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| 8-K - FORM 8-K - DREAMS INC | d271601d8k.htm |
  NYSE Amex:
DRJ Dreams, Inc. 2011 Shareholder Presentation
Tuesday, December 13, 2011
Exhibit 99.1 |
  NYSE AMEX: DRJ
2
Statements contained in this presentation, which are not historical
facts, are forward-looking statements. The forward-looking
statements in this presentation are made pursuant to the safe
harbor provisions of the Private Securities Litigation Reform Act of
1995. Forward-looking statements made herein contain a number
of risks and uncertainties that could cause actual results to differ
materially. These risks and uncertainties include, but are not
limited to, specific factors impacting the company’s business
including increased competition; the ability of the company to
expand its operations and attract and retain qualified personnel,
the uncertainty of consumer’s desires for sports and celebrity
memorabilia; the availability of product; availability of financing;
and general economic conditions.
Important Cautions Regarding
Forward-Looking Statements
This
presentation
is
©
2010
and
2011
Dreams,
Inc.
–
All
Rights
Reserved |
  NYSE AMEX: DRJ
3
Multi-Channel Retailing Strategy
We leverage our internet presence through multiple retail channels:
Diversified
Revenue
Stream
Web
Syndication
Owned Sites
Bricks & Mortar
Catalogues & Trade Shows |
  NYSE AMEX: DRJ
4
2011 Accomplishments
Successful launch of
NBA,
NHL,
MLB
Photo
Stores
10
th
fastest-growing
e-commerce website
in the retail chain
category
40
th
fastest-growing
e-retailer overall
2011 Web Syndication Wins
Chicago Bulls
Linens N’
Things
Sportswear, Inc.
eCampus
Chicago Fire
One Stop Plus
Charlotte Bobcats
College Gear
Beyond Graduation
Café
Press
Golden State Warriors
Portland Trailblazers
Purdue University
Hibbett Sports
Miami Dolphins
Scheels Sports
Comcast Sports Group
Redcats
Univ. of Louisville
MLS Collectibles Shop
Indiana Univ. |
  NYSE AMEX: DRJ
5
¹Forrester Research, Feb 2011
The Retail Marketplace is Increasingly
Moving Online
$157B
$176B
$197B
$218B
$240B
$259B
$279B
2009
2010
2011
2012
2013
2014
2015
U.S. E-Commerce Sales to Reach $279B in 2015
In 2015, the web
will account for
11% of all retail
sales¹ |
  NYSE AMEX: DRJ
6
Revenue Drivers
¹2011 guidance issued and effective March 31, 2011.
$20M
$31M
$47M
$60M
$85M
$112M
2006
2007
2008
2009
2010
2011P¹
Dreams E-Commerce Revenue
Robust E-Commerce Platform:
•
FansEdge.com site
•
Web syndication business |
  NYSE AMEX: DRJ
7
Owned Brands Online Revenues
¹2011 guidance issued and effective March 31, 2011.
$42.7M
$50.7M
$60.0M
2009
2010
2011P¹ |
  NYSE AMEX: DRJ
8
Web Syndication Revenues
31 clients
70 clients @
Sep 30, 2011
¹2011 guidance issued and effective March 31, 2011.
$3.0M
$17.0M
$34.0M
$52.0M
2008
2009
2010
2011P¹ |
  NYSE AMEX: DRJ
9
Annual Revenue:
E-Commerce vs. Total Revenue
¹2011 guidance issued and effective March 31, 2011.
$82.0M
$85.5M
$111.4
$140.0M
(proj.)
53%
57%
70%
76%
80%
47%
43%
30%
24%
20%
$73.0M
2007
2008
2009
2010
2011P¹
Other
E-Commerce |
  NYSE AMEX: DRJ
10
IR Activity Overview –
(May 9¹
-
Dec 7)
Over 50 introductions in 7 months
20
introductory
conference
calls
with
over
30
new
buy
and sell-side institutions
2 sell-side
conferences
(ROTH
Capital
&
Craig-Hallum)
with 15+ 1x1 meetings
1 non-deal
road
show
in
New
York
with
6
buy-side
meetings
2
new
Top
10
institutional
holders
(Diker,
Wells
Capital)
Top
10
institutional
holders
increased
their
positions
by 5%
¹LG engagement began. |
  NYSE AMEX: DRJ
11
Sell-Side Analyst Ratings
Institution
Analyst
Rating
Price Target –
Pre Q3 Earnings
Price Target –
Post Q3 Earnings
Gilford Securities
Casey Alexander
BUY
$4.00
$5.50
Ladenburg
Mickey Schleien
BUY
$3.00
$2.75
ROTH Capital
Jared Schramm
BUY
$5.00
$5.00
Mean Price Target
$4.00
$4.42
Potential Upside¹
83.5%
81%
Source: Analyst reports.
¹Potential upside calculated using market value of $2.18 and $2.44 on September 6, 2011
and December 7, 2011, respectively. |
  NYSE AMEX: DRJ
12
6-Month Conference Outlook
6-Month Investor Conference Outlook
Date
Institution
Focus
Location
Status
Jan 17-18
Noble
Technology
Hollywood, FL
Attending
Mar (TBD)
Wedbush
Technology
New York, NY
Invited
Mar 11-14
ROTH
Growth
Dana Point, CA
Invited
May 8-10
Baird
Growth
Chicago, IL
Target |
  NYSE AMEX: DRJ
13
DRJ
vs.
Russell
2000
Index
(May
9
–
Dec 7)¹
¹The graph compares the DRJ cumulative three-month stockholder return to that of the
Russell 2000 Index. The graph assumes an investment of $100 on the day that the LG
engagement began, May 9, 2011. Relative Stock Price Performance
Q3
Q1
Q2
Intro Call/Meeting
Conference
Marketing
Quarterly Earnings +
Preparation
$70
$80
$90
$100
$110
$120
$130
Dreams Inc. (NYSE Amex: DRJ)
Russell 2000 Index
NYC Marketing
Roth Capital
LG Engagement
Begins
Craig-Hallum |
  NYSE AMEX: DRJ
14
Dreams Key Takeaways
Industry-proven, proprietary
technology positioned in large &
growing online market
Vertical integration of product
leading to gross margin expansion
High inventory turnover through
multiple distribution channels
Strategic acquisitions leverage
strong brand
Q3’11 revenues up 23%;
e-commerce revenues up 39%
73.0
82.0
85.5
111.4
140P
07
08
09
10
11P¹
Annual Revenue
($ millions) |
  15
NYSE AMEX: DRJ
Contact Us
NYSE Amex: DRJ
www.DreamsCorp.com
Investor Relations
Liolios Group
Scott Liolios or Cody Slach
Tel 949.574.3860
DRJ@liolios.com
Dreams, Inc.
2 South University Drive
Suite 325
Plantation, Fl 33324
954-377-0002 |