ie eTyy WNaraxesey(a & Fitch Daca s BANK OF AMERICA MERRILL LYNCH 2014 CONSUMER & RETAIL CONFERENCE CURLYSC aS a a ay a eee) ARF cautions that any forward-looking statements (as such term is defined in the Private Securities Litigation Reform Act of 1995) contained in ths presentation or made by management or spokespeople of ARF involve risks and uncertainties and are subject to change based on various important eC Oe rR cc ae a ce Ne ee eu cee ee ee ed ce Fe gene ee eg eee oR aU eS en Ne eee ce eu Ug ee en ae eee eee) and inthe future could affect the Company's financial performance and could cause actual results forthe 2014 fiscal year and beyond to differ Fo ete an tc ten eee cae en SE ‘Al dalarand share amounts are in thousands unless otherwise stated. Sub-otals and totals may not foot due to rounding Uru ge ReFULL YEAR ADJUSTED P&L SUMMARY” a) TT Kaas} 2012 % OF NET SALES farts) PIC sta rc) ney CEO a 2,515,435 626% SO) Ga Coad Peri ar Pani Err bat (23,074) zs (CRE) a4 Td ae a Ea Ed Megane rs rr Pd ery Te ay Bee Be} Ed cer iad Cir re ea a Tame $150,619 cE Eee) ad NET INCOME PER $191 ra DILUTED SHARE WEIGHTED-AVERAGE DILUTED i) SHU) RUST IU Cy TO ee eee ee ee eee een eee eet rer eter er ere0% ro 10% ca % a 10% oy a U.S. CHAIN + DTC COMPARABLE SALES ry eT} cs cy m a i ar De 16% a am % 1% Cr eT) rr ro 5% 4 CC) eiADJUSTED AND RESTATED NON-GAAP ATTY $600 oro) Pra) corn} Sa) a) re ee) ara Pc OUST nF} DL a Fron Conan gets Cae ee ee ET Sec a ee nn) oo a ETEU TH RSet aT Daa TS) MARGIN ane = acy Eee)UU Ce SUT ach SL) Ue ore Co acu) Gea LUT ca SS I) aaa EXPANDING OPERATING UNCae CH) PRIORITIZING DTC CT AND IT INVESTMENTS Aa Ae HURDLE Sea a aN Te eC RETURNING CASH TO Asn)GUIDANCE UPDATES COTES ea aa Sea USAR OLN a ae Na a aa GROSS MARGIN RATE FLAT TO SLIGHTLY DOWN TO FISCAL 2013, eT aa a eR Pa a UUM Da Na LOL aa SLUR a a) ee ee een rere rn err ere ee eee Sect recat oar ea ait