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Sweetheart Brands Acquisition

Balance Sheet and Cash Flow Balance Sheet (at Q2 end) Cash Flow (First Half) Cash Accounts receivable Inventory Other assets Accounts payable Long-term debt Operating Cash Flow CapEx Free Cash Flow Note: Results may not be additive due to rounding. 2013 $ in millions $312.1 133.3 429.2 537.5 199.6 186.0 2013 $69.8 (70.6) ($0.7) 2012 $237.6 131.9 377.9 497.6 120.9 186.0 2012 $89.9 (37.7) $52.2 ā— Strong liquidity HIGHLIGHTS $312 million cash on hand $174 revolver availability Inventory dollars up in support of strong planned second half sales and store openings - Other assets increase reflects acquisition of H.W. Carter and Sons tradenames for $38 million Assets to be amortized on an accelerated basis over 3 years CapEx reflects growth and infrastructure investments, including: New multi-channel distribution center U.S. / International retail stores Technology initiatives Repurchased 433,402 shares in Q2 for $28.8 million (average price/share $66.49) YTD repurchased $46.2 million (703,902 shares @ average price $65.62) 11
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