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North West Co. Fund

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FY2011 Annual Report · North West Co. Fund
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Delivering on our promise

The North West Company Inc. 2011 Summary Annual Report

Committed to More Growth in Store 
Two years ago, The North West Company embarked  
on a long-term strategy to generate More Growth in 
Store, a focus built on the simple goal of becoming  
a retailer who consistently delivers higher-standards  
for the benefit of all of our stakeholders, beginning  
with our customers. Today, we’re delivering on that 
promise by diligently working to improve processes  
and capabilities across our enterprise. 

Vision & Mission 
Store network 
Banners 
Investment strength 
2011 financial highlights 
President & CEO message 
25th Anniversary  
Product optimization 
In-stock performance 
Store stability 
Supply chain 
Our community promise 
Chairman’s message 
Board members 
Executive information 

1  
2  
3 
4
5
6
9 
11 
12 
14 
18 
20
22
23
24

True to our purpose
The North West Company is a leading retailer of food and other essential everyday 
products and services to remote communities and urban neighbourhoods across 
Canada, Alaska, the South Pacific and the Caribbean. Our commitment to remaining 
foremost in these markets is reflected in our vision and mission.

vision
To create the ability and desire for customers to 
shop locally with us for the widest possible range  
of products and services that meet their needs.

mission
To be a trusted community store of choice.

The North West Company Inc. 2011 Summary Annual Report  1 

 
Reaching “hard-to-reach” customers
We serve some of the most geographically-diverse 
communities in the world, from the Arctic to the  
South Pacific.

Northern 
123 Stores

NorthMart
7 Stores

Quickstop 
15 Stores

Giant Tiger 
36 Stores

AC Value Center 
30 Stores

Cost-U-Less  
12 Stores

Other Formats1
6 Stores 

$49 
Other

$178 
AC Value 
Center

South
Pacific
Ocean

$257 
Cost-U-Less

$595 
Northern

$304 
Giant Tiger

$112 
NorthMart

2  The North West Company Inc. 2011 Summary Annual Report 

Our urban, rural and remote markets span the Northwest 
Territories, Nunavut and Alaska, across Canada’s western 
and central provinces, down to Hawaii, Fiji, Guam, American 
Samoa and 8,500 miles east into the Caribbean Islands.

2011 Sales by Banner 
($ in millions)

1 

 Includes Valu Lots, Solo Market, Fur Marketing, NorthMart Pharmacy and Island Fresh 

  
 
 
 
 
 
Our Banners
In addition to fresh food, quality  
groceries and everyday merchandise, 
many communities depend on  
The North West Company for vital services.

Many of our stores provide far more than day-to-day 
essentials. Customers also rely on us for necessities like 
banking, petroleum, postal outlets, tax returns, even 
mobile phones and airtime. We are truly one-stop-shops  
in many corners of the world.

northern
stores, offering a combination of 
food, financial services and general 
merchandise to remote northern 
Canadian communities.

northmart
stores targeted at larger northern 
markets with an emphasis on an 
expanded selection of fresh foods, 
fashion and health products in 
western Canada.

quickstop
convenience stores offering ready- 
to-eat foods, petroleum products 
and related services.

giant tiger
junior discount stores, offering 
family fashion, household  
products and food to urban 
neighbourhoods and larger rural 
centres in western Canada.

“I like the fact that NorthMart  
has ATMs in the store which I rely 
upon from time to time, as well as 
financial services. I also like the fact 
that NorthMart has an in-house 
pharmacy that I trust.” 

Brenda Beacham, Cross Lake 
NorthMart customer 

ac value center
stores similar to Northern and 
NorthMart, offering a combination 
of food and general merchandise 
to communities across remote and 
rural regions of Alaska. 

cost-u-less
mid-sized warehouse stores, 
offering discount food and general 
merchandise products to island 
communities in the South Pacific 
and the Caribbean.

island fresh
neighbourhood store offering 
convenience with an emphasis  
on fresh and prepared foods.

$1.495

Billion in sales

229

Locations

6,901

Employees

The North West Company Inc. 2011 Summary Annual Report  3 

 
A solid investment

85%+

community stores

90%+

customer frequency

87%

earnings stability

Community stores with big-box  
urban retailers two hours or more 
away from 85% of our remote banner* 
stores, we are the true definition of 
close and convenient. 

Over 90% of households served by 
our remote banners* shop with us 
every month, giving credibility to our 
unique community store role. 

87% of our sales are food and 
everyday products and services,  
which lessens our susceptibility  
to economic volatility and fluctuations 
in discretionary spending.

6.0%

EBITDA CAGR

21%

value creation

1.5x

population growth

With strong cash flows and prudent 
debt, we continue to invest for growth 
while returning about 50% of cash 
flow to investors every year. Trading 
profit (EBITDA) increased from $70.5 
million to $125.9 million over 10 years 
ending January 31, 2012—a compound 
annual growth rate of 6.0%.

Total returns to shareholders have 
been 21% on a compound annual basis 
over the past 10 years, reflecting the 
Company’s focus on growth and yield. 
$10,000 invested at January 31, 2002 
was worth $67,119 at January 31, 2012.

Our remote markets are young 
with income growth from resource 
development and stability from 
government funding. Population 
growth is 1.5 times that of Canadian 
and U.S. averages.

Twenty-five year sales history
April 4, 1987 – January 31, 2012 ($ in millions)

International Operations

Canadian Operations

1500

1000

500

0

* includes Northern, NorthMart, AC Value Center and Cost-U-Less which collectively represent 76% of total sales

1987

1992

1997

2002

2007

2011

4  The North West Company Inc. 2011 Summary Annual Report 

2011 Financial highlights

CGAAP 1

All currency figures in this report are in Canadian dollars, unless otherwise noted
($ in thousands, except per share information) 

Year Ended  
January 31, 2012 

 Year Ended1	
January 31, 2011  

	Year Ended
January 31, 2010

RESuLTS FOR ThE YEAR 
Sales 
Same store sales % increase 2 
Trading profit 3 (EBITDA) 
Earnings from operations 3 (EBIT) 
Net earnings    
Cash flow from operating activities  

FINANCIAL POSITION
Total assets 
Total debt 
Total equity 

FINANCIAL RATIOS
Debt-to-equity  
Return on net assets 3 
Return on average equity 3 
Sales blend:  Food 

General Merchandise 
Other 

PER S hARE ($) ¬ DILuTED 4 
Trading profit 3 (EBITDA) 
Net earnings    
Cash flow from operating activities 
Market price : January 31 

  high 
  low 

Sales1   
($ in millions)

1,444

1,448

1,495

1,393

1,064

1,500

1,250

1,000

750

500

250

0

$	1,495,136	
3.3%	
$	 125,881	
89,309	
57,961	
114,658	

$	1,448,104	
2.7%	
$	 125,764 
90,272	
69,656	
114,564	

$	1,444,366
0.1%
$	 130,274
95,124
81,813
107,973

$	 626,917	
175,892	
283,709	

$	 616,588	
192,596	
286,475	

$	 623,800
209,170
289,926

.62:1	
18.5%	
20.1%	
76.4%	
20.2%	
3.4%	

2.59	
1.19	
2.36	
19.40	
22.50	
17.85	

$	

.67:1	
17.9%	
24.1%	
76.4% 
20.3% 
3.3% 

2.59	
1.44	
2.36	
21.09	
23.00	
17.02	

$	

.72:1
18.7%
29.3%	
77.2%	
19.8%	
3.0%

2.69
1.69
2.23
17.94 
19.60 
14.88

$	

Trading Profit 1   
($ in millions)

Cash Dividends/Distribution  
Per Share/Unit ¬ Diluted ($)

130

122

126

126

107

150

125

100

75

50

25

0

1.42

1.40

1.39

1.13

1.05

1.50

1.25

1.00

0.75

0.50

0.25

0.00

2007 2008

2009

2010 2011

2007 2008

2009

2010 2011

2007 2008

2009

2010 2011

1   The January 31, 2011 comparative figures previously reported in accordance with Canadian generally accepted accounting principles (CGAAP) have been  

restated to conform with International Financial Reporting Standards (IFRS). An explanation of the transition from CGAAP to IFRS is provided in Note 24 to  
the January 31, 2012 consolidated financial statements. The financial information for the fiscal years 2007 to 2009 was prepared in accordance with  
Canadian GAAP and has not been restated.

2  Same store sales, excluding the foreign exchange impact.
3  See Non-GAAP financial measures section on page 26 of the Annual Financial Report.
4   Effective January 1, 2011, North West Company Fund converted to a share corporation called the North West Company Inc. The comparative information refers to 

the units of the Fund. See conversion to a share corporation on page 7 of The Annual Financial Report.

The North West Company Inc. 2011 Summary Annual Report  5 

 
 
 
 
 
 
 
 
	
	
 
	
	
 
	
	
 
	
	
 
 
 
	
	
 
 
	
	
 
	
	
 
	
	
 
	
	
 
	
 
	
 
	
 
	
 
	
 
 
	
	
 
	
	
 
	
	
 
	
	
 
	
	
President & CEO message

We continue to engage with our customers, on a daily basis, to strengthen our position as their trusted community store of choice

“Delivering on our Promise” sums up our 2011 focus on 
becoming a tighter, leaner and higher-standards retailer, 
ultimately leading to More Growth in Store for tomorrow 
and beyond. This is our third year on this promising path 
and I’m pleased to report that we are producing results that 
demonstrate we’re doing what is right for our customers 
first and our business overall.

As would be expected after a second year of flat bottom 
line performance, I am asked why I remain so positive 
about our achievements. The answer starts with the core 
business of selling food, which accounts for 76% of our 
current revenue base and continues to grow. In 2011, 
North West’s same-store food sales rose 3.5% and same- 
store food gross profit dollars increased 6%. Like last  
year, these results place us ahead of most food retailers  
in North America.

major gains
This outcome is directly due to our disciplined focus on 
becoming a more consistent food merchant. We have 
delivered on foundation work like the major gains we’ve made 
in our food in-stock rates, which improved 580 basis points 
across our northern banners throughout the year. Likewise, 
our fresh food profitability and market share increased, led 
by a 20% rise since 2009, in produce gross profit dollars in 
Northern Canada and Alaska. 

In addition, we exceeded targets in two other important 
building-block areas: outbound logistics costs and store 
stability. Outbound logistics encompasses the time, skill 
and cost to move products and services to our customers 
wherever they live, which in our case means some of 
the world’s most remote areas. This requires complex, 
high-expense work which at the same time pose vast 
opportunities for improvement.

6  The North West Company Inc. 2011 Summary Annual Report 

 
 
moving ahead
By consolidating our air freight and renegotiating rates 
with our key Canadian air carriers, we were able to lower 
food prices in 2011, and these efforts were complemented 
by a key change in the federal government’s nutritious 
food subsidy program. Behind the scenes, we completed a 
full assessment of our outbound network and mapped our 
vision for a technology-enabled transformation of how we 
will plan, move and track products in real time. This work 
culminated in selecting a Transportation Management 
System and laying the foundation for integration and roll 
out in 2013.

We advanced our store stability progress in three 
important ways. First, we recruited a record number of 
new store and department manager candidates, setting 
the stage for an influx of recently-trained, highly-capable 
leaders assigned to stabilize 25 below-potential stores  
in 2012. Second, we created clear, relevant success  
profiles so that we now have practical, tailored criteria  
for recruiting, retaining and developing qualified managers. 
Third, we addressed an area of high priority for manager 
retention by investing $7 million in staff housing upgrades 
to be followed by an additional $5.0 million in 2012. 

growth strides
Our complementary businesses also hit new strides in 
2011. Most notably:

•	 the	recovery	of	our	Alaskan	wholesale	business
•	 growth	in	our	pharmacy	division,	including	hospital	
contract services and a partnership agreement for  
future health services with Manitoba Keewatinowi 
Okimakanak, a regional northern Manitoba tribal council

•	 the	debut	of	our	first	three	Tim	Hortons	locations	in	 

Iqaluit, Nunavut

•	 the	addition	of	a	second	direct-to-customer	food	

distribution outlet located in Edmonton

•	 a	record-setting	year	for	volumes	and	revenues	in	 

our eastern Arctic shipping venture

Amidst this important activity, we confronted external 
hurdles, including fires destroying three of our Northern 
stores in the past 12 months and a persistently sluggish 
economy. Each challenge is being effectively managed 

The North West Company Inc. 2011 Summary Annual Report  7 

 
 
The next 25 years 
of success

To mark The North West Company’s 25th Anniversary  
as an independent enterprise, we kicked off 2012 with our 
annual Wintering Partners’ Conference in February, but for 
this special occasion we brought all of our store managers 
together for the first time ever. 220 managers from the 
Caribbean, South Pacific, Alaska and Northern and 
Western Canada converged in Winnipeg for a week of 
learning and sharing better practices, later described as 
the “best ever” for getting dialed into our 2012 sales plans 
and improvement agenda.

To cap off the week, conference attendees joined another 
900 employees, retirees and friends of the Company 
for an anniversary dinner and gala in Winnipeg, where 
recording artist Susan Aglukark performed along with First 
Nations’ dancers and a steel-drum band. Demonstrating 

the career commitment that has built North West,  
171 staff were also honoured for 25-52 years of tenure.

“This celebration was a tribute to the past 25 years of 
success as an independent company and the over 340 
preceding years of continuous service to the people of 
the North and today many other parts of the world. I 
assure you that the spirit and pride of the people here, 
together with our nearly 7,000 fellow Nor’Westers at work 
everyday in our stores making customer service their first 
priority, bodes well for our future” said Edward Kennedy, 
President & CEO. 

The North West Company Inc. 2011 Summary Annual Report  9 

 
“Our customers love our fresh fruit  
and vegetables. We always have  
a good selection in store and offer  
a lot of variety on a regular basis.” 

Thoma Irkootee 
Produce Manager, 
Northern, Rankin Inlet, Nu

10  The North West Company Inc. 2011 Summary Annual Report 

“In our business, you’re either in 
stock or you’re out a customer sale 
The main focus in our store is to be 
consistently in stock on everyday 
items customers want at all times 
You cannot grow your business 
otherwise. On a consistent basis, 
customers will make your store the 
first place to shop and when you 
gain customer trust that you have 
what they need, everybody wins.”

Mike McNally 
Branch Manager, 
AC Value Center, Nome, AK

The North West Company Inc. 2011 Summary Annual Report  13 

 
Staffing for  
stability

Store Stability’s goal is to drive store execution capability through stable and proficient store 
teams supported by lean retail processes. We are building the foundations to ensure we 
recruit managers with the right skills and attitudes needed to excel in remote locations. We are 
providing an attractive value offer aimed at motivating and rewarding employees to remain and 
grow with us. The North West Company is committed to building the most capable, stable store 
teams in the markets we serve and to be a trusted community store of choice.
Richard Fortier, Vice-President, Human Resources 

In 2011, we pursued several initiatives to achieve long-term 
stability, including reviewing our recruitment criteria, 
increasing management bench strength and working 
diligently at strategic employee placements to retain team 
cohesion and ensure time for staff to gain thorough insight 
into local markets and customer needs, while forging strong 
community bonds for sustained success. 

Building on our 2010 progress, we continued to re-structure 
stores and add both Administration and Grocery Fresh 
Managers to create breadth across our teams and free up 
Store Manager time to grow the business and strengthen 
customer and community relations. 

store manager success
Simultaneously, we developed a Manager Success Profile 
to pinpoint competencies and character traits, based on 

key performance indicators specific to our business.  
This will assist in recruiting highly-capable leaders and 
provide a solid platform for honing existing skills. 

We also reviewed employee housing standards, which 
is a key, controllable retention factor, and developed a 
comprehensive plan with dedicated resources to ensure 
sustainable, quality housing across the North.  

With these initiatives the past 12 months, we are well  
on our way to store stability across our operations. While 
regional business models differ, many of our strategies can 
be effectively applied throughout our banners for lasting 
stability and superior execution capabilities.

14  The North West Company Inc. 2011 Summary Annual Report 

“Customer service is where the 
job begins, it’s what drives the 
business. I like having the ability to 
provide a service to the community, 
while building friendships with  
our customers.”

Salu Bodine  
Department Manager, 
AC Value Center, Nome, AK

The North West Company Inc. 2011 Summary Annual Report  15 

 
Creating tomorrow’s leaders
Today more than ever this program is proof that our core 
principles are embedded in every corporate facet of our 
business, each employee action and all customer touchpoints. 

leadership@north west
By January 31, 2012, over 50 North West senior managers 
have completed training and attended working trips to 
various stores to gain in-depth insight into local markets, 
cultural differences, customer needs and what it means to  
live and work in that community. 

Bi-annual forums are also part of the program, enabling leaders 
to gather to discuss common platforms and new practices.

Added last year was an inaugural Ideas Summit where  
our Canadian and International senior leaders met to share 
process, systems, enterprising ideas, and experiences gleaned 
from store working trips, and learn about unique challenges 
and opportunities in each of our markets and banners.

managing@north west
In the third year of this practical, blended learning 
program an additional 200 managers were trained to 
manage everyday scenarios and challenges, as well as 
apply new business tools and processes to improve 
market-specific strategies and results.

Originally designed for support office managers, a 
condensed version of Leadership @ North West was 
launched as Managing @ North West and rolled out in 
2009. In 2011 the program reached over 200 managers 
in warehouse, operations, technical and store support 
functions across our operations. In 2012 Managing @ 
North West graduates will be able to take advantage of 
further training through peer-to-peer mentoring, Manager 
Forums and lunch and learns.

In 2012, we plan to cascade a refined Managing @North West 
program to an additional 225 supervisory and entry-level 
employees across the organization.

16  The North West Company Inc. 2011 Summary Annual Report 

Craig Gilpin, Executive Vice-President & Chief Corporate Officer
Ideas Summit, January 2011

“NWC does a great job of training 
managers and helping us grow. 
The leadership program covers 
everything from Managing Change 
to Motivating Employees to 
Superior Customer Service. We 
learn to apply our core principles 
consistently, whether in Northern 
Canada or the South Pacific.”

Guy Strickland (left) 
Store Manager, 
Cost-u-Less, Grand Cayman

The North West Company Inc. 2011 Summary Annual Report  17 

 
Superior connections

Outside experts say that North West operates the most complex supply chain they’ve ever seen, 
not only due to distance and destinations, but also the multiple modes of transport—road, ice 
road, rail, air, water—plus local handling that can add up to a half dozen hand-off points for some 
stores. For us, that says opportunity for improvement. Mike Sorobey, Vice-President Logistics & Supply Chain Services

The logistics of our vast distribution network pose challenges to even the brightest scholars. An online supplement to 
the Harvard Business Review publishes case studies of North West Supply Chain Management for academic analysis. 

Year two of our logistics strategy to contribute to more growth 
in store required the vision and framework for proprietary and 
integrated transportation services. The cornerstone is our 
Transporation Management System (TMS).

This robust platform will help redefine our outbound 
transportation capabilities in the north, optimizing load 
efficiencies by location, delivery windows, volumes and 
carrier types, while yielding invaluable real-time item 
visibility across our supply chain. Longer term it will also 
generate freight delivery capabilities that can be leveraged 
to bring a vast assortment of products to our customers, 
far beyond the current physical and cost limitations of local 
store selling space.

TMS deployment is slated for 2013, with pilot testing 
beginning in the second half of 2012. We have high 

expectations for the resulting efficiencies of these advanced 
core processes on our $100 million annual expenditures 
on outbound logistics and our ability to fully live up to the 
North West’s reputation of being the best at moving retail 
products and services to some of the hardest-to-reach 
customers in the world.

new subsidy savings
Much of our attention at the start of 2011 was to develop 
and implement proccesses to support the Canadian 
government’s new Nutrition North program which 
replaced Food Mail. As of April 1st, 2011, rather than 
subsidizing transport costs to ship groceries to hard-to-
reach northern communities, subsidies are paid directly to 
retailers like North West who serve the Canadian north, 
enabling us to work with our carriers to determine more 
efficient routing, better service and lower freight rates.

18  The North West Company Inc. 2011 Summary Annual Report 

The North West Company Inc. 2011 Summary Annual Report  19 

 
Our community promise
This has tremendous positive impact and goes  
hand in hand with being a trusted local retailer. 

While our 
contributions are 
varied, financial 
support is 
divided between 
five general 
categories:

culture & arts
$705,422

North West supports cultural 
events, performing arts and 
celebrations of heritage, language 
and artistic expression, including 
The Manitoba Theatre for Young 
People’s Aboriginal Arts Training 
and Mentorship Program and the 
Festival du Voyageur.

sports & recreation
7,000+

We help over 7,000 youth annually 
by providing uniforms, team 
travel, financial aid and sponsoring 
summer camps, community-based 
street hockey and more. 

youth & education
$282,169

healthy living
$443,408

environment
1,082 mt

Each year we award thousands 
of dollars in post-secondary 
scholarships and educational 
assistance to our community 
members, schools, and staff, 
including programs like Excellence 
in Aboriginal Business Leadership 
and Junior Achievement.

Our Healthy Living Programs 
promote nutritional and physical 
wellness for our customers and 
employees. North West also 
participates in events for the 
Canadian and American Diabetes 
Associations, the Canadian Cancer 
Society, the Muscular Dystrophy 
Association and others.

Streamlining our truck fleet 
decreased fuel consumption and 
cut Greenhouse Gas Emissions by 
1,082 metric tons in 2011. As well, 
our Greener Tomorrow program 
has helped reduce plastic bag use 
by more than 60% across the 
Northwest Territories, Nunavut 
and Nunavik.

Our everyday participation is counted on more than that of 
average outside businesses and we do our best to live up 
to these expectations. In addition to supporting causes and 
events financially, and recruiting, training and employing 
community members where we work, North West donates 
thousands of volunteer hours annually.

employee giving
Staff participation goes into every initiative we support. 
From our front-line customer service associates through 
to our President & CEO, the example is set by hundreds 
of Nor’Westers every year in many ways, including our 
United Way leadership last year and going the extra mile 
for the Canadian and American Diabetes Association  
(see sidebar).

Here’s a sampling of who and how we’ve helped in the past 
twelve months1:

•	 Drop the Pop annual campaign in Nunavut, Northwest 

Territories & Yukon

•	 Cost-U-Less	St.	Croix	helps	VICARE	promote	HIV	

screening and awareness

•	 Giant	Tiger	raises	$90,000	for	sick	children	across	

Western Canada

•	 Northern	Lac	Brochet	donates	$15,000	to	bring	Keepers 
of the Water youth summit in Northern Saskatchewan

•	 NorthMart	Iqaluit	donates	$10,000	to	aid	victims 

of flash fires

•	 Cost-U-Less	and	Island	Fresh	raise	vital	donations	for	

Guam Memorial Hospital

•	 Northern	Attawapiskat	provides	gift	cards	to	300	

residents at Christmas

20  The North West Company Inc. 2011 Summary Annual Report 

united way & days of caring 

Our people have greatly increased 
both financial aid and volunteer 
support to the United Way through 
the years. We have turned the 
charity’s annual Day of Caring 
into a multi-day company affair, 
taking on projects for lasting impact. In 2010, we 
spent five days plowing and planting a garden in a 
low-income Winnipeg community. In 2011, we 
visited a similar housing complex where 150 North 
West employees, from executives to store cashiers, 
hauled lumber, soil, mulch and dug in to create  
two vegetable gardens for the enjoyment of the 
whole community. 

rome run for diabetes

61 North West employees from 
all banners and 16 community 
members converged in Rome, 
Italy last spring for a marathon 
benefitting the Canadian and 
American Diabetes Associations.

Over the past 10 years, staff from 
coast to coast have united as Team Diabetes, raising 
well over $2 million. Joining President and CEO, 
Edward Kennedy and the team was Grand Chief, 
David Harper of Manitoba Keewatinowi Okimakanak, 
running on behalf of Aboriginal people who are up 
to five times more likely to develop Type 2 diabetes. 
While past proceeds funded research, net proceeds 
raised by Team Diabetes in 2011 – over $250,000 – 
will be directed to diabetes education and programs 
within the communities North West serves. 

Our dedicated staff also run and fundraise annually 
in Labrador’s Trapline Marathon and the Long Sun 
Run in Northern Saskatchewan.

social connections

Our Northern/NorthMart 
Facebook Community page 
launched last summer, garnering 
about 7,800 views per posting 
and 4,300 weekly users. Through 

conversations, contests, promotions and product 
profiles, we are gaining insight into lifestyle trends 
we can leverage to better meet our customers’ 
local shopping needs. We created Facebook pages 
for many more of our communities as an excellent 
localized forum. 

Follow us on Facebook, Twitter, LinkedIn 
and YouTube.

Resident children, Casa Manita Orphange 
Cost-U-Less Curacao management and staff provide  
ongoing mentoring and nurturing for deserving children.

•	 North	West	bestows	National	Aboriginal	Achievement	

Foundation Bursary in Business and Commerce

•	 American	Samoa	Cost-U-Less	and	Red	Cross	help	

tsunami victims 

•	 Northern	Ile	a	la	Crosse	raises	$5,000	to	help	build	a	

new community swimming pool complex

•	 North	West	delivers	Christmas	gifts	to	200	children	

and low-income families in Winnipeg

•	 North	West	provides	We Day with a $10,000 sponsorship

1  For a detailed listing, please view Our Community Promise report at www.northwest.ca 
and our annual highlights at www.northwest.ca/community

The North West Company Inc. 2011 Summary Annual Report  21 

 
2011 Chairman’s Message

2011 was a year of measurable progress at North West.  
The Company continued to focus on driving sustainable 
results through operational excellence or “More Growth 
in Store “ and our northern businesses led the way, 
helped by relatively stable economic and competitive 
environments. The ability to apply new approaches to the 
business was a testimony to the energy, openness and 
dedication of our associates. Their strength continues to 
be a hallmark to our success.  

As the Company’s attention to process innovation and 
execution increased, your Board played an active oversight 
role in helping ensure that performance targets were 
appropriate and that compensation was aligned. Over 
the past year, this produced changes to both short and 
long-term incentive pay. On the short-term side, several 
performance drivers were identified by management as 
key to accomplishing the initiatives highlighted in this 
summary report. These have been added to the previous 
single, bottom line business unit measures and will be 
part of the Board’s ongoing review of our “More Growth in 
Store” effectiveness. 

The delivery of total returns (share price growth and 
strong dividends) is a key long-term objective of 
the Company just as it has been a key feature of our 
performance over the past 25 years. Going forward, long-
term incentive pay has been adjusted to recognize both 
consistent achievement against operational and strategic 
targets and our total returns compared to other public 
Canadian and U.S. retailers.   

An important development at the Board level was the 
transition of our Board make-up. As announced last year, 
Ian Sutherland, a founding shareholder, former CEO and 
former Chair, retired at the 2011 Annual Meeting. Just 
prior to Ian’s departure, Keith Martell, a leading Aboriginal 
business person, left the Board due to his primary business 
commitments. At the 2012 Annual Meeting, Jim Oborne 
and David Broadhurst will be retiring from the Board. 
Jim and David have made long, valuable contributions to 
North West dating back to the Company’s start-up as an 
independent business in 1987 with Jim, in particular, playing 
a pivotal role as the lead Winnipeg director and in the initial 
financing of the enterprise.

directors. Gary Merasty, Vice-President, Corporate Social 
Responsibility at Cameco Corporation, joined the Board in 
June 2011 and brings a deep understanding of constructive 
Aboriginal community relations in the North built on a 
career as a teacher, business leader and federal politician. 
Annette Verschuren, Executive Chair, NRStor Incorporated 
and formerly President, Home Depot Canada and Asia for 
15 years, was appointed in December 2011 adding a unique 
blend of entrepreneurial and international retail perspectives. 
Eric Stefanson was appointed in January 2012 and has great 
breadth in senior finance and accounting roles, including his 
most recent position as Central Canada Managing Partner, 
BDO Canada and earlier experience as CFO of Assante 
Canada and Minister of Finance of Manitoba from 1993-99.   

In this, our 25th year as an independent company, these 
changes leave North West well-positioned with a balanced 
set of skills and a Board renewed and ready to fulfill the 
tradition of strong governance first established in 1987.

While we appreciate the important contribution of all 
of these retiring directors, I am very pleased to report 
that your Board has moved forward diligently on board 
succession with the recruitment of three strong, new 

h. Sanford Riley 
Chairman, Board of Directors 
April 9, 2012

22  The North West Company Inc. 2011 Summary Annual Report 

Corporate Governance 
Board of Directors

1

4

7

2

5

8

FPO
new 
images 
FrOm client

3

6

69

10

11

directors 
the north west company inc.

1  h. Sanford Riley Chairman

2  Edward S. Kennedy

3  David G. Broadhurst 1,2

4  Frank J. Coleman 1,2

5  Wendy F. Evans 1,3

6  Robert J. Kennedy 2,3

7  Gary J. Lukassen 2

8  Gary Merasty 2,3

9  James G. Oborne 1,3

10  Eric L. Stefanson 2,3

11  Annette M. Verschuren 2,3 

committees
1 
2  Audit
3 

Governance & Nominating

 Human Resources,  
Compensation & Pension 

Complete disclosure of The North West Company Inc.’s corporate 
governance is provided in the Company’s Management Information 
Circular, which is available on the Canadian Securities Administrators’ 
website at www.sedar.com or in the investor section of the Company’s 
website at www.northwest.ca

The North West Company Inc. 2011 Summary Annual Report  23 

 
Shareholder information

Fiscal Year 
Quarter Ended 

Share/Unit 
Price High 

Share/Unit 
Price Low 

Share/Unit 
Price Close 

Volume  EPS/EPU1

2011	
April 30,	2011	
July 31,	2011	
October 31,	2011	
January 31,	2012	

2010	
April 30,	2010	
July 31,	2010	
October 31,	2010	
January 31,	20112	

2009	
April 30,	2009	
July 31,	2009	
October 31,	2009	
January 31,	2010	

$	22.50	
22.50	
20.85	
20.63	
20.72	

$	23.00	
19.50	
20.22	
21.99	
23.00	

$	19.60	
17.48	
16.75	
18.70	
19.60	

$	17.85	
19.65	
18.51	
17.85	
18.28	

$	17.02	
17.60	
17.02	
19.27	
19.93	

$	14.88	
14.98	
14.88	
15.11	
16.86	

$	19.40	
19.78	
20.23	
18.78	
19.40	

$	21.09	
18.75	
19.78	
20.68	
21.09	

$	17.94	
16.35	
15.65	
16.98	
17.94	

22,417,768	
5,885,378	
5,802,416	
4,020,971	
6,709,003	

24,813,768	
4,899,200	
4,148,526	
5,118,932	
10,647,110	

20,080,407	
4,068,297	
5,289,346	
6,004,601	
4,718,163	

$	1.19
0.26	
0.31	
0.35	
0.27

$	1.44
0.37	
0.42	
0.46	
0.19

$	1.69
0.33	
0.43	
0.51	
0.42

1    Net earnings per share (unit) are on a diluted basis. 2010 has been restated for IFRS. 
    2009 is reported under Canadian generally accepted accounting principles (CGAAP)

Total Return Performance  (% at January 31)
This chart illustrates the relative performance of shares/units of The North West 
Company Inc. and its predessor, North West Company Fund, over the past five years.  
Effective January 1, 2011, North West Company Fund converted to a share corporation 
called The North West Company Inc. The index incorporates the reinvestment of 
dividends and income distributions.

175

150

125

100

75

50

25%

2007

2008

2009

2010

2011

2012

NWC/NWF.UN/NWF

TSX Composite

Consumer Durables/
Apparel Group

Retailing Group

Food/Staples
Retailing Group

100

100

100

100

100

119

103

101

87

80

113

136

71

43

62

85

93

71

83

89

172

117

87

93

95

166

110

65

99

106

The North West Company Inc. 
Anticipated Dividend Dates*

Record Date: March 30, 2012 
Payment Date: April 16, 2012

Record Date: June 29, 2012 
Payment Date: July 16, 2012

Record Date: September 28, 2012 
Payment Date: October 15, 2012

Record Date: December 31, 2012 
Payment Date: January 15, 2013

* Dividends are subject to approval by the Board of 
Directors

2012 Annual Meeting 
The Annual Meeting of Shareholders of  
The North West Company Inc. will be held on  
Wednesday, June 6, 2012 at 11:30 am at  
The Fort Garry Hotel, Grand Ballroom,  
222 Broadway, Winnipeg, Manitoba.

Transfer Agent and Registrar
Canadian Stock Transfer Company Inc.  
(acts as administrative agent for  
CIBC Mellon Trust Company)
Calgary and Toronto 
Toll-free: 1 800 387 0825
www.cibcmellon.ca

Stock Exchange Listing 
The Toronto Stock Exchange

Stock Symbol NWC
ISIN #: CA6632781093
CUSIP #: 663278109

Number of shares issued and outstanding  
at January 31, 2012: 48,378,000

Auditors
PricewaterhouseCoopers LLP

Trademarks are used throughout this annual  
report in an editorial fashion with no intention  
of infringement.

Printed in Canada on recyclable paper.
©2012 The North West Company Inc.

Our thanks to the staff and customers who appear in photographs from 
Calgary, Alberta; Curacao, Netherland Antilles; Gjoa Haven, Nunavut; 
Iqaluit, Nunavut; Klawock, Alaska; Rankin Inlet, Nunavut; St. Thomas, 
U.S. Virgin Islands; Sand Point, Alaska; Winnipeg, Manitoba.

 
 
 
 
 
 
 
 
 
 
 
 
	
Nor’Westers are rooted in the spirit of 
trading posts that began in 17th century 
North America, including store locations 
that have been in continuous operation for 
over 340 years. Since acquiring our northern 
retail network in 1987, we’ve grown an 
enterprising Canadian merchant business 
into a leading community retailer serving 
remote, rural and urban neighbourhoods. 
Now, as we celebrate our 25th Anniversary, 
we proudly uphold the pioneering legacy that 
inspires The North West Company today. 

For additional information about this report or for general  
information about the Company, contact the Corporate Secretary:

The North West Company Inc. 
Gibraltar House, 77 Main Street
Winnipeg, Manitoba Canada R3C 2R1
T 204.934.1756 F 204.934.1317
Toll-free 1.800.563.0002
investorrelations@northwest.ca
www.northwest.ca