Signet Jewelers Limited · NYSE:SIG

Signet Jewelers — FY2018 Earnings Presentation

9 slides from Signet Jewelers's earnings presentation, Jan 10, 2018

  1. Slide 1: Fiscal 2018 Holiday Sales Results

    Fiscal 2018 Holiday Sales Results Wednesday, January 10, 2018

  2. Slide 2: Forward Looking Statements & Other Disclosure Matters

    Forward Looking Statements & Other Disclosure Matters Forward-Looking Statements – This presentation contains statements which are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements, based upon management’s beliefs and expectations

  3. Slide 3: Holiday Season Summary

    Holiday Season Summary  Same store sales (“SSS”) down 5.3%, reflecting positive progress on strategic priorities, offset primarily by the credit outsourcing transition impact: o eCommerce sales growth of 48%, driven by R2Net and Sterling division o Zale division SSS growth of 4.0%, with Zales banne

  4. Slide 4: Key Holiday Sales Drivers

    Key Holiday Sales Drivers  Innovation and Newness across Product Assortment: o Strong bridal sales at Zale driven by new solitaire designs and fancy cut diamonds o New Enchanted Disney collection and line extensions in Vera Wang Love and Chosen delivered strong results o Successful trend identifica

  5. Slide 5: Looking Ahead

    Looking Ahead  Fiscal 2018 guidance updated reflecting positive impact from U.S. tax reform: o SSS down mid-single digit, in line with November 21 guidance o EPS of $6.17 to $6.22, within previous guidance range, excluding the impact of U.S. tax reform o EPS of $6.45 to $6.50 reflecting the expecte

  6. Slide 6: Sales Performance

    Sales Performance Same Non-same Total sales % at Exchange Store store sales constant translation Total sales Total sales Holiday Season Sales %1 %, net2 exchange rate impact % % (in millions $) Kay -10.8 2.0 -8.8 -8.8 723.1 Jared -5.9 0.9 -5.0 -5.0 345.6 R2Net 38.6 50.6 Regional brands -29.1 -10.5 -

  7. Slide 7: A Closer Look at Sterling Division Credit Transition

    A Closer Look at Sterling Division Credit Transition  Credit was a material driver of holiday sales decline in Sterling o Sterling credit sales declined $102.1 million, or 14.4% over prior year o Lease sales of $13.4 million, partially offsetting credit sales decline o New customers and existing ac

  8. Slide 8: Q4 & FY 2018 Sales and Earnings Guidance

    Q4 & FY 2018 Sales and Earnings Guidance Updated (Excluding Updated (Including Q4 Fiscal 2018 Previous U.S. Tax Reform) U.S. Tax Reform)² Down low to mid Same store sales Down mid single-digit % Down mid single-digit % single-digit % EPS¹ $3.86 to $4.26 $3.93 to $3.98 $4.21 to $4.26 Weighted average

  9. Slide 9: Signet Jewelers Ltd.

    Signet Jewelers Ltd.

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