Jersey Mike's Roadshow Video GFX

Review List

#	GFX ID	Title	Slide	Timing	Voice Over (V.O.)
01	GFX 7	2025 Adjusted EBITDA Margin Last Delivery: Jul 10 (RC4)	Slide 39	19s 20f 01:11:27:00	“We’ve monetized our technology platform and benefit from supply chain...”

02	GFX 10	Systemwide Average Unit Volume Last Delivery: Jul 06 (RC2)	Slide 26	7s 12f 01:14:26:06	“We believe we can achieve average AUVs of at least $2 million...”

03	GFX 15 - GFX 16	Revenue Last Delivery: Jul 10 (RC3)	Slide 38	27s 9f 01:20:33:21	“Revenue compounded at a 14% growth rate over the period...”

04	GFX 17	2025 Adj. EBITDA less CapEx Adj. EBITDA less CapEx Last Delivery: Jul 10 (RC4)	Slide 39	8s 21f 01:21:07:14	“And that margin converts the cash at a best in class rate...”

05	GFX 18	Balance Sheet Highlights Last Delivery: Jul 10 (RC4)	Slide 41	22s 2f 01:21:25:21	“At the end of March, we had $276 million of cash on hand...”

06	GFX 19	2023-2025 Financial Performance 2023-25 Performance Last Delivery: Jul 10 (RC3)	Slide 42	1m 3s 17f 01:22:00:13	“Stepping back, the last three years reinforce why the model is so...”

07	GFX 21	Long-term Growth Model Last Delivery: Jul 06 (RC2)	Slide 44	15s 18f 01:23:23:18	“low-single-digit AUV growth plus high-single-digit unit growth...”

GFX Breakdown

#	GFX ID	Animator	Title	Slide	Timing	Animation Notes
01	GFX 1	Brendan	in TTW deck	Slide 6		“We are one of the fastest growing, restaurant brands in the US with an iconic history...” Some kind of banner that correlates with slide 6 from TTW deck.
02	GFX 2	Bill	mix graph	Slide 11	01:02:41:23	Pie charts of dayparts mix and occasion mix. Dayparts pie chart builds first, scale sections when mentioned...
03	GFX 3	Bill	growth graph	Slide 12	01:03:34:06	Same Store sales growth graph. Transition to AUV graph. Highlight the 4.2 Billion column...
04	GFX 4	Chris	US Map	Slide 14	01:04:41:06	Map zoom-in on North Carolina and display $1.4M AUV slab...
05	GFX 5	Bill	Vintage graph	Slide 15	01:05:05:00	Vintage classes coming on screen rapid fire first, slowing down for last classes...
06	GFX 6	Brendan	metrics	Slide 32		Store metrics: food/paper 27%, labor low 20s, EBITDA 28% rotating cylinder style...
07	GFX 7	Pablo	right graph	Slide 39	01:07:12:12	2025 Adjusted EBITDA Margin graph. Columns roll out. Highlight Jersey Mike's 47% EBITDA margin...
08	GFX 8	TBD	Franchise Owner Operations	Slide 17		Based on slide 17. Only the graph to be included. Mike to decide on final visual treatment.
08	GFX 9	Chris	Month of Giving	Slide 32	01:09:01:18	Photo collage in Krispy Kreme signature style...
09	GFX 10	Pablo	AUV to 2M	Slide 26	01:10:11:09	Start with Navy blue 2M upside column. Then fill to 3/4ish red when 1.4M is mentioned. Bottom label transforms to December 28, 2025...
10	GFX 11	Brendan	Quotes against broll			“We love the deli-style subs... Give us more flavor...”
11	GFX 12	Chris	Menu innovation collage		01:10:57:21	Mike's Hot Italian LTO slides, Boardwalk combo, Chicken Salad Sub...
12	GFX 13	Chris	Whitespace US Map	Slide 33	01:13:40:15	Whitespace maps, highlight Upper Midwest, Northeast, then spin globe for Canada, UK, Western Europe...
13	GFX 15 - GFX 16	Pablo	left graph	Slide 38	01:16:14:10	Revenue CAGR graph. GFX 16 (EBITDA operating margin) merged into this graphic...
14	GFX 17	Pablo	right graph	Slide 39	01:16:41:07	2025 EBITDA less CapEx Conversion 97% free cash flow...
15	GFX 18	Pablo	left side stats	Slide 41	01:17:03:03	Debt and interest rate metrics. Build elements on screen like buttons in Jersey Mike's blue...
16	GFX 19	Pablo	left table	Slide 42	01:17:03:03	3-Year performance up to Normalized EBITDA. Highlight stats when mentioned...
17	GFX 21	Pablo	algorithm	Slide 44	01:19:00:18	Growth Algorithm metrics build on solid background...