Rite Aid — Merger or Acquisition (June 2018)
14 slides from Rite Aid's merger presentation, Jun 29, 2018
Slide 1: The Differentiated Leader in Food, Health & Wellness
) Companies] THE DIFFERENTIATED LEADER IN FOOD, HEALTH & WELLNESS
Slide 2: Q1 Fiscal 2019 Results
=6 FISCAL 2019 Resuits Net Loss $44 oy 4 Phillion = (compared to $36.0 million in Q1 FY2018)— Adjusted Net Loss $0.01 per share
Slide 3: Q1 Fiscal 2019 Results: Adjusted EBITDA
Q1 Fiscat 2019 Resutts Adjusted EBITDA $147.3M Compared to $160.0M (Q1 FY2018 Pro-forma includes income earned if all stores sold to WBA had been supported under TSA)
Slide 4: Retail Pharmacy Segment
Retail PHARMACY SEGMENT = Q1 FY2019 Adjusted EBITDA S$21M ~ Driven by RX Gross Margin & Expense Management
Slide 5: Pharmacy Services Segment
PHARMACY SERVICES SEGMENT = Q1 FY2019 Adjusted EBITDA decreased $14.7M Due to investments for growth HII}
Slide 6: Slide 6
Slide 7: wellness+ rewards BonusCash: An Easier Way to Save
i RITEAID wellngrat i _ wellness G3} rewards BonusCash an easier way to save BUY EARN USE Participating rewards rewards for items with your ‘automatically savings on welinesst card to your card next visit ‘wun RiteAid.com/Bonuscash
Slide 8: Q1 Fiscal 2019 Highlights
SSS ee —— Q1 Fiscat 2019 HiGHLicHTS ——_ ¢ Introduced lededesignét or new Owned Brand items ~ * Completed 49 store remodels ~ ¢ More than double number of non-flu immunizations
Slide 9: New Medication Support and Customer Satisfaction
+ £ ‘New Medication Support ¢ New Leadership Structure — ° All-time high for overall customer satisfaction * Increased customer satisfaction 6 consecutive quarters
Slide 10: #1 Integrated Food and Drug Retailer on the West Coast
#1 integrated food and drug retailer on the West Coast‘) Strong position in the Northeast Higher density in key markets Access to new markets
Slide 11: Platform: Omni-Channel
PBUATEORM OMNI: CHANNEL
Slide 12: Opportunity to Deliver Significant Cost Synergies
OpPorTUNITY To DELIVER SIGNIFICANT Cost SYNERGIES jor funding coverage to improve national brand jetration of Own Brands and reduce COGS Marketing & advertising, insurance, utilities and other Streamline administrative functions Supply chain and manufacturing optimization Expect to realize full run-
Slide 13: Combination Creates Opportunities to Drive Traffic & Growth
ComBiNaTION CREATES OPPORTUNITIES TO Drive TRAFFIC & GROWTH Incremental Revenue Opportunities of $3.6 Billion Rebrand existing Albertsons pharmacies as Rite Aid and integrate loyalty programs to drive traffic Leverage Front End capabilities and pharmacy expertise to enhance customer offering = GROCE
Slide 14: Important Notice Regarding Forward-Looking Statements
Important Notice Regarding Forward-Looking Statements This communication contains certain “forward-looking statements” within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, both as amended by the Private Securities Litigation Reform Act of 1995. Statements that ar