Caution Concerning Forw ard Looking Statem ents Certain information - - PowerPoint PPT Presentation

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Apr 04, 2024 371 likes •543 views

Caution Concerning Forw ard Looking Statem ents Certain information presented today may constitute forward-looking statements. Such statements reflect the Funds current expectations, estimates, projections, and assumptions. These

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Caution Concerning Forw ard Looking Statem ents

Certain information presented today may constitute forward-looking

statements. Such statements reflect the Fund’s current expectations,

estimates, projections, and assumptions. These forward-looking statements are not guarantees of future performance and are subject to certain risks which could cause actual performance and financial results in the future to vary materially from those contemplated in the forward-looking statements. For additional information on these risks, please see the Fund’s Annual Information Form under the heading, “Risk Factors”.

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W hy North W est?

An exceptional “community store” position, With a focus on everyday needs, Built on attractive demographics, Leadership in remote and neighbourhood retailing, Talented people with a proven track record of value creation and, More growth opportunity “in store”

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Market Draw

(4 week period)

An exceptional “Com m unity Store” position,

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Frequency

(4 week period)

An exceptional “Com m unity Store” position,

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Sales Blend W ith a focus on everyday needs,

45% 23% 15% 13%

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Built on attractive dem ographics,

NWC Canadian Markets Population Forecast 10 year Annual Growth 2010F-2020F (%)

.80

NWC International Markets Population Forecast 10 year Annual Growth 2010F-2020F (%)

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Leadership in rem ote and neighbourhood retailing,

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% of stores > 2hr drive from Wal-Mart

(Giant Tiger > 3km drive)

Leadership in rem ote and neighbourhood retailing,

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Leadership in rem ote and neighbourhood retailing,

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Talented people w ith a track record of value creation,

Average senior management tenure = 13.0 years Store managers are intrapreneurs Passionate about community retailing Incented to sustain and grow the business

People Strength

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Ten Year EBITDA Performance

Talented people w ith a track record of value creation,

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Ten Year RONA & ROE (%) Performance

Talented people w ith a track record of value creation,

ROE RONA

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Relative Unit Performance

(% at January 31)

Talented people w ith a track record of value creation,

NWF.UN TSX Composite Retailing Group

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More grow th opportunity “in store”

Close perishable profitability gap Raise in-stock performance Build store stability Invest in shelf stable pricing