a full-service middle market investment bank serving clients in North America, Europe and Asia. We provide strategic advisory services to our clients that include initiating, structuring and negotiating mergers, acquisitions and divestitures as well as providing fairness opinions, valuation and restructuring services. We also raise public and private debt and equity for our clients through our institutional and retail brokerage network. The combination of a full-service product offering and our 250 bankersâ&#x20AC;&#x2122; deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.

Products & Services Asia Coverage Debt Capital Markets Equity Capital Markets Fairness Opinions Financial Sponsors & Venture Capital Coverage Mergers & Acquisitions

Consumer Industry Focus Apparel Consumer Products Consumer Services Food & Beverage Footwear Restaurants Retail

SPONSOR PROFILES

CONSUMER & RETAIL INVESTMENT BANKING

Private Client Group Origination Restructuring

Experienced M&A Advisor and Capital-Raising Partner* We have completed more than 3,124 public offerings, 914 M&A transactions and 408 private placements since 2000.

Michael Rozmus Director (212) 847-6435 michael.rozmus@stifel.com PRODUCT SPECIALISTS William McLeod Equity Capital Markets Senior Managing Director and Group Co-Head (415) 364-7112 bmcleod@stifel.com Steven Levy Mergers & Acquisitions Managing Director (212) 271-3746 slevy@stifel.com Matthew Allard Financial Sponsors Managing Director (212) 271-3735 mallard@stifel.com

*Dollar volume represents full credit to underwriter. All transaction announcements appear as a matter of record only. The information presented includes transactions effected and matters conducted by Stifel Nicolaus Investment Banking and its affiliates. Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp. are collectively referred to herein under the marketing name Stifel Nicolaus Weisel. *Unless otherwise indicated, information presented herein with respect to the experience of Stifel Nicolaus Weisel also includes transactions effected and matters conducted by the Capital Markets Division of Legg Mason Wood Walker, Inc. (acquired on December 1, 2005), Ryan Beck & Co., Inc. (acquired on February 28, 2007), Thomas Weisel Partners LLC (acquired July 1, 2010), and their respective affiliates.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 â&#x20AC;&#x201C; 17, 2013

Wells Fargo Securities Consumer & Retail Investment Banking www.wellsfargo.com/securities

Bill Blue Vice Chairman 704.383.3696

301 South College Street Charlotte, NC 28202

Brian Maier Vice Chairman 212.214.5276 Steve Coburn Managing Director 704.715.6174 Andy Cox Managing Director 704.715.7901 David Frank Managing Director 212.214.5424 Aviv Laurence Managing Director 212.214.5264 Kelly McPhilliamy Managing Director 704.715.7825 Chris Morris Managing Director 212.214.5494 Mike Phalen Managing Director 704.715.6505 Derik Miller Director 704.383.6123

375 Park Avenue New York, NY 10152

Company Description Wells Fargo Securities has a focused investment banking practice dedicated to serving the diverse capital raising and advisory needs of Consumer & Retail companies. With specialists in sectors including Retail & Apparel, Consumer Products, Restaurant & Grocery, Food & Beverage and Education Services, we use our strength, strategic thinking, and proven ability to execute transactions to help our corporate and institutional clients achieve their strategic and financial objectives.

SPONSOR PROFILES

John Hudson Group Head 704.383.0312

Broad Investment Banking & Capital Markets Solutions • Equity capital markets • Mergers & acquisitions/equity private placements • Debt capital markets (investment grade and non-investment grade) • Loan syndications • Interest rate, foreign exchange and commodity hedging Leading Investment Banking Platform • Largest bank by market capitalization • Market leader in: • Loan syndications • Asset-based loans • High yield bonds • Equities Focused Consumer & Retail Investment Banking Franchise • Over 30 dedicated Consumer & Retail professionals providing comprehensive strategic and financial advice • Over 50 Consumer & Retail public equity transactions since 2004 • Over 100 Consumer & Retail M&A transactions closed since 2004 • Top 3 non-investment grade finance franchise in Consumer & Retail • Largest portfolio of Consumer & Retail asset-based loans

Paula Olson Director 212.214.5492 Chris Withers Director 704.715.8591 Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, a member of FINRA, NYSE, NFA and SIPC, Wells Fargo Institutional Securities, LLC, a member of FINRA and SIPC, and Wells Fargo Bank, N.A. © 2012 Wells Fargo Securities, LLC. All rights reserved.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Jim Bertram Global Group Head +1 312 364 5426 jbertram@williamblair.com Tim Carroll Food & Broad Assortment Retail +1 312 364 8532 tcarroll@williamblair.com Adam Filkin Consumer Products +1 312 364 8077 afilkin@williamblair.com Paul Hindsley Fitness & Leisure +1 312 364 8576 phindsley@williamblair.com

William Blair & Company 222 West Adams Street Chicago, Illinois 60606 Phone: +1 312 236 1600 www.williamblair.com

Company Description William Blair’s investment banking group combines significant transaction experience, rich industry knowledge, and deep relationships to deliver successful advisory and financing solutions to our global base of corporate clients. We serve both publicly traded and privately held companies, executing mergers and acquisitions, growth financing, special situations and restructuring, and general advisory projects. This comprehensive suite of services allows us to be a long-term partner of our clients as they grow and evolve. Since 2010, more than 330 companies have trusted us to deliver more than $76 billion in investment banking transactions spanning more than 30 countries in 5 continents.

SPONSOR PROFILES

CONSUMER & RETAIL INVESTMENT BANKING

Since 2005, the Consumer & Retail Investment Banking Group has served as advisor, placement agent, or underwriter on 150 client engagements representing more than $61.4 billion in transaction value. Recent transactions are highlighted below.

Mike Siska Restaurants +1 312 364 5393 msiska@williamblair.com Brent Smith Food & Beverage +1 312 364 5392 bsmith@williamblair.com Chris Spahr Specialty Retail & Apparel +1 312 364 8118 cspahr@williamblair.com Beth Pickens Europe +44 207 868 4479 epickens@williamblair.com

We have investment banking offices in Bahrain, Beijing, Boston, Chicago, Frankfurt, Hong Kong, London, Mumbai, New York, San Francisco, São Paulo, Seoul, Shanghai, Tel Aviv, Tokyo, and Zurich. Please contact us to discuss the strategic and financial needs of your business or portfolio company. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

2013

Private Company Profiles

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Batteries Plus

Bluemercury, Inc.

www.bluemercury.com Bluemercury is widely recognized as the nation’s fastest growing beauty products and spa retail chain. We offer the world’s most innovative beauty products in a truly unique shopping experience. Bluemercury clients receive unparalleled technical product knowledge, expert advice and friendly service. Our teams would rather have clients leave the store with handfuls of samples, so that they can be sure to find products that work for them, rather than ever buy anything that is less than 100% right. Every day, we take hundreds of questions about skincare and makeup concerns and challenges. In addition to skincare, makeup, haircare, and fragrance products, clients can be pampered by our skincare experts in our locations’ spas. Our spas are home to the ultimate results-oriented treatments, including our world renowned oxygen facials, glycolic peels, waxing and microdermabrasion.

PRIVATE COMPANY PROFILES

www.batteriesplus.com Batteries Plus is the nation’s largest growing battery and light bulb franchise. Named by Franchise Business Review in its Top 50 list of franchisors with the highest overall franchisee satisfaction in 2012, and ranked as the #1 Retail Battery Franchise by Entrepreneur Magazine and AllBusiness.com, it has over 520 locations in 46 states and Puerto Rico. With access to more than 40,000 types of batteries, light bulbs and accessories, Batteries Plus has the widest selection of battery and light bulb products available and offers unmatched service to consumers, businesses and government entities at the national and local levels. Batteries Plus continues its reign as the undisputed leader in the expanding $30.7 billion U.S. battery replacement market and the growing $14 billion U.S. light bulb replacement market.

Bonobos, Inc.

www.bonobos.com Bonobos is a clothing company focused on delivering a well-targeted brand promise: world-class fit, an innovative shopping experience and an energetic brand spirit. Launched in 2007 on the Internet with its signature line of better-fitting men’s pants, Bonobos is now the largest apparel brand ever built on the web in the United States. In 2011 Bonobos extended offline, launching Bonobos Guideshops, an e-commerce showroom that delivers personalized, one-to-one service to those wanting to experience the brand in person. In 2012, Bonobos expanded its distribution partnering with Nordstrom, bringing Bonobos apparel into select doors nationwide and to Nordstrom.com. Bonobos was named “One of America’s Hottest Brands” by Advertising Age, “Best Men’s Pants” by New York Magazine, one of Inc. Magazine’s “20 Awesome Facebook Pages” and was awarded “Best Places to Work” by both Crain’s New York and Outside Magazine.

Edison Nation

www.edisonnation.com Edison Nation is a free community of investors, idea people and entrepreneurs. People from around the world use Edison Nation to get their innovations in front of retailers and manufacturers, to store and perfect their ingenious ideas, keep up with inventive friends, and learn what it takes to create and introduce a successful product into the market.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Fanatics, Inc.

FIN Branding Group, LLC

www.fincigs.com FIN, a family owned and operated company in the United States, exists to provide a better alternative to smoking through integrity and responsible business practices. We are committed to the ethical marketing of our e-cigarette products and our brand. FIN premium e-cigarette products are designed and manufactured with strict adherence to quality standards. Every aspect of our electronic cigarette products has been carefully considered and is backed by our guarantee. We do not manufacture sweet flavors that would appeal to children, nor do we encourage them to smoke. We strongly believe that if you don’t smoke, you shouldn’t smoke FIN.

PRIVATE COMPANY PROFILES

www.fanatics.com Fanatics, headquartered in Jacksonville, Florida, offers the largest selection of officially licensed team and league products found anywhere on the web. What began as two people with a passion for football has evolved into a team of employees fanatical about all sports and dedicated to bringing that excitement to other fans while providing the best shopping experience possible.

Golf Tech

www.thegolftech.com Golf Tech is staffed by dedicated professionals brought together in one place to satisfy the primary needs of any golfer’s game. Golf Tech offers professional golf supplies and elite indoor lessons with PGA certified instructors. Our golf supplies are one of a kind and come from the best suppliers in the industry. We sell many limited release products and run specials all of the time. Since 1988, golfers have come to us to increase their skill level and keep their game in top shape.

Harlem Globetrotters

www.harlemglobetrotters.com Harlem Globetrotters operates a sports team that plays basketball in the United States and internationally. Harlem Globetrotters began in 1926 as the Savoy Big Five. Now more than 85 years and 20,000 games later, the team has become one of the most recognizable franchises in sports.

HomeMade Pizza Co.

www.homemadepizza.com At HomeMade Pizza Co., we make really fresh, delicious food with things like flour, sugar, water, yeast and the finest ingredients. We work with local farmers because they’re our neighbors and they have great produce. Basically, we give people something that’s easy—something they can feel good about feeding family or friends. That’s it. That’s the whole story. It’s pretty straightforward, but the classics always are. Today, we have shops in Illinois and Washington, DC and a lot of nice customers who, thankfully, seem to like what we like. And every time we open our doors in a new spot, it reaffirms our original, deceptively simple hunch: making fresh, delicious food at home doesn’t have to be a big deal.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

IT’SUGAR

KOKO FITCLUB, LLC.

www.kokofitclub.com Koko is the perfect fusion of advanced technology and world class personal training. Men and women everywhere are enjoying the ease and simplicity of getting in shape at Koko FitClub. No more wasted time. No more wondering what to do. No more boredom. And no more “gym scene”. We’ve figured out how to make exercise fit you.

PRIVATE COMPANY PROFILES

www.itsugar.com IT’SUGAR owns and operates a network of candy stores in California, New Jersey, South Carolina, Florida, New York, Nevada, Virginia, the United Kingdom, and the United Arab Emirates. It also markets candies, apparel, pillows, electronics, and gifts online. The company is based in Boca Raton, Florida.

MAKE MEANING, INC.

www.makemeaning.com Make Meaning, Inc. operates as a retail store that offers arts and crafts products. The company was founded in 2011 and is based in New York, New York.

Mealey’s Furniture

www.mealeysfurniture.com In 1970, Mealey’s Furniture opened the doors to its first store in Northeast Philadelphia. Since that time we have grown to six convenient furniture showrooms located in Whitehall PA, Devon PA, Fairless Hills PA, Warminster PA, Bensalem PA and Moorestown NJ with new stores soon to be opening near you. We provide a wide selection of furniture for your living room, dining room, bedroom and more that is affordable, in-stock, and ready to be delivered to your door seven days a week. At Mealey’s Furniture we believe that you should “CARE about your customers and they will reward you with uncommon loyalty.” We are proud to offer beautiful living room, dining room and bedroom furniture to both Eastern Pennsylvania and New Jersey at the best prices. We grew up in the furniture business and the only thing we understand better than furniture is our customers.

Mountain Valley Spring Company

www.mountainvalleyspring.com Mountain Valley Spring Water is pristine, naturally high pH water, containing a nice selection of minerals like calcium carbonate, iron, manganese and even a trace amount of fluoride. Devotees of our water claim it not only tastes refreshing, but it has a certain “mouth feel” other holistic water options do not possess. Our natural spring water has twice won the title of “Best Tasting Non-Carbonated Bottled Water in the World” at the prestigious Berkley Springs International Water Tasting Competition.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Noodles & Company

Orchard Brands

www.orchardbrands.com Orchard Brands is a leading multi-channel marketer of apparel and home products focused on serving the needs of the rapidly growing market segment of women and men above the age of fifty-five. Orchard Brands provides quality products to consumers through the direct channels of catalog, internet and retail with a relentless focus on delivering superior service.

PRIVATE COMPANY PROFILES

www.noodles.com Founder Aaron Kennedy started a single Noodles & Company Restaurant in the Cherry Creek neighborhood of Denver, Colorado that has now grown to hundreds of restaurants nationwide. Noodles and pasta are part of almost every cuisine – from Pad Thai in Thailand to Lo Mein in China to Mac & Cheese in Wisconsin. So why not put the world’s best loved noodle and pasta dishes on one menu and serve them fast and fresh? And along the way they’ve expanded the “& Company” part of the menu by adding soups, salads and sandwiches.

Paper Source

www.paper-source.com Paper Source is a premier paperie and online retailer offering a unique selection of fine and artisanal papers, invitations and announcements, personalized and distinctive gifts, gift wrap, greeting cards, custom stamps, and a custom collection of envelope and cards. Paper Source offers an original aesthetic, with a color palette and proprietary designs that are developed and created exclusively by us.

Pet Valu

www.petvalu.com Pet Valu is a specialty retailer of pet food, treats, toys and accessories with stores located throughout Ontario, Manitoba, Alberta, British Columbia, Nova Scotia, New Brunswick, Maryland, Virginia, Pennsylvania and New Jersey. The Pet Valu family of stores operate under the names Pet Valu®, Paulmac’s Pet Food® and Bosley’s, and together comprise the largest retail operation in Canada, dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds, fish, reptiles and small animals.

Polaroid Fotobar

www.polaroidfotobar.com Some of the most beautiful moments of our lives are “locked” on our phones or computers. Polaroid Fotobar offers a very easy, simple and cost-effective process to transform your favorite digital photos from your phone, computer or camera into extraordinary, cherished pieces of art to personally display in your home or office or to give as specials gift to friends and family. It all starts with your treasured photos!

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Robert Graham

PRIVATE COMPANY PROFILES

www.robertgraham.us Robert Graham is American Eclectic. Since its launch in 2001, Robert Graham was created on the premise of introducing sophisticated, eclectic style to the fashion market as an American-based company with an intention of inspiring a global movement. Robert Graham creates four men’s wear and women’s wear collections a year – spring, pre-fall, fall and resort. The men’s wear collection consists of sportswear, premium denim, tailored clothing, furnishings, and outerwear. The women’s wear line consists of sportswear tops and outerwear with plans of expansion into additional categories. In the fall of 2010, Robert Graham opened its flagship store on Venice Beach’s famous Abbot Kinney Boulevard. The label also sells at luxury department stores including Saks Fifth Avenue and Neiman Marcus nationwide, Bloomingdales in Dubai, and Harry Rosen throughout Canada. Robert Graham has retail presence in more than a dozen countries around the world and has showrooms located in New York City, Los Angeles, Dallas, London, and Dusseldorf.

Rue La La

www.ruelala.com Rue La La is an invitation-only destination for a life of style where members delight in discovering private sale Boutiques that open daily – and stay open only for a short time. It’s a community where members shape the experience – and enhance the excitement – by inviting their friends. A place where they discover some of the most sought-after brands in fashion, accessories, footwear, home, travel, wine, gourmet food, local services and more. The Company’s mission is to partner with innovative brands, offering them a powerful online sales and marketing opportunity – while creating the most engaging shopping experience in the world for its members. Headquartered in Boston, Rue La La continues to expand its presence in New York by building out merchandise, marketing and sales capabilities in our Bryant Park office. Its success is largely due to unmatched capabilities in customer experience, merchandising, technology, production and logistics.

ShopSocially

www.shopsocially.com ShopSocially is a social app platform that embeds rich and meaningful social experiences in the user’s buying workflow to improve discovery, engagement, decision and conversion. Social apps can be embedded into the website, marketing campaigns or the Facebook page. Once the platform is enabled, you control when and how social experiences are shown. No coding or changes to existing workflows are required.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Smashburger

Sprouts Farmers Market

www.sprouts.com Sprouts Farmers Market operates colorful, lively, easy-to-shop stores that offer a unique mix of natural, organic and great tasting mainstream foods at remarkably low prices. You’ll find mountains of farm-fresh produce, all-natural meats and a scoop-your-own wonderland of bulk foods.

PRIVATE COMPANY PROFILES

www.smashburger.com Smashburger is the country’s fastest growing “better burger” restaurant and Fortune Magazine’s “Most Promising Company of 2012.” It is a fresh approach to burgers made with fresh, never frozen, 100% Certified Angus Beef, that are “smashed,” seared and seasoned on the grill to juicy perfection for every individual order. Smashburger also serves tender marinated grilled or crispy chicken sandwiches, grilled and split hot dogs, freshly prepared salads, handspun Häagen-Dazs® shakes and an array of signature sides. Developed and owned by private equity firm Consumer Capital Partners (CCP), Smashburger operates and develops both corporate and multi-unit franchise territories with approximately 200 restaurants in 30 states, Canada, Middle East and Costa Rica. Smashburger was also named to the 2011 Inc. 500 list and is the recipient of the International Council of Shopping Centers 2011 Hot Retailer Award.

Sprouts operates nearly 150 stores throughout Arizona, California, Colorado, Nevada, New Mexico, Oklahoma, Texas and Utah, and is well on the way to becoming one of the largest natural food chains in the country. And it’s all because of the simple formula we have followed since our founding family opened their first produce stand back in 1943 – to provide high-quality, fresh foods at affordable prices.

Stussy

www.stussy.com Stussy operates a chain of apparel and accessories stores in the United States and internationally. The company’s stores offer tees, shirts, hoodies and sweaters, jackets, accessories, and gift cards for men and women; shorts and trunks, pants and jeans, and hats and beanies for men; and dresses for women. It also offers its products online. The company was founded in 1980 and is based in Irvine, California.

sweetgreen

www.sweetgreen.com sweetgreen is a place where you can get fun, fashionable food that’s both healthy for you and aligned with your values. Simply stated... food that fits.

The One Group

www.togrp.com The ONE Group is a high-end hospitality company that develops, manages and operates a portfolio of luxury restaurants, lounges & bars. The company also operates a turn-key food and beverage program for hotels and resorts. The ONE Group continues to expand its restaurant and lounge concepts, as well as its hotel hospitality operation, into major U.S. cities. Since introducing its first venue in January 2004, The ONE Group has opened more than two dozen hospitality venues across the U.S., currently operating or partnering with brands in 20 venues and five hotel services contracts. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Twin Peaks Restaurant

Twin Peaks is the ultimate man cave; everything is rarefied to make you feel special. Our entire menu is prepared in-house and to order, and endowed in generous portions to satisfy the healthiest appetites. We pour beer at 29 degrees into huge frosted mugs for you to wash down hearty man fuel like hand-cut Mozzarella Sticks, succulent Pulled Pork Nachos, a juicy Twin Cheeseburger, & savory Venison Chili. We show the sports you want and need to see, including every important local contest as well as major boxing matches and all UFC fights – and up at the Peaks, every seat has a knockout view.

PRIVATE COMPANY PROFILES

www.twinpeaksrestaurant.com What guy doesn’t crave incredibly tasty house-made comfort food? Or draft beer so cold that ice crystals form in the glass? Or his favorite sports on state-of-the-art TVs in a rugged mountain lodge setting? Twin Peaks has all of that – and to top it off, it’s all offered up by our most prized assets: the friendly, attentive, and beautiful Twin Peaks Girls.

VeeV Acai Spirit

www.veevlife.com VeeV is the innovator of superfruit cocktails. VeeV was launched in 2007 by two brothers, Courtney and Carter Reum, after a surfing trip to Brazil where they discovered smoothies made with the Açaí berry, known locally as “purple gold” because of its health properties. Inspired by the wonderful superfruit, they left behind their investment banker roles at Goldman Sachs with a singular goal to start a unique sustainable liquor company and never looked back. The name VeeV is a playful take on the French word for “live.” Intended to uplift and inspire, VeeV represents our philosophy to live consciously and to always have fun.

Vino Volo

www.vinovolo.com Vino Volo aims to revolutionize how people experience wine. Each store is a comfortable post-security retreat for air travelers, combining a cozy wine lounge, restaurant, and boutique wine shop. Vino Volo (derived from “wine flight” in Italian) offers wines from around the world by the glass, in tasting flights, and by the bottle for guests to take home or have shipped. Operating successfully in airports across the nation, Vino Volo is the only airport wine bar and wine retail concept with a depth of experience and a proven track record.

Warby Parker

www.warbyparker.com A collaboration between four close friends, Warby Parker was conceived as an alternative to the overpriced and bland eyewear available today. Prescription eyewear simply should not cost $300+. The industry is controlled by a few large companies that have kept prices artificially high, reaping huge profits from consumers who have no other options. By circumventing traditional channels and engaging with customers directly through its website, Warby Parker is able to provide higher-quality, better-looking prescription eyewear at a fraction of the price. Warby Parker meticulously crafted its first collection of 27 limited run styles, plus one monocle, using the finest custom acetates and materials. The Warby Parker aesthetic is vintage-inspired with a contemporary twist. Every pair is custom fit with anti-reflective, polycarbonate prescription lenses. Available exclusively through its website and showrooms, Warby Parker’s glasses retail for $95. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

XpresSpa

Yurbuds

www.yurbuds.com Yurbuds exists to transform the athlete’s experience through personalized service and exceptional audio products that integrate ergonomics, technology, and emotive design. Yurbuds earphones don’t hurt and are guaranteed to never fall out by taking advantage of its unique patented design developed by an Ironman Triathlete and a 24-time marathoner.

PRIVATE COMPANY PROFILES

www.xpresspa.com With over 50 locations in 22 major airports on 2 continents, XpresSpa has become the premier destination for business and leisure travelers. While waiting for flights, global travelers shed stress and fatigue by treating themselves to one of the many available relaxing XpresSpa treatments. In addition, XpresSpa has created an elegant and unique line of exclusive spa products and accessories which are available for purchase in the XpresSpa Shop at any of our first-class luxury spas or online.

Zoës Kitchen

www.zoeskitchen.com Zoës Kitchen is a natural extension of Zoë Cassimus’ lifetime of cooking for family and friends. Inspired by Zoës original recipes and her simple, fresh-from-the-garden sensibility, Zoës Kitchen starts every day by making the food from scratch onsite at each restaurant. The dishes are wholesome; portions generous. It offers Mediterranean-inspired comfort food with customers’ dietary concerns in mind--nothing fried with gluten-free and vegetarian options. Zoë means “life” in Greek.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

2013

Public Company Profiles

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Aéropostale, Inc. (NYSE: ARO)

American Apparel, Inc. (NYSE: APP)

Market Cap: $107.50 Million www.americanapparel.net American Apparel is a vertically integrated manufacturer, distributor and retailer of branded fashion basic apparel based in downtown Los Angeles, California. American Apparel has approximately 10,000 employees and operates more than 250 retail stores in 20 countries, including the United States, Canada, Mexico, Brazil, United Kingdom, Ireland, Austria, Belgium, France, Germany, Italy, Netherlands, Spain, Sweden, Switzerland, Australia, Japan, South Korea and China. American Apparel also operates a global e-commerce site that serves over 60 countries worldwide at www.americanapparel.net. In addition, American Apparel also operates a leading wholesale business that supplies high quality T-shirts and other casual wear to distributors and screen printers.

PUBLIC COMPANY PROFILES

Market Cap: $1.09 Billion www.aeropostale.com Aéropostale®, Inc. is a mall-based, specialty retailer of casual apparel and accessories, principally targeting 14 to 17 year-old young women and men through its Aéropostale® stores and 7 to 12 year-old kids through its P.S. from Aéropostale® stores. The Company provides customers with a focused selection of high-quality, active-oriented, fashion and fashion basic merchandise at compelling values. Aéropostale® maintains control over its proprietary brands by designing, sourcing, marketing and selling all of its own merchandise. Aéropostale® products can only be purchased in its Aéropostale® stores and online at www. aeropostale.com. P.S. from Aéropostale® products can be purchased in P.S. from Aéropostale® stores and online at www.ps4u.com.

American Eagle Outfitters, Inc. (NYSE: AEO)

Market Cap: $4.21 Billion www.ae.com American Eagle Outfitters, Inc. is a leading global specialty retailer offering high-quality, ontrend clothing, accessories and personal care products at affordable prices under its American Eagle Outfitters® and Aerie® brands. The company operates more than 1,000 stores in North America, and ships to 77 countries worldwide through its websites. American Eagle Outfitters and Aerie merchandise are also available at approximately 35 international franchise stores in 12 countries. American Eagle Outfitters now has stores in Canada, the Middle East, China, Russia, with corporate offices located in New York City, Pittsburgh, and Hong Kong.

Amira Nature Foods Ltd. (NYSE: ANFI)

Market Cap: $278.19 Million www.amirafoods.com Founded in 1915, Amira has evolved into a leading global provider of packaged Indian specialty rice, with sales in over 40 countries today. Amira sells Basmati rice, premium long-grain rice grown only in certain regions of the Indian sub-continent, under their flagship Amira brand as well as under other third party brands. Amira sells its products primarily in emerging markets through a broad distribution network. Amira’s headquarters are in Dubai, United Arab Emirates, and it also has offices in India, Malaysia, Singapore, the United Kingdom, and the United States.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

As Seen on TV, Inc. / eDiets.com, Inc. (NASDAQ: DIET)

Ascena Retail Group, Inc. (NASDAQ: ASNA)

Market Cap: $2.94 Billion www.ascenaretail.com Ascena Retail Group, Inc. is a leading specialty retailer offering clothing, shoes, and accessories for missy and plus-size women and tween girls, under the Justice, Lane Bryant, maurices, dressbarn and Catherines brands. Ascena Retail Group, Inc. operates through its subsidiaries approximately 3,800 stores throughout the United States, Puerto Rico and Canada.

PUBLIC COMPANY PROFILES

Market Cap: $8.24 Million www.ediets.com eDiets.com, Inc. is a leading provider of personalized nutrition, fitness and weight-loss programs. eDiets features its award-winning, fresh-prepared diet meal delivery service as one of the more than 20 popular diet plans sold directly to members on its flagship site, www.eDiets.com. eDiets.com’s unique infrastructure offers individuals an end-to-end solution strategically tailored to meet its customers’ specific goals of achieving a healthy lifestyle.

Asia Entertainment & Resources Ltd. (NASDAQ: AERL)

Market Cap: $118.97 Million www.aerlf.com AERL is a holding company which operates through its subsidiaries and related promoter companies as a VIP room gaming promoter, and is entitled to receive all of the profits of the VIP gaming promoters from VIP gaming rooms. AERL’s VIP room gaming promoters currently participate in the promotion of four major luxury VIP gaming facilities in Macau, China, the largest gaming market in the world. One VIP gaming room is located at the top-tier 5-star hotel, the Star World Hotel & Casino in downtown Macau, and another is located in the luxury 5-star hotel, the Galaxy Macau™ Resort in Cotai, each of which is operated by Galaxy Casino, S.A. Additional VIP gaming rooms are located at the Venetian Macao-Resort-Hotel and City of Dreams Macau, both in Cotai.

B&G Foods, Inc. (NYSE: BGS)

Market Cap: $1.51 Billion www.bgfoods.com B&G Foods and its subsidiaries manufacture, sell and distribute a diversified portfolio of high-quality, shelf-stable foods across the United States, Canada and Puerto Rico. B&G Foods’ products include hot cereals, fruit spreads, canned meats and beans, spices, seasonings, marinades, hot sauces, wine vinegar, maple syrup, molasses, salad dressings, Mexican-style sauces, taco shells and kits, salsas, pickles, peppers and other specialty food products. B&G Foods competes in the retail grocery, food service, specialty store, private label, club and mass merchandiser channels of distribution. Based in Parsippany, New Jersey, B&G Foods’ products are marketed under many recognized brands, including Ac’cent, B&G, B&M, Baker’s Joy, Brer Rabbit, Cream of Rice, Cream of Wheat, Don Pepino, Emeril’s, Grandma’s Molasses, Joan of Arc, Las Palmas, Maple Grove Farms of Vermont, Molly McButter, Mrs. Dash, Ortega, Polaner, Red Devil, Regina, Sa-són, Sclafani, Sugar Twin, Trappey’s, Underwood, Vermont Maid and Wright’s. B&G Foods also sells and distributes two branded household products, Static Guard and Kleen Guard.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Big 5 Sporting Goods Corporation (NASDAQ: BGFV)

BJ’s Restaurants, Inc. (NASDAQ: BJRI)

Market Cap: $903.47 Million www.bjsrestaurants.com BJ’s Restaurants, Inc. currently owns and operates over 120 casual dining restaurants under the BJ’s Restaurant & Brewery®, BJ’s Restaurant & Brewhouse®, BJ’s Pizza & Grill® and BJ’s Grill® brand names. BJ’s restaurants offer an innovative and broad menu featuring award-winning signature deep-dish pizza, complemented with generously portioned salads, appetizers, sandwiches, soups, pastas, entrees and desserts. Quality, flavor, value, moderate prices and sincere service remain distinct attributes of the BJ’s experience. The Company operates several microbreweries in addition to using qualified contract brewers to produce and distribute BJ’s critically acclaimed proprietary handcrafted beers throughout the chain.

PUBLIC COMPANY PROFILES

Market Cap: $297.49 Million www.big5sportinggoods.com Big 5 is the leading sporting goods retailer in the western United States with over 400 stores in 12 states. Big 5 provides a full-line product offering at compelling values including athletic shoes, apparel and accessories, as well as a broad selection of athletic equipment for team sports, fitness, camping, hunting, fishing, tennis, golf, snowboarding and roller sports.

Bloomin’ Brands, Inc. (NASDAQ: BLMN)

Market Cap: $1.86 Billion www.bloominbrands.com Bloomin’ Brands, Inc. is one of the largest casual dining restaurant companies in the world with a portfolio of leading, differentiated restaurant concepts. The Company has five founderinspired concepts: Outback Steakhouse, Carrabba’s Italian Grill, Bonefish Grill, Fleming’s Prime Steakhouse and Wine Bar and Roy’s, with all except Roy’s considered core concepts.

Bob Evans Farms, Inc. (NASDAQ: BOBE)

Market Cap: $1.14 Billion www.bobevans.com Bob Evans Farms, Inc. owns and operates full-service restaurants under the Bob Evans and Mimi’s Café brand names. Bob Evans owns and operates more than 560 family restaurants in 19 states, primarily in the Midwest, mid-Atlantic and Southeast regions of the United States, while Mimi’s Café owns and operates more than 140 casual restaurants located in 24 states, primarily in California and other western states. Bob Evans Farms, Inc. is also a leading producer and distributor of pork sausage and a variety of complementary convenience food items under the Bob Evans and Owens brand names.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Body Central Corp. (NASDAQ: BODY)

Bravo Brio Restaurant Group, Inc. (NASDAQ: BBRG)

Market Cap: $259.03 Million www.bbrg.com Bravo Brio Restaurant Group, Inc. is a leading owner and operator of two distinct Italian restaurant brands, BRAVO! Cucina Italiana and BRIO Tuscan Grille. BBRG has positioned its brands as multifaceted culinary destinations that deliver the ambiance, design elements and food quality reminiscent of fine dining restaurants at a value typically offered by casual dining establishments, a combination known as the upscale affordable dining segment. Each of BBRG’s brands provides its guests with a fine dining experience and value by serving affordable cuisine prepared using fresh flavorful ingredients and authentic Italian cooking methods, combined with attentive service in an attractive, lively atmosphere. BBRG strives to be the best Italian restaurant company in America and is focused on providing its guests an excellent dining experience through consistency of execution.

PUBLIC COMPANY PROFILES

Market Cap: $163.89 Million www.bodyc.com Founded in 1972, Body Central is a growing, multi-channel, specialty retailer offering on-trend, quality apparel and accessories at value prices. Body Central operates specialty apparel stores under the Body Central and Body Shop banners, as well as a direct business comprised of the Body Central catalog and e-commerce website. Body Central targets women in their late teens and twenties from diverse cultural backgrounds who seek the latest fashions and a flattering fit. Body Central’s stores feature an assortment of tops, dresses, bottoms, jewelry, accessories and shoes sold primarily under its exclusive Body Central® and Lipstick® labels. Body Central continually updates its merchandise and floor sets with an emphasis on coordinated outfits presented by lifestyle to give its customers a reason to shop its stores frequently.

Burger King Worldwide, Inc. (NYSE: BKW)

Market Cap: $5.99 Billion www.bk.com Founded in 1954, BURGER KING® is the second largest fast food hamburger chain in the world. The original HOME OF THE WHOPPER®, the BURGER KING® system operates in over 12,600 locations serving over 11 million guests daily in 83 countries and territories worldwide. Approximately 95 percent of BURGER KING® restaurants are owned and operated by independent franchisees, many of them family-owned operations that have been in business for decades.

Cabela’s Incorporated (NYSE: CAB)

Market Cap: $3.25 Billion www.cabelas.com Cabela’s Incorporated, headquartered in Sidney, Nebraska, is a leading specialty retailer, and the world’s largest direct marketer, of hunting, fishing, camping and related outdoor merchandise. Since the Company’s founding in 1961, Cabela’s® has grown to become one of the most well-known outdoor recreation brands in the world, and has long been recognized as the World’s Foremost Outfitter®. Through Cabela’s growing number of retail stores and its well-established direct business, it offers a wide and distinctive selection of high-quality outdoor products at competitive prices while providing superior customer service. Cabela’s also issues the Cabela’s CLUB® Visa credit card, which serves as its primary customer loyalty rewards program. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Cardtronics, Inc. (NASDAQ: CATM)

Carrols Restaurant Group, Inc. (NASDAQ: TAST)

Market Cap: $147.79 Million www.carrols.com Carrols Restaurant Group, Inc. is Burger King Corporation’s largest franchisee, globally, with over 570 BURGER KING® restaurants and has operated BURGER KING® restaurants since 1976.

PUBLIC COMPANY PROFILES

Market Cap: $1.06 Billion www.cardtronics.com Cardtronics is the world’s largest non-bank owner of ATMs. The Company operates ATMs in the United States, the United Kingdom, Mexico and the Caribbean, primarily with well-known retailers such as 7-Eleven, Chevron, Costco, CVS/pharmacy, ExxonMobil, Hess, Rite Aid, Safeway, Target, and Walgreens. Cardtronics also assists in the operation of ATMs under managed services contracts with customers such as Kroger, Travelex and Circle K. In addition to its retail ATM operations, the Company provides services to large and small banks, credit unions and prepaid card issuers, allowing them to place their brands on ATMs and providing surchargefree access through Cardtronics’ Allpoint Network.

China Distance Education Holdings Limited (NYSE: DL)

Market Cap: $135.73 Million www.cdeledu.com China Distance Education Holdings Limited is a leading provider of online education in China focusing on professional education. The courses offered by the Company through its websites are designed to help professionals and other course participants to obtain and maintain the skills, licenses and certifications necessary to pursue careers in China in the areas of accounting, law, healthcare, construction engineering, and other industries. The Company also offers online test preparation courses to self-taught learners pursuing higher education diplomas or degrees and to secondary school and college students preparing for various academic and entrance exams. In addition, the Company offers online foreign language courses and offline business start-up training courses.

Chipotle Mexican Grill, Inc. (NYSE: CMG)

Market Cap: $8.41 Billion www.chipotle.com Steve Ells, Founder, Chairman and Co-Chief Executive Officer, started Chipotle with the idea that food served fast did not have to be a typical fast food experience. Today, Chipotle continues to offer a focused menu of burritos, tacos, burrito bowls (a burrito without the tortilla) and salads made from fresh, high-quality raw ingredients, prepared using classic cooking methods and served in a distinctive atmosphere. Through our vision of Food With Integrity, Chipotle is seeking better food not only from using fresh ingredients, but ingredients that are sustainably grown and naturally raised with respect for the animals, the land, and the farmers who produce the food. A similarly focused people culture, with an emphasis on identifying and empowering top performing employees, enables us to develop future leaders from within. Chipotle opened its first restaurant in 1993 and currently operates over 1,350 restaurants.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Christopher & Banks Corporation (NYSE: CBK)

Churchill Downs Incorporated (NASDAQ: CHDN)

Market Cap: $1.11 Billion www.churchilldownsincorporated.com Churchill Downs Incorporated, headquartered in Louisville, Kentucky, owns and operates the world-renowned Churchill Downs Racetrack, home of the Kentucky Derby and Kentucky Oaks, as well as racetrack and casino operations and a poker room in Miami Gardens, Florida; racetrack, casino and video poker operations in New Orleans, Louisiana; racetrack operations in Arlington Heights, Illinois; a casino resort in Greenville, Mississippi; and a casino hotel in Vicksburg, Mississippi. CDI also owns the country’s premier online wagering company, TwinSpires.com; the totalisator company, United Tote; Luckity.com, offering fun games online for a chance to win cash prizes; Bluff Media, an Atlanta-based multimedia poker company; and a collection of racing-related telecommunications and data companies.

PUBLIC COMPANY PROFILES

Market Cap: $166.59 Million www.christopherandbanks.com Christopher & Banks Corporation is a Minneapolis-based specialty retailer of women’s clothing. The Company’s merchandise includes women’s apparel generally consisting of knit tops, woven tops, jackets, sweaters, skirts, denim bottoms and bottoms of other fabrics. The Company operates retail, outlet, and online businesses.

Chuy’s Holdings, Inc. (NASDAQ: CHUY)

Market Cap: $372.73 Million www.chuys.com Founded in Austin, Texas in 1982, Chuy’s owns and operates over 35 full-service restaurants across eight states serving a distinct menu of authentic, made from scratch Tex Mex inspired dishes. Chuy’s highly flavorful and freshly prepared fare is served in a fun, eclectic and irreverent atmosphere, while each location offers a unique, “unchained” look and feel, as expressed by the concept’s motto “If you’ve seen one Chuy’s, you’ve seen one Chuy’s!”

Coldwater Creek Inc. (NASDAQ: CWTR)

Market Cap: $166.90 Million www.coldwatercreek.com Coldwater Creek is a leading specialty retailer of women’s apparel, gifts, jewelry and accessories that was founded in 1984 and is headquartered in Sandpoint, Idaho. The company sells its merchandise through premium retail stores across the country, online at www.coldwatercreek.com and through its catalogs.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Cracker Barrel Old Country Store, Inc. (NASDAQ: CBRL)

Crocs, Inc. (NASDAQ: CROX)

Market Cap: $1.24 Billion www.crocs.com A world leader in innovative casual footwear for men, women and children, Crocs, Inc. offers several distinct shoe collections with more than 300 styles to suit every lifestyle. As lighthearted as they are lightweight, Crocs(TM) footwear provides profound comfort and support for any occasion and every season. All Crocs(TM) branded shoes feature Croslite (TM) material, a proprietary, revolutionary technology that produces soft, non-marking and odor-resistant shoes that conform to your feet.

PUBLIC COMPANY PROFILES

Market Cap: $1.44 Billion www.crackerbarrel.com Cracker Barrel Old Country Store provides a friendly home-away-from-home in its old country stores and restaurants. Guests are cared for like family while relaxing and enjoying real home-style food and shopping that’s surprisingly unique, genuinely fun and reminiscent of America’s country heritage…all at a fair price. The restaurant serves up delicious, home-style country food such as meatloaf and homemade chicken n’ dumplins as well as its made-fromscratch biscuits using an old family recipe. The authentic old country retail store is fun to shop and offers unique gifts and self-indulgences.

Crumbs Bake Shop, Inc. (NASDQ: CRMB)

Market Cap: $33.64 Million www.crumbs.com The first Crumbs bake shop opened in March 2003 on the Upper West Side of Manhattan. Crumbs is well known for its innovative and oversized gourmet cupcakes. Crumbs currently has 58 locations, including 36 locations in the New York Metro area, six locations on the West Coast, five locations in Washington, D.C., two locations in Virginia, six locations in Chicago, Illinois, three locations in Boston, Massachusetts, and one location in Delaware.

Deckers Outdoor Corporation (NASDAQ: DECK)

Market Cap: $1.46 Billion www.deckers.com Deckers Outdoor Corporation strives to be a premier lifestyle marketer that builds niche brands into global market leaders by designing and marketing innovative, functional and fashion-oriented footwear developed for both high performance outdoor activities and everyday casual lifestyle use. Teva®, Simple®Shoes, UGG® Australia, TSUBO®, Sanuk® and Ahnu® are registered trademarks of Deckers Outdoor Corporation.

Del Frisco’s Restaurant Group, Inc. (NASDAQ: DFRG)

Market Cap: $346.45 Million www.dfrg.com Based in Southlake, TX, Del Frisco’s Restaurant Group owns and operates three contemporary, high-end, complementary restaurant concepts: Del Frisco’s Double Eagle Steak House, Sullivan’s Steakhouse, and Del Frisco’s Grille. The Company currently operates over 30 restaurants across 20 states. Each of its three concepts offers steaks and other menu selections, such as chops and fresh seafood, complemented by an extensive wine selection. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

dELiA*s, Inc. (NASDAQ: DLIA)

Denny’s Corporation (NASDAQ: DENN)

Market Cap: $454.66 Million www.dennys.com Denny’s is the franchisor and operator of one of America’s largest full-service restaurant chains, based on number of units. Denny’s has over 1,685 franchised, licensed, and companyowned restaurants across the United States, Canada, Costa Rica, Mexico, Honduras, Guam, Curaçao, Puerto Rico, Dominican Republic and New Zealand.

PUBLIC COMPANY PROFILES

Market Cap: $35.81 Million www.deliasinc.com dELiA*s, Inc. is a multi-channel retail company comprised of two lifestyle brands primarily targeting teenage girls and young women. Its brands – dELiA*s and Alloy – generate revenue by selling apparel, accessories and footwear to consumers through direct mail catalogs, websites, and dELiA*s mall-based retail stores.

DEQ Systems Corp. (TSX: DEQ)

Market Cap: CAD 27.67 Million www.deq.com DEQ Systems Corp. is a global provider of gaming technology in over 30 countries. Protected by more than 20 patents in 50 countries, DEQ specializes in progressive and random bonusing systems for table games. DEQ’s innovation and ingenuity has been to replace the single dollar coin slot and sensor with its internationally award winning G3™ technology. The G3 incorporates multiple credit betting, dealer hand betting and mystery bonusing. DEQ also commercializes technology and patents including the award winning baccarat revolution, EZ Baccarat™, and related auxiliary products such as EZ Trak™. DEQ is and will continue to lead innovation in the table game bonusing segment of the global gaming market.

Destination Maternity Corporation (NASDAQ: DEST)

Market Cap: $288.82 Million www.destinationmaternitycorp.com Destination Maternity Corporation is the world’s largest designer and retailer of maternity apparel. In the United States and Canada, Destination Maternity operates over 2,000 retail locations, including stores predominantly under the tradenames Motherhood Maternity®, A Pea in the Pod®, and Destination Maternity®, and leased department locations, and sells on the web through its DestinationMaternity.com and brand-specific websites. Destination Maternity also distributes its Oh Baby by Motherhood® collection through a licensed arrangement at over 1,100 Kohl’s® stores throughout the United States and on Kohls.com. In addition, Destination Maternity is expanding internationally and has exclusive store franchise and product supply relationships in India, the Middle East and South Korea.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

DFC Global Corp. (NASDAQ: DLLR)

PUBLIC COMPANY PROFILES

Market Cap: $794.19 Million www.dfcglobalcorp.com DFC Global Corp. is a leading international diversified financial services company serving primarily unbanked and under-banked consumers who, for reasons of convenience and accessibility, purchase some or all of their financial services from the Company rather than from banks and other financial institutions. Through its over 1,400 retail storefront locations and multiple Internet, mobile phone and other remote platforms, the Company provides a variety of consumer financial products and services in nine countries across North America and Europe—the United Kingdom, Canada, the United States, Sweden, Finland, Poland, Spain, Czech Republic and the Republic of Ireland. The Company believes that its customers, many of whom receive income on an irregular basis or from multiple employers, are drawn to the range of financial services it offers, the convenience of its products, the multiple ways in which they may conduct business with the Company and its high-quality customer service.

Domino’s Pizza, Inc. (NYSE: DPZ)

Market Cap: $2.36 Billion www.dominos.com Founded in 1960, Domino’s Pizza is the recognized world leader in pizza delivery. Domino’s operates a network of over 10,000 franchised and Company-owned stores in the U.S. and over 70 international markets. In October 2012, Domino’s debuted its Handmade Pan Pizza, touting the product’s fresh, never-frozen dough and establishing itself as a player in the Pan Pizza market. In September 2012, Domino’s opened its 10,000th store, becoming one of only eight restaurant chains in the world to reach that milestone. In May 2011, Pizza Today named Domino’s its “Chain of the Year” for the second straight year – making the company a three-time overall winner, and the first pizza delivery company to receive the honor in back-to-back years.

Dunkin’ Brands Group, Inc. (NASDAQ: DNKN)

Market Cap: $3.28 Billion www.dunkinbrands.com With more than 17,000 points of distribution in nearly 60 countries worldwide, Dunkin’ Brands Group, Inc. is one of the world’s leading franchisors of quick service restaurants (QSR) serving hot and cold coffee and baked goods, as well as hard-serve ice cream. Dunkin’ Brands’ nearly 100 percent franchised business model included more than 10,000 Dunkin’ Donuts restaurants and nearly 7,000 Baskin-Robbins restaurants. Dunkin’ Brands Group, Inc. is headquartered in Canton, Mass.

Einstein Noah Restaurant Group, Inc. (NASDAQ: BAGL)

Market Cap: $265.66 Million www.einsteinnoah.com Einstein Noah Restaurant Group, Inc. is a leading company in the quick casual restaurant industry that operates and licenses locations primarily under the Einstein Bros.® and Noah’s New York Bagels® brands and primarily franchises locations under the Manhattan Bagel® brand. The Company’s retail system consists of over 795 restaurants in 39 states and the District of Columbia. It also operates a dough production facility.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Envestnet, Inc. (NYSE: ENV)

Express, Inc. (NYSE: EXPR)

Market Cap: $1.23 Billion www.express.com Express is a specialty apparel and accessories retailer of women’s and men’s merchandise, targeting the 20 to 30 year-old customer. The Company has over 30 years of experience offering a distinct combination of fashion and quality for multiple lifestyle occasions at an attractive value addressing fashion needs across work, casual, jeanswear and going-out occasions. The Company currently operates retail stores, located primarily in high-traffic shopping malls, lifestyle centers and street locations across the United States, Canada and in Puerto Rico.

PUBLIC COMPANY PROFILES

Market Cap: $444.65 Million www.envestnet.com Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to financial advisors. Envestnet’s technology is focused on addressing financial advisors’ front-, middle- and back-office needs. Envestnet is headquartered in Chicago with offices in Boston, Denver, New York, Silicon Valley and Trivandrum, India.

Fiesta Restaurant Group, Inc. (NASDAQ: FRGI)

Market Cap: $323.36 Million www.frgi.com Fiesta Restaurant Group, Inc. owns and operates two quick-casual restaurant brands, Pollo Tropical and Taco Cabana. Pollo Tropical restaurants offer a wide selection of tropical and Caribbean inspired food, while Taco Cabana restaurants offer a wide selection of fresh, handmade Mexican food. Fiesta franchises restaurants in the continental U.S., Puerto Rico, the Bahamas, Ecuador, Honduras, Trinidad, and Venezuela.

Fifth & Pacific Companies, Inc. (NYSE: FNP)

Market Cap: $1.33 Billion www.fifthandpacific.com Fifth & Pacific Companies, Inc. designs and markets a portfolio of retail-based, premium, global lifestyle brands including Juicy Couture, kate spade, and Lucky Brand. In addition, the Adelington Design Group, a private brand jewelry design and development group, markets brands through department stores and serves JCPenney via exclusive supplier agreements for the Liz Claiborne and Monet jewelry lines and Kohl’s via an exclusive supplier agreement for Dana Buchman jewelry. The Company also has licenses for the Liz Claiborne New York brand, available at QVC and Lizwear, which is distributed through the club store channel. Fifth & Pacific Companies, Inc. maintains an 18.75% stake in Mexx, a European and Canadian apparel and accessories retail-based brand.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Financial Engines, Inc. (NASDAQ: FNGN)

Five Below, Inc. (NASDAQ: FIVE)

Market Cap: $1.87 Billion www.fivebelow.com Five Below is a rapidly growing specialty value retailer offering a broad range of trendright, high-quality merchandise targeted at the teen and pre-teen customer. Five Below offers a dynamic, edited assortment of exciting products, all priced at $5 and below, including select brands and licensed merchandise across a number of category worlds - Style, Room, Sports, Media, Crafts, Party, Candy and Seasonal. Five Below is headquartered in Philadelphia, Pennsylvania.

PUBLIC COMPANY PROFILES

Market Cap: $1.24 Billion www.financialengines.com Financial Engines is the nation’s largest independent investment advisor and is committed to providing everyone the trusted retirement help they deserve. The company helps investors with their total retirement picture by offering personalized retirement plans for saving, investment, and retirement income. To meet the needs of different investors, Financial Engines offers both Online Advice and Professional Management. Co-founded in 1996 by Nobel Prize-winning economist Bill Sharpe, Financial Engines works with America’s leading employers and retirement plan providers to make retirement help available to millions of American workers.

Fossil, Inc. (NASDAQ: FOSL)

Market Cap: $5.31 Billion www.fossil.com Fossil, Inc. is a global design, marketing and distribution company that specializes in consumer fashion accessories. Its offerings include a line of men’s and women’s fashion watches and jewelry, handbags, small leather goods, belts, sunglasses, footwear, cold weather accessories and apparel. Its products are distributed globally through a range of distribution channels, including wholesale in countries where it has a physical presence, direct to the consumer through its retail stores and commercial websites and through third-party distributors in countries where it does not maintain a physical presence. Fossil, Inc. sells its products through a diversified distribution network that includes department stores, specialty retail locations, specialty watch and jewelry stores, owned retail and factory outlet stores, mass market stores, owned and affiliates Internet sites and through its FOSSIL catalogs.

Francesca’s Holdings Corporation (NASDAQ: FRAN)

Market Cap: $1.09 Billion www.francescascollections.com francesca’s® is a growing specialty retailer with retail locations designed and merchandised to feel like independently owned, upscale boutiques providing customers a fun and differentiated shopping experience. The merchandise assortment is a diverse and balanced mix of apparel, jewelry, accessories and gifts. Francesca’s Collections appeals to the 18-35 year-old, fashion conscious, female customers, although the Company finds that women of all ages are attracted to the eclectic and sophisticated merchandise selection and boutique setting. francesca’s® boutiques carry a broad selection but limited quantities of individual styles and new merchandise is introduced five days a week.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Full House Resorts, Inc. (NYSE MKT: FLL)

PUBLIC COMPANY PROFILES

Market Cap: $57.16 Million www.fullhouseresorts.com Full House owns, develops and manages gaming facilities. The Company owns the Rising Star Casino Resort in Rising Sun, Indiana. The Rising Star Riverboat Casino has 40,000 square feet of gaming space with almost 1,300 slot and video poker machines and 37 table games. The property includes a 190-room hotel, a pavilion with five food and beverage outlets, an 18-hole Scottish links golf course and a large, multi-purpose Grand Theater for concerts and performance events as well as meetings and conventions. The Company also owns the Silver Slipper Casino in Hancock County, Mississippi, which has 37,000 square feet of gaming space with almost 1,000 slot and video poker machines, 26 table games, a poker room and the only live Keno game on the Gulf Coast. The property includes a fine dining restaurant, buffet, quick service restaurant and two casino bars. In addition, Full House owns Stockman’s Casino in Fallon, Nevada which has 8,400 square feet of gaming space with approximately 260 gaming machines, four table games and a keno game. The Company also operates the Grand Lodge Casino at the Hyatt Regency Lake Tahoe Resort, Spa and Casino in Incline Village, Nevada on the north shore of Lake Tahoe under a five-year lease agreement with the Hyatt organization. The Company also has a management agreement with the Pueblo of Pojoaque for the operations of the Buffalo Thunder Casino and Resort in Santa Fe, New Mexico along with the Pueblo’s Cities of Gold and Sports Bar casino facilities.

Furniture Brands International, Inc. (NYSE: FBN)

Market Cap: $52.58 Million www.furniturebrands.com Furniture Brands International, Inc. is a world leader in designing, manufacturing, sourcing and retailing home furnishings. Furniture Brands markets products through a wide range of channels, including company-owned Thomasville retail stores and through interior designers, multi-line/independent retailers and mass merchant stores. Furniture Brands serves its customers through some of the best known and most respected brands in the furniture industry, including Broyhill, Lane, Thomasville, Drexel Heritage, Henredon, Pearson, Hickory Chair, Lane Venture, and Maitland-Smith.

Genesco Inc. (NYSE: GCO)

Market Cap: $1.33 Billion www.genesco.com Genesco Inc., a Nashville-based specialty retailer, sells footwear, headwear, sports apparel and accessories in more than 2,400 retail stores throughout the U.S., Canada, the United Kingdom and the Republic of Ireland, principally under the names Journeys, Journeys Kidz, Shi by Journeys, Underground by Journeys, Schuh, Lids, Lids Locker Room, Johnston & Murphy, and on internet websites. The Company’s Lids Sports Group division operates the Lids headwear stores and the lids.com website, the Lids Locker Room and other team sports fan shops and single team clubhouse stores, and the Lids Team Sports team dealer business. In addition, Genesco sells wholesale footwear under its Johnston & Murphy brand, the licensed Dockers brand, SureGrip, and other brands.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Genuine Parts Company (NYSE: GPC)

G-III Apparel Group, Ltd. (NASDAQ: GIII)

Market Cap: $738.59 Million www.g-iii.com G-III is a leading manufacturer and distributor of outerwear, dresses, sportswear, swimwear, beachwear and women’s suits, as well as handbags and luggage, under licensed brands, our own brands and private label brands. G-III sells swimwear and beachwear under our own Vilebrequin brand. G-III also sells outerwear and dresses under our own Andrew Marc, Marc New York and Marc Moto brands and has licensed these brands to select third parties in certain product categories. G-III has fashion licenses under the Calvin Klein, Sean John, Kenneth Cole, Cole Haan, Guess?, Jones New York, Jessica Simpson, Vince Camuto, Nine West, Ellen Tracy, Tommy Hilfiger, Kensie, Mac & Jac, Levi’s and Dockers brands and sports licenses with the National Football League, National Basketball Association, Major League Baseball, National Hockey League, Touch by Alyssa Milano and more than 100 U.S. colleges and universities. Our other owned brands include Jessica Howard, Eliza J, Black Rivet, G-III, G-III Sports by Carl Banks and Winlit. G-III also operates outlet stores under our Wilsons Leather and Andrew Marc names, is a party to a joint venture that operates outlet stores under the Vince Camuto name and operates retail stores under the Calvin Klein Performance name.

PUBLIC COMPANY PROFILES

Market Cap: $9.91 Billion www.genpt.com Genuine Parts Company is a distributor of automotive replacement parts in the U.S., Canada and Mexico. The Company also distributes industrial replacement parts in the U.S., Canada and Mexico through its Motion Industries subsidiary. S. P. Richards Company, the Office Products Group, distributes business products nationwide in the U.S. and in Canada. The Electrical/Electronic Group, EIS, Inc., distributes electrical and electronic components throughout the U.S., Canada and Mexico.

Gordmans Stores, Inc. (NASDAQ: GMAN)

Market Cap: $281.72 Million www.gordmans.com Gordmans Stores, Inc. is an everyday low price retailer featuring a large selection of the latest brands, fashions and styles at up to 60% off department and specialty store prices every day. The Company’s merchandise assortment includes apparel for all ages, accessories, footwear and home fashions. The stores are situated in a variety of shopping center developments, including regional enclosed shopping malls, lifestyle centers and power centers. Its subsidiaries include Gordmans Intermediate Holding Corp., Gordmans, Inc., Gordmans Management Company, Inc. and Gordmans Distribution Company, Inc.

Green Dot Corporation (NYSE: GDOT)

Market Cap: $457.02 Million www.mygreendot.com Green Dot Corporation is a Bank Holding Company with a mission to reinvent personal banking for the masses. Its market leading brand of prepaid debit cards and prepaid reload services are available to consumers at more than 60,000 retail locations nationwide and online at greendot.com. The company is headquartered in Pasadena, California with technology offices in Mountain View, California and Westlake Village, California and its bank subsidiary, Green Dot Bank, located in Provo, Utah. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Guess?, Inc. (NYSE: GES)

Herbalife Ltd. (NYSE: HLF)

Market Cap: $5.00 Billion www.herbalife.com Herbalife Ltd. is a global network marketing company that sells weight-management, nutrition and personal care products intended to support a healthy lifestyle. Herbalife products are sold in multiple countries through a network of independent distributors, except in China, where the Company sells its products through retail stores. The company supports the Herbalife Family Foundation and its Casa Herbalife program to help bring good nutrition to children.

PUBLIC COMPANY PROFILES

Market Cap: $2.22 Billion www.guess.com Guess?, Inc. designs, markets, distributes and licenses apparel and accessories for men, women and children. The Company operates in five segments: Europe, North American Retail, Asia, North American Wholesale and Licensing. Its products are sold through retail, wholesale, e-commerce and licensing distribution channels. The lines include full collections of clothing, including jeans, pants, skirts, dresses, shorts, blouses, shirts, jackets, knitwear and intimate apparel. It also grant licenses to manufactures and distributes a range of products, including eyewear, watches, handbags, footwear, kids’ and infants’ apparel. The Company operates retail stores in the UnitedStates, Canada, Europe, Asia and Latin America.

hhgregg, Inc. (NYSE: HGG)

Market Cap: $252.93 Million www.hhgregg.com hhgregg, Inc. is a leading specialty retailer of premium video products, brand name appliances, audio products and accessories. hhgregg offers a comprehensive selection of digital televisions and appliances, which are sold at competitive prices. hhgregg focuses on providing its customers with a superior purchase experience from the time they first enter our stores to the delivery and installation of products in their homes. hhgregg distinguishes itself from its competitors by employing an extensively trained, commissioned sales force that serves its customers with a consultative and educational sales approach. The Company operates under the name h.h.gregg(TM) and Fine Lines(TM). h.h.gregg operates more than 225 stores in Alabama, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Mississippi, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, West Virginia and Wisconsin.

Ignite Restaurant Group, Inc. (NASDAQ: IRG)

Market Cap: $333.78 Million www.igniterestaurants.com Ignite Restaurant Group, Inc. owns and operates two restaurant brands, Joe’s Crab Shack and Brick House Tavern + Tap. Each brand offers a variety of high-quality, chef-inspired food and beverages in a distinctive, casual, high-energy atmosphere. Joe’s Crab Shack and Brick House Tavern + Tap operate in a diverse set of markets across the United States.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Jack in the Box Inc. (NASDAQ: JACK)

Jamba, Inc. (NASDAQ: JMBA)

Market Cap: $160.47 Million www.jambajuice.com Founded in 1990, Jamba Juice Company is a leading restaurant retailer of better-for-you, specialty beverage and food offerings, which include great tasting, whole fruit smoothies, fresh squeezed juices and juice blends, hot coffee and teas, hot oatmeal, breakfast wraps, bistro sandwiches and mini-wraps, California Flatbreads™, frozen yogurt, and a variety of baked goods and snacks. Jamba-branded products for at-home enjoyment are also available through select retailers across the nation and in Jamba outlets.

PUBLIC COMPANY PROFILES

Market Cap: $1.18 Billion www.jackinthebox.com Jack in the Box Inc., based in San Diego, is a restaurant company that operates and franchises Jack in the Box® restaurants, one of the nation’s largest hamburger chains, with more than 2,200 restaurants in 21 states. Additionally, through a wholly owned subsidiary, the company operates and franchises Qdoba Mexican Grill®, a leader in fast-casual dining, with more than 600 restaurants in 42 states and the District of Columbia.

Jarden Corporation (NYSE: JAH)

Market Cap: $4.01 Billion www.jarden.com Jarden Corporation is a leading provider of a diverse range of consumer products with a portfolio of over 100 trusted, quality brands sold globally. Jarden operates in three primary business segments through a number of well recognized brands, including: Outdoor Solutions: Abu Garcia®, Aero®, Berkley®, Campingaz® and Coleman®, ExOfficio®, Fenwick®, Gulp!®, K2®, Marker®, Marmot®, Mitchell®, Penn®, Rawlings®, Shakespeare®, Stearns®, Stren®, Trilene®, Völkl® and Zoot®; Consumer Solutions: Bionaire®, Crock-Pot®, FoodSaver®, Health o meter®, Holmes®, Mr. Coffee®, Oster®, Patton®, Rival®, Seal-a-Meal®, Sunbeam®, VillaWare® and White Mountain®; and Branded Consumables: Ball®, Bee®, Bernardin®, Bicycle®, Billy Boy®, Crawford®, Diamond®, Dicon®, Fiona®, First Alert®, First Essentials®, Hoyle®, Kerr®, Lehigh®, Lillo®, Loew Cornell®, Mapa®, NUK®, Pine Mountain®, Quickie®, Spontex® and Tigex®. Headquartered in Rye, N.Y., Jarden ranks #371 on the Fortune 500.

Joe’s Jeans Inc. (NASDAQ: JOEZ)

Market Cap: $61.64 Million www.joesjeans.com Joe’s is a casual chic lifestyle brand offering a unique interpretation on classic, modernized wardrobe staples encompassing a range of timeless styles from premium denim and collection pieces to accessories and footwear. With 12 years in fashion, Joe’s has remained true to their DNA throughout their expansion, embracing innovation in the creation of a full faceted line for men, women and kids. Joe’s is available coast to coast in the USA and internationally throughout Europe, Asia, Canada, Latin America and the Middle East.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Krispy Kreme Doughnuts, Inc. (NYSE: KKD)

LifeVantage Corporation (NASDAQ: LFVN)

Market Cap: $226.19 Million www.lifevantage.com LifeVantage Corporation, a leader in Nrf2 science and the maker of Protandim®, the Nrf2 Synergizer® patented dietary supplement, is a science-based nutraceutical company. LifeVantage is dedicated to visionary science that looks to transform wellness and anti-aging internally and externally with products that dramatically reduce oxidative stress at the cellular level. The Company was founded in 2003 and is headquartered in Salt Lake City, UT.

PUBLIC COMPANY PROFILES

Market Cap: $587.62 Million www.krispykreme.com Krispy Kreme is a leading branded specialty retailer and wholesaler of premium quality sweet treats and complementary products, including its signature Original Glazed® doughnut. Headquartered in Winston-Salem, NC, the Company has offered the highest quality doughnuts and great tasting coffee since it was founded in 1937. Today, Krispy Kreme shops can be found in over 730 locations in 21 countries around the world.

Lifeway Foods, Inc. (NASDAQ: LWAY)

Market Cap: $134.14 Million www.lifeway.net Lifeway Foods, Inc., recently named one of Fortune Small Business’ Fastest Growing Companies for the fifth consecutive year, is America’s leading supplier of the cultured dairy products known as kefir and organic kefir. Lifeway Kefir is a dairy beverage that contains 10 exclusive live and active probiotic cultures plus ProBoost™. In addition to its line of Kefir products, the company produces a variety of Frozen Kefir and probiotic cheese products. Lifeway also sells frozen kefir, kefir smoothies and kefir parfaits through its Starfruit™ retail stores.

Limited Brands, Inc. (NYSE: LTD)

Market Cap: $14.75 Billion www.limitedbrands.com Limited Brands, through Victoria’s Secret, Pink, Bath & Body Works, La Senza and Henri Bendel, is an international company. The company operates over 2,625 specialty stores in the United States and its brands are sold in more than 700 company-operated and franchised additional locations worldwide. The company’s products are also available online at www. VictoriasSecret.com, www.BathandBodyWorks.com, www.HenriBendel.com and www. LaSenza.com.

Limoneira Company (NASDAQ: LMNR)

Market Cap: $212.52 Million www.limoneira.com Limoneira Company, a 119-year-old international agribusiness headquartered in Santa Paula, California, has grown to become one of the premier integrated agribusinesses in the world. Limoneira (pronounced lē mon΄âra), is a dedicated sustainability company with approximately 8,000 acres of rich agricultural lands, real estate properties and water rights in California. The Company is a leading producer of lemons, avocados, oranges, specialty citrus and other crops that are enjoyed throughout the world. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Lithia Motors, Inc. (NYSE: LAD)

lululemon athletica inc. (NASDAQ:LULU)

Market Cap: $10.52 Billion www.lululemon.com lululemon athletica is a yoga-inspired athletic apparel company that creates components for people to live a long, healthy and fun life. By producing products that help keep people active and stress free, lululemon believes that the world will be a better place. Setting the bar in technical fabrics and functional designs, lululemon works with yogis and athletes in local communities for continuous research and product feedback.

PUBLIC COMPANY PROFILES

Market Cap: $902.73 Million www.lithia.com Lithia Motors, Inc. is the ninth largest automotive retailer in the United States. Lithia sells 29 brands of new vehicles and all brands of used vehicles at over 85 stores in 11 states. Lithia also arranges finance, warranty, and credit insurance contracts; and provides vehicle parts, maintenance, and repair services at all of its locations.

MarineMax, Inc. (NYSE: HZO)

Market Cap: $195.02 Million www.marinemax.com Headquartered in Clearwater, Florida, MarineMax is the nation’s largest recreational boat and yacht retailer. Focused on premium brands, such as Sea Ray, Boston Whaler, Meridian, Cabo, Hatteras, Azimut Yachts, Grady-White, Bayliner, Harris FloteBote, Zeelander, Nautique and Malibu, MarineMax sells new and used recreational boats and related marine products and provides yacht brokerage and charter services. MarineMax currently has 53 retail locations in Alabama, Arizona, California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Rhode Island, Tennessee, and Texas and operates MarineMax Vacations in Tortola, British Virgin Islands.

Mattress Firm Holding Corp. (NASDAQ: MFRM)

Market Cap: $776.18 Million www.mattressfirm.com Providing the knowledge and the products to improve the overall well-being of over 6 million Americans is what Mattress Firm does best. Founded in Houston, TX in 1986, Mattress Firm is one of the nation’s premier specialty bedding retailers, offering a broad selection of both traditional and specialty mattresses, bedding accessories and related products. With the largest geographic footprint in the United States among multi-brand mattress specialty retailers, Mattress Firm not only provides sleep solutions, but opportunities in hundreds of communities.

Medifast, Inc. (NYSE: MED)

Market Cap: $481.62 Million www.medifast1.com Medifast is the leading easy-to-use, clinically proven, portion-controlled weight-loss program. The company sells its products and programs via four unique distribution channels: 1) the web and national call centers, 2) the Take Shape For Life personal coaching division, 3) Medifast Weight Control Centers, and 4) a national network of physicians. Medifast was founded in 1980 and is located in Owings Mills, Maryland. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Michael Kors Holdings Limited (NYSE: KORS)

Movado Group, Inc. (NYSE: MOV)

Market Cap: $820.99 Million www.movadogroup.com Movado Group, Inc. designs, sources, and distributes MOVADO®, EBEL®, CONCORD®, ESQ® by Movado, COACH®, TOMMY HILFIGER®, HUGO BOSS®, JUICY COUTURE® and LACOSTE® watches worldwide, and operates Movado company stores in the United States. Movado Group, Inc. also plans to launch a collection of SCUDERIA FERRARI® watches beginning in fiscal 2014.

PUBLIC COMPANY PROFILES

Market Cap: $10.28 Billion www.michaelkors.com Michael Kors is a world-renowned, award-winning designer of luxury accessories and ready to wear. His namesake company, established in 1981, currently produces a range of products through his Michael Kors, KORS Michael Kors and MICHAEL Michael Kors labels, including accessories, footwear, watches, jewelry, men’s and women’s ready to wear, and a full line of fragrance products. Michael Kors stores are operated, either directly or through licensing partners, in some of the most prestigious cities in the world, including New York, Beverly Hills, Chicago, London, Milan, Paris, Munich, Istanbul, Dubai, Seoul, Tokyo and Hong Kong.

Nautilus, Inc. (NYSE: NLS)

Market Cap: $122.93 Million www.nautilusinc.com Headquartered in Vancouver, Washington, Nautilus, Inc. is a global fitness products company providing innovative, quality solutions to help people achieve a healthy lifestyle. With a brand portfolio including Nautilus®, Bowflex®, TreadClimber®, Schwinn®, Schwinn Fitness™, Universal® and CoreBody Reformer™, Nautilus markets innovative fitness products through Direct and Retail channels.

Nu Skin Enterprises, Inc. (NYSE: NUS)

Market Cap: $2.63 Billion www.nuskin.com Nu Skin Enterprises, Inc. demonstrates its tradition of innovation through its comprehensive anti-aging product portfolio, independent business opportunity and corporate social responsibility initiatives. The company’s scientific leadership in both skin care and nutrition has established Nu Skin as a premier anti-aging company. The company’s anti-aging products feature the new ageLOC® suite of products including the ageLOC® R2 nutritional supplement, ageLOC® Galvanic Spa System and ageLOC® Galvanic Body Spa™, as well as the ageLOC® Transformation daily skin care system. A global direct selling company, Nu Skin operates in 53 markets worldwide and has more than 900,000 active distributors and preferred customers.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Omega Protein Corporation (NYSE: OME)

Oxford Industries, Inc. (NYSE: OXM)

Market Cap: $791.26 Million www.oxfordinc.com Oxford Industries, Inc. is an international apparel design, sourcing and marketing company featuring a diverse portfolio of owned and licensed brands. Oxford’s brands include Tommy Bahama®, Lilly Pulitzer®, Ben Sherman®, Oxford Golf®, Arnold Brant® and Billy London®. The Company also holds exclusive licenses to produce and sell certain product categories under the Kenneth Cole®, Geoffrey Beene®, Dockers® and Ike Behar® labels. The Company operates retail stores, restaurants and Internet websites. The Company also has license arrangements with select third parties to produce and sell certain product categories under its Tommy Bahama, Lilly Pulitzer and Ben Sherman brands. Oxford’s wholesale customers include department stores, specialty stores, national chains, specialty catalogs and Internet retailers.

PUBLIC COMPANY PROFILES

Market Cap: $122.63 Million www.omegaproteininc.com Omega Protein Corporation is a nutritional ingredient company that serves the human and animal nutrition markets. Omega Protein is the nation’s leading vertically integrated producer of omega-3 fish oil and specialty fish meal products, which are made from menhaden, an omega-3 rich fish which is abundantly available along the U.S. Gulf of Mexico and Atlantic Coasts. The Company also sells a variety of non-marine ingredients to the dietary supplement industry.

Pacific Sunwear of California, Inc. (NASDAQ: PSUN)

Market Cap: $105.13 Million www.pacsun.com Pacific Sunwear of California, Inc. and its subsidiaries is a leading specialty retailer rooted in the action sports, fashion and music influences of the California lifestyle. The Company sells a combination of branded and proprietary casual apparel, accessories and footwear designed to appeal to teens and young adults. The Company operates over 720 stores in all 50 states and Puerto Rico.

Perry Ellis International, Inc. (NASDAQ: PERY)

Market Cap: $331.37 Million www.pery.com Perry Ellis International, Inc. is a leading designer, distributor and licensor of a broad line of high quality men’s and women’s apparel, accessories and fragrances, as well as select children’s apparel. The Company’s collection of dress and casual shirts, golf sportswear, sweaters, dress pants, casual pants and shorts, jeans wear, active wear, dresses and men’s and women’s swimwear is available through all major levels of retail distribution. The Company, through its wholly owned subsidiaries, owns a portfolio of nationally and internationally recognized brands, including: Perry Ellis®, Jantzen®, Laundry by Shelli Segal®, C&C California®, Rafaella®, Cubavera®, Centro®, Solero®, Munsingwear®, Savane®, Original Penguin® by Munsingwear®, Grand Slam®, Natural Issue®, Pro Player®, the Havanera Co. ®, Axis®, Tricots St. Raphael®, Gotcha®, Girl Star®, MCD®, John Henry®, Mondo di Marco®, Redsand®, Manhattan®, Axist®, Farah®, Anchor Blue® and Miller’s Outpost®. The Company enhances its roster of brands by licensing trademarks from third parties, including: Pierre Cardin® for men’s sportswear, Nike® and Jag® for swimwear, and Callaway®, TOP-FLITE®, PGA TOUR® and Champions Tour® for golf apparel. 15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Pier 1 Imports, Inc. (NYSE: PIR)

Premier Exhibitions, Inc. (NASDAQ: PRXI)

Market Cap: $129.65 Million www.prxi.com Premier Exhibitions, Inc., located in Atlanta, GA, is a major provider of museum-quality exhibitions throughout the world and a recognized leader in developing and displaying unique exhibitions for education and entertainment. The Company’s exhibitions present unique opportunities to experience compelling stories using authentic objects and artifacts in diverse environments. Exhibitions are presented in museums, exhibition centers and other entertainment venues.

PUBLIC COMPANY PROFILES

Market Cap: $2.10 Billion www.pier1.com Pier 1 Imports is North America’s largest specialty retailer of unique fashion-forward, decorative home furnishings and gifts directly imported from many countries around the world displayed in over 1,000 Pier 1 Imports stores in a visually appealing setting. The Company has international operations in Canada and Mexico.

PVH Corp. (NYSE: PVH)

Market Cap: $7.90 Billion www.pvh.com PVH Corp., one of the world’s largest apparel companies, owns and markets the iconic Calvin Klein and Tommy Hilfiger brands worldwide. It is the world’s largest shirt and neckwear company and markets a variety of goods under its own brands, Van Heusen, Calvin Klein, Tommy Hilfiger, IZOD, ARROW, Bass and G.H. Bass & Co., and its licensed brands, including Geoffrey Beene, Kenneth Cole New York, Kenneth Cole Reaction, MICHAEL Michael Kors, Sean John, Chaps, Donald J. Trump Signature Collection, JOE Joseph Abboud, DKNY, Ike Behar and John Varvatos.

Red Robin Gourmet Burgers, Inc. (NASDAQ: RRBG)

Market Cap: $458.15 Million www.redrobin.com Red Robin Gourmet Burgers, Inc., a casual dining restaurant chain founded in 1969 that operates through its wholly-owned subsidiary, Red Robin International, Inc., is the gourmet burger expert, famous for serving more than two dozen craveable, high-quality burgers with Bottomless Steak Fries® in a fun environment welcoming to guests of all ages. In addition to its many burger offerings, Red Robin serves a wide variety of salads, soups, appetizers, entrees, desserts and signature Mad Mixology® Beverages. There are currently over 470 Red Robin® restaurants located across the United States and Canada.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Regional Management Corp. (NYSE: RM)

Rocky Brands, Inc. (NASDAQ: RCKY)

PUBLIC COMPANY PROFILES

Market Cap: $213.77 Million www.regionalmanagement.com Regional Management Corp. is a diversified specialty consumer finance company providing a broad array of loan products primarily to customers with limited access to consumer credit from banks, thrifts, credit card companies and other traditional lenders. Regional Management began operations in 1987 and has expanded its branch network to 213 locations across the Southeastern and Southwestern United States. Each of its loan products is secured, structured on a fixed rate, has fixed term basis with fully amortizing equal monthly installment payments, and is repayable at any time without penalty. Regional Management’s loans are sourced through its multiple channel platform, including in its branches, through direct mail campaigns, independent and franchise automobile dealerships, online credit application networks, furniture and appliance retailers and its consumer website.

Market Cap: $98.15 Million www.rockybrands.com Rocky Brands, Inc. is a leading designer, manufacturer and marketer of premium quality footwear and apparel marketed under a portfolio of well-recognized brand names including Rocky®, Georgia Boot®, Durango® and Lehigh® and the licensed brands Michelin® and Mossy Oak®. Rocky Brands is proud to supply footwear to the United States military.

Ruby Tuesday, Inc. (NYSE: RT)

Market Cap: $496.51 Million www.rubytuesday.com Ruby Tuesday, Inc. has Company-owned and/or franchise Ruby Tuesday brand restaurants in 45 states, the District of Columbia, 12 foreign countries, and Guam. We own and operate more than 710 Ruby Tuesday restaurants and franchise more than 75 Ruby Tuesday restaurants, both domestic and internationally. Our Company-owned and operated restaurants are concentrated primarily in the Southeast, Northeast, Mid-Atlantic, and Midwest of the United States, which we consider to be our core markets.

rue21, inc. (NASDAQ: RUE)

Market Cap: $700.78 Million www.rue21.com rue21 is a leading specialty apparel retailer offering exclusive branded merchandise and the newest trends at a great value.

Ruth’s Hospitality Group, Inc. (NASDAQ: RUTH)

Market Cap: $259.68 Million www.rhgi.com Ruth’s Hospitality Group, Inc. is a leading restaurant company focused exclusively on the upscale dining segment. The Company owns the Ruth’s Chris Steak House, Mitchell’s Fish Market, Mitchell’s Steakhouse and Cameron’s Steakhouse concepts. With more than 150 Company- and franchisee-owned locations worldwide, Ruth’s Hospitality Group, Inc. was founded in 1965 and is headquartered in Winter Park, Fla.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Scio Diamond Technology Corporation (OTC: SCIO)

Sequential Brands Group, Inc. (PINK: SQBG)

Market Cap: $12.00 Million www.sequentialbrandsgroup.com Sequential Brands Group, Inc. owns, promotes, markets, and licenses a portfolio of consumer brands that presently include William Rast®, People’s Liberation® and DVS Action Sports. Sequential ensures that its brands continue to thrive and grow by employing strong brand management, design and marketing teams. Sequential has licensed and intends to license its brands in a variety of consumer categories to retailers, wholesalers and distributors in the United States and in certain international territories.

PUBLIC COMPANY PROFILES

Market Cap: $48.70 Million www.sciodiamond.com Scio employs a patent-protected chemical vapor deposition process to produce high-quality, single-crystal diamonds in a controlled laboratory setting, with such diamonds referred to as “lab-grown” or cultivated diamonds. These cultivated diamonds have chemical, physical and optical properties identical to mined diamonds. The company’s manufacturing process enables it to produce high-quality, high-purity, single-crystal colorless, near colorless and fancy colored diamonds. Scio’s technology also offers the flexibility to produce lab-grown diamonds in size, color and quality combinations that are very rare in nature. Scio produces diamonds for industrial, gemstone, medical and semiconductor applications.

Shoe Carnival, Inc. (NASDAQ: SCVL)

Market Cap: $447.66 Million www.shoecarnival.com Shoe Carnival, Inc. is one of the nation’s largest family footwear retailers, offering a broad assortment of moderately priced dress, casual and athletic footwear for men, women and children with emphasis on national and regional name brands. The Company operates more than 350 stores in 32 states and Puerto Rico, and offers online shopping at www. shoecarnival.com.

Signet Jewelers Limited (NYSE: SIG)

Market Cap: $4.37 Billion www.signetjewelers.com Signet Jewelers Limited is a specialty retail jeweler in the United States and United Kingdom, and also has stores in the Republic of Ireland and Channel Islands. The Company is engaged in the retailing of jewelry, watches and associated services. The business is managed as two geographical operating divisions: the US division and the UK division.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Skullcandy, Inc. (NASDAQ: SKUL)

SodaStream International Ltd. (NASDAQ: SODA)

Market Cap: $805.49 Million www.sodastream.com SodaStream manufactures beverage carbonation systems which enable consumers to easily transform ordinary tap water instantly into carbonated soft drinks and sparkling water. Soda makers offer a highly differentiated and innovative solution to consumers of bottled and canned carbonated soft drinks and sparkling water. Our products are environmentally friendly, cost effective, promote health and wellness, and are customizable and fun to use. In addition, our products offer convenience by eliminating the need to carry bottles home from the supermarket, to store bottles at home or to regularly dispose of empty bottles. Our products are available at more than 60,000 retail stores in 45 countries around the world.

PUBLIC COMPANY PROFILES

Market Cap: $231.34 Million www.skullcandy.com Skullcandy is a global designer, marketer and distributor of performance audio and gaming headphones and other accessory related products under the Skullcandy, Astro Gaming and 2XL by Skullcandy brands. Skullcandy became one of the world’s most distinct audio brands by bringing color, character and performance to an otherwise monochromatic space; helping to revolutionize the audio arena by introducing headphones, earbuds and other audio and wireless lifestyle products that possess unmistakable style and exceptional performance. The Company’s products are sold and distributed through a variety of channels in the U.S. and approximately 80 countries worldwide.

Sonic Corp. (NASDAQ: SONC)

Market Cap: $602.22 Million www.sonicdrivein.com Sonic, America’s Drive-In, originally started as a hamburger and root beer stand in 1953 in Shawnee, Oklahoma called Top Hat Drive-In, and then changed its name to Sonic in 1959. The first drive-in to adopt the Sonic name is still serving customers in Stillwater, Oklahoma. Sonic has more than 3,500 drive-ins coast to coast, where approximately three million customers eat every day.

Stage Stores, Inc. (NYSE: SSI)

Market Cap: $806.68 Million www.stagestoresinc.com Stage Stores, Inc. operates primarily in small and mid-sized towns and communities. Its stores, which operate under the Bealls, Goody’s, Palais Royal, Peebles, Stage and Steele’s names, offer moderately priced, nationally recognized brand name apparel, accessories, cosmetics and footwear for the entire family. The Company operates more than 865 stores in 40 states. The Company also has an e-Commerce website.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Steven Madden, Ltd. (NASDAQ: SHOO)

PUBLIC COMPANY PROFILES

Market Cap: $1.99 Billion www.stevemadden.com Steve Madden designs, sources and markets fashion-forward footwear and accessories for women, men and children. In addition to marketing products under its owned brands including Steve Madden, Steven by Steve Madden, Madden Girl, Stevies, Betsey Johnson, Betseyville, Report, Report Signature, R2 by Report and Big Buddha, the Company is the licensee of various brands, including Olsenboye for footwear, handbags and belts, Elizabeth and James, Superga, l.e.i. and GLO for footwear and Daisy Fuentes for handbags. The Company also designs and sources products under private label brand names for various retailers. The Company’s wholesale distribution includes department stores, specialty stores, luxury retailers, national chains and mass merchants. The Company also operates 83 retail stores (including the Company’s online store). The Company licenses certain of its brands to third parties for the marketing and sale of certain products, including for ready-to-wear, outerwear, intimate apparel, eyewear, hosiery, jewelry, fragrance and bedding and bath products.

SunOpta, Inc. (NASDAQ: STKL)

Market Cap: $408.42 Million www.sunopta.com SunOpta Inc. is a leading global company focused on natural, organic and specialty foods products. The Company specializes in sourcing, processing and packaging of natural and organic food products, integrated from seed through packaged products, with a focus on strategically vertically integrated business models. The Company’s core natural and organic food operations focus on value-added grains, fiber and fruit based product offerings, supported by a global infrastructure. The company has two non-core holdings, a 66.2% ownership position in Opta Minerals Inc., listed on the Toronto Stock Exchange, a producer, distributor, and recycler of environmentally friendly industrial materials; and a minority ownership position in Mascoma Corporation, an innovative biofuels company.

Swisher Hygiene Inc. (NASDAQ: SWSH)

Market Cap: $267.49 Million www.swisherhygiene.com Swisher Hygiene Inc. provides essential hygiene and sanitation solutions to customers throughout much of North America and internationally through its global network of company-owned operations, franchises and master licensees operating in countries across Europe and Asia. These essential solutions include cleaning and sanitizing chemicals, foodservice and laundry products, restroom hygiene programs and a full range of related products and services. This broad set of offerings is designed to promote superior cleanliness and sanitation in all commercial environments, enhancing the safety, satisfaction and well-being of employees and patrons. Swisher Hygiene’s customers include a wide range of commercial enterprises, with a particular emphasis on the foodservice, hospitality, retail, industrial and healthcare industries.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Texas Roadhouse, Inc. (NASDAQ: TXRH)

The Chefs’ Warehouse, Inc. (NASDAQ: CHEF)

Market Cap: $330.34 Million www.chefswarehouse.com The Chefs’ Warehouse, Inc. is a premier distributor of specialty food products in the United States focused on serving the specific needs of chefs who own and/or operate some of the nation’s leading menu-driven independent restaurants, fine dining establishments, country clubs, hotels, caterers, culinary schools and specialty food stores. The Chefs’ Warehouse, Inc. carries and distributes more than 16,300 products to more than 10,500 customer locations throughout the United States.

PUBLIC COMPANY PROFILES

Market Cap: $1.13 Billion www.texasroadhouse.com Texas Roadhouse is a full service, casual dining restaurant chain. We offer an assortment of specially seasoned and aged steaks hand-cut daily on the premises and cooked to order over open gas-fired grills. In addition to steaks, we also offer our guests a selection of ribs, fish, seafood, chicken, pork chops, pulled pork, vegetable plates, and an assortment of hamburgers, salads and sandwiches. The majority of our entrees include two made-from-scratch side items, and we offer all our guests a free unlimited supply of in-shell peanuts and made-fromscratch yeast rolls.

The Children’s Place Retail Stores, Inc. (NASDAQ: PLCE)

Market Cap: $1.12 Billion www.childrensplace.com The Children’s Place is the largest pure-play children’s specialty apparel retailer in North America. The Company designs, contracts to manufacture and sells fashionable, highquality merchandise at value prices, primarily under the proprietary “The Children’s Place” brand name.

The Hain Celestial Group, Inc. (NASDAQ: HAIN)

Market Cap: $2.68 Billion www.hain-celestial.com The Hain Celestial Group, headquartered in Melville, NY, is a leading natural and organic products company in North America and Europe. Hain Celestial participates in many natural categories with well-known brands that include Celestial Seasonings®, Earth’s Best®, Terra®, Garden of Eatin’®, Sensible Portions®, Health Valley®, Arrowhead Mills®, MaraNatha®, SunSpire®, DeBoles®, Gluten Free Café™, Hain Pure Foods®, Hollywood®, Spectrum Naturals®, Spectrum Essentials®, Walnut Acres Organic®, Imagine®, Almond Dream®, Rice Dream®, Soy Dream®, WestSoy®, The Greek Gods®, Ethnic Gourmet®, Yves Veggie Cuisine®, Europe’s Best®, Cully & Sully®, New Covent Garden Soup Co.®, Johnson’s Juice Co.®, Farmhouse Fare®, Hartley’s®, Sun-Pat®, Gale’s®, Robertson’s®, Frank Cooper’s®, Linda McCartney®, Lima®, Danival®, GG UniqueFiber®, Natumi®, JASON®, Zia® Natural Skincare, Avalon Organics®, Alba Botanica®, Queen Helene® and Earth’s Best TenderCare®. Hain Celestial has been providing “A Healthy Way of Life™” since 1993.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

The TJX Companies, Inc. (NYSE: TJX)

The Wendy’s Company (NASDAQ: WEN)

Market Cap: $1.88 Billion www.aboutwendys.com The Wendy’s Company is the world’s third-largest quick-service hamburger company. The Wendy’s system includes more than 6,500 franchise and Company-operated restaurants in the United States and 27 countries and U.S. territories worldwide.

PUBLIC COMPANY PROFILES

Market Cap: $31.69 Billion www.tjx.com The TJX Companies, Inc. is the leading off-price retailer of apparel and home fashions in the U.S. and worldwide. The Company operates 1,030 T.J. Maxx, 911 Marshalls, and 414 HomeGoods stores in the United States; 222 Winners, 88 HomeSense, and 14 Marshalls stores in Canada; and 343 T.K. Maxx and 24 HomeSense stores in Europe.

The Wet Seal, Inc. (NASDAQ: WTSLA)

Market Cap: $250.01 Million www.wetsealinc.com Headquartered in Foothill Ranch, California, The Wet Seal, Inc. is a leading specialty retailer of fashionable and contemporary apparel and accessory items. The Company operates more than 550 stores in 47 states and Puerto Rico, including 472 Wet Seal stores and 81 Arden B stores. The Company’s products can also be purchased online at www.wetseal.com or www. ardenb.com.

Tile Shop Holdings, Inc. (NASDAQ: TTS)

Market Cap: $643.81 Million www.tileshop.com Tile Shop Holdings is the parent company of The Tile Shop, a specialty retailer of manufactured and natural stone tiles, setting and maintenance materials, and related accessories in the United States. The Tile Shop offers a wide selection of products, attractive prices, and exceptional customer service in an extensive showroom setting. The Tile Shop operates more than 60 stores in 20 states, with an average size of 23,000 square feet. The Tile Shop also sells its products on its website, www.tileshop.com.

Tilly’s, Inc. (NYSE: TLYS)

Market Cap: $375.09 Million www.tillys.com Tilly’s is a fast-growing destination specialty retailer of West Coast inspired apparel, footwear and accessories with an extensive assortment of the most relevant and sought-after brands rooted in action sports, music, art and fashion. Tilly’s is headquartered in Southern California and operated more than 160 stores and through its website, www.tillys.com.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Titan Machinery Inc. (NASDAQ: TITN)

Town Sports International Holdings, Inc. (NASDAQ: CLUB)

PUBLIC COMPANY PROFILES

Market Cap: $490.14 Million www.titanmachinery.com Titan Machinery Inc., founded in 1980 and headquartered in West Fargo, North Dakota, is a multi-unit business with mature locations and newly-acquired locations. The Company owns and operates a network of full service agricultural and construction equipment stores in the United States and Europe. Upon the closing of the previously announced Serbian acquisition, the Titan Machinery network consists of 104 North American dealerships in North Dakota, South Dakota, Iowa, Minnesota, Montana, Nebraska, Wyoming, Wisconsin, Colorado, and Arizona, including two outlet stores, and 13 European dealerships in Romania, Bulgaria, and Serbia. The Titan Machinery dealerships represent one or more of the CNH Brands (NYSE: CNH), a majority-owned subsidiary of Fiat Industrial (Milan: FI.MI), including CaseIH, New Holland Agriculture, Case Construction, New Holland Construction, Kobelco and CNH Capital.

Market Cap: $256.64 Million www.mysportsclubs.com New York-based Town Sports International Holdings, Inc. is a leading owner and operator of fitness clubs in the Northeast and mid-Atlantic regions of the United States and, through its subsidiaries, operated 160 fitness clubs as of September 30, 2012, comprising 108 New York Sports Clubs, 25 Boston Sports Clubs, 18 Washington Sports Clubs (two of which are partlyowned), six Philadelphia Sports Clubs, and three clubs located in Switzerland. These clubs collectively served approximately 522,000 members.

TransAct Technologies Incorporated (NASDAQ: TACT)

Market Cap: $64.91 Million www.transact-tech.com TransAct Technologies Incorporated is a leader in developing and manufacturing marketspecific solutions, including printers, terminals, software and other products for transactionbased and other industries. These industries include casino, gaming, lottery, banking, kiosk, point-of-sale, food safety, hospitality, oil and gas, and medical and mobile. Each individual market has distinct, critical requirements for printing and the transaction is not complete until the receipt and/or ticket is produced. TransAct printers and products are designed from the ground up based on market specific requirements and are sold under the Ithaca®, Epic, EPICENTRAL® and Printrex® product brands. TransAct distributes its printers through OEMs, value-added resellers, selected distributors, and direct to end-users. TransAct has over 2.4 million printers installed around the world. TransAct is also committed to providing worldclass printer service, spare parts, accessories and printing supplies to its growing worldwide installed base of printers. Through its TransAct Services Group, TransAct provides a complete range of supplies and consumables items used in the printing and scanning activities of customers in the hospitality, banking, retail, food safety, gaming, government and oil and gas exploration markets. Through its webstore, www.transactsupplies.com, and a direct selling team, TransAct addresses the on-line demand for these products. TransAct is headquartered in Hamden, CT.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Tumi Holdings, Inc. (NYSE: TUMI)

United Natural Foods, Inc. (NASDAQ: UNFI)

Market Cap: $2.58 Billion www.unfi.com United Natural Foods, Inc. carries and distributes more than 65,000 products to more than 27,000 customer locations throughout the United States and Canada. The Company serves a wide variety of retail formats including conventional supermarket chains, natural product superstores, independent retail operators and the food service channel. United Natural Foods, Inc. was ranked by Fortune in 2006 – 2010 and 2012 as one of its “Most Admired Companies,” winner of the Supermarket News 2008 Sustainability Excellence Award, recognized by the Nutrition Business Journal for its 2009 Environment and Sustainability Award and chosen by Food Logistics Magazine as one of its 2012 Top 20 Green Providers.

PUBLIC COMPANY PROFILES

Market Cap: $1.49 Billion www.tumi.com Tumi is the leading global brand of premium travel, business and lifestyle products and accessories. The brand is sold in approximately 200 stores from New York to Paris to London and Tokyo, as well as in the world’s top department, specialty, and travel retail stores in over 70 countries.

Urban Outfitters, Inc. (NASDAQ: URBN)

Market Cap: $5.38 Billion www.urbanoutfittersinc.com Urban Outfitters, Inc. is an innovative specialty retail company which offers a variety of lifestyle merchandise to highly defined customer niches through more than 205 Urban Outfitters stores in the United States, Canada, and Europe, catalogs and websites; more than 175 Anthropologie stores in the United States, Canada and Europe, catalogs and websites; Free People wholesale, which sells its product to specialty stores and select department stores, Free People stores in the United States and Canada, catalogs and websites; BHLDN stores and a website and Terrain garden centers and a website.

Vera Bradley, Inc. (NASDAQ: VRA)

Market Cap: $932.66 Million www.verabradley.com Vera Bradley infuses color into all aspects of women’s lives with vibrant handbags, accessories, luggage, eyewear, travel items and gifts. Founded in 1982 by Barbara Bradley Baekgaard and Patricia R. Miller, the brand inspires women to “be colorful” with designs that reflect their personal style. You’ll find Vera Bradley accessories in 60 retail stores across the United States, 10 outlet stores, 3,300 specialty retailers and online at verabradley.com. The company’s commitment to breast cancer research continues to expand through the Vera Bradley Foundation for Breast Cancer.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Vitamin Shoppe, Inc. (NYSE: VSI)

Wolverine World Wide, Inc. (NYSE: WWW)

Market Cap: $2.08 Billion www.wolverineworldwide.com With a commitment to service and product excellence, Wolverine World Wide, Inc. is one of the world’s leading marketers of branded casual, active lifestyle, work, outdoor sport, athletic, children’s and uniform footwear and apparel. The Company’s portfolio of highly recognized brands includes: Merrell®, Sperry Top-Sider®, Hush Puppies®, Saucony®, Wolverine®, Keds®, Stride Rite®, Sebago®, Cushe®, Chaco®, Bates®, HYTEST®, and Soft Style®. The Company is also the global footwear licensee of popular brands including CAT®, Harley-Davidson® and Patagonia®. The Company’s products are carried by leading retailers in the U.S. and globally in approximately 200 countries and territories.

PUBLIC COMPANY PROFILES

Market Cap: $1.74 Billion www.vitaminshoppe.com Vitamin Shoppe is a leading specialty retailer and direct marketer of nutritional products based in North Bergen, New Jersey. The company sells vitamins, minerals, nutritional supplements, herbs, sports nutrition formulas, homeopathic remedies, green living products, and health and beauty aids to customers located primarily in the United States. The company carries national brand products as well as exclusive products under the Vitamin Shoppe, BodyTech and True Athlete proprietary brands. The Vitamin Shoppe conducts business through more than 560 company-owned retail stores, national mail order catalogs, and website, www. VitaminShoppe.com.

ZAGG Inc (NASDAQ: ZAGG)

Market Cap: $229.07 Million www.zagg.com ZAGG Inc is a leading mobile device accessories and technology company with products that protect, personalize and enhance a consumer’s mobile experience. ZAGG differentiates itself as the preferred brand by offering creative product solutions through targeted global distribution channels with the broadest product offering in its sector. With a brand portfolio that includes ZAGG® and iFrogz®, the company manufactures and markets a complete line of products to improve the functionality of portable gadgets, including keyboards, cases, audio and protective films, through direct, retail, specialty and international channels.

Zale Corporation (NYSE: ZLC)

Market Cap: $148.65 Million www.zalecorp.com Zale Corporation is a leading specialty retailer of diamonds and other jewelry products in North America, operating approximately 1,770 retail locations throughout the United States, Canada and Puerto Rico, as well as online. Zale Corporation’s brands include Zales Jewelers, Zales Outlet, Gordon’s Jewelers, Peoples Jewellers, Mappins Jewellers and Piercing Pagoda. Zale also operates online at www.zales.com, www.zalesoutlet.com, www.gordonsjewelers. com, www.peoplesjewellers.com and www.pagoda.com.

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 – 17, 2013

Company data as of 12/6/12

Zumiez Inc. (NASDAQ: ZUMZ)

15TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDA JANUARY 15 â&#x20AC;&#x201C; 17, 2013

PUBLIC COMPANY PROFILES

Market Cap: $657.14 Million www.zumiez.com Zumiez is a leading multi-channel specialty retailer of action sports-related apparel, footwear, equipment and accessories, focusing on skateboarding, snowboarding, surfing, motocross and BMX for young men and women. We operate approximately 495 stores in the United States, Canada and Europe. In the United States and Canada we operate under the name Zumiez and in Europe we operate under the name Blue Tomato. Additionally, we operate e-commerce web sites under www.zumiez.com and www.blue-tomato.com.

Company data as of 12/6/12

203-682-8200

www.icrinc.com Norwalk • New York • Los Angeles • Boston • San Francisco • Beijing

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