RENEW BLUE. Best Buy Analyst and Investor Day November 13, 2012



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Transcription:

RENEW BLUE Best Buy Analyst and Investor Day November 13, 2012

FORWARD-LOOKING AND CAUTIONARY STATEMENTS: This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 as contained in Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that reflect management s current views and estimates regarding future market conditions, company performance and financial results, business prospects, new strategies, the competitive environment and other events. You can identify these statements by the fact that they use words such as anticipate, believe, estimate, expect, intend, project, guidance, plan, outlook, opportunities, and other words and terms of similar meaning. These statements involve a number of risks and uncertainties that could cause actual results to differ materially from the potential results discussed in the forwardlooking statements. Among the factors that could cause actual results and outcomes to differ materially from those contained in such forwardlooking statements are the following: general economic conditions, changes in consumer preferences, credit market constraints, acquisitions and development of new businesses, divestitures, product availability, sales volumes, pricing actions and promotional activities of competitors, profit margins, weather, natural or man-made disasters, changes in law or regulations, foreign currency fluctuation, availability of suitable real estate locations, the company s ability to react to a disaster recovery situation, the impact of labor markets and new product introductions on overall profitability, failure to achieve anticipated benefits of announced transactions, integration challenges relating to new ventures and unanticipated costs associated with previously announced or future restructuring activities. A further list and description of these risks, uncertainties and other matters can be found in the company s annual report and other reports filed from time to time with the Securities and Exchange Commission, including, but not limited to, Best Buy s Annual Report on Form 10-K filed with the SEC on May 1, 2012. Best Buy cautions that the foregoing list of important factors is not complete, and any forward-looking statements speak only as of the date they are made, and Best Buy assumes no obligation to update any forward-looking statement that it may make. 2

PRESENTATION OF FINANCIAL INFORMATION: The financial information included in this presentation is based on our old fiscal calendar for FY08 FY10 and our new fiscal calendar for FY11 FY13. Except for amounts used in the calculation of Return on Invested Capital ( ROIC ), all information is presented on a continuing operations basis. In addition, the financial information is presented on a non-gaap basis. Such non-gaap financial information should not be considered superior to, as a substitute for, or as an alternative to, and should be considered in conjunction with, the GAAP financial information reported in our 10-K, 10-Q and 8-K filings. For GAAP to non-gaap reconciliations, please refer to the supplemental non-gaap reconciliation schedule available on our website at www.investors.bestbuy.com. 3

AGENDA I. II. III. 4

RENEW BLUE THE PREFERRED AUTHORITY AND DESTINATION FOR TECHNOLOGY PRODUCTS AND SERVICES Reinvigorate and rejuvenate the CUSTOMER EXPERIENCE Work with VENDOR PARTNERS to innovate and drive value Continue leadership role in positively impacting OUR WORLD Attract and inspire LEADERS AND EMPLOYEES Increase ROIC for INVESTORS 5

AGENDA I. II. III. 6

BEST BUY HAS GREAT STRENGTHS 7

BEST BUY OPERATES IN A LARGE AND GROWING MARKET U.S. CONSUMER ELECTRONICS AND APPLIANCES MARKET ($ billion) CAGR +3.2% FY09 FY10 FY11 FY12 Includes mobile phones, tablets, ereaders, appliances, physical music/movies, gaming, notebooks/desktops, home theater, digital imaging, connections, services and digital content. SOURCE: NPD, Nielsen, Stevenson Traqline, Forrester, CEA, internal analysis 8

MARKET GROWTH CONTINUES TO BE DRIVEN BY INNOVATION U.S. RETAIL SALES BY CATEGORY Smartphones Tablets Digital TVs Notebooks Desktops SOURCE: NPD, Nielsen, Stevenson Traqline, Forrester, CEA, internal analysis 9

BEST BUY IS THE OVERALL CATEGORY LEADER IN A HIGHLY-FRAGMENTED MARKET 50% U.S. CONSUMER ELECTRONICS AND APPLIANCES EVOLUTION* 49% 48% 48% Other 48% of market served by competitors with less than 4% share 2% 5% 4% 4% 5% 14% Circuit City 1% 2% 5% 6% 5% 15% 3% 5% 5% 7% 16% 4% 6% 5% 8% 15% Amazon Target Sears Apple Walmart 15% 17% 16% 16% FY09 FY10 FY11 FY12 *Excludes connections, services, digital content. Includes retailers share of mobile phones, tablets, ereaders, appliances, physical music/movies, gaming, notebooks/desktops, home theater and digital imaging. SOURCE: NPD, Nielsen, Stevenson Traqline, internal analysis 10

BEST BUY HAS BEEN GAINING SHARE IN KEY CATEGORIES BEST BUY REVENUE SHARE BY CATEGORY 30 25 20 15 (percent) Home Theater Desktop/Notebook Tablets/eReaders +1800 bps +270 bps 10 5 0 FY10 FY11 FY12 SOURCE: NPD, Stevenson Traqline, internal analysis Major Appliances Smartphones +100 bps 11

BEST BUY HAS A LARGE AND LOYAL CUSTOMER BASE TOP ESTIMATED RETAIL LOYALTY PROGRAMS IN 2012 (in million) Sears Toys R Us Dick s Sporting Goods Hallmark Starbucks Amazon Prime 40 75 #1 loyalty program Active Inactive SOURCE: Reward Zone, Colloquy, Bloomberg, Best Buy estimates 12

BEST BUY OFFERS A UNIQUE CUSTOMER PROMISE THE LATEST DEVICES AND SERVICES, ALL IN ONE PLACE IMPARTIAL & KNOWLEDGEABLE ADVICE COMPETITIVE PRICES THE ABILITY TO SHOP WHEN AND WHERE YOU WANT SUPPORT FOR THE LIFE OF YOUR PRODUCTS 13

BEST BUY HAS A PROMISING MULTI-CHANNEL PLATFORM U.S. DIGITAL CHANNEL IN FY12 Traffic: 1 Billion Revenue: $2.3 Billion U.S. PHYSICAL STORES IN FY12 Traffic: 600 Million Revenue: $35 Billion 70% 40% 15% of customers do research on bestbuy.com before buying in our stores of bestbuy.com orders are picked up in stores of pick-up orders result in additional purchase 14

KEY OPERATING METRICS HISTORICALLY AMONG HIGHEST IN INDUSTRY REVENUE PER SQUARE FOOT (trailing four quarters) OPERATING INCOME PER SQUARE FOOT (trailing four quarters) Costco $1,140 $36 $852 Costco $32 Walmart $444 Home Depot $31 Home Depot $305 Walmart $26 Target $303 Target $22 Lowe's $258 Lowe's $19 SOURCE: Most recent four quarter revenue and operating income per Thomson First Call. Peer square footage per Bloomberg. 15

BEST BUY S PERFORMANCE HAS BEEN UNSATISFACTORY 16

BEST BUY HAS BEEN SLOW TO RESPOND TO CHANNEL AND CATEGORY SHIFTS BEST BUY U.S. MARKET SHARE 17.0% 15.5% (30 bps) (50 bps) (70 bps) FY10 Channel Mix Product Mix Share Loss FY12 SOURCE: NPD, Stevenson Traqline, Nielsen and internal analysis 17

ONLINE IS INCREASING ITS SHARE OF THE MARKET INDUSTRY TOTALS* $160 $151 $159 $160 SHARE ($ billion) Physica l Stores (1.5%) Online +7.7% ONLINE % SHARE 15% 16% 17% 19% *Excludes connections, services, digital content. Includes mobile phones, tablets, ereaders, appliances, physical music/movies, gaming, notebooks/desktops, home theater and digital imaging. SOURCE: NPD, Nielsen, Stevenson Traqline, internal analysis 18

BEST BUY HAS BEEN SLOW TO CAPTURE THE ONLINE OPPORTUNITY Excludes connections, services, digital content. Includes mobile phones, tablets, ereaders, appliances, physical music/movies, gaming, notebooks/desktops, home theater and digital imaging. SOURCE: NPD, Nielsen, Stevenson Traqline, Forrester, CEA, internal analysis 19

BEST BUY S CUSTOMER SATISFACTION HAS IMPROVEMENT OPPORTUNITIES CUSTOMER SATISFACTION RATINGS 100 90 80 70 60 50 In-Store Retail Purchaser Purchaser Online Dotcom Purchaser Online Dotcom Shopper Non-Buyer In-Store Retail Shopper Non-Buyer 40 Oct 11 Jan 12 Apr 12 July 12 Oct 12 SOURCE: Internal survey data. n=80,000 (monthly average) 20

AND WHILE BEST BUY LEADS THE COMPETITION ON MOST KEY ATTRIBUTES... 0% 100% OFFERS THE LATEST PRODUCTS AND SERVICES IN ONE PLACE PROVIDES EXPERT, UNBIASED ADVICE HAS SIMPLE STRAIGHTFORWARD PRICING HAS CONVENIENT SHOPPING OPTIONS PROVIDES THE SUPPORT I NEED EVERY STEP OF THE WAY Best Buy Competitor 1 Competitor 2 Competitor 3 SOURCE: Marketing Evolution Brand Tracker, July 2012. n=2,700 for Best Buy and minimum of 500 per competitor brand. 21

...BEST BUY NEEDS TO RAISE THE BAR IN ITS RELATIONSHIP WITH CUSTOMERS 0% 100% ALWAYS DELIVER ON WHAT THEY PROMISE I KNOW WHAT THEY STAND FOR AND WHAT MAKES THEM DIFFERENT SETS THE STANDARD FOR OTHER BRANDS TO FOLLOW THERE IS NO OTHER BRAND QUITE LIKE THEM PEOPLE RAVE ABOUT HOW GREAT THE BRAND IS Best Buy Competitor 1 Competitor 2 Competitor 3 Competitor 4 Competitor 5 Competitor 6 SOURCE: Marketing Evolution Brand Tracker, July 2012. n=300 per brand. 22

BEST BUY HAS A PRICE PERCEPTION ISSUE Walmart Amazon Target Apple 43% Lower than others About the same Higher than others No answer SOURCE: Marketing Evolution Brand Tracker, n=2,804 FY13 Q2 Data 23

BEST BUY S OVERALL RETURN ON INVESTED CAPITAL (ROIC) IS UNSATISFACTORY 35% Costco 25% 20% Walmart Home Depot 10% Amazon Target 0% -4 years -3 years -2 years -1 years Most Recent Fiscal Year SOURCE: Peer financials per Thomson Reuters Checkpoint. Peer ROIC calculated using Best Buy s methodology as disclosed in the supplemental non-gaap reconciliation available at www.investors.bestbuy.com. 24

BEST BUY S ROIC DECLINE DRIVEN BY DECREASING MARGINS AND INCREASING CAPITAL 16.8% BEST BUY ROIC 4.2% 3.6% 3.6% 3.6% 3.4% 3.3% NOPAT (% of sales) 11.1% 11.2% 11.1% 10.9% 11.1% FY08 FY09 FY10 FY11 FY12 FY13 trailing 4Q* FY08 FY09 FY10 FY11 FY12 FY13 trailing 4Q* $14.7 $16.1 $16.3 $15.9 $15.0 $10.0 FY08 FY09 FY10 FY11 FY12 FY13 trailing 4Q* Invested Capital ($ billion) *Ending in Q2 FY13 25

BEST BUY HAS TWO MAIN PROBLEMS TO SOLVE DECLINING COMPS DECLINING OPERATING MARGIN U.S. COMPS 1.9% 1.7% U.S. OPERATING MARGIN 5.9% 5.4% 5.6% 5.6% 4.8% 4.7% (1.3%) (1.7%) (2.1%) (1.6%) FY08 FY09 FY10 FY11 FY12 FY13 trailing 4Q* FY08 FY09 FY10 FY11 FY12 FY13 trailing 4Q* *Ending in Q2 FY13 26

RENEW BLUE 27

RENEW BLUE THE PREFERRED AUTHORITY AND DESTINATION FOR TECHNOLOGY PRODUCTS AND SERVICES Reinvigorate and rejuvenate the CUSTOMER EXPERIENCE Work with VENDOR PARTNERS to innovate and drive value Continue leadership role in positively impacting OUR WORLD Attract and inspire LEADERS AND EMPLOYEES Increase ROIC for INVESTORS 28

REINVIGORATE THE ONLINE SHOPPING EXPERIENCE 1 billion FY12 Traffic 1.3% FY12 Conversion 9% 90% TOP REASONS FOR NOT PURCHASING Need more product info Product was unavailable IMPACT 2% 1% Price too high 1% Need to see in person 1% Nor available for store pickup 1% OPPORTUNITIES: Improve consumer electronics shopping tools / product content / recommendations Expand assortment Be price competitive Diversify fulfillment Improve check-out flow Total Digital Traffic Purchased Didn t Purchase But Wanted To Other Shipping will take too long 1% One point of conversion rate improvement equals: $250 MILLION INCREMENTAL OPERATING INCOME 29

DEVELOP A WINNING ONLINE STRATEGY 1 Optimize shopping and commerce flows to simplify, streamline, and reduce abandonment Incent and reinforce desired behaviors using the currency of our rewards system 5 MULTI-CHANNEL EXPERIENCE 2 Build a world-class e- commerce platform Enhance the experience with ubiquitous availability on any device at any time 4 3 Enable Web 3.0 personalization 30

REINVIGORATE THE IN-STORE SHOPPING EXPERIENCE 600 million FY12 Traffic 40% 19% 41% TOP REASONS FOR NOT PURCHASING Need more product info Price too high Conduct additional research Bad experience with employee IMPACT 4% 4% Poor selection 3% 2% 2% OPPORTUNITIES: Enhance in-stock performance Implement holiday price match Develop multi-channel sales Enhance in-store pickup Train and incent Blue Shirts Total Store Traffic Purchased Didn t Purchase But Wanted To Other One point of close rate improvement equals: $200 MILLION INCREMENTAL OPERATING INCOME 31

TURN THE TABLES ON SHOWROOMING: PRICE MATCH 32

REDESIGNING THE SHOPPING EXPERIENC E 33

EARLY RESULTS FROM RICHFIELD PROTOTYPE AUGUST AND SEPTEMBER RESULTS *Adjusted to exclude estimated impact from the closure of a nearby store in June 2012 NOTE: BEFORE is FY12 and AFTER is FY13, except ROIC. ** BEFORE ROIC based on trailing 12 months ending May, 2012. AFTER ROIC is the projected FY16 rate. 34

EMBRACE SHOWROOMING: BEST BUY PREMIUM BRANDS 35

EMBRACE SHOWROOMING: VENDOR SHOWROOMS 36

EMBRACE SHOWROOMING: REDLASER PARTNERSHIP In partnership with ebay and PayPal One-click check out for Best Buy products Geo-fencing capability offering deals when in Best Buy store 37

DEPLOY A BROAD SET OF SOLUTIONS AND SERVICES PURCHASE ACTIVATE USE PROTECT REPLACE Consultation Financing Leasing Delivery Installation Activation Problem resolution Classes Calibration Warranty Security services Protection Data transfer Trade-in Recycle Upgrade services 38

GROW COMPARABLE SALES THROUGH RETAIL EXCELLENCE COMP PERFORMANCE VS. MEDIAN ACTIONS: Stores with highest employee engagement 5% Establish robust, objective store assessment process Tighten accountability Implement rigorous training and coaching Introduction of team-based incentives for all sales employees (2%) Stores with lowest employee engagement 200 basis points of incremental comp equals: $150 MILLION INCREMENTAL OPERATING INCOME 39

IMPROVE SCHEDULING TO DRIVE INCREASED REVENUE CLOSE RATE 45% 40% 35% CLOSE RATE BY DAY OF WEEK Raising Saturday/Sunday to reduce gap vs. weekday levels by half equals: $150 MILLION INCREMENTAL OPERATING INCOME 30% Monday Tuesday Wednesday Thursday Friday Saturday Sunday 40

ENHANCE STORE MARGIN THROUGH SPACE OPTIMIZATION OPPORTUNITIES: Increase space allocated to growing/more profitable categories Reduce or restructure space allocated to other categories, e.g., entertainment Store restructuring could lead to: $200 MILLION INCREMENTAL OPERATING INCOME Sketch of Best Buy space allocation, created by Hubert Joly 41

OPTIMIZE COST STRUCTURE U.S./Canada/Mexico FY12 Actuals ($ billion) $32.3 $8.5 $40.8 Cost of Goods Sold Selling, General & Administrative Total Costs 42

OPTIMIZE COST OF GOODS SOLD U.S./Canada/Mexico FY12 Actuals ($ billion) OPPORTUNITIES: $32.3 $8.5 $40.8 Optimize returns Increase private label penetration Improve logistics Optimize assortment and terms Cost of Goods Sold Selling, General & Administrative Total Costs Impact of 1% reduction in cost of goods sold: $325 million INCREMENTAL OPERATING INCOME 43

REDUCE SELLING, GENERAL & ADMINISTRATIVE U.S./Canada/Mexico FY12 Actuals ($ billion) OPPORTUNITIES: $32.3 Cost of Goods Sold $8.5 Selling, General & Administrative $40.8 Total Costs Streamline organization Eliminate non-strategic activities Improve efficiencies Manage demand Optimize IT spend Consolidate and competitively bid spend Impact of 5% reduction in SG&A: $400 million INCREMENTAL OPERATING INCOME 44

IMPLEMENT REAL ESTATE RATIONALIZATION STRATEGY: 1. ADDRESS LOWER PERFORMING STORES YEARS UNTIL LEASE END FOUR-WALL ROIC FOR U.S. LARGE FORMAT STORES 10% - < 0% 0% - 10% 20% + TOTAL 20% 6+ years 3 21 60 213 297 4-6 years 1 11 51 200 263 2-4 years 0 3 31 246 280 0-2 years 0 2 13 177 192 TOTAL 4 37 155 836 1,032 64 STORES 71% 45

IMPLEMENT REAL ESTATE RATIONALIZATION STRATEGY: 2. RATIONALIZE FOOTPRINT AT MARKET LEVEL TWIN CITIES EXAMPLE (excludes impact of remodels) FY12 FY16E CHANGE # of Large Format Stores 24 20 (4) # of Best Buy Mobile Stores 4 13 +9 Revenue per Sq. Ft. $730 $875 +20% Operating Income per Sq. Ft. $75 $90 +20% ROIC 26% 29% +300 bps 46

SUMMARY OF OPERATIONAL IMPROVEMENT OPPORTUNITIES OPERATING INCOME RETAIL EXECUTION ($ million) COST ($ million) Close Rates Store Performance Space Redesign Premium Brands Services Cost of Goods Sold (including Supply Chain) Selling, General & Administrative $450 $300 $200 TBD TBD $325 $400 47

THROUGH, BEST BUY EXPECTS TO INCREASE OPERATING INCOME AND ROIC OPERATING MARGIN 5-6% ROIC 13-15% 4.2% 11.1% FY13 trailing 4Q* FY 20XX FY13 trailing 4Q* FY 20XX *Ending in Q2 FY13 48

TARGETS ARE IN LINE WITH THE AVERAGE OF OTHER RETAILERS OPERATING MARGIN ROIC Home Depot 10.1% Costco 15.8% Target 7.4% Home Depot 14.8% Lowe's 6.4% Walmart 14.4% Walmart 5.9% Best Buy Renew Blue 13-15% Best Buy Renew Blue 5-6% Best Buy 11.1% Best Buy 4.2% Target 10.2% Costco 2.8% Lowe's 8.3% Amazon 1.2% Amazon 5.9% SOURCE: Peer financials per Thomson Reuters Checkpoint. Peer ROIC calculated using Best Buy s methodology as disclosed in the supplemental non-gaap reconciliation available at www.investors.bestbuy.com. Data reflects most recent four quarters. 49

RENEW BLUE THE PREFERRED AUTHORITY AND DESTINATION FOR TECHNOLOGY PRODUCTS AND SERVICES Reinvigorate and rejuvenate the CUSTOMER EXPERIENCE Work with VENDOR PARTNERS to innovate and drive value Continue leadership role in positively impacting OUR WORLD Attract and inspire LEADERS AND EMPLOYEES Increase ROIC for INVESTORS 50

WE HAVE TWO PROBLEMS TO SOLVE PROBLEM #1 DRIVEN BY SOLUTIONS NEGATIVE COMPS Channel shift Product mix shift Customer satisfaction Price perception Reinvigorate and rejuvenate customer experience Online In-store Multi-channel Price match Retail execution 51

WE HAVE TWO PROBLEMS TO SOLVE PROBLEM #2 DRIVEN BY SOLUTIONS DECLINING MARGINS Declining comps Price competition Inability to get fully compensated for value Rising costs Reinvigorate and rejuvenate customer experience Brand identity Differentiation Premium brands Services/membership Work with vendor partners to innovate and drive value Increase efficiency/take costs out 52

INVESTMENT THESIS 1 Market leader in growing, fragmented market 2 Unique platform to deliver a multi-channel shopping and customer experience 3 Significant operational opportunities to enhance returns through improved execution and cost reduction opportunities 4 Opportunity to rejuvenate the customer experience and the company as the preferred authority and destination for technology products and services 5 Ability to stabilize and then improve comps and operating margin, with strong cash flow generation 6 Results-focused management team committed to delivering improved performance 53

RENEW BLUE 54

THANK YOU 55