Investor and Analyst Day Presentation
The New Cott -
Business Services Sector
Cott
The New Cott model features recurring revenue, scalability and high entry barriers
Customer Satisfaction is essential or "mission critical" to
our customers
Highly recurring / repeatable revenue streams
$ Repeatable, growing revenue streams
$ Volume growth through offering additional
services to current clients and existing services
to new clients
Scalable with little incremental cost,
resulting in operating leverage and
non-linear earnings growth
Services
High barriers to entry by building or
acquiring established platform and becoming
embedded in customer operations
Use of technology or tech-enabled platforms to deliver
the service/solution, improving efficiencies and service
quality
$ 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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