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A Global Portfolio of Direct Selling Companies A Global Portfolio of Direct Sellin g Companies

A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

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Page 1: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

A Global Portfolio of Direct Selling CompaniesA Global Portfolio of Direct Selling Companiesg pg p

Page 2: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Rick GoingsRick GoingsCh i & CEOCh i & CEOChairman & CEOChairman & CEO

Page 3: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

ForwardForward--Looking StatementsLooking Statements

We are making some forward looking statements today g g ythat use words like “outlook” or “target” or similar predictive words. Such forward looking statements involve risks and uncertainties as further contained ininvolve risks and uncertainties as further contained in our Form 10-K filed with the Securities and Exchange Commission in February 2008. These risks and

i i l l diffuncertainties may cause actual results to differ materially from our statements today.

Page 4: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Core business is sound

Business model allows for growth…even now

Solid performance in many established and emerging markets

Financially sound company with strong cash flowPay dividendyPay down debtShare repurchase

Page 5: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

To be the premier global direct seller

of premium, innovative p ,products by providing…

Our Customersith high q alit inno ati ewith high quality, innovativeproducts and informative,

entertaining channels of distribution

Our Independent Sales Force

with a significant earning opportunity and personal

d l t

Our Associatesan opportunity to develop their talents and skills by

development

their talents and skills by fostering personal fulfillment,

achievements and rewards

Page 6: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

What is Tupperware Brands TodayWhat is Tupperware Brands Today

A Global Portfolio of Direct Selling CompaniesA Global Portfolio of Direct Selling Companies

Page 7: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

News CorporationNews CorporationNews Corporation is a diversified global media portfolio with operations in eight industry segments:seg e ts

Filmed entertainment

Television

Cable network programming

Direct broadcast satellite television

Magazines and inserts

Newspapers and information services

Book publishingBook publishing

Other (MySpace, FoxSports.com, etc.)

Page 8: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Similarities with Tupperware BrandsSimilarities with Tupperware Brands

Company Diversified global media company Diversified global direct selling companyp yOverview

Vision/ Mission

Creating and distributing top quality news, sports and entertainment

To be the premier global direct seller of premium, innovative products…Mission p

around the world.p p

Strategy Provide a compelling combination of information and entertainment for the

Our independent sales force with a pathway for personal development and ainformation and entertainment for the

largest audience around the world. Achieve this by maintaining the

ideal mixture of established, developing and new businesses with

pathway for personal development and a significant earning opportunity.

Our customers with high quality innovative products brought to them through an informative and entertainingdeveloping, and new businesses with

significant potential.through an informative and entertaining party.

Our associates an opportunity to develop and utilize their talents and skill and to be recognized and rewarded for itand to be recognized and rewarded for it.

Page 9: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

1992 1992 –– 2007 Strategic Platforms2007 Strategic Platforms

Strategies to Refresh and Reconfigure

Expand into Direct Selling

Bea tvenu

e

Grow Emerging Markets

Beauty Companies

Where Appropriate

Rev

Build brand equity in products and image

Refresh the Core

Income

Page 10: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Phase One Largely CompletedPhase One Largely Completed

Refresh the CoreProductsPartyCompensation Structure

Emerging MarketsHave global beachheads

Expand into Direct Selling BeautyLarge rapidly growing marketg p y g gCosmetic, Fragrance and Toiletries growing 6-8% annuallyTaps into categories with higher spending

Page 11: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Move to Phase Two 2009 Move to Phase Two 2009 -- 20142014

MarketMarket People/People/

FOCUS, FIX & GROWFOCUS, FIX & GROW

Key Focus Priority

Market Market FocusFocus

People/ People/ ProcessesProcesses

y yMarkets

(Emerging and Established)

Leadership Development

MOBILIZEStrengthen

Sales & Marketing

Management

Leverage Brands to Grow Latin

America Businesses

Fix, Merge or Exit weak small businesses

Reconfigure Supply Chainbusinesses

Page 12: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Si HSi HSimon HemusSimon HemusPresident & COOPresident & COOPresident & COOPresident & COO

Page 13: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Tupperware Brands Business ModelTupperware Brands Business Model

Sales Force Structure And

Products We

Selling Method

CompensationTiered / Self PromoteT diti l

We Offer

TupperwareBeauty

MethodParty / Group SellingOne-on-one

Traditional Distributorship\Single Level With Salaried

BeautyCampaign Brochure

With Salaried Field Manager

Page 14: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Flexible Business ModelFlexible Business Model

L i A iEU S & C d A i P ifiLatin America

• Single Level / Salaried Field Manager

Europe

• Traditional Distributorship

U.S. & Canada

• Tiered / Self Promote

Asia Pacific

• Traditional Distributorship / Tiered / RetailManager

• Beauty Focus

• Campaign B h

• Tupperware Focus

• Party / One-on-one

• Tupperware & Beauty focus

• Party

Tiered / Retail Outlets

• Tupperware & Beauty Focus

Brochure Selling

• Party & Home Demonstration

Page 15: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Portfolio of Established & Emerging Portfolio of Established & Emerging MarketsMarkets

SalesYTD % Force

Market Sales MixMarket Sales Mix

Established 49% 25%

Emerging 51% 75%

Page 16: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Key MarketsKey Markets

Established Emerging

GermanyUnited States

MexicoRussiaUnited States

AustraliaFrance

RussiaSouth AfricaChinaFrance

ItalyNordics

ChinaIndiaIndonesiaNordics

JapanIndonesia

Page 17: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Emerging Markets: Emerging Markets: Planting the Seeds of Future GrowthPlanting the Seeds of Future Growth

FocusFocus

Rapid Sales Force Expansion

Earnings Opportunity for Women

Less developed Retail InfrastructureLess developed Retail Infrastructure

Growing PopulationAnd…we are in the very early stages of penetrating these markets

Page 18: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Emerging Markets Growth YTD Q3 08Emerging Markets Growth YTD Q3 08

Over 30 countries including:

China CIS (former Soviet Union)I d i S th Af iIndonesia South AfricaIndia TurkeyBrazil Mexico

YTD Q3 08 Local Currency Sales Growth 20%

Page 19: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

We are only in the Early InningsWe are only in the Early Innings

Distributor perDistributor per 1M Population* Party Average

Established 1.3 $398

Emerging 0 7 $101Emerging 0.7 $101

*Population defined as individuals with income above $2 per dayEmerging and Established markets in Europe and Asia Pacific defined as traditional party reporting markets

Page 20: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Emerging Market Growth PotentialEmerging Market Growth Potential

Geographic PenetrationGeographic Penetration

Growth of Middle ClassGrowth of Middle Class

S hi ti ti f S l FSophistication of Sales Force

B d B ildiBrand Building

Page 21: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Creating a Contemporary ImageCreating a Contemporary Image

Page 22: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Asian ConsumerAsian Consumer

Page 23: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Compelling Geographic ExpansionCompelling Geographic Expansion

Community Outlet - Guangzhou Commercial Outlet - Shanghai

Community Outlets: 1,800 (72%)Commercial Outlets: 736 (28%)

T l O l YTD 2 588Total Outlets YTD: 2,588Potential Outlets: 10,000

Page 24: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Compelling Earnings OpportunityCompelling Earnings OpportunityTupperware ChinaTupperware China

$197 502$197,502

$48,044$46,511

Our Average Annual Income

$8,808$3,780

Avg Outlet Qualified Outlet Top Outlet Avg DB Top DB

$3,066 $2,754 $2,502$3,879 $3,841 $4,148 $4,136Average Annual Income in

Comparable Industries

1Manufacturing Construction Hotels and restaurantReal Estate Education Health care

p

Real Estate Education Health carePublic Management

Page 25: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

TUPS TUPS –– Over Ten Million Units SoldOver Ten Million Units Sold

Page 26: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Compelling Earnings OpportunityCompelling Earnings OpportunityTupperware IndonesiaTupperware Indonesiapppp

14 732

22,204

Amount in USD

3,007 3 063

8,135

14,732 Our Average Annual Income

1,5073,063

vg. S

F

p10

SF

vg. U

M

10 U

M

vg. T

L

p10

TL 4.952

4.161 4,230

Avg

Top1 Av

g

Top1 Av

g

Top1

3,072 3.155

1 193

2,326

2,552

1,193

Fin

otel

egal IT om acy

nce

nter

Average Annual Income inComparable Industries

(supervisory level) F

Ho Leg

Telc

o

Phar

ma

Insu

ran

Call

Cent

( p y )

Page 27: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Tailored ProductsTailored Products

Condiment dispenser

Pour dispenser for dry goods

Mini spice & liquid dispensers

Page 28: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Compelling Earnings OpportunityCompelling Earnings OpportunityTupperware IndiaTupperware India

$9,900

$14,700

pppp

$ ,

Our Average Annual Income

$533 $1,066$1,728

Avg Conslt Star Conslt Avg UM Top 10 UM Top EM

$2,800$2,666

$2,266 $2,266

$1,600

$2,666

Average Annual Income in

Manufacturing BSFI Consumer FMCG Education Healthcare

Average Annual Income inComparable Industries

Manufacturing BSFI ConsumerDurable

FMCG Education Healthcare

Wo rk Experience 1-3 yrs

Page 29: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Eco Water BottleEco Water Bottle

Page 30: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Compelling Earnings OpportunityCompelling Earnings OpportunityTupperware RussiaTupperware Russia

$63,769

$20,334

Our Average Annual Income

$8,575$5,233$2,368

Avg SF Top SF Avg UM Avg PM Top 10 UMAvg SF Top SF Avg UM Avg PM Top 10 UM

Average Annual Income in$ 6 324

$ 6 921

$ 4 562 $ 4 297 $ 4 901 $ 5 089 $ 5 137

Average Annual Income inComparable Industries

1manufacturing construction hotels & restaurantseducation health care communal servicesstate trade

Page 31: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

160 Distributors and Room to Grow160 Distributors and Room to Grow

Paris, November 5 2007 31

Page 32: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Becoming a Household NameBecoming a Household Name

Page 33: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Compelling Geographic ExpansionCompelling Geographic Expansion

Mexico Tupperware & Beauty

Colombia

y

Brazil

Chile

Page 34: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Tupperware and BeautyTupperware and BeautyA Powerful CombinationA Powerful Combination

Page 35: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Appealing to Women With ChildrenAppealing to Women With Children

TPS EDUCATIONALEDUCATIONAL TOYS

TupperwareTupperware

PRODUCTS

GADGETS

Page 36: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Significant Beauty Emerging Significant Beauty Emerging Market OpportunitiesMarket Opportunities

Argentina Brazil China RussiaChileColombiaArgentina Brazil China RussiaChileColombia

Brazil & Argentina – Existing Markets China, RussiaColombia, Chile

Potential Future Markets

Page 37: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Established MarketsEstablished Markets

FocusFocus

Sales Force Expansion

I d Fi ld St tImproved Field Structure

Focused Segmentation

Contemporize

Leverage Brand EquityLeverage Brand Equity

Page 38: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Improved Field StructureImproved Field Structure

Team Leader Opportunity Distributor

Team Leader

Manager

Consultant

Page 39: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Focused Market SegmentationFocused Market Segmentation

Armand DupreeCatalog

TupperwareHispanic Market

Brochure

BeautiControl African American

Catalog

BeautiControl Hispanic Market

Brochure

Page 40: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Lifestyle CompanyLifestyle Company

From Basic

To Elegant & Differentiated

Page 41: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Reaching New ConsumersReaching New Consumers

Celebrity ChefsCelebrity Chefs

TV Cooking Shows

Page 42: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Appealing to New Younger ConsumerAppealing to New Younger Consumer

Page 43: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Premium ConsumablesPremium Consumables

Page 44: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

The Power of CelebrityThe Power of Celebrity

Page 45: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

LicensingLicensing

Page 46: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Longer Range Local Currency Sales Longer Range Local Currency Sales OutlookOutlook

Market Low High

E t bli h d 1% 2%Established 1% 2%

Emerging 12% 14%Emerging 12% 14%

Total Company 6% 8%Total Company 6% 8%

Page 47: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Mike PoteshmanMike PoteshmanMike PoteshmanMike PoteshmanExecutive VP & CFOExecutive VP & CFOExecutive VP & CFOExecutive VP & CFO

Page 48: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Third Quarter ResultsThird Quarter Results

High End of Sales guidanceHigh End of Sales guidance

5 cents above high end of diluted EPS5 cents above high end of diluted EPS guidance, excluding items

S i li A i P ifiSegments in line – Asia Pacific up, Beauty North America downLower incentive cost and tax rateLower incentive cost and tax rate

Page 49: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Full Year ForecastFull Year Forecast

Sales to high end of previous local currency range g p y gup 8-9%

Emerging markets up 17 – 18% in local currencyE t bli h d k t b t ith 2007 i l lEstablished markets about even with 2007 in local currency

il d S $2 2 62 l di iDiluted EPS range $2.57 – 2.62 excluding itemsDown from Sept 18th by 10 cents for FXUp 3 cents from Q3 resultsUp 3 cents from Q3 results

Long range local currency sales growth guidance of +6 to 8% with pretax return on sales of 9 5 toof +6 to 8% with pretax return on sales of 9.5 to 10.5%

Page 50: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Cash Flow & LiquidityCash Flow & Liquidity

Inventory, Short Term Receivables and Accounts PayableDays all at or slightly better than September 2007

Cash Flow forecast for full year remains at$110 – 120M, including significant Q4 insurance recovery

bDebtClosed quarter with $100M of Revolver Borrowings▫ Revolver facility is $200M▫▫ Held $145M of cash at September 2008▪ $55M would normally have paid down revolver

Based on mid point of Cash Flow forecast and otherBased on mid point of Cash Flow forecast and other assumptions, full year 2008 debt reduction of $60M+ to $535M range

May adjust repayments down based on credit marketsMay adjust repayments down based on credit markets

Page 51: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Share RepurchasesShare Repurchases

Will accelerate share repurchases under existing $150M authorization

$64M h d i 2007 d t d t 2008$64M purchased in 2007 and year to date 2008Expect to begin accelerated purchases under raised authorization in Q4 in $10M range with $40M expected in2009Comparable to 75% increase in dividend paymentsp p y

In target Debt/EBITDA leverage range of 1.5 – 2.0x beginning this quarter

2 3x at September 20082.3x at September 20082.1x if had paid down debt with available cash

Expect to continue to also reduce debt

Significantly higher repurchase constrained by debt covenants

May still consider dividend increases going forward

Page 52: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Value ChainValue Chain

Lower oil/natural gas prices have improved cost outlook mainly in 2009outlook mainly in 2009

2008 – negative impact of $9 to $10M2009 – based on current oil and gas prices, expect to make up at least most of the 2008 impactmake up at least most of the 2008 impact

Value chain improvement and flexibilityA d i l lik T U S d F llAverage order size – places like Tup U.S. and Fuller ArgentinaRestructuring in South AmericaPromotional spend – 17% of salesPromotional spend – 17% of salesFixed costs in light of volume and opportunitiesDistribution costs; order size and delivery pointsGross margin management – pricing and mixGross margin management pricing and mix

Page 53: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

Why Invest in Tupperware Brands?Why Invest in Tupperware Brands?

Strong sources of competitive advantageQuality of direct sales managementGl b lGlobal presenceStrength of brands

Sales and profit growth opportunityp g pp yEmerging marketsEstablished

Strong cash flow and dividendsTUPTUP

Strong cash flow and dividendsBusiness model generates cash

Multiple expansion opportunityp p pp y

Dynamics of TWB’s business modelLevers exist to adapt to external forces

Page 54: A Global Portfolio of Direct Sellinggp Companieslibrary.corporate-ir.net/library/64/641/64173/items/311836/Q3 2008... · Catalog Tupperware Hispanic Market Brochure BeautiControl

A Global Portfolio of Direct Selling CompaniesA Global Portfolio of Direct Selling Companiesg pg p