brand company logo here business review date. brand company logo here content overview mission...

Brand

Company Logo here

<Product> Business Review

Date

Brand

Company Logo here

Content Overview

•Mission Statement and Support•2002 Objectives•Business Performance - Financial Review

– Summary– Performance by Major Category

<Examples> -

•Sales by Category

•Historical Performance

•Performance Trend

•Category Profile

•Profitability Analysis

•Price Ladder

•Seasonality

•Category•Channel

•Distribution

•Mix by Channel

•Brand Mix

•Product Ranking

Brand

Company Logo here

Content Overview

•Customer Overviews•Product Category Overviews•Competitor Overviews•Consumer Learnings•Key Issues and Market Trends•SWOT Analysis•Consumer Promotion Review•Enablement?•Cross-BU Integration?

Brand

Company Logo here

Mission

Mission Statement:

Support:

Brand

Company Logo here

Objectives

<First Product/Product Line Here>

•<First Objective>

•<Details>

•<Second Objective>

•<Details>

•<Third Objective>

•<Details>

Brand

Company Logo here

Business PerformanceFinancial Review

Brand

Company Logo here

Business Performance

<Year 1> <Year 2> <Year 3> <Year 4> <Year 5> TYD FY FCST

Sales

Growth

<Year 1> <Key Event>




Sales Summary and Key Events

Brand

Company Logo here

Business Performance - Sales by Category

<year>Sales $ by Category

10%

20%

30%

40% Product Line 1

Product Line 2

Product Line 3

Product Line 4

Observations:

Brand

Company Logo here

Business Performance - Historical Performance by Category

<Year> <Current Year>

No. of SKU's TYD Sales % Total No. of SKU's TYD Sales

% Total

Category 1

Category 1

Category 2

Category 2

Category 3

Category 3

Category 4

Category 4

Category 5

Category 5

Total 100% Total 100%

Observations:

Brand

Company Logo here

Business Performance -Performance by Major Category

Family % of Total Sales Dollars

3% 3% 3% 3%

29%

34%

36% 36%

23% 23%22%

21%

8% 8% 8% 9%

19%

17%18% 18%

3%2% 2% 2%

15%

12%11% 12%

0%

5%

10%

15%

20%

25%

30%

35%

40%

1999 2000 2001 Jun YTD

Direct Print Index Maker Ready Index Write-on/Plain Tab Insertables Legal Specialty/Other

Observations:

Brand

Company Logo here

Business Performance - Category Profile

Observations:

Category Profitability and GrowthJune YTD 2002

Leg

WOIM

Ins

OthRI

DP

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

-20.0% -10.0% 0.0% 10.0% 20.0% 30.0%

Growth %

Sta

nd

ard

Mar

gin

%

Bubble Size reflects size of business in sales dollars

Brand

Company Logo here

Business Performance - Profitability Analysis

YTD Profitability By Category Sales Growth Units Cost GM$ GM% GM$

<Category 1>

<Category 2>

<Category 3>

<Category 4>

<Category 5>

Total 100%

Observation:

Brand

Company Logo here

Business Performance - Price Ladder and Profitability Analysis

Benchmark Price Ladder

UPC Product Benchmark Margin

-0.501.001.502.002.503.003.504.00

Benchmark

Margin

Observation:

Brand

Company Logo here

Business Performance - Seasonality by Product

Seasonality by Product Category 3 Year Average 1999-2001

0%

2%

4%

6%

8%

10%

12%

14%

16%

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Direct Print Index Maker Ready Index Write-on/Plain Tab Insertables Legal Specialty/Other

Observation:

Brand

Company Logo here

Business Performance - Seasonality by Channel

Seasonality by Channel3 Year Average 1999-2001

-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

(in

$00

0s)

Superstore Retail Commercial (incl. SS Comm.) Mass Market

Observations:

Brand

Company Logo here

Business Performance -Distribution

Total Distribution by <Channel>

67% 65% 67%

28% 31% 28%

6% 4% 5%

0%

20%

40%

60%

80%

100%

1999 2000 2001

Comm'l SS Retail MM

Observation:

Brand

Company Logo here

Business Performance -Distribution

<Channel> Shipment Mix

8%

74% 79% 81%

2% 4% 3%

9% 8%7%4%

4%

6%7% 4%

0%

20%

40%

60%

80%

100%

1999 2000 2001

Specialty/OtherLegalInsertablesWrite-on/Plain TabReady IndexIndex MakerDirect Print

Observations:

Brand

Company Logo here

Business Performance -Brand Mix

Brand Mix

0%

20%

40%

60%

80%

100%

PL 4% 4% 4% 4%

OE 3% 3% 2% 2%

Branded 93% 94% 94% 93%

1999 2000 2001 2002 YTD

Observations:

Brand

Company Logo here

Business Performance -Product

<Product> Ranking by Sales $ YTD

Product/Service Description Sales

Sales Rank

Sales Growth

Unit Rank

Margin Rank

Observations:

Brand

Company Logo here

Business Performance -Customer Overview by Distribution

<Distribution>Pervious Year Sales Growth

Total Customer $

Your Company's total contribution to the Customer

Product/Service contribution to the Customer Year 1 Year 2

Current Year

Store Retailer 1

Store Retailer 2

Store Retailer 3

Observations:

Brand

Company Logo here

Business Performance -<Product> Fact Sheet

<Product> Sales by Channel <Year>

% Total % Growth

<Channel 1>

Total Sales <Year> <Channel 2>

% Total Sales <Year> <Channel 3>

Growth <Year>

Growth <Year> Top Customers

Growth <YTD> %Cat Sls % Growth

<Customer 1>

<Customer 2>

<Customer 3>

Observations:

UPC Description YTD SalesCumm % of

CategoryTotal Sales

RankSales

Growth

Total Units Rank

Total Margin

Rank

Brand

Company Logo here

Business Performance -<Product> Sales Trend

Direct Print Sales Trend

0

200,000

400,000

600,000

800,000

1,000,000

Months

Sa

les

$<Product> Sales Trend•<Details>

Brand

Company Logo here

$0

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

$350,000

$400,000

$450,000

$500,000

5TAB24PK LSR

8TB24PK,LSR

5 TAB 4-SET LSR

5TAB-4PKINKJET

8 TAB 4SET LSR

8TAB-4PKINKJET

5TAB-4PKCOL LSR

8TAB-4PKCOL

78% GM

80% 85%

80% 81%

77% 82%79%

Source:

Gro

ss M

argi

n $

Business Performance -<Product>

<Product> Margin Ladder•<Details>

Brand

Company Logo here

Business Performance - Index Maker

Observations:•Index Maker continues to grow in all Major Families, except Copier, which is down 16%•While the highest growth rates are coming from 2nd Tier and Transluscents, their size and overall contribution remains small•Index Maker sales and volume growth remain dominated by Avery Branded paper IM with white and color tabs

Index Maker Sales by Major Family - July YTD 2002

0

5,000,000

10,000,000

15,000,000

20,000,000

25,000,000

2ndTier

ColorTabs

Copier Ink Jet Laser Plastic

PYTD Sales

July YTD Sls

% of Cat Sls Growth % of Ttl Cat Growth2nd Tier 2% 31% 7%

Color Tabs 14% 11% 21%

Copier 1% -16% -3%

Ink Jet 14% 10% 18%

Laser 70% 2% 20%

Plastic 6% 71% 37%

Total IM 7%

Brand

Company Logo here

Business Performance - Channel & Customer Sales Detail

Observation:

1999 2000 2001 2002 YTDEntity Grp Annual $ Annual $ % D Annual $ % D Annual $ % DSUPER STORES TOTAL 24,721,693$ 25,838,895$ 5% 22,383,042$ -13% 12,595,799 -5%OFFICE DEPOT RETAIL 5,855,553$ 6,091,294$ 4% 5,496,693 -10% 2,677,053 -10%OFFICE DEPOT BSD 5,032,592$ 5,146,186$ 2% 5,317,008 3% 2,987,548 -11%VIKING 508,329$ 467,365$ -8% n/a n/a OFFICE DEPOT TOTAL 11,396,474$ 11,704,845$ 3% 10,813,701$ -8% 5,664,601 -11%STAPLES RETAIL 4,670,937$ 5,259,328$ 13% 4,349,421 -17% 2,344,201 -10%SCC 2,795,062$ 2,868,749$ 3% 3,292,916 15% 1,940,146 3%STAPLES-QUILL 244,744$ 248,903$ 2% 334,985 35% 210,506 13% STAPLES TOTAL 7,710,743$ 8,376,980$ 9% 7,977,322$ -5% 4,494,853 -4% OFFICEMAX 5,614,476$ 5,757,070$ 3% 3,592,019 -38% 2,436,345 6%COMMERCIAL TOTAL 16,702,294$ 16,882,441$ 1% 14,688,031$ -13% 8,363,684 -1%UNITED/AZERTY 5,044,799$ 5,075,049$ 1% 4,660,850 -8% 2,141,102 -21%SP RICHARDS 1,571,846$ 1,483,044$ -6% 1,677,983 13% 1,024,285 2%BOISE/RELIABLE 4,751,183$ 4,931,922$ 4% 4,293,744 -13% 2,582,044 2%CORPORATE EXPRESS 3,975,251$ 3,974,588$ 0% 2,654,482 -33% 1,720,743 23%OTHER 1,359,215$ 1,417,838$ 4% 1,400,972$ -1% 895,510 10%MASS MARKET TOTAL 995,130$ 489,846$ -51% 696,558$ 42% 304,036 -22%GRAND TOTAL 42,419,117$ 43,211,182$ 2% 37,767,631$ -13% 21,263,519 -4%

Channel & Customer Sales Detail

Brand

Company Logo here

Business Performance - SKUs with Declining Sales

Observation:

Brand

Company Logo here

Business Performance -SKUs with Best Growth

Observation:

Brand

Company Logo here

Competitor Overviews

Brand

Company Logo here

Competitive Market Share

Product/ Service Your Company Competitor Competitor Competitor Competitor Competitor

Distribution Channel 1




Total

Observation:

Brand

Company Logo here

Retail Price Ladder

7.59

6.235.48

3.75

2.78 2.48 2.32 2.29 2.25 1.99 1.991.48 1.09

0.00

1.00

2.00

3.00

4.00

5.00

6.00

7.00

8.00

Inde

x Mak

er T

rans

Inde

x Mak

er, S

td.

RI Tra

ns

Wils

on Jo

nes V

iew T

ab

WJ M

ultide

x (P.O

.)

RI Con

t

WJ M

ultide

x Bas

ic

Cardin

al One

Ste

p (P.O

.)

Privat

e La

bel T

OC

Cardin

al One

Ste

p

OE Tab

les n

Tab

s

Avery

Big

Tab

Ins.

Privat

e La

bel In

s

Observation:

Brand

Company Logo here

Competitive Distribution by Major Retailer

Retailer 1 Retailer 2 Retailer 3 Retailer 4 Retailer 5 Retailer 6

Your Company

Competitor 1

Competitor 2

Competitor 3

Competitor 4

Competitor 5

Observation:

Brand

Company Logo here

General Competitive Overview

• Source:– <source>

• The key players in your product category: 1) <Competitor 1>2) <Competitor 2>3) <Competitor 3>4) <Competitor 4>

Brand

Company Logo here

Competitor Profiles – <Company>

• Background and history:

• Financials:

• Products:

• Current Strategy:

• Market Share:

Brand

Company Logo here

CONSUMER LEARNINGS

<What is it that your consumers

want?>

Brand

Company Logo here

Usage Trend

38%

56%

27%

43%

0%

10%

20%

30%

40%

50%

60%

Admin SOHO

Oct-99

Apr-00

Oct-00

Apr-01

Oct-01

Apr-02

Oct-02

Observation:

Source: List source

Brand

Company Logo here

% Allocation by Activity

Reference10%

LT Store11%

Personal Files20%

Other4%

Project Tracking

10%

High Image45%

Source:

Based on # of Sets within 6 Months

Brand

Company Logo here

How Consumers Shop

What do they want?

What will they purchase?

How do they react to price?

The Experience the customer will have.

Source:

Specific Purchase.

Business Issues:

Gap:

Brand

Company Logo here

Shopping Behavior

Source:

Shopping trends for <product>• <Details>

Brand

Company Logo here

Target Consumer Segments

Target Consumers:• <Details>

Source:

Brand

Company Logo here

High Value Consumer

Source:

High Value Consumer:• <Details>

Brand

Company Logo here

Promotions

• Past Promotions:– <Detail and implementation>

• New Promotions:– <Detail and implementation>

• BUSINESS ISSUE: • GAP:

Brand

Company Logo here

<Year> Learnings

Learnings From <Year>

• <Details>

Brand

Company Logo here

Key Issues & Market Trends

Brand

Company Logo here

Key Issues & Market Trends

Key issues and trends:• <Product>• <Geographical Area>

Brand

Company Logo here

SWOT Analysis

Brand

Company Logo here

SWOT Analysis

<Product>:•Strengths•Weakness•Opportunities•Threats

Brand

Company Logo here

Consumer and Trade Promotion Review

Brand

Company Logo here

Consumer/Trade promotion - Objective and Strategy

• Objectives of <Year> promotions:•<Details>

•Promotion Strategy:•<Details>

Brand

Company Logo here

Consumer/Trade promotion - Payback Analysis

Brand

Company Logo here

Consumer Promotion Payback - Type of Promotion

•<Promotion 1>•<Details>



Brand

Company Logo here

Cross Divisional Promotion

Brand

Company Logo here

The Enablement Menu

6

Avery.com

Blank Templates

10

Direct Print Collating Software

5

Email Auto Reply

9

Direct Print Custom Divider Template CD for

MS Word

1

Packaging 2

Formatting and Printing Tips

3

Microsoft Word

4

Microsoft Template Gallery

7

Avery.com

Pre-designed Templates

8

Avery.com

Print From the Web

11Software

Avery Wizard

12Software

Design Pro

Brand

Company Logo here

Cross-BU Integration

Cross BU Activities and Products

Brand

Company Logo here

BU Integration

Picture View• Binders ($7MM Aug YTD, $46MM since launch ’99) and Dividers ($100M Aug YTD 2002 launch year)

Flexi-View• Binders ($3.9MM Aug YTD, $23MM since launch ‘01), Dividers ($100M Aug YTD 02), Sheet Protectors

($ ???)

Drawable Concept - Multiple Product lines within BUs• Binders, Dividers, Sheet Protectors

Presentation for Dummies (Centis Me-Too)• Project not launched but valuable learning process in working together to create a bundled product.

IM Templates including spine I.D.• Dividers and Binders

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