Bank of America Investment Banking Pitch Book slide image

Bank of America Investment Banking Pitch Book

Revenue % Growth Gross Profit % Margin Adjusted EBITDA % Margin Adjusted EBIT % Margin Adjusted EPS Free Cash Flow (4) 2008A $492 199 40% (0) (0%) (9) (2%) ($0.19) 6 2009A Financial Summary Kenneth Cole Productions Management Projections $410 (17%) 171 42% (0%) (11) (3%) ($0.38) 4 Historical 2010A $457 11% 196 43% 19 4% 9 2% $0.31 13 Fiscal Year Ending December 31, LTM (3/31/12) Source: Public filings and Kenneth Cole Productions management projections Note: Dollars in millions, et per share values. NM dentes date not meaningful (1) Bunlenel for stock-based compensation and adjusted for one-time expenses and impairments 2011A $479 5% 185 39% 21 4% 11 2% $0.40 (22) $478 - 187 39% 24 5% 5 15 3% - (3) KCP Management Projections 2012E $487 2% 194 40% 21 4% 11 2% $0.40 12 2013E $544 12% 218 40% 30 6% 19 3% $0.60 31 2014E $605 11% 245 40% 42 7% 30 5% $0.95 28 Adjusted for one-time items and nirmalized taxes Calculated as cash flow from operations less opital expenditures, including purchase of intanghe assets. Includes cash impact of one-time items including $70 million of lease contract termination payments and $5.7 million of executive sevce. Additionally, cash flows were negatively impacted by an increase in net arking capital due to internalizing women's sportswear licensing '11A-'12E *12E-14E 2% 5% 2% (3%) CAGR (1%) NM 11% 12% 40% 66% 54% 52% Bank of America Merrill Lynch
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