Yellow Corporation Investor Conference Presentation Deck
Conclusion - Qualitative
▪ 2012 was a year of progress and 2013 is the year of performance
▪ With the exception of JHJ, non-core assets have been disposed of and management now laserly focused on
North American LTL operations
▪ YRC Freight - focus on execution of the business fundamentals
Hired Senior Vice President of Sales & Marketing to lead realigned sales team to enable the Company to
grow business that fits the network and core competencies
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YRC Worldwide
Pricing discipline - not chasing market share but chasing profit dollars and margin (i.e. cash)
Reducing non-essential G&A headcount
Continue safety performance momentum as Company experiencing positive Workers' Compensation and
BIPD reserve adjustments as "investments" from the past 12-24 months are coming to fruition. In time, these
efforts and subsequent results should lead to lower supporting collateral requirements as well
Regional – maintain current operating performance / improvement
Focus on peripheral opportunities to continue expanding margin (e.g. accessorial charges)
Safety - same as YRCF with the same results
▪ Over the past 12-15 months, management has disposed of most non-core assets / distractions and is solely
focused on the North American LTL market and regaining its position as one of the leading carriers in the
industry. However, management is not satisfied with consolidated results (especially at YRCF) and are
committed to completing what it started.
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