Exhibit 99.4
Andrew Kerin
President
ARAMARK
HEALTHCARE AND EDUCATION
Higher Education
ARAMARK in Higher Education
Facility Services
Comprehensive Facility Management Building Maintenance Custodial Grounds Energy Management Capital Project Management Building Commissioning
Dining Services
Master Planning Culinary Development Venue Design Residential, Retail and Catering Services
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
3
Higher Education Platform
Enabling the Mission
Institutional Goals
Competitive Differentiation
Distinctive Environments
and Experiences
Growth and Optimization
Transformation
Lifelong Connection
Delivered Outcomes
Enhance the Institutional Brand Cater to the Gen Y Student 21st Century Living and Learning Environments Enhanced Institutional Assets Showcasing the Institution: Donors, Alumni, Parents
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
4
Higher Education Opportunity
Redefine Opportunity
Total facilities maintenance and operations budget Total student spend on dining
Strategies to Penetrate Opportunity
New account acquisition Existing client service expansion Increase customer share at existing accounts
Target Opportunity: $40 billion
Dining Services Facility Services
Self-Op
Competitor Untapped
Competitor Current
ARAMARK Untapped
ARAMARK
Current
Self-Op Untapped
Self-Op Current
Competitors Untapped
Competitors Current
ARAMARK Uptapped
ARAMARK
Current
Data based on 1,600 4-year higher-ed institutions
Sources: GeoStrategy Competitive Analysis, June 2004 Chronicle of Higher Ed Almanac 2004,
American School and University M&O Spending Issue 2004
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
5
New Account Acquisition
Segmentation and Targeting
Segmented sales force with
focus on self-op
Propensity to change
research
Senior-level entry point
Industry
Positioning/Messaging
Awareness building campaign
Thought leadership
Industry presence
Convert the self-operation
Capture competitor share
New Account Opportunity: $17 billion—1,600 Accounts
Dining Services Facility Services
Competitor
Self-Op
Competitor
Self-Op
Source: AS&U Privatization Study
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
6
Existing Client Service Expansion
Cross-Sell: Food and Facility
The President’s Challenge
Segmentation and targeting
Facility Services Expansion
Enterprise teams
Asset management services
Technical services
Comprehensive facility management
Cross-Sell Opportunity: $4 billion
Facility Services Expansion Opportunity: $1.2 billion
Dining
Facility
Current Client Revenue
Facility Service Expansion
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
7
Increased Consumer Spend at Existing Accounts
Convenience Retailing Customer Loyalty Program MarketMATCH
Master Planning
Enhanced POS Solutions eCommerce Web Sites
Annual Consumer Spend—$4.5 billion Uncaptured Opportunity—$3.3 billion
Uncaptured Resident Spend
Uncaptured Non-Resident Spend
Captured Spend
During the academic year:
Average resident spend on food, convenience, grocery items = $3,502 Average non-resident spend on food, convenience, grocery items = $1,667
Source: Spring 2004 Student Spend DiningStyles Survey
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
8
K-12 School Districts
ARAMARK in K-12 School Districts
Food Services
Facility Services
Vending/ Uniforms
Building Commissioning
Construction Management
Grounds
Concessions
Satellite Feeding
National School Breakfast Program
Maintenance
Uniforms
Energy
Catering
Vending
National School Lunch Program
Custodial
Nutrition Programs
Central Food Production
On-Site- Retail Concepts
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
10
K-12 Platform
Partners for Progress
Institutional Goals
Student Achievement Budget Management Service Excellence Employee Development Community Engagement
Delivered Outcomes
District Pride
Resource Optimization Student Satisfaction
Improved Learning Environment Improved Student Nutrition Motivated Employees
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
11
K-12 Opportunity
Strategies to Penetrate
Self-Operation Conversion
Expand Services with Current Clients
Capture Untapped Student Spend
Sources: NCES, Census Data 2002
Chronicle of Higher Ed Almanac 2004,
American School and University M&O Spending Issue 2004
Total Opportunity: $36 billion
Food Services Facility Services
ARAMARK
Current
ARAMARK Untapped
Competitor Current
Competitor Untapped
Self-Op
Competitor Untapped
Competitor Current ARAMARK
Untapped
ARAMARK
Current
Self-Op Current
Self-Op Untapped
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
12
New Client Acquisition
Strategies for Converting the Self-Op
Segmentation and Targeting
Enrollment and square footage
High demographic growth
States legislatively open to outsourcing
Awareness-Building Campaign Thought Leadership Industry Association Presence
Self- Op Opportunity: $29 billion
Food Services
Outsource
Self-Operate
Outsource
Self-Operate
Facility Services
Source: AS&U Privatization Study
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
13
Existing Client Service Expansion
Cross-Sell: Food and Facilities
The President’s Challenge
Facility Services Expansion
Total Facility Management
Property Management
Additional Technical Services
Cross-Sell Opportunity: $2 billion
Facility Services Expansion Opportunity: $800 million
Food Opportunity
Facility Opportunity
Current Client Revenue
Facility Up-Sell Opportunity
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
14
Increasing Student Spend at Existing Accounts
Strategies
Attract non-user participation Increase frequency of current users Additional day parts
Key Initiatives
Retail dining concepts
Promotions: Celebrity Lunch Lady
Java City, smoothies, catering
Pre-pay debit card and POS technology
Customer Expansion Opportunity: $2.6 billion
1
2
Mid-PM Snack
3
4
After-School Snack
5
6
7
8
Breakfast
Lunch
9
10
Mid-AM Snack
11
12
Source: ARAMARK research 2004. 2005
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
15
Healthcare
ARAMARK in Healthcare
Uniform Services
Apparel One—Total uniform solution Galls public safety
Food Services
World Class Patient Services Café dining Retail management JAVA City Small site solutions Convenience stores Vending Office coffee Office services
Medical Office Buildings and Labs
Senior Living
Main Hospital
Specialty Hospital
Facility Services Programs
Environmental Services Laundry and Linen Central Transportation Patient Service Associates Facility Operations Management Energy Management Grounds Maintenance Capital Program Management Strategic Facilities Planning Supply Chain Management
Clinical Technology Services
Maintenance management services Life-cycle management advisory services Capital Asset Protection Program Regional shared services Network technologies parts sourcing
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
17
Best Environments, Best Care
Institutional Goals
Quality Care
Competitive Advantage Employer of Choice Patient/Employee Satisfaction Resource Optimization
Delivered Outcomes
Distinctive Environments and Experiences
Patient Satisfaction Employee Satisfaction Improved Throughput
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
18
Healthcare Opportunity
Self-Op Conversion Strategy
Enterprise sales force
Thought leadership platform
Client intimacy
Differentiation Strategy
Comprehensive portfolio with best-in-class delivery
Patient centered platform
Enabling environments
Total Opportunity : $36B
ARAMARK
Share
Other Share
Non-Target
Untapped Consumer Spend
Self-Op Potential
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
19
Share of Client Spend —Service Expansion
Mission One Strategy
Vertical sales force Base business build-out toolkit Cross training of on-site teams President’s Challenge
Service Expansion Opportunity: $7 Billion
ARAMARK
Today
Food
Facility
CTS
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
20
Share of Customer
Strategies:
Additional day parts Outpatients/visitors
Speed and convenience for employees
Outcomes:
Small site solutions (Bakery Cafes) Specialty coffee solutions Catering
WebFood remote kiosk and ordering system Convenience retailing and gift shops Credit card and payroll deduct
* Customized, proprietary psychographic segmentation
Sources: Internal surveys; National Restaurant Association 2005 Industry Forecast
Healthcare Customer Share 5.1 weekly opportunities per customer
Off-site Skip
Bring From Home
On-site $1 billion base growth opportunity
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
21
Enterprise and Service Expansion Results
Today: 1,300 Healthcare Clients
Facilities
Clinical Technology
Food
4%
We provide food, facilities and CTS for only 4% of our Healthcare clients
2004 New Business:
90% Enterprise or Vertical Service Expansion
New single service to new client
New service to existing client
New multiple service to new client
Vertical service expansion
Enterprise
Business, Sports and Entertainment
Education and Healthcare
International
Uniforms and Career Apparel
22
Questions and Answers