New York Analyst Meeting Presentation
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Transcript of New York Analyst Meeting Presentation
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Forward-Looking Statement
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To Reach Our Goal
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Signs of Progress
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Financial Philosophy
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Capital Structure Targets
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Key Focus Areas
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Capturing Willamette Synergies
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Operating Income as Reported
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Net Cash Flow from Operations
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Goal: To Be a Global Leader
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Agenda
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Chief Operating Officer Role
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Capital Spending
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Capital Spending (cont.)
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Changes in Capital Spending
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Timberlands Portfolio
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Timberlands Harvest
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Timberlands Cash Flow
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Saw Timber Self-Sufficiency
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Portfolio Management
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Unit Value Increases as Tree Ages
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Current Status
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Summary
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Profitable Regardless of the Market
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Couple Best Manufacturing to Fee Timber
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Couple Best Manufacturing to Fee Timber
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Asset Rationalization
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Leverage World-Class Technology
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Leverage World-Class Technology
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Leverage World-Class Technology
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Leverage World-Class Technology
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Build on a Strong Market Presence
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Build on a Strong Market Presence
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Build on a Strong Market Presence
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Build on a Strong Market Presence
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Top 10 Market Pulp Producers Worldwide
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Forest Regions and Mill Locations
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Weyerhaeuser Has a Larger Share of More Stable N.A. Pulp
Markets
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Product Mix Heavily Weighted Toward Fluff Production Compared to the Industry
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Weyerhaeuser Market Pulp Products
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Uncoated Freesheet (UCFS) Mills
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N.A. UCFS Capacity and Share
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N.A. USFS 2003 Paper Machine Width and Age
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Capacity Rationalization
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UCFS Competitive Advantage
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Gaining Synergies
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Uncoated Freesheet Segments
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Summary
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Containerboard Packaging & Recycling U.S. Leader in
Industry
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Containerboard Packaging Overview
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Containerboard
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U.S. Containerboard Market Position
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Packaging
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U.S. Box Market Position
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Recycling
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Optimize Mills to Drive Costs Down
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Reduce Costs
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System Weighted Average Cash Operating Costs
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Low Capital Requirements
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Paper Machine Age Class
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Packaging is a Low-Cost System
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The Future
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Grow the Packaging Business
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Retail Trends
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Retailers
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Develop Retail
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Summary
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Weyerhaeuser Real Estate Company
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Weyerhaeuser Real Estate and Related Activities
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Real Estate Performance Has Improved
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WRECO 2002 Rankings
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Who We Are
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National Housing Market Expected to Remain Strong
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Large Builders Continue to Gain Market Share
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Summary
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Weyerhaeuser Today
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