Investor Day 2025 September 17 | New York City 1 2025 Investor Day INTRODUCTION Welcome & Opening Remarks Noah Weiss Vice President, Investor Relations & Corporate Communications 2025 Investor Day 2 2 Forward-looking statements This presentation contains or may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Ingredion intends these forward-looking statements to be covered by th ...

Core Insights - The company is focusing on driving innovation and growth under the leadership of the new CEO, Tarun Lal, who emphasizes the importance of brand strengths and social connections [2][4][21] - The strategic plan aims to address executional failures and enhance operational excellence, with a clear focus on guest experience and financial success [5][9][21] Company Strategy - The company has identified key areas for improvement, including marketing, food and beverage offerings, operations, game introductions, and remodels [29][30][31] - A back-to-basics approach is being implemented to stabilize same-store sales and improve guest engagement [26][21] - The company plans to enhance its marketing strategy by simplifying messaging and leveraging its national sports viewing platform [29][78] Financial Performance - In Q2 2025, the company reported revenue of $557 million, with a net income of $11 million and adjusted EBITDA of $130 million, resulting in a 23% adjusted EBITDA margin [13][14] - Comparable store sales decreased by 3% year-over-year, impacted by the timing of the July 4 holiday [11][12] - The company generated $34 million in operating cash flow during the quarter, ending with $12 million in cash and $443 million in total liquidity [14][35] Operational Developments - The company has opened three new stores in Q2 2025 and plans to open a total of 11 new stores in fiscal 2025, with a strong pipeline for future openings [18][19] - A sale-leaseback transaction for two operating stores generated approximately $77 million, enhancing liquidity for future investments [16][17] Market Positioning - The company recognizes challenges in brand distinctiveness, retail marketing, and customer experience, which are critical for unlocking business potential [10][21] - The introduction of a revamped menu and focused promotions has shown positive results, particularly in the special events business, which has seen a 10% year-over-year revenue increase [27][28] Future Outlook - The company aims to grow same-store sales and free cash flow by focusing on five strategic areas: marketing, food and beverage, operations, games, and remodels [30][31] - The CEO believes the stock is undervalued and sees significant upside potential based on achievable financial results [21][36]

Group 1 - The company is presenting a new strategy for the next five years in response to changing economic conditions in New Zealand, where consumer, business, and government spending have significantly decreased [2][3] - The company has undergone extensive transformation over the past year, focusing on core connectivity, transforming its cost base, and realizing value from non-core assets and its data center business [3] - A review of capital management was conducted by the Board, with findings shared during the FY '25 results, indicating ongoing efforts to enhance financial stability [3] Group 2 - The company has recently renewed its Board with three new members, indicating a shift in governance and potential strategic direction [4]

Core Insights - PAR has undergone a significant transformation over the past decade, evolving from a hardware and services provider to a more software-oriented business model [1] Company Background - For approximately 40 years, PAR primarily operated as a hardware and services provider, notably inventing the point-of-sale terminal and experiencing success in the 1980s, followed by a challenging 25-year period focused on selling hardware and services to restaurants [2] - The business model was cyclical, heavily dependent on the purchasing cycles of restaurants, with PAR's logo visible on devices but lacking in software sales [2] Strategic Developments - In 2014, PAR made a strategic acquisition of Brink, a cloud-based point-of-sale software, marking its entry into the software space, which initially served only a few hundred stores [3] - The leadership change in 2018 brought new direction and focus to the company's growth strategy [3]

Company Overview - Peakstone Realty Trust (PKST) is transitioning its business model by divesting from office properties to concentrate fully on the industrial sector, specifically in the Industrial Outdoor Storage (IOS) segment [1]. Market Context - The shift in focus is influenced by the rise of remote work trends following the COVID-19 pandemic, which has altered the demand for traditional office spaces [1].

Core Insights - The Children's Place, Inc. reported a net loss of $(5.4) million for the second quarter of fiscal year 2025, an improvement from a net loss of $(32.1) million in the same quarter of the previous year, indicating a positive trend in financial performance [11][18] - The company is implementing a transformation initiative aimed at streamlining operations to achieve over $40 million in gross benefits over the next three years, focusing on reducing corporate costs and optimizing the distribution network [3][4] - The company experienced a decrease in net sales of $21.7 million, or 6.8%, to $298.0 million in the second quarter, primarily due to lower brick-and-mortar revenue and e-commerce sales [5][12] Financial Performance - Net sales for the six months ended August 2, 2025, decreased by $47.4 million, or 8.1%, to $540.1 million compared to the same period last year [12] - Gross profit for the second quarter decreased by $10.5 million to $101.3 million, with a gross margin decline of 100 basis points to 34.0% [6] - Selling, general, and administrative expenses were reduced to $89.6 million in the second quarter, down from $96.1 million in the prior year [7] Operational Updates - The company opened one store and closed two during the second quarter, ending with a total of 494 stores [19] - Inventory levels were reduced to $442.7 million as of August 2, 2025, compared to $520.6 million a year earlier, reflecting improved inventory management [21] - The company is projecting additional tariff and duty expenses of approximately $20 million to $25 million for fiscal year 2025, but plans to mitigate about 80% of these impacts through strategic initiatives [4] Strategic Initiatives - The transformation plan includes a review of the corporate cost structure, aiming to reduce corporate payroll from over $120 million to below $80 million by fiscal year 2026 [3] - The company is focusing on enhancing its direct-to-consumer business, which saw positive comparative sales growth for the first time in 18 months during July [2] - A new loyalty program is set to launch in the third quarter to drive customer retention and enhance lifetime value [3]

Company Overview - Sify Infinit Spaces Limited (SISL) is a subsidiary of Sify Technologies Limited, focusing on colocation services for Hyperscalers, Enterprises, and neo-Cloud prospects [6] - As of June 2025, SISL operates 14 Data Centers across 6 cities in India [6] Leadership Appointment - Mr. Mark Adams has been appointed as a Non-Executive and Non-Independent Director on the Board of SISL [1] - Mr. Adams has extensive experience in Communications Infrastructure and Technology, previously serving as Chief Development Officer at Equinix, where he grew revenue from $33.87 billion to $396.64 billion over 10 years [2] - His current roles include Senior Advisor to Global Infrastructure Partners and Board Advisor for Cyrus One and True IDC [3] Strategic Importance - The Chairman of SISL, Mr. Raju Vegesna, emphasized that Mr. Adams' multi-geography exposure and technology foresight will be crucial for scaling SISL's hyperscale and enterprise business [5] - Mr. Adams noted that SISL is at an inflection point in its data center trajectory, having established a strong position over 25 years in delivering capacity to global leaders in India [5] Client Base and Infrastructure - SISL has a diversified client base of over 500 clients as of June 30, 2025, which includes prominent Hyperscaler and Enterprise clients [7] - The company's infrastructure includes Data Centers and partnerships with global technology majors, along with expertise in business transformation solutions modeled on the cloud [7]

Core Insights - The company is undergoing a transformation that is structured into three phases, with a clear game plan laid out for execution [1] Phase 1: Business Optimization - The first phase focuses on business optimization, which involves improving execution and establishing a robust business management system [2] - Key objectives include reducing costs, changing the company culture, and creating better road maps for execution [2] - This optimization phase is expected to be largely completed within the first 6 to 9 months of the transformation [2]

Core Insights - The company has implemented several strategic changes over the past few years, which have driven significant momentum in its operations [1] - The focus on transformation is expected to continue as a key driver looking ahead to 2026 [2] Financial Performance and Outlook - The company is currently in a quiet period and will not discuss financial performance or current trends until the upcoming earnings report in October [1] - Previous earnings were reported in mid-July, with the next quarterly report scheduled for October [1]

Core Insights - FTI Consulting has appointed Hitesh Tak as a Senior Managing Director in the Corporate Finance & Restructuring segment, based in Singapore, marking a significant step in the firm's expansion in Southeast Asia [1][4]. Group 1: Appointment and Experience - Hitesh Tak brings over 25 years of experience in strategy, operations, and performance improvement, with a proven track record in advising both public and private-sector organizations in Southeast Asia [2]. - His expertise spans various industries, including diversified industrials, automotive, agri-commodities, mining, logistics, construction, and private equity, focusing on strategic planning, cost optimization, revenue enhancement, and business transformation [2]. Group 2: Role and Impact - In his new role, Mr. Tak will collaborate with business leaders, investors, and government stakeholders to enhance operational resilience and unlock value in complex environments [3]. - His addition is expected to significantly benefit clients as they navigate disruptions and accelerate performance, leveraging his deep transformation expertise and regional experience [4]. Group 3: Company Overview - FTI Consulting is a leading global expert firm specializing in crisis and transformation, with over 7,900 employees across 32 countries and territories as of June 30, 2025 [6]. - The company generated $3.70 billion in revenues during the fiscal year 2024, indicating a strong financial position and capability to invest in its Corporate Finance & Restructuring segment in Asia [6][5].