15th Annual ICR XChange Conference Book

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Corporate Communications Redefined ICR XChange 15th Annual Conference Sponsored by: 2013

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15th Annual ICR XChange Conference Book

Transcript of 15th Annual ICR XChange Conference Book

Page 1: 15th Annual ICR XChange Conference Book

Corporate Communications Redefined

ICR XChange15th Annual Conference

Sponsored by:

2013

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215TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

2013

Table of ContentsWelcome ................................................................................................................................................................................. 3

About ICR ............................................................................................................................................................................... 4

Sponsors .................................................................................................................................................................................. 6

Private Company Profiles .......................................................................................................................28

Public Company Profiles ...........................................................................................................................37

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315TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Welcome to the 15th Annual ICR XChange Conference

Dear Friends,

Welcome to Miami Beach and the 2013 ICR XChange. Now in its 15th year, the ICR XChange continues to be a unique event for corporate executives from both public and private companies to meet with each other, as well as with the analysts, investors and bankers that serve them on Wall Street.

This year, we are continuing our tradition of providing an innovative and productive format to foster interaction and access to management. We hope that the presentations and group breakout sessions, as well as the many informal and impromptu meetings that take place at the event every year, will create an informative and worthwhile experience.

Over the next three days, you will hear from a broad selection of over 150 companies, and once again, I’m pleased to note that our corporate attendance is record-breaking.

Thank you for your participation. You have helped make it a unique, compelling and rewarding platform where key corporate stakeholders gather to constructively build value.

Best Regards,

Thomas M. Ryan

Co-Founder & Chief Executive Officer

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About ICR

ICR is a corporate and financial communications firm founded in 1998 on the belief that senior Wall Street experience is central to the process of investor and corporate communications. ICR has developed a highly-differentiated model that is grounded in first-hand capital markets experience integrated with traditional communications experience, deep industry sector knowledge and a service model that relies on senior professionals to execute all client work. ICR currently serves approximately 350+ companies across nearly every industry sector, and has offices in Norwalk, CT, Boston, Los Angeles, New York, San Francisco and Beijing.

Core ServicesICR provides investor relations, corporate relations, and crisis and transaction communications services to publicly-listed and private companies in nearly all industry sectors. The firm believes its services are most valuable when provided to clients as a unified corporate communications program. ICR also possesses the digital media capabilities to create and deliver corporate messages through the full range of video and other digital media channels.

Capital Markets Insight is at the Core of Everything We DoCorporate communications balance the needs of a company’s various stakeholders, but publicly-held companies have a specific and critical audience in their institutional and individual investors. Effective corporate communications for public companies requires an in-depth level of knowledge and understanding about the institutional investment community.

ICR’s team includes several dozen former sell-side analysts, buy-side analysts, portfolio managers and other Wall Street professionals who have built careers analyzing and researching companies, making investment recommendations and managing the full range of capital markets events. Our team members interact with the investment community on a daily basis and keep their fingers on the pulse of what investors and analysts are thinking at all times. We harness this knowledge to most effectively advise public companies in all aspects of communications.

Integrated Communications Ensures a Unified MessageCorporate communications is not a one-dimensional activity. The interests of all stakeholders and influencers must be integrated and coordinated at all times to achieve the optimal outcome. Just as investment community communication requires first-hand experience on Wall Street, so too is first-hand experience critical with respect to other corporate audiences.

ICR combines the experience of its former Wall Street professionals with that of traditional senior PR professionals who come from journalism, internal corporate positions, leading global agencies and politics, to provide a unique and truly integrated level of service. Whether it is crafting an earnings conference call, preparing for an interview with CNBC, or communicating a complicated corporate development to employees or business partners, ICR applies first-hand knowledge and expertise to ensure a unified, but audience-specific, message is delivered at all times to all stakeholders.

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Industry Sector Knowledge Places Us Deep in the Flow of InformationAll companies have common characteristics, but each industry sector has distinct operating and financial models, unique legacy issues and dedicated analysts, investors and media. Understanding these industry-specific issues is critical to effective communications. Anything less deprives a company of those subtle nuances that can make all the difference.

ICR operates in industry-specific teams that have first-hand, real-world experience in a given industry sector. We know the companies, the issues and the historical trends and we have direct relationships and extensive interaction with the analysts, investors and media that cover the space. This enables us to provide critical intelligence, relevant insight and strategic execution in all aspects of communications.

Senior-Level Support Delivers a Higher Service Level – A Lot HigherCorporate and financial communication at public companies is too critical a task to delegate to junior professionals. Yet, all too often, at traditional agencies, senior consultants are only involved on a limited basis, relying on junior team members to apprise them of company and industry developments and limiting their role to providing “advice and strategy” while delegating “execution” to team members with limited experience.

At ICR, we believe strategy and execution go hand-in-hand and that day-to-day involvement of senior professionals is essential to our client’s success. Each client account is led by a senior team member with extensive industry sector experience and all strategic work is performed by senior professionals, including all writing and communications content development.

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2013

Sponsors

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Bank of America Merrill Lynch One Bryant ParkNew York, New York 10036www.baml.com

A Premier Financial Institution • Leading Global Corporate and Investment Bank delivering a full range of capital rais-

ing and strategic advisory solutions• Powerful Global Sales & Trading platform, serving as market maker in 2,800+ NAS-

DAQ 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 busi-

nesses

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

CONSUMER & RETAIL INVESTMENT BANKING LEADERSHIPDavid RussellGlobal Head ofConsumer & Retail(646) [email protected] RETAILLisa ClydeHead of Retail(646) [email protected]

CONSUMERBrian CallaciCo-Head of Consumer(312) [email protected]

Carl StickelCo-Head of Consumer(646) [email protected]

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815TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Barclays

212.526.7000745 7th AvenueNew York, NY 10019www.barcap.com

Company DescriptionWith 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.

• 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 BankingBarclays’ 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:

RETAIL, APPAREL AND RESTAURANT INVESTMENT BANKING TEAM

Ari BergerManaging Director(212) [email protected]

Spencer HartManaging Director(212) [email protected]

David LevinManaging Director(212) [email protected]

Ryan MashManaging Director(212) [email protected]

Adam RifkinManaging Director(212) [email protected]

Andrew TaussigVice Chairman & Managing Director(212) [email protected]

Marco VallaManaging Director(212) [email protected]

1. Source: NYSE, H1 2012.2. Source: Barclays Capital; US transactions, 1/1/2005 to 9/30/12.3. Source: Barclays Capital; US transactions, 1/1/2006 to 9/30/12.

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

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

• Five Below• Iconix

• Mattress Firm• Michaels Stores

• Sally Beauty• Vitamin Shoppe

Leveraged Finance / Securitization:• BJ’s Wholesale• Burger King• Container Store• David’s Bridal

• Domino’s• Dunkin’ Brands• HSN• Jo-Ann Stores

• Michaels Stores• Party City• PF Chang’s• Savers

• Sonic• Supervalu• Yankee Candle

Investment Grade Debt:• CVS Caremark• JCPenney

• Safeway• Staples

• Target• Walmart Stores

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915TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Rodney J. Clark Managing Director, Co-Head of Consumer & Retail Investment Banking 415.229.0680 [email protected]

Dominic C. RispoliManaging Director, Co-Head of Consumer & Retail Investment Banking 212.849.3940 [email protected]

Canaccord Genuity101 Montgomery Street, Suite 2000 350 Madison Avenue, 11th FloorSan Francisco, CA 94104 New York, NY 10017415.229.7171 212.849.3900www.canaccordgenuity.com

Company DescriptionThe 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.

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.

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1015TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

INVESTMENT BANKINGRich Moriarty, MDGroup Head(212) [email protected] Chip Cammerer, MD(212) [email protected] McManus, MD(212) [email protected] Hale, MDHead of Cons. Products ECM(212) [email protected] Pimenta, Dir.(212) [email protected] Love, Dir. (212) [email protected]

EQUITY RESEARCHDeborah Weinswig, MDBroadlines & Food and [email protected] Badishkanian, MDLeisure/[email protected] Nicholson, MDHousehold/Personal Care/[email protected] Driscoll, [email protected] McShane, Dir.Apparel/Footwear/Hardlines Specialty [email protected] Anderson, VPApparel/[email protected] Azer, VPTobacco/[email protected] ChenSpecialty Retail Softlines and [email protected] [email protected]

CORPORATE ACCESSCarissa Brody, Dir.Armando Lopez, Dir.

Citi388 Greenwich St.New York, NY, 10013212-816-5000www.citi.com

The Leading Global BankCiti, 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.

Foremost Corporate and Investment BankOur 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 AftermarketThe 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 [email protected] and [email protected] 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

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1115TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

CONSUMER INVESTMENT BANKINGGeoff Flynn Head of Consumer Investment Banking (415) 646-7315 [email protected]

Gavin O’Reilly(415) [email protected]

Aubrey Smith(415) [email protected]

CONSUMER EQUITY RESEARCHPaul WestraRestaurants(646) [email protected]

Faye LandesApparel, Footwear & TextilesBroadlines/Specialty Retail(646) [email protected]

Colin GuheenFood, Food Retail and Restaurants(646) [email protected]

John KernanRetail and Footwear & Apparel(646) [email protected]

CAPITAL MARKETSLen SheerHead of Debt Capital Markets(646) [email protected]

Grant MillerHead of Equity Capital Markets(646) [email protected]

Cowen and Companywww.cowen.com

New York Office599 Lexington AvenueNew York, NY 10022(646) 562-1000

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

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 market-disrupting 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.

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1215TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Elizabeth Matthews McCarthy Vice President 212.325.4753 [email protected]

Credit Suisse 11 Madison AvenueNew York, NY 10010212.325.2000www.credit-suisse.com

Credit Suisse AGCredit 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.

Private BankingIn 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 BankingIn 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.

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1315TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

The Goldman Sachs Group, Inc.200 West StreetNew York, NY 10282212-902-1000www.gs.com

Company DescriptionThe 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.

Our BusinessInvestment BankingWe 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 & LendingWe 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 ServicesWe 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 ManagementWe 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.

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1415TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

ITG Investment Research 380 Madison AvenueNew York, NY 10017212.444.4220 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.

Tony Berkman CEO, ITG Investment ResearchManaging Director, [email protected]

Terry GardnerCOO, ITG Investment ResearchManaging Director, ITG [email protected]

Mike MarraleManaging Director, ITGHead of Research [email protected]

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1515TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

CONSUMER & RETAIL INVESTMENT BANKINGMark BelfordManaging Director & Group [email protected] LindemanManaging Director & Group [email protected] [email protected] SheaVice [email protected]

EQUITY CAPITAL MARKETSCharles MatherManaging Director & Group [email protected]

EQUITY RESEARCHJonathan Feeney, CFAManaging Director, Food & [email protected] KalinowskiDirector, [email protected] McGillManaging Director, Gaming & [email protected] MilneManaging Director, E-commerce & Interactive [email protected] Pinheiro, CFAManaging Director, Food & [email protected] San MarcoVice President, Household & Personal [email protected] StrasserManaging Director, Retail – [email protected] TennantManaging Director, Retail – Softlines [email protected] TracyManaging Director, Branded Apparel, Footwear, and [email protected] Wible, CFAManaging Director, Media & [email protected]

Janney Montgomery Scott LLCwww.janney.com

Philadelphia (Headquarters)1717 Arch StreetPhiladelphia, PA 19103

New York 575 Lexington AvenueNew York, NY 10022

OverviewJanney 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.

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

$85,500,000

Common Stock Initial Public Offering

Co-ManagerMarch 2012

$109,725,499

Common Stock Follow-on Offering

Co-ManagerMay 2012

Advisor to SellerSeptember 2012

Undisclosed

has sold certain assets to

Advisor to Seller November 2011

$58,173,000

has been acquired by

Advisor to SellerSeptember 2011

$213,000,000

has been acquired by

$9,849,900

Common StockPIPE

Lead Financial AdvisorOctober 2012

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1615TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Jefferies Jefferies.com

New York (Headquarters) Charlotte520 Madison Avenue 4201 Congress Street, Suite 350New York, NY 10022 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

Leveraged Finance: 5-Hour Energy, AJE Group, Arctic Glacier, Baker & Taylor, BJ’s Wholesale Club, Caribbean Restaurants, Carrols Restaurant Group, Checkers Drive-In 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

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

CONSUMER & RETAIL INDUSTRY COVERAGEJim WalshGroup Head & Managing [email protected]

Michael CollinsonManaging Director+44 (0)20 7029 8377 [email protected]

Robert FosterManaging Director+44 (0)20 7029 [email protected]

Grant RiceManaging [email protected]

John TibeManaging [email protected]

Steve TricaricoManaging [email protected]

Richard YangManaging Director+852 3743 [email protected]

Dave KorenSenior Vice [email protected]

MERGERS AND ACQUISITIONSAbid RizviManaging [email protected] LEVERAGED FINANCERick DiDonatoManaging [email protected] EQUITY CAPITAL MARKETSMike BauerManaging [email protected]

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1715TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

J.P. Morgan383 Madison AvenueNew York, New York 10179www.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.

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.

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:

• #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, Mi-

chael 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, Camp-

bell 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 evalua-tion of offer from Carl Icahn and sale of Armor All and STP brands, HauteLook on sale to Nord-strom, 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

Erik Oken Head of Consumer & Retail(212) [email protected] BartterVice Chairman of Investment Banking, Consumer (312) [email protected] Grant Vice Chairman of Investment Banking, Consumer (212) [email protected] FlorJancicManaging Director, Retail(214) [email protected] KesselManaging Director,Consumer & Retail(310) [email protected] ChlystekExecutive Director, Consumer(312) [email protected] FrankelExecutive Director, Consumer(212) [email protected] JohnstonExecutive Director, Retail(212) [email protected] KorayExecutive Director, Consumer(212) [email protected] KuhnExecutive Director, Consumer & Retail(415) [email protected] LaGereExecutive Director, Retail(214) [email protected] SinghExecutive Director, Retail(212) [email protected]

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1815TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

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

KeyCorpKeyCorp (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.

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.

Consumer & Retail Investment BankingWe 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• Food & Beverage• Restaurants & Foodservice• Consumer Products

• Retail & Apparel• Gaming• Home Environment• Travel & Leisure

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

CONSUMER & RETAIL GROUPINVESTMENT BANKING Andrew VollmerManaging Director(216) 689-4556 [email protected] of Consumer & Retail

Glen ClarkeManaging Director(312) 730-2701 [email protected] & Beverage

David GalperManaging Director(212) 424-1818 [email protected] & ApparelHealthy & Active Lifestyles

Brad SwansonManaging Director(770) 510-2161 [email protected] & Foodservice

Jay MasurekarVice President(216) 689-0867 [email protected]; Travel & Internet Services

Alex TeeterVice President(216) 689-3986 [email protected] Environment

EQUITY RESEARCH Scott HamannVice President (216) [email protected] Active & Outdoor; Leisure

Akshay JagdaleVice President(917) [email protected] Food & Beverage

Chris O’CullAnalyst(615) 369-0619 [email protected] Restaurants

Bradley Thomas, CFADirector (917) [email protected] Hardlines

Todd ThomasVice President(917) [email protected] REITS

Edward YrumaDirector(917) [email protected] Retail Softlines; Apparel

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1915TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

CONSUMER, FOOD & RETAIL BANKING TEAMNEW YORKJeff Cohen [email protected] de Gennaro [email protected] [email protected] Hecker [email protected] Motulsky [email protected]

LOS ANGELESSimon Furie [email protected] Pranav [email protected]

LAZARD MIDDLE MARKET LLCDavid Solomon [email protected] Roth [email protected] Janicki [email protected]

EQUITY CAPITAL MARKETSGraham Powis [email protected]

ALTERNATIVE CAPITAL FINANCERichard Gormley [email protected] Helenek [email protected]

Lazard Frères & Co. LLC30 Rockefeller CenterNew York, NY 10020212.632.6000www.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 broker-dealer 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:

• 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

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2015TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

INVESTMENT BANKINGNicholas Forsa Managing Director 212.667.1585 [email protected]

Anthony GiulianoVice President 212.298.4068 [email protected]

EQUITIES, US CORPORATE ACCESSLori ArndtManaging Director [email protected]

Serena KoExecutive Director [email protected]

Helen EnnisVice President [email protected]

Nomura Securities International, Inc. 2 World Financial CenterBuilding BNew York, NY 10281Telephone: (212) 667-9000Fax: (646) 587-1754www.nomura.com

Company DescriptionNomura 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.

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 non-retail 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

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2115TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Piper Jaffray & Co.800 Nicollet MallMinneapolis, MN 55402+1 612 303-6000www.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.

Investment BankingPiper 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 ExpertiseThe 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.

INVESTMENT BANKING CONSUMER CONTACTS

Michael HoffmanGlobal Group Head Consumer Investment Banking+1 612 [email protected]

Damon ChandikManaging DirectorRestaurants +1 650 [email protected]

Arnold Holle Managing DirectorConsumer Europe +44 207 [email protected]

John TwichellManaging DirectorConsumer M&A +1 650 [email protected]

Tosh DhanalalPrincipalHardlines and Specialty Retail +1 415 [email protected]

Matt RoghairPrincipalFood and Beverage+1 415 [email protected]

Stephen RuschPrincipalFood and Beverage +1 212 284-9347 [email protected]

Shaun WestfallPrincipalConsumer Products+1 415 [email protected]

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2215TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

RAYMOND JAMESwww.rjconsumerbanking.com

225 Franklin Street, Suite 2200 One Embarcadero Center, Suite 650Boston, MA 02110 San Francisco, CA 94111

OVERVIEW OF RAYMOND JAMESRaymond 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 orientationEquity 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

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

CONSUMER SENIOR BANKING TEAMBob BerryHead of Consumer Investment [email protected]

Scott LemoneManaging Director, Retailing & [email protected]

Morgan LeyManaging Director, Food, Lifestyle & [email protected]

Laura ProvenzaleManaging Director, [email protected]

Dan FairweatherSenior Vice President, Furniture & Furnishings, Pet Products and [email protected]

Robert ArnoldVice President, [email protected]

Julian ChengVice President, Consumer Electronics and Consumer [email protected]

Duncan WilliamsonVice [email protected]

Mimi GhoshSenior [email protected]

CONSUMER EQUITY RESEARCHBryan ElliottManaging DirectorRestaurants

Sam DarkatchManaging DirectorHome & Building Products

Budd Bugatch Managing DirectorFurniture & Furnishings

Joseph Hovorka Senior Vice PresidentEntertainment & Leisure, Gaming

Dan WewerManaging DirectorHardline Retailers

Benjamin P. BrownlowAssociate AnalystConvenience Retail

•Apparel&Footwear•Beverages•Catalog&SpecialtyDistribution•Furniture&Furnishings•Gaming•GroceryStores

•Health&Wellness•HouseholdProducts•InternetRetail•Leisure&Entertainment•Packaging•PersonalCareProducts

•PetProducts•Restaurants&Foodservice•SpecialtyFoods&FoodProducts•SpecialtyHardlineRetail•Value/DiscountStores

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2315TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

U.S. SENIOR CONSUMER INVESTMENT BANKING TEAM

Jason Abt(415) [email protected]

Chris Harned (414) 765-3908 [email protected]

Owen Hart (415) 627-3273 [email protected]

Andy Martin(704) [email protected]

Brian McDonagh(704) [email protected]

Nick Pavlidis(312) [email protected]

Joe Pellegrini(704) [email protected]

Paul Rogalski(312) [email protected]

Rob Rosenfeld(312) [email protected]

Kurt Roth(312) [email protected]

Chris Sciortino(312) [email protected]

Robert W. Baird & Co.777 East Wisconsin Avenue Baird Consumer Team OfficesMilwaukee, WI 53222 Charlotte Frankfurt888.224.7326 Chicago London 414.765.3912 Milwaukee Shanghai www.rwbaird.com San Francisco

Company DescriptionBaird 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.

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.

Baird’s Consumer Practice has a dedicated focus on:

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

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2415TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Stephens Inc.www.stephens.com

Little Rock Office: 111 Center StreetLittle Rock, AR 72201

New York Office: 65 East 55th Street, 22nd FloorNew 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.

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.

INVESTMENT BANKING CONSUMER GROUPChristopher HuisingaManaging DirectorHead of Consumer GroupFood, Agribusiness & Restaurants(212) [email protected]

Ken WasikManaging DirectorConsumer Products(212) 891-1777 [email protected]

Lee AnchinSenior Vice PresidentRetail & Apparel(212) [email protected]

Sarah Gill CampbellVice PresidentRestaurants(501) 377-3491 [email protected]

Irena SchmidtVice President(212) [email protected]

EQUITY RESEARCH ANALYSTSFarha AslamManaging DirectorFood & Agribusiness(212) [email protected]

John LawrenceManaging DirectorSpecialty Retailing(901) [email protected]

N. Richard Nelson, Jr.Managing DirectorSpecialty Retailing(847) 563-5501 [email protected]

Eric HollowatyResearch AnalystConsumer Products & Services(847) [email protected]

Will SlabaughResearch AnalystRestaurants(501) [email protected]

Wes AndersonApparel, Accessories & Footwear(501) 377-3727 [email protected]

Stephens Inc.Member NYSE, SIPC

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2515TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Stifel Nicolaus Weiselwww.Stifel.com

237 Park AvenueNew York, NY 10017(212) 847-6500

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

CONSUMER & RETAIL INVESTMENT BANKING 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 HunekeManaging Director andGroup Co-Head(415) [email protected]

Michael KollenderManaging Director and Group Co-Head(212) [email protected]

Rob SteeleManaging Director(415) [email protected]

Michael RozmusDirector(212) [email protected]

PRODUCT SPECIALISTSWilliam McLeodEquity Capital MarketsSenior Managing Director andGroup Co-Head(415) [email protected]

Steven LevyMergers & AcquisitionsManaging Director(212) [email protected]

Matthew AllardFinancial SponsorsManaging Director(212) [email protected]

*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 mat-ters 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.

Stifel Nicolaus Weisel Investment BankingStifel 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 bankers’ 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

Private Client Group

Origination

Restructuring

Consumer Industry FocusApparelConsumer ProductsConsumer ServicesFood & BeverageFootwearRestaurantsRetail

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.

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2615TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Wells Fargo SecuritiesConsumer & Retail Investment Bankingwww.wellsfargo.com/securities

301 South College StreetCharlotte, NC 28202

375 Park AvenueNew York, NY 10152

Company DescriptionWells 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.

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 stra-

tegic 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

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.

John HudsonGroup Head 704.383.0312

Bill BlueVice Chairman 704.383.3696

Brian MaierVice Chairman 212.214.5276

Steve CoburnManaging Director704.715.6174

Andy CoxManaging Director704.715.7901

David FrankManaging Director212.214.5424

Aviv LaurenceManaging Director212.214.5264

Kelly McPhilliamyManaging Director704.715.7825

Chris MorrisManaging Director212.214.5494

Mike PhalenManaging Director704.715.6505

Derik MillerDirector704.383.6123

Paula OlsonDirector212.214.5492

Chris WithersDirector704.715.8591

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2715TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

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

Company DescriptionWilliam 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.

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.

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.

CONSUMER & RETAIL INVESTMENT BANKING

Jim Bertram Global Group Head +1 312 364 5426 [email protected]

Tim CarrollFood & Broad Assortment Retail+1 312 364 8532 [email protected]

Adam FilkinConsumer Products+1 312 364 8077 [email protected]

Paul HindsleyFitness & Leisure+1 312 364 8576 [email protected]

Mike SiskaRestaurants+1 312 364 5393 [email protected]

Brent SmithFood & Beverage+1 312 364 5392 [email protected]

Chris SpahrSpecialty Retail & Apparel+1 312 364 8118 [email protected]

Beth PickensEurope+44 207 868 4479 [email protected]

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2013

Private Company Profiles

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Batteries Pluswww.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 franchi-see 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 un-matched 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.

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 pam-pered 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.

Bonobos, Inc.www.bonobos.com Bonobos is a clothing company focused on delivering a well-targeted brand prom-ise: 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 show-room 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.

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Fanatics, Inc.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.

FIN Branding Group, LLCwww.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.

Golf Techwww.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 Globetrotterswww.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 recogniz-able 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.

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IT’SUGARwww.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 com-pany is based in Boca Raton, Florida.

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.

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 Furniturewww.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 White-hall 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 Companywww.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.

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Noodles & Companywww.noodles.comFounder Aaron Kennedy started a single Noodles & Company Restaurant in the Cherry Creek neighborhood of Denver, Colorado that has now grown to hundreds of restau-rants 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.

Orchard Brandswww.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 consum-ers through the direct channels of catalog, internet and retail with a relentless focus on delivering superior service.

Paper Sourcewww.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 Valuwww.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 Fotobarwww.polaroidfotobar.com Some of the most beautiful moments of our lives are “locked” on our phones or comput-ers. 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!

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Robert Grahamwww.robertgraham.us Robert Graham is American Eclectic. Since its launch in 2001, Robert Graham was cre-ated 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 Lawww.ruelala.comRue 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.

ShopSociallywww.shopsocially.com ShopSocially is a social app platform that embeds rich and meaningful social experi-ences 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 experi-ences are shown. No coding or changes to existing workflows are required.

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Smashburgerwww.smashburger.comSmashburger is the country’s fastest growing “better burger” restaurant and Fortune Maga-zine’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, hand-spun 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 Farmers Marketwww.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 moun-tains of farm-fresh produce, all-natural meats and a scoop-your-own wonderland of bulk foods.

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 fol-lowed since our founding family opened their first produce stand back in 1943 – to provide high-quality, fresh foods at affordable prices.

Stussywww.stussy.com Stussy operates a chain of apparel and accessories stores in the United States and interna-tionally. 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.

sweetgreenwww.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 Groupwww.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., current-ly operating or partnering with brands in 20 venues and five hotel services contracts.

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Twin Peaks Restaurantwww.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 moun-tain 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.

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.

VeeV Acai Spiritwww.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 smooth-ies made with the Açaí berry, known locally as “purple gold” because of its health proper-ties. 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 Volowww.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 Parkerwww.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 cir-cumventing traditional channels and engaging with customers directly through its web-site, 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 mono-cle, using the finest custom acetates and materials. The Warby Parker aesthetic is vintage-in-spired 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.

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XpresSpawww.xpresspa.com With over 50 locations in 22 major airports on 2 continents, XpresSpa has become the pre-mier 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 XpresS-pa 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.

Yurbudswww.yurbuds.com Yurbuds exists to transform the athlete’s experience through personalized service and excep-tional 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.

Zoës Kitchenwww.zoeskitchen.comZoës 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.

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2013

Public Company Profiles

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Company data as of 12/6/12

Aéropostale, Inc. (NYSE: ARO)Market Cap: $1.09 Billionwww.aeropostale.com Aéropostale®, Inc. is a mall-based, specialty retailer of casual apparel and accessories, prin-cipally 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 propri-etary 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 Apparel, Inc. (NYSE: APP)Market Cap: $107.50 Millionwww.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, in-cluding 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 op-erates a leading wholesale business that supplies high quality T-shirts and other casual wear to distributors and screen printers.

American Eagle Outfitters, Inc. (NYSE: AEO)Market Cap: $4.21 Billionwww.ae.comAmerican Eagle Outfitters, Inc. is a leading global specialty retailer offering high-quality, on-trend 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, Rus-sia, with corporate offices located in New York City, Pittsburgh, and Hong Kong.

Amira Nature Foods Ltd. (NYSE: ANFI)Market Cap: $278.19 Millionwww.amirafoods.com Founded in 1915, Amira has evolved into a leading global provider of packaged Indian spe-cialty 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 emerg-ing 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.

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Company data as of 12/6/12

As Seen on TV, Inc. / eDiets.com, Inc. (NASDAQ: DIET)Market Cap: $8.24 Millionwww.ediets.com eDiets.com, Inc. is a leading provider of personalized nutrition, fitness and weight-loss pro-grams. 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.eDi-ets.com. eDiets.com’s unique infrastructure offers individuals an end-to-end solution strategi-cally tailored to meet its customers’ specific goals of achieving a healthy lifestyle.

Ascena Retail Group, Inc. (NASDAQ: ASNA)Market Cap: $2.94 Billionwww.ascenaretail.com Ascena Retail Group, Inc. is a leading specialty retailer offering clothing, shoes, and accesso-ries 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.

Asia Entertainment & Resources Ltd. (NASDAQ: AERL)Market Cap: $118.97 Millionwww.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 Billionwww.bgfoods.comB&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.

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Company data as of 12/6/12

Big 5 Sporting Goods Corporation (NASDAQ: BGFV)Market Cap: $297.49 Millionwww.big5sportinggoods.comBig 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.

BJ’s Restaurants, Inc. (NASDAQ: BJRI)Market Cap: $903.47 Millionwww.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 sev-eral microbreweries in addition to using qualified contract brewers to produce and distribute BJ’s critically acclaimed proprietary handcrafted beers throughout the chain.

Bloomin’ Brands, Inc. (NASDAQ: BLMN)Market Cap: $1.86 Billionwww.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 founder-inspired 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 Billionwww.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.

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Company data as of 12/6/12

Body Central Corp. (NASDAQ: BODY)Market Cap: $163.89 Millionwww.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.

Bravo Brio Restaurant Group, Inc. (NASDAQ: BBRG)Market Cap: $259.03 Millionwww.bbrg.comBravo 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.

Burger King Worldwide, Inc. (NYSE: BKW)Market Cap: $5.99 Billionwww.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. Ap-proximately 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 Billionwww.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.

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Company data as of 12/6/12

Cardtronics, Inc. (NASDAQ: CATM)Market Cap: $1.06 Billionwww.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, Safe-way, 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 surcharge-free access through Cardtronics’ Allpoint Network.

Carrols Restaurant Group, Inc. (NASDAQ: TAST)Market Cap: $147.79 Millionwww.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.

China Distance Education Holdings Limited (NYSE: DL)Market Cap: $135.73 Millionwww.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 web-sites are designed to help professionals and other course participants to obtain and main-tain 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 aca-demic 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 Billionwww.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 con-tinues 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 with-in. Chipotle opened its first restaurant in 1993 and currently operates over 1,350 restaurants.

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Company data as of 12/6/12

Christopher & Banks Corporation (NYSE: CBK)Market Cap: $166.59 Millionwww.christopherandbanks.comChristopher & Banks Corporation is a Minneapolis-based specialty retailer of women’s cloth-ing. 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 Com-pany operates retail, outlet, and online businesses.

Churchill Downs Incorporated (NASDAQ: CHDN)Market Cap: $1.11 Billionwww.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, Twin-Spires.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.

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 irrever-ent 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 acces-sories 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.coldwater-creek.com and through its catalogs.

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Company data as of 12/6/12

Cracker Barrel Old Country Store, Inc. (NASDAQ: CBRL)Market Cap: $1.44 Billion www.crackerbarrel.com Cracker Barrel Old Country Store provides a friendly home-away-from-home in its old coun-try 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-from-scratch biscuits using an old family recipe. The authentic old country retail store is fun to shop and offers unique gifts and self-indulgences.

Crocs, Inc. (NASDAQ: CROX)Market Cap: $1.24 Billionwww.crocs.comA 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 light-hearted 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) mate-rial, a proprietary, revolutionary technology that produces soft, non-marking and odor-resis-tant shoes that conform to your feet.

Crumbs Bake Shop, Inc. (NASDQ: CRMB)Market Cap: $33.64 Millionwww.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 Billionwww.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 ev-eryday 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 Millionwww.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, Sulli-van’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.

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Company data as of 12/6/12

dELiA*s, Inc. (NASDAQ: DLIA)Market Cap: $35.81 Millionwww.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, web-sites, and dELiA*s mall-based retail stores.

Denny’s Corporation (NASDAQ: DENN)Market Cap: $454.66 Millionwww.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 company-owned restaurants across the United States, Canada, Costa Rica, Mexico, Honduras, Guam, Curaçao, Puerto Rico, Dominican Republic and New Zealand.

DEQ Systems Corp. (TSX: DEQ)Market Cap: CAD 27.67 Millionwww.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 bonus-ing 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 Millionwww.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 arrange-ment at over 1,100 Kohl’s® stores throughout the United States and on Kohls.com. In addi-tion, Destination Maternity is expanding internationally and has exclusive store franchise and product supply relationships in India, the Middle East and South Korea.

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Company data as of 12/6/12

DFC Global Corp. (NASDAQ: DLLR)Market Cap: $794.19 Millionwww.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 Billionwww.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 mar-ket. In September 2012, Domino’s opened its 10,000th store, becoming one of only eight res-taurant 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 Billionwww.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 head-quartered in Canton, Mass.

Einstein Noah Restaurant Group, Inc. (NASDAQ: BAGL)Market Cap: $265.66 Millionwww.einsteinnoah.comEinstein 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 Dis-trict of Columbia. It also operates a dough production facility.

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Company data as of 12/6/12

Envestnet, Inc. (NYSE: ENV)Market Cap: $444.65 Millionwww.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.

Express, Inc. (NYSE: EXPR)Market Cap: $1.23 Billionwww.express.com Express is a specialty apparel and accessories retailer of women’s and men’s merchandise, tar-geting 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.

Fiesta Restaurant Group, Inc. (NASDAQ: FRGI)Market Cap: $323.36 Millionwww.frgi.comFiesta 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, hand-made 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 Billionwww.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.

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Company data as of 12/6/12

Financial Engines, Inc. (NASDAQ: FNGN)Market Cap: $1.24 Billionwww.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, invest-ment, 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 retire-ment plan providers to make retirement help available to millions of American workers.

Five Below, Inc. (NASDAQ: FIVE)Market Cap: $1.87 Billionwww.fivebelow.com Five Below is a rapidly growing specialty value retailer offering a broad range of trend-right, 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, includ-ing 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.

Fossil, Inc. (NASDAQ: FOSL)Market Cap: $5.31 Billionwww.fossil.comFossil, Inc. is a global design, marketing and distribution company that specializes in con-sumer 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 ac-cessories 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 distribu-tors 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 Billionwww.francescascollections.comfrancesca’s® is a growing specialty retailer with retail locations designed and merchandised to feel like independently owned, upscale boutiques providing customers a fun and differ-entiated 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.

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Company data as of 12/6/12

Full House Resorts, Inc. (NYSE MKT: FLL)Market Cap: $57.16 Millionwww.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 gam-ing 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 Millionwww.furniturebrands.comFurniture 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 cus-tomers 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 Billionwww.genesco.comGenesco 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 King-dom 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.

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Company data as of 12/6/12

Genuine Parts Company (NYSE: GPC)Market Cap: $9.91 Billionwww.genpt.comGenuine 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 Prod-ucts Group, distributes business products nationwide in the U.S. and in Canada. The Electri-cal/Electronic Group, EIS, Inc., distributes electrical and electronic components throughout the U.S., Canada and Mexico.

G-III Apparel Group, Ltd. (NASDAQ: GIII)Market Cap: $738.59 Millionwww.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 Vile-brequin 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.

Gordmans Stores, Inc. (NASDAQ: GMAN)Market Cap: $281.72 Millionwww.gordmans.comGordmans 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 subsidiar-ies 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 Millionwww.mygreendot.comGreen 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 on-line 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.

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Company data as of 12/6/12

Guess?, Inc. (NYSE: GES)Market Cap: $2.22 Billionwww.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.

Herbalife Ltd. (NYSE: HLF)Market Cap: $5.00 Billionwww.herbalife.comHerbalife 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.

hhgregg, Inc. (NYSE: HGG)Market Cap: $252.93 Millionwww.hhgregg.com hhgregg, Inc. is a leading specialty retailer of premium video products, brand name applianc-es, audio products and accessories. hhgregg offers a comprehensive selection of digital tele-visions 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 Ala-bama, 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 Millionwww.igniterestaurants.comIgnite 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.

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Company data as of 12/6/12

Jack in the Box Inc. (NASDAQ: JACK)Market Cap: $1.18 Billionwww.jackinthebox.com Jack in the Box Inc., based in San Diego, is a restaurant company that operates and franchis-es 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.

Jamba, Inc. (NASDAQ: JMBA)Market Cap: $160.47 Millionwww.jambajuice.comFounded 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.

Jarden Corporation (NYSE: JAH)Market Cap: $4.01 Billionwww.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 Solu-tions: 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 Millionwww.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 collec-tion 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.

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5315TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Company data as of 12/6/12

Krispy Kreme Doughnuts, Inc. (NYSE: KKD)Market Cap: $587.62 Millionwww.krispykreme.comKrispy 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 dough-nuts 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.

LifeVantage Corporation (NASDAQ: LFVN)Market Cap: $226.19 Millionwww.lifevantage.comLifeVantage Corporation, a leader in Nrf2 science and the maker of Protandim®, the Nrf2 Syn-ergizer® 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.

Lifeway Foods, Inc. (NASDAQ: LWAY)Market Cap: $134.14 Millionwww.lifeway.netLifeway Foods, Inc., recently named one of Fortune Small Business’ Fastest Growing Compa-nies 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 Billionwww.limitedbrands.com Limited Brands, through Victoria’s Secret, Pink, Bath & Body Works, La Senza and Henri Ben-del, 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 Millionwww.limoneira.comLimoneira 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 approximate-ly 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.

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5415TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Company data as of 12/6/12

Lithia Motors, Inc. (NYSE: LAD)Market Cap: $902.73 Millionwww.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.

lululemon athletica inc. (NASDAQ:LULU)Market Cap: $10.52 Billionwww.lululemon.comlululemon 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.

MarineMax, Inc. (NYSE: HZO)Market Cap: $195.02 Millionwww.marinemax.comHeadquartered 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, Minne-sota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Rhode Island, Tennes-see, and Texas and operates MarineMax Vacations in Tortola, British Virgin Islands.

Mattress Firm Holding Corp. (NASDAQ: MFRM)Market Cap: $776.18 Millionwww.mattressfirm.comProviding 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, Mat-tress Firm not only provides sleep solutions, but opportunities in hundreds of communities.

Medifast, Inc. (NYSE: MED)Market Cap: $481.62 Millionwww.medifast1.comMedifast is the leading easy-to-use, clinically proven, portion-controlled weight-loss pro-gram. 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.

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5515TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Company data as of 12/6/12

Michael Kors Holdings Limited (NYSE: KORS)Market Cap: $10.28 Billionwww.michaelkors.comMichael 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.

Movado Group, Inc. (NYSE: MOV)Market Cap: $820.99 Millionwww.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.

Nautilus, Inc. (NYSE: NLS)Market Cap: $122.93 Millionwww.nautilusinc.comHeadquartered in Vancouver, Washington, Nautilus, Inc. is a global fitness products com-pany 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 Billionwww.nuskin.com Nu Skin Enterprises, Inc. demonstrates its tradition of innovation through its comprehen-sive 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.

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5615TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Company data as of 12/6/12

Omega Protein Corporation (NYSE: OME)Market Cap: $122.63 Millionwww.omegaproteininc.comOmega Protein Corporation is a nutritional ingredient company that serves the human and animal nutrition markets. Omega Protein is the nation’s leading vertically integrated pro-ducer 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 supple-ment industry.

Oxford Industries, Inc. (NYSE: OXM)Market Cap: $791.26 Millionwww.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 Ba-hama, Lilly Pulitzer and Ben Sherman brands. Oxford’s wholesale customers include depart-ment stores, specialty stores, national chains, specialty catalogs and Internet retailers.

Pacific Sunwear of California, Inc. (NASDAQ: PSUN)Market Cap: $105.13 Million www.pacsun.comPacific 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 Millionwww.pery.comPerry 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 chil-dren’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®, Got-cha®, 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.

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5715TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Company data as of 12/6/12

Pier 1 Imports, Inc. (NYSE: PIR)Market Cap: $2.10 Billionwww.pier1.com Pier 1 Imports is North America’s largest specialty retailer of unique fashion-forward, decora-tive 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.

Premier Exhibitions, Inc. (NASDAQ: PRXI)Market Cap: $129.65 Millionwww.prxi.comPremier Exhibitions, Inc., located in Atlanta, GA, is a major provider of museum-quality exhibi-tions throughout the world and a recognized leader in developing and displaying unique exhibitions for education and entertainment. The Company’s exhibitions present unique op-portunities to experience compelling stories using authentic objects and artifacts in diverse environments. Exhibitions are presented in museums, exhibition centers and other entertain-ment venues.

PVH Corp. (NYSE: PVH)Market Cap: $7.90 Billionwww.pvh.com PVH Corp., one of the world’s largest apparel companies, owns and markets the iconic Cal-vin 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 Millionwww.redrobin.comRed 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 addi-tion to its many burger offerings, Red Robin serves a wide variety of salads, soups, appetiz-ers, entrees, desserts and signature Mad Mixology® Beverages. There are currently over 470 Red Robin® restaurants located across the United States and Canada.

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5815TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Company data as of 12/6/12

Regional Management Corp. (NYSE: RM)Market Cap: $213.77 Millionwww.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 Manage-ment 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, struc-tured 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.

Rocky Brands, Inc. (NASDAQ: RCKY)Market Cap: $98.15 Millionwww.rockybrands.comRocky 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 Millionwww.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 restau-rants, 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 Millionwww.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 Millionwww.rhgi.comRuth’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.

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5915TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Company data as of 12/6/12

Scio Diamond Technology Corporation (OTC: SCIO)Market Cap: $48.70 Millionwww.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.

Sequential Brands Group, Inc. (PINK: SQBG)Market Cap: $12.00 Millionwww.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.

Shoe Carnival, Inc. (NASDAQ: SCVL)Market Cap: $447.66 Millionwww.shoecarnival.comShoe 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 Billionwww.signetjewelers.comSignet 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.

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6015TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Company data as of 12/6/12

Skullcandy, Inc. (NASDAQ: SKUL)Market Cap: $231.34 Millionwww.skullcandy.comSkullcandy 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 ap-proximately 80 countries worldwide.

SodaStream International Ltd. (NASDAQ: SODA)Market Cap: $805.49 Millionwww.sodastream.comSodaStream manufactures beverage carbonation systems which enable consumers to eas-ily 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.

Sonic Corp. (NASDAQ: SONC)Market Cap: $602.22 Millionwww.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 cus-tomers eat every day.

Stage Stores, Inc. (NYSE: SSI)Market Cap: $806.68 Millionwww.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.

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6115TH ANNUAL INVESTOR CONFERENCE | MIAMI, FLORIDAJANUARY 15 – 17, 2013

Company data as of 12/6/12

Steven Madden, Ltd. (NASDAQ: SHOO)Market Cap: $1.99 Billionwww.stevemadden.comSteve 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 Com-pany 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 Millionwww.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 or-ganic food products, integrated from seed through packaged products, with a focus on stra-tegically 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 posi-tion 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 Millionwww.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, food-service and laundry products, restroom hygiene programs and a full range of related prod-ucts 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.

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Company data as of 12/6/12

Texas Roadhouse, Inc. (NASDAQ: TXRH)Market Cap: $1.13 Billionwww.texasroadhouse.comTexas 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 hamburg-ers, 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-from-scratch yeast rolls.

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.

The Children’s Place Retail Stores, Inc. (NASDAQ: PLCE)Market Cap: $1.12 Billionwww.childrensplace.comThe 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, high-quality 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 Billionwww.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®, Sun-Spire®, 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®, Hart-ley’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.

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Company data as of 12/6/12

The TJX Companies, Inc. (NYSE: TJX)Market Cap: $31.69 Billionwww.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 Wendy’s Company (NASDAQ: WEN)Market Cap: $1.88 Billionwww.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.

The Wet Seal, Inc. (NASDAQ: WTSLA)Market Cap: $250.01 Millionwww.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 Millionwww.tileshop.com Tile Shop Holdings is the parent company of The Tile Shop, a specialty retailer of manufac-tured 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 Millionwww.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.

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Company data as of 12/6/12

Titan Machinery Inc. (NASDAQ: TITN)Market Cap: $490.14 Millionwww.titanmachinery.comTitan 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 Hol-land Agriculture, Case Construction, New Holland Construction, Kobelco and CNH Capital.

Town Sports International Holdings, Inc. (NASDAQ: CLUB)Market Cap: $256.64 Millionwww.mysportsclubs.comNew 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 partly-owned), 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 Millionwww.transact-tech.com TransAct Technologies Incorporated is a leader in developing and manufacturing market-specific solutions, including printers, terminals, software and other products for transaction-based 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 world-class 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.

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Company data as of 12/6/12

Tumi Holdings, Inc. (NYSE: TUMI)Market Cap: $1.49 Billionwww.tumi.com Tumi is the leading global brand of premium travel, business and lifestyle products and ac-cessories. 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.

United Natural Foods, Inc. (NASDAQ: UNFI)Market Cap: $2.58 Billionwww.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 su-perstores, 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.

Urban Outfitters, Inc. (NASDAQ: URBN)Market Cap: $5.38 Billionwww.urbanoutfittersinc.com Urban Outfitters, Inc. is an innovative specialty retail company which offers a variety of life-style merchandise to highly defined customer niches through more than 205 Urban Outfit-ters 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 Millionwww.verabradley.com Vera Bradley infuses color into all aspects of women’s lives with vibrant handbags, accesso-ries, 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 com-mitment to breast cancer research continues to expand through the Vera Bradley Foundation for Breast Cancer.

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Company data as of 12/6/12

Vitamin Shoppe, Inc. (NYSE: VSI)Market Cap: $1.74 Billionwww.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 supple-ments, 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, Bo-dyTech 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.

Wolverine World Wide, Inc. (NYSE: WWW)Market Cap: $2.08 Billionwww.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.

ZAGG Inc (NASDAQ: ZAGG)Market Cap: $229.07 Millionwww.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 Millionwww.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.

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Company data as of 12/6/12

Zumiez Inc. (NASDAQ: ZUMZ)Market Cap: $657.14 Millionwww.zumiez.comZumiez 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.

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Aerospace & DefenseJames [email protected]

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Bill ZimaManaging [email protected]

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Consumer PRKellie BaldygaAccount [email protected]

Crisis & Special SituationsMichael [email protected]

Don [email protected]

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EducationJohn RouleauManaging [email protected]

EnergyJennifer GordonManaging [email protected]

Gaming, Lodging & TransportationWilliam SchmittManaging [email protected]

Health CareSherry BertnerManaging [email protected]

John MillsSr. Managing [email protected]

Healthy LivingJohn MillsSr. Managing [email protected]

Katie TurnerSr. Vice President [email protected]

Industrials, Materials & MiningAnthony GersteinSr. Vice [email protected]

Internet & New MediaDenise GarciaSr. Vice [email protected]

Payments & ExchangesDon [email protected]

Real Estate & REITsBrad CohenSr. Managing [email protected]

Steve SwettManaging [email protected]

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RestaurantsRaphael GrossManaging [email protected]

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Retail, Apparel, Footwear, Beauty & Accessories Joe TeklitsSr. Managing [email protected]

Allison MalkinSr. Managing [email protected]

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TechnologyTimothy DolanSr. Managing [email protected]

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