Investor and Analyst Day Presentation
The New Cott
Business Services Sector Characteristics
Cott
The New Cott model features recurring revenue, scalability and high entry barriers
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Customer Satisfaction is essential or "mission critical" to
our customers
Highly recurring / repeatable revenue streams
Scalable with little incremental cost, resulting in
operating leverage and non-linear
earnings growth
High barriers to entry by building or acquiring
an established platform and becoming embedded in
customer operations
Services
Use of technology or tech-enabled platforms to deliver
the service/solution, improving efficiencies and service
quality
$ Repeatable, growing revenue streams
$ Volume growth through offering additional
services to current clients and existing services
to new clients
$ Ability to pass through pricing increases
$ Higher incremental margins through operating
leverage
$ High free cash flow conversion & generation
$ Sub-sectors remain highly fragmented, ability
to execute accretive M&A to fuel growth and
build scale
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