Schawk 8K Regulation FD Disclosure | SGK 9 Dec 09

EXHIBIT 99.1

INVESTOR PRESENTATION
DECEMBER 8, 2009

FORWARD LOOKING STATEMENTS

CERTAIN STATEMENTS IN THIS PRESENTATION ARE FORWARD-LOOKING STATEMENTS WITHIN THE MEANING OF
SECTION 21E OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED, AND ARE SUBJECT TO THE SAFE HARBOR
CREATED THEREBY. THESE STATEMENTS ARE MADE BASED UPON CURRENT EXPECTATIONS AND BELIEFS THAT ARE
SUBJECT TO RISK AND UNCERTAINTY. ACTUAL RESULTS MIGHT DIFFER MATERIALLY FROM THOSE CONTAINED IN THE
FORWARD-LOOKING STATEMENTS BECAUSE OF FACTORS, SUCH AS, AMONG OTHER THINGS, UNANTICIPATED
DIFFICULTIES ASSOCIATED WITH ADDITIONAL ACCOUNTING ISSUES, IF ANY, WHICH MAY CAUSE OUR INVESTORS TO
LOSE CONFIDENCE IN OUR REPORTED FINANCIAL INFORMATION AND MAY HAVE A NEGATIVE IMPACT ON THE TRADING
PRICE OF OUR STOCK; OUR ABILITY TO REMEDY KNOWN INTERNAL CONTROL DEFICIENCIES AND WEAKNESSES AND THE
DISCOVERY OF FUTURE CONTROL DEFICIENCIES OR WEAKNESSES, WHICH MAY REQUIRE SUBSTANTIAL COSTS AND
RESOURCES TO RECTIFY; HIGHER THAN EXPECTED COSTS, OR UNANTICIPATED DIFFICULTIES ASSOCIATED WITH,
INTEGRATING ACQUIRED OPERATIONS; HIGHER THAN EXPECTED COSTS ASSOCIATED WITH COMPLIANCE WITH LEGAL
AND REGULATORY REQUIREMENTS; THE STRENGTH OF THE UNITED STATES ECONOMY IN GENERAL AND,
SPECIFICALLY, MARKET CONDITIONS FOR THE CONSUMER PRODUCTS INDUSTRY; THE LEVEL OF DEMAND FOR
SCHAWK'S SERVICES; CHANGES IN OR WEAK CONSUMER CONFIDENCE AND CONSUMER SPENDING; UNFAVORABLE
FOREIGN EXCHANGE RATE FLUCTUATIONS; LOSS OF KEY MANAGEMENT AND OPERATIONAL PERSONNEL; OUR ABILITY
TO IMPLEMENT OUR GROWTH STRATEGY, REBRANDING INITIATIVES AND COST REDUCTION PLANS AND TO REALIZE
ANTICIPATED COST SAVINGS; THE ABILITY OF THE COMPANY TO COMPLY WITH THE FINANCIAL COVENANTS CONTAINED
IN ITS DEBT AGREEMENTS AND OBTAIN WAIVERS OR AMENDMENTS IN THE EVENT OF NON-COMPLIANCE WITH SUCH
COVENANTS; THE ABILITY OF THE COMPANY TO RENEW OR REPLACE ITS REVOLVING CREDIT FACILITY WHEN IT
TERMINATES IN JANUARY 2010; THE STABILITY OF STATE, FEDERAL AND FOREIGN TAX LAWS; OUR CONTINUED ABILITY
TO IDENTIFY AND EXPLOIT INDUSTRY TRENDS AND EXPLOIT TECHNOLOGICAL ADVANCES IN THE IMAGING INDUSTRY;
OUR ABILITY TO IMPLEMENT RESTRUCTURING PLANS; THE STABILITY OF POLITICAL CONDITIONS IN FOREIGN
COUNTRIES IN WHICH WE HAVE PRODUCTION CAPABILITIES; TERRORIST ATTACKS AND THE U.S. RESPONSE TO SUCH
ATTACKS; AS WELL AS OTHER FACTORS DETAILED IN SCHAWK, INC.’S FILINGS WITH THE SECURITIES AND EXCHANGE
COMMISSION.

SCHAWK, INC. ASSUMES NO OBLIGATION TO UPDATE THE INFORMATION CONTAINED IN THIS PRESENTATION, WHICH
SPEAKS ONLY AS OF ITS DATE.

NON-GAAP & OTHER FINANCIAL INFORMATION

ALL HISTORICAL FINANCIAL INFORMATION PRESENTED HEREIN SHOULD BE READ IN CONJUNCTION WITH THE MORE
DETAILED INFORMATION INCLUDED IN OUR ANNUAL REPORT ON FORM 10-K FOR THE FISCAL YEAR ENDED DECEMBER
31, 2008 AND OUR QUARTERLY REPORTS ON FORM 10-Q FOR THE QUARTERLY PERIODS ENDED MARCH 31, JUNE 30 AND
SEPTEMBER 30, 2009 AS FILED WITH THE SECURITIES AND EXCHANGE COMMISSION.

THIS PRESENTATION CONTAINS CERTAIN NON-GAAP FINANCIAL MEASURES INCLUDED UNDER THE SLIDES ENTITLED
“ADJUSTED EBITDA (UNAUDITED)” AND “RECONCILIATION OF NON-GAAP TO GAAP (UNAUDITED)” WHICH ARE RECONCILED
TO THE CLOSEST GAAP MEASURES.

IN ADDITION, EBITDA, AS SHOWN IN THIS PRESENTATION, IS DEFINED AS EARNINGS BEFORE INTEREST, INCOME TAXES,
DEPRECIATION AND AMORTIZATION, AND OTHER CERTAIN NON-CASH ITEMS. ADJUSTED EBITDA, AS DEFINED IN THE
COVENANTS UNDER THE COMPANY’S CURRENT DEBT AGREEMENTS, IS EBITDA AS ADJUSTED TO EXCLUDE CERTAIN
ITEMS, INCLUDING ITEMS THAT ARE GENERALLY CONSIDERED NON-OPERATING. BOTH MEASURES ARE IMPORTANT
INDICATORS OF PERFORMANCE UNDER THE COMPANY’S CURRENT DEBT AGREEMENTS AND PROVIDE MANAGEMENT
WITH A CONSISTENT MEASUREMENT TOOL FOR EVALUATING THE OPERATING ACTIVITIES OF THE COMPANY FROM
PERIOD TO PERIOD. MANAGEMENT ALSO BELIEVES THAT THE PRESENTATION OF THESE MEASURES PROVIDES
INVESTORS WITH GREATER TRANSPARENCY AND SUPPLEMENTAL DATA RELATING TO THE COMPANY’S FINANCIAL
CONDITION AND RESULTS OF OPERATIONS AND PROVIDES MORE CONSISTENT INSIGHT INTO THE PERFORMANCE OF
THE COMPANY’S CORE OPERATIONS FROM PERIOD TO PERIOD. THESE MEASURES DO NOT REPRESENT CASH FLOWS
FROM OPERATIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, SHOULD NOT BE CONSIDERED AS
AN ALTERNATIVE TO NET INCOME OR CASH FLOW FROM OPERATIONS AS AN INDICATOR OF OUR OPERATING
PERFORMANCE, AND ARE NOT INDICATIVE OF CASH AVAILABLE TO FUND ALL CASH FLOW NEEDS. THESE MEASURES
ALSO MAY BE INCONSISTENT WITH SIMILAR MEASURES PRESENTED BY OTHER COMPANIES.

q ONE OF THE WORLD’S LARGEST INDEPENDENT SUPPLIERS OF
BRAND POINT MANAGEMENT SOLUTIONS

q FOUNDED IN 1953 - PUBLIC SINCE 1995 (NYSE:SGK)

q $494.2 MILLION IN REVENUE FOR 2008

q GLOBAL PRESENCE WITH OVER 3,000 EMPLOYEES IN 14
COUNTRIES ACROSS 4 CONTINENTS

q 154 LOCATIONS, INCLUDING 106 ON-SITE CUSTOMER
LOCATIONS (WE ARE THE ONLY COMPANY IN OUR INDUSTRY
WITH A SIGNIFICANT PRESENCE IN ASIA)

q 23 OF THE FORTUNE 100 COMPANIES AND 63 OF THE FORTUNE
500 ARE SCHAWK CLIENT-PARTNERS

WHO WE ARE

q SCHAWK IS A LEADER IN THE BRAND POINT MANAGEMENT
CATEGORY, ENABLING COMPANIES OF ALL SIZES TO CONNECT
THEIR BRANDS WITH CONSUMERS TO CREATE DEEPER BRAND
AFFINITY

q WITH A GLOBAL FOOTPRINT OF 48 OFFICES, SCHAWK HELPS
COMPANIES CREATE COMPELLING AND CONSISTENT BRAND
EXPERIENCES BY PROVIDING INTEGRATED STRATEGIC,
CREATIVE AND IMPLEMENTATION SERVICES ACROSS BRAND
TOUCH POINTS

WHO WE ARE

ON THE SHELF

IN THE STORE

ON THE
GO

AT HOME

WHAT WE DO

RETAIL

CPG

PHARMA

ADVERTISING

PRIMARY INDUSTRIES SERVED

ENTERTAINMENT

TECHNOLOGY

FASHION/COSMETICS

PRIMARY INDUSTRIES SERVED

OPERATING FACILITIES

NORTH AMERICA

EUROPE

ASIA PACIFIC

CLIENT ON-SITES

(74)* (25)
(7)

USA (26)

CANADA (4)

MEXICO (1)

UK (6)

BELGIUM (1)

SPAIN (1)

NETHERLANDS
(1)

AUSTRALIA (2)

CHINA (2)

SINGAPORE (1)

JAPAN (1)

INDIA (1)

MALAYSIA (1)

OFFICES

UNIQUE GLOBAL REACH

*SOME COMPANIES HAVE MULTIPLE ON-SITE LOCATIONS

MARKET DYNAMICS:

§ MAJORITY OF MARKET PARTICIPANTS
ARE SINGLE LOCATION, NICHE FIRMS
WITH REVENUES OF LESS THAN $20M

§ INCREASING FOCUS ON POS MARKETING
STRATEGIES

§ IMAGE CHANGES AND AD SPENDING
DRIVE GROWTH

§ INCREASINGLY TECHNOLOGY INTENSIVE

§ CLIENTS REDUCING MARKETING STAFF
AND OUTSOURCING FUNCTION

§ CLIENTS INCREASINGLY SEEKING
GLOBAL SOLUTIONS WITH LOCAL
KNOWLEDGE AND DELIVERY
CAPABILITIES

SERVING A $30
BILLION

GLOBAL MARKET

SCHAWK'S

FOCUS

PUBLISHING &
OTHER

$15.0

PACKAGING
$6.0

ADVERTISING

$9.0

SOURCE: COMPANY ESTIMATE

LEADER IN FRAGMENTED MARKET

q CLIENTS REMAIN CAUTIOUS DUE TO THE ECONOMIC
ENVIRONMENT. SCHAWK WORKS TO DEVELOP REVENUE
GROWTH AND APPROPRIATE COST ACTIONS TO IMPROVE
EFFECTIVENESS AND WORLD CLASS SERVICE DELIVERY
CAPABILITIES

q STRONG, MOTIVATED MANAGEMENT FOCUSED ON
CAPITALIZING ON OPPORTUNITIES WITH NEW AND EXISTING
CLIENTS

q CONFIDENCE IN THE ABILITY TO ACHIEVE REAL COST &
OPERATING SYNERGIES

q STRONGER INFRASTRUCTURE SHOULD HELP DRIVE TOP AND
BOTTOM LINE GROWTH

q FOCUS ON BEST-PRACTICE SOLUTIONS THAT DELIVER AGAINST
CLIENT NEEDS

q FOCUS ON INFORMATION TECHNOLOGY AND INFRASTRUCTURE
IMPROVEMENTS

2010 FOCUS

PACKAGE-GOOD PLAYERS PLAN NEW-PRODUCT SURGE FOR 2010

AFTER HUNKERING DOWN IN '09, COMPANIES SHOW SIGNS OF GOING ON OFFENSE

BY JACK NEFF

PUBLISHED: DECEMBER 07, 2009

q “PACKAGE-GOODS MARKETERS ARE PROMISING BIGGER, BETTER AND MORE PLENTIFUL
INNOVATION AND NEW PRODUCTS IN 2010 THAN 2009…”

q “TITANS PROCTER & GAMBLE CO., RECKITT BENCKISER, KIMBERLY-CLARK CORP., ENERGIZER
HOLDINGS AND UNILEVER HAVE ALL SAID OR SIGNALED THAT THEY EXPECT TO STEP UP NEW-
PRODUCT ACTIVITY AND BY EXTENSION MARKETING SUPPORT IN 2010.”

q “SIGNS OF A 2010 NEW-PRODUCT SURGE INCLUDE A REBOUND IN CONCEPT TESTING AND A
PICKUP IN NEW PACKAGING ORDERS.”

q “P&G HAS BEEN PERHAPS THE MOST FORTHRIGHT IN PROMISING MORE INNOVATION FOR 2010,
…SAYING THE FISCAL YEAR STARTED JULY 1 COULD BE ITS BIGGEST IN A DECADE.”

q “U.S. -BASED CONSUMER-PACKAGE GOODS MARKETERS GENERALLY ARE RELATIVELY FLUSH WITH
CASH, FACING LOWER COMMODITY COSTS AND INCREASED MARGIN FLEXIBILITY THANKS TO THE
EFFECTS OF A WEAKER DOLLAR.”

q “…P&G CEO BOB MCDONALD STAKING HIS REPUTATION ON A VOW TO TAKE BACK MARKET SHARE,
SHOULD MAKE FOR MORE VIGOROUS INDUSTRY NEW-PRODUCT COMPETITION THIS YEAR...”

ADVERTISING AGE INDICATES CPG COMPANIES

WILL RETURN TO INNOVATION IN 2010

LEADER IN

FRAGMENTED

MARKET

UNIQUE

CLIENT

RELATIONSHIPS

COMPRE-
HENSIVE

SERVICE
OFFERING

PLATFORM

POSITIONED
FOR GROWTH

STRONG

CASH

FLOW

GENERATOR

UNMATCHED

GLOBAL

CAPABILITIES

HIGHLIGHTS

SCHAWK!
THIRD QUARTER 2009
FINANCIAL REVIEW

q CONTINUED COST REDUCTIONS ($35+ MILLION ANNUALIZED
SAVINGS FOR SIX QUARTERS ENDED SEPT 2009) AND Q3 2009
AND Q2 2009 SEQUENTIAL INCREASES IN REVENUE,
CONTRIBUTED TO BEST QUARTERLY RESULTS (EPS AND
“ADJUSTED EBITDA” FOR Q2 2009 AND Q3 2009), SINCE FY 2007

q BELIEF IS THAT Q4 2008 AND Q1 2009 WERE THE “LOW REVENUE
POINTS” IN THE RECESSION CYCLE FROM A REVENUE
PERSPECTIVE

q CLIENT SPENDING DOWN IN 2009 AND 2008, VERSUS 2007 LEVELS
AS PRODUCT INNOVATION IS DOWN DRAMATICALLY AT
PACKAGING CLIENTS

q Q3 2009 IS 6TH STRAIGHT QUARTER OF SIGNIFICANT COST
REDUCTIONS

2009 SUMMARY TO DATE

Q3 2009 HIGHLIGHTS

q $22.3 MILLION 3RD QUARTER DEBT PAYDOWN

§ $9.2 MILLION CASH FROM INDEMNITY SETTLEMENT
($5 MILLION OPERATING INCOME)

q $55.5 MILLION NET DEBT REDUCTION IN SIX
MONTHS ENDED SEPTEMBER 30, 2009

§ $45.1 MILLION NET DEBT REDUCTION SINCE
DECEMBER 2008

q LEVERAGE RATIO OF 1.99X AT SEPTEMBER 30,
2009

q BEST EPS QUARTER SINCE Q2 2007, EXCLUDING
INCOME FROM THE Q3 2009 INDEMNITY
SETTLEMENT

q 2ND STRAIGHT QUARTER OF SEQUENTIAL
REVENUE INCREASES

Q3 2009 INCOME STATEMENT
(UNAUDITED)

SEPT YTD 2009 INCOME STATEMENT
(UNAUDITED)

QUARTERLY SALES TREND 2007-2009

($000’s USD, Unaudited)

ADJUSTED EBITDA (UNAUDITED)

($000’s USD)

RECONCILIATION OF NON-GAAP TO GAAP (UNAUDITED)

($000’s USD, Except for Per Share Amounts)

* Please see the Company’s 2009 third-quarter earnings release for a full reconciliation of this measure.

* THE LEVERAGE RATIOS ARE CALCULATED CONSISTENT WITH THE TERMS OF THE COMPANY’S DEBT AGREEMENTS IN PLACE FOR THE RESPECTIVE TIME PERIOD SHOWN.

(1) Q4 2008 DILUTED EPS INCLUDES CHARGES OF $1.98 FOR NON-CASH ASSET IMPAIRMENTS, AS WELL
AS A PENSION WITHDRAWAL LIABILITY

(2) Q3 2009 DILUTED EPS IS $0.33 PER SHARE, EXCLUDING INDEMNITY SETTLEMENT GAIN OF $0.20

(1)

(2)

DILUTED QUARTERLY EPS
(UNAUDITED)
PREVIOUS 11 QTRS

INVESTOR PRESENTATION
DECEMBER 8, 2009

Schawk (SGK) Inactive 8-KRegulation FD Disclosure