Hasbro Investor Presentation Deck
May 2022, 76 slides
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may | Hasbro
disclaimer | Hasbro
discussion agenda | Hasbro
has the right strategy and board to deliver value | Hasbro
has the right strategy and board to deliver value continued | Hasbro
has the right strategy and board to deliver value continued | Hasbro
board chose cocks as change agent will apply his unique background and proven approach to all of | Hasbro
brand blueprint strategy creates greater opportunity strategy is increasingly the broadly followed model for success in play entertainment and it is the platform for the company next phase of growth yeas nep a i by preschool global leader in toys games for children and families games play entertainment direct to consumer | Hasbro
disciplined approach to brand investment and capital allocation has driven tremendous growth transformers | Hasbro
acquisition of remains a highly strategic transaction notwithstanding unfortunate timing | Hasbro
positioned to drive returns for shareholders acknowledges that the company recent returns are behind and believes this performance can be explained and addressed going forward digital dungeons dragon i transformers a | Hasbro
board has the right skills and experience the board and industry experience is directly relevant to overseeing world class portfolio of assets across multiple play and entertainment categories digital gaming formerly of wizards of the coast formerly of consumer products formerly vice president of product and engineering at | Hasbro
analysts support the board actions | Hasbro
management looks to the board on a number of key topics creative oriented organization | Hasbro
fox seeks to replace highly qualified directors with individuals lacking relevant experience fox slate of nominees does not posses relevant industry experience for board enterprise space no experience leading or a | Hasbro
fox proposal to spin off wizards of the coast would not create value for shareholders in the board view a spin off of wizards would limit growth and result in meaningful missed strategic and financial opportunities for both wizards and the business overall in contrast to fox thesis in reviewing fox proposal for a wizards spin off the board noted that fox also fails to account for the impact of non quantifiable dis synergies including missed opportunities to maximize the full value of wizards through other capabilities | Hasbro
fox valuation analysis for wizards is fundamentally misinformed and relies on inappropriate comparisons toys intuit ree multiple is already | Hasbro
fox is repeatedly mistaken about fox does not understand how successful wizards has been because wizards has been part of i | Hasbro
board continuously and constructively engaged with fox made a sincere effort to collaborate with fox on nominating new directors to the board including in multiple potential settlement discussions | Hasbro
is delivering strong financial results up maintained revenue guidance | Hasbro
strong balance sheet will support future growth is on track to achieve its leverage target and has returned capital along the way total debt to adjusted disciplined capital return to shareholders mar mar | Hasbro
discussion agenda executive summary a strategy creates greater opportunity board has robust governance practices delivers strong returns fox campaign is misinformed and timed concluding remarks | Hasbro
strategy creates greater opportunity pioneered the play entertainment strategy and today it is increasingly the model for success with the consumer as north star iconic portfolio of brands is poised for growth owned entertainment capabilities are a critical component of strategy with many strategic and financial benefits has a robust near term play entertainment pipeline acquisition of remains a highly strategic transaction notwithstanding unfortunate timing wizards is thriving under ownership | Hasbro
pioneered the play entertainment strategy empowered with the story and visual work team employed a unique process develop something we call the brand creative blueprint this blueprint allows the brand story to inform and enhance both the opportunities the actual publishing as imagine potential as we dive into the deep portfolio of our powerful brand well as the merch potential toys games digital gaming and all other license the same time enables to maximize any brand true commercial potential so categories crafting the story and planning the merchandising and media opportunities at investor day | Hasbro
is the model for success in play entertainment has a first mover advantage and other owners are now emulating its strategy spin master electronic arts | Hasbro
analyst community strongly rejects fox attack on brand blueprint strategy research analysts support strategy and its unique ability to monetize across brands blueprint | Hasbro
iconic brands are the core of its strategy with the consumer as the north star portfolio of brands is poised for long term growth iconic portfolio of brands how strategy will drive future value magic one of the growing and most profitable games portfolios in the world with growing direct capabilities engagement with consumers from an early age over a lifetime with growing value sought after collectors brands | Hasbro
owned entertainment capabilities are critical provides even more expansive monetization opportunities with complete creative control | Hasbro
added two highly strategic school brands with global appeal to portfolio of | Hasbro
has a robust play entertainment slate pipeline of entertainment digital gaming and live experiences highlights expansive opportunity baker | Hasbro
wizards is thriving because it a part of has invested over billion in wizards over last years which has driven growth in magic the gathering high margin revenue and doubled the size of the wizards business in years years ahead of target beginning with the magic the gathering and game companion for the fantasy | Hasbro
video games direct vol a digital lid | Hasbro
discussion agenda executive summary strategy creates greater opportunity board has robust governance practices delivers strong returns fox campaign is misinformed and ill timed concluding remarks | Hasbro
board has robust governance practices board refreshment has been and will continue to be a top focus for board has the skills and experience most relevant for future growth areas added three new high quality directors this year who bring additional and is committed to reducing the size of its board has adjusted its disclosure over time as the company has evolved executive compensation program including its stock ownership requirements is aligned with shareholders interests play entertainment with a purpose is a leading company has engaged constructively with fox | Hasbro
has robust governance practices strong governance practices establish clear independent board oversight at | Hasbro
board composition refreshment are always top priorities has appointed new directors since and is committed to reducing its board size of of of average board tenure over time i | Hasbro
has actively refreshed the board board refreshment has been and will continue to be a top focus for | Hasbro
board has the right skills and experience extensive experience across digital gaming consumer products entertainment digital media and capital allocation para | Hasbro
highly qualified board of directors the board is comprised of proven leaders with experience in areas most relevant to | Hasbro
compensation is aligned with shareholders interests executive compensation program is appropriate and aligns company performance with the interests of our shareholders | Hasbro
board of directors has skin in the game director stock ownership and compensation guidelines are aligned with shareholder interests and are competitive and appropriate | Hasbro
has a robust shareholder engagement process engages with shareholders on a regular basis as part of its commitment to build relationships be responsive to shareholders and ensure that actions incorporate shareholder viewpoints | Hasbro
adjusted disclosure as wizards grew in addition to disclosing performance of the wizards of the coast and digital gaming segment cocks has presented at numerous investor conferences since joining in | Hasbro
has engaged constructively with fox has continuously attempted to collaborate with fox however prior to publicly launching its campaign fox repeatedly refused to disclose its ownership or proposed | Hasbro
playing and entertaining with purpose clear sense of purpose and strategy continue to drive long term value creation for all stakeholders | Hasbro
discussion agenda executive summary strategy creates greater opportunity board has robust governance practices delivers strong returns fox campaign is misinformed and ill timed concluding remarks | Hasbro
fox campaign is misinformed and ill timed believes that fox campaign is built on flawed assumptions and a poor understanding of business most importantly wizards fox valuation analysis for wizards in fundamentally misinformed and relies on inappropriate comparisons fox campaign is ill timed fox lacks conviction in its investment thesis and is seemingly fixated on value destructive transactions fox nominees have limited qualifications for board and lack relevant industry experience across all of future growth areas | Hasbro
fox campaign is built on flawed assumptions and a poor understanding of business fox lacks an understanding of business including most significantly wizards limiting its internal reinvestment opportunities as a result wizards revenue doubled in size over a a wizards exceptional track record a result of the of research and development budget | Hasbro
fox valuation analysis for wizards is fundamentally misinformed and relies on inappropriate comparisons adobe intuit | Hasbro
fox campaign to separate wizards is poorly timed fox began buying stock just days after the passing of long time leader and went public days before cocks appointment became effective | Hasbro
fox lacks clarity and conviction in its thesis fox actions demonstrate its lack of understanding as evidenced by waffling on its core namesake thesis to spin off wizards free the wizards strengthen may | Hasbro
fox repeatedly criticizes board for not accepting value destructive offers for the company fox fixation on value destructive transactions is consistent with its initial proposal to spin off wizards pushing a transaction agenda at the cost of returns for all shareholders accepting a | Hasbro
fox nominees have limited qualifications for board fox nominees do not have the experience necessary for success | Hasbro
fox nominee rani rani credentials are not additive to board | Hasbro
fox nominee has a weak transformation track record and jacks critical industry experience | Hasbro
fox nominee has a weak record with spin offs genre | Hasbro
discussion agenda executive summary strategy creates greater opportunity board has robust governance practices delivers strong returns fox campaign is misinformed and timed concluding remarks an | Hasbro
delivers strong returns prior to the start of covid and for a reasonable period delivered strong returns and significantly outperformed performance since the start of covid benefitted from its diversified business model after the challenges of covid is on track and back in action acknowledges its recent and believes it is explained by the unfortunate timing of as well as industry and the company go forward is clear has delivered strong long term returns since implementing the brand blueprint strategy | Hasbro
prior to the start of covid and for a reasonable period delivered strong sap russel | Hasbro
performance since start of covid benefitted from its diversified business model since covid has not relative to entertainment and gaming peers | Hasbro
after the challenges of covid is on track and back in action dungeons dragons transformers | Hasbro
acknowledges its over the traditional and year periods believes this performance is explained by the unfortunate timing of as well as other industry | Hasbro
has delivered strong long term returns since implementing the brand blueprint strategy | Hasbro
going forward is clear grow world class portfolio of brands and amplify its industry leading gaming portfolio by putting the consumer at the center of everything the company does and creating direct relationships with its fans focus on bigger strategic focus areas with reinvestment apply the capital discipline and winning decision making bate entertainment direct to consumer accelerate progress in gaming it million with ast one of the most beloved sports fans of all ages in a | Hasbro
discussion agenda executive summary strategy creates greater opportunity board has robust governance practices delivers strong returns fox campaign is misinformed and timed concluding remarks | Hasbro
concluding remarks strategy maximizes the monetization of its brands has undergone significant change and is well positioned for the future fox campaign is misinformed and ill timed board has relevant and robust governance practices has delivered strong returns | Hasbro
vote for all of qualified director nominees on the white proxy card today | Hasbro
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a i a a | Hasbro
a i a a supplemental financial data reconciliation of non financial measures | Hasbro
| Hasbro
vote for board of directors highly skilled board with and experience directly relevant to overseeing world class portfolio of assets across multiple play and entertainment categories is maximizing value for all shareholders | Hasbro
the board of directors operates with the best interests of all shareholders in mind as evidenced by the thorough succession planning process that identified cocks as new | Hasbro
latest news owes filing of investor presentation press release may letter to shareholders and blake join board of directors contact us get in touch | Hasbro
filing of investor press release at deal board of directors confirms receipt of director nominations from fox | Hasbro
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