Alliance Data Systems Investor Presentation — March 2019
Loading viewer...
investor_presentation
Format: PDF investor_presentation
1 © 2019 Alliance Data. Confidential and Proprietary. MARCH 2019The evolution of consumer expectations and payments JAMI DEWOLF, Chief Marketing Officer Alliance Data Card Services SHERYL MCKENZIE, Vice President Products & Capabilities Alliance Data Card Services
Document content
1 © 2019 Alliance Data. Confidential and Proprietary.
MARCH 2019The evolution of consumer
expectations and payments
JAMI DEWOLF, Chief Marketing Officer
Alliance Data Card Services
SHERYL MCKENZIE, Vice President Products & Capabilities
Alliance Data Card Services 2 © 2019 Alliance Data. Confidential and Proprietary.
30 years building loyalty through branded
145 brands deliver $17.5B in total A/R
• After-tax ROE > 30%
Driver of partner sales; credit sales over 35%
penetration with brand partners
43M active cardmembersCard Services 3 © 2019 Alliance Data. Confidential and Proprietary.
The shift in consumer behavior is real
Driving purposeful innovations, meeting
nextgen consumer demands
Our value is unique and significant
We operate in a large, high-growth market 4 © 2019 Alliance Data. Confidential and Proprietary.
Expectations are rising
Retailers and consumers want more from the relationship
better experiences“Show me you
NEEDSINCREASED SHARE
PRIVACYCUSTOMER LOYALTYREWARDS AND
AND INSIGHTS SPEED AND
consumer demands “Help me KNOW
CONVERSIONEASE OF USE 5 © 2019 Alliance Data. Confidential and Proprietary.
Next-gen shopping is here NOW
Millennials and Gen Z want value
VALUE CONVENIENCE EXPERIENCE
Over 60% say bonus/rewards
