Consumers Sector Update

Report
Consumer Products
Jeff McFarland
Ian Keiper
Graeme Moore
Osman Aziz
Chris Bulla
| Consumers Portfolio Manager
| Consumers Analyst
| Consumers Analyst
| Consumers Analyst
| Frosh Representative
This presentation is for informational purposes only, and is not an offer to buy or sell or a
solicitation to buy or sell any securities, investment products or other financial product or
service, an official confirmation of any transaction, or an official statement of Limestone
Capital Investment Club. Any views or opinions presented are solely those of the author
and do not necessarily represent those of Limestone Capital.
1
Introduction to Consumer Products
Group Mandate
Following our stock pitch on Ford a few weeks ago, this group has initiated its coverage on the North
American consumer products sector, with a specific focus on Canadian companies. Within the consumer
staples segment, we are following retail and food processing firms. Our coverage of consumer
discretionary products will span across the retail, automotive, and manufacturing segments. Additionally,
each update will feature a profile of one consumer staples company and one consumer discretionary
company.
Overview
Thesis
Macro/Micro
Catalysts/Risk
s
Valuation
Coverage Universe
2
Consumer Staples
Consumer Discretionary
Lululemon
Saputo
Tim Hortons
Maple Leaf Foods
Canadian Tire
Cott
Shaw
Metro
Rogers
Loblaws
Magna
George Weston
Shopper’s Drug Mart
Toyota
Ford
Wal-Mart
Chrysler
Whole Foods
Honda
Costco
GM
Volkswagen
Overview
Thesis
Macro/Micro
Catalysts/Risk
s
Valuation
Costco Profile
3
Overview
Company Description
Share Price Information
Valuation
Financial Highlights (5 years)
Thesis
Macro/Micro
Catalysts/Risk
s
Valuation
Lululemon Profile
4
Company Description
Share Price Information
Lululemon Athletica inc., is a designer and
retailer of technical athletic apparel
operating primarily in North America and
Australia. The Company offers apparel
and accessories for women, men and
female youth. Apparel and accessories are
designed for yoga, running and general
fitness. Branded apparel is principally sold
through 174 stores, and distributed
through thousands of health clubs, located
in North America and Australia.
Valuation
Overview
Thesis
Share Price:
50 Day Avg. Daily Volume:
52 Week High/Low:
Market Cap:
EV:
EV/EBITDA:
Forward P/E (1 yr.):
P/E (TTM):
EPS:
Profit Margin:
Dividend Yield:
Beta:
Community Sentiment:
$69.68
2,361,022
$81.09/41.70
$10,300,000,000
$9,590,000,000
27.00
31.11
45.84
$1.49
18.48%
N/A
1.63
Bullish
Financial Highlights (5 years)
Macro/Micro
Catalysts/Risk
s
Valuation
Comparables
5
Consumer Staples
Food Processing
Saputo
Maple Leaf Foods
Cott
Overview
Thesis
Macro/Micro
Catalysts/Risk
s
Valuation
Comparables
6
Consumer Staples
Retail
Metro
Loblaws
George Weston
Shopper’s Drug Mart
Wal-Mart
Whole Foods
Costco
Overview
Thesis
Macro/Micro
Catalysts/Risk
s
Valuation
Comparables
7
Consumer Discretionary
Retail/ Manufacturing
Lululemon
Tim Hortons
Canadian Tire
Shaw
Rogers
Magna
Overview
Thesis
Macro/Micro
Catalysts/Risk
s
Valuation
Comparables
8
Consumer Discretionary
Automotive
Toyota
Ford
Chrysler
Honda
GM
Volkswagen
Overview
Thesis
Macro/Micro
Catalysts/Risk
s
Valuation

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