NIRI Silicon Valley 2005 Annual Spring Conference

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NIRI Silicon Valley 2005 Annual Spring
Conference
Nick Kormeluk (nick.kormeluk_at_albertsons.com) VP
Investor Relations Group VP Merchandising
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IR Transformation

• Transformation of Investor Relations at
  Albertsons from a reactive data gathering
  department into a strategic partner to the
  organization through the use of advanced
  technology tools.

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Audience Prioritization
Largest Buy Sell-Side Leveraged Events
Chair ( all others)
Other Senior Management ( Investor Relations)
Large / Medium Buy Sell-Side
Small Buy-Side, Sell-Side Leveraged Retail
Investor Relations
Retail
Investor Relations
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Situational Analysis - 2003

• Audience Interaction Type Frequency
• Other Departments None N/A
• Finance Officers Reactionary Quarterly
• Senior Management Reactionary As Requested
• Chairman Reactionary Random / Quarterly
• Board of Directors Reactionary Quarterly

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Situational Analysis - 2003

• Audience Interaction Type Frequency
• Other Departments None N/A
• Finance Officers Reactionary Quarterly
• Senior Management Reactionary As Requested
• Chairman Reactionary Random / Quarterly
• Board of Directors Reactionary Quarterly

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Enjoying The Problem

• Data Reports are Plentiful
• Planning is Strategic
• Interest in Investor Relations is High
• Technology Solutions are Plentiful
• Communications Skills Are Good HOPEFULLY!

So What's Wrong?
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Information Sources Audiences

• Sources of IR Information
• Stock quotation services
• SEC filings
• Analyst notes
• Conference calls
• Financial Conferences
• Rating agencies
• Press releases
• Financial media
• Market surveillance firms
• Daily conversations
• Road shows
• Webcasts

Internal IR Info Consumers
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The Problem
Types of Reports

• IR Info Delivery is Outdated
• Reporting is very manual
• Often delivered via email or hardcopy
• Multiple versions created for various audiences
• Deeper analysis requires exception work
• Data mining is very manual
• In many cases information is reactive
• Information delivered piecemeal
• Department credibility and image suffers as a
  result

Daily Updates
weekly update
BOD Updates
Monthly Updates
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ORGANIZING THE MESS
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Typical Questions

• Get Me the Data
• Why is Stock Down?
• Information Overload
• What is Competition Doing?
• What is That Analyst Thinking?
• You Need to Revamp All of Our Reports

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IR Transformation

• Efficiently getting the right information to the
  right stakeholders as quickly and concisely as
  possible.

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IR Dashboard Solution

• Creates ONE dashboard for all users (BOD, Mgmt,
  etc.)
• Flexible delivery system
• Eliminates need for multiple reports (email
  paper)
• Provides intuitive research navigation
• Creates electronic data warehouse (no more filing
  required)
• Automates report creation
• Pushes information to executives
• Raises visibility of Investor Relations

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Modules Considered for IR Dashboard
Modules Considered

• Stock quotation services
• Company analyst notes
• Competitive analyst notes
• Conference calls transcripts
• Financial conferences presentations
• Stock performance charts
• Press releases
• Stock surveillance updates
• SEC filings

• Financial results charting
• Earnings analyses
• Company event calendar
• Competitive event calendars
• Share ownership tables
• Short interest charts
• Daily, weekly, monthly trading updates
• Webcast reviews analyses
• Competitive operations data

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Company Centric Page
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Stock Price Charting
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Stock Price Charting
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Quick Analysis
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Custom Financial Analysis
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Calendar Page
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IR Dashboard Return on Investment

• Converts IR from data gathering to strategic
  analysis department in eyes of management Board
• Eliminates work duplication in IR, finance,
  accounting, marketing, accounting, business
  development, treasury planning
• Creates data warehouse for all competitive
  information
• Runs on existing IT infrastructure
• Dramatically improves executive efficiency,
  awareness, productivity strategic understanding
  of wall street

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Implementation

• Built fully customized solution for Albertsons
  needs
• Completed in less than 1/3 time of internal
  construction
• Completed for less than 1/3 total cost of
  internal development
• Six months from concept to deployment
• High visibility project for board management
• Partnered with
• More Information available at www.OVERVUE.net

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IR Dashboard Solution

• Able to customize dashboard modules for
  individual company management needs
• Fully loaded onto company servers or hosted
  externally
• Ongoing support provided for dashboard
• Custom or standard user interfaces available
• User training provided