Logitech International S.a. · SIX:LOGN
Logitech International — Investor Day (March 2021)
12 slides from Logitech International's investor day presentation, March 2021
Slide 1: Go-to-Market Consumer
GO-TO-MARKET CONSUMER QUIN LIU MARCH 2021
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the U.S. federal securities laws, including, without limitation, statements regarding: our go-to-market strategy and growth opportunities, our ability to deliver sustained growth, and global expans
Slide 3: New Journey
NEW JOURNEY MOVE from Push to Pull Aligned global strategies WIN in multi-categories Strengthen sales & marketing capabilities EXCEL in multi-channels Elevate execution with best practices EXPAND global footprints Leverage of global initiatives & programs 3 sales regions to ONE global multi-function
Slide 4: Win in Multiple Categories
WIN IN MULTIPLE CATEGORIES Workspace Personal esports ● Accelerated category growth trends ● Increase TAM as a market leader ○ Reinventing mid & high-end portfolio ○ Attracting new consumers via Lifestyle ● Targeted marketing towards more granular everywhere Streaming consumer segments in C&P and Ga
Slide 5: Grow Gaming with Our Partners
No.1 Best esports marketing brand GROW GAMING GFK share in EMEA, AP WITH OUR PARTNERS No.2 NPD share in AMR Game partners Teams Grassroots No.1 esports brand reach 40% Top CE Brand Esports Reach* 30% Leagues Influencers Channel 20% 10% *2020 study done by GEEIQ
Slide 6: Growing High-End Mix in Past Three Years
GROWING HIGH-END MIX IN PAST THREE YEARS MX mix of C&P nearly doubled Wireless mix of Gaming +40% High-end innovation = High ASP = Faster refresh cycle
Slide 7: Expand Category with New Consumers
EXPAND CATEGORY WITH NEW CONSUMERS
Slide 8: Logitech Confidential. Do not distribute.
Logitech Confidential. Do not distribute.
Slide 9: Etail: A Key Competitive Advantage for Logitech
ETAIL: A KEY COMPETITIVE ADVANTAGE FOR LOGITECH Pure players Marketplaces Revenue mix of online 40% FY’21 35% Retail.com omni Direct-to-Consumer FY’20 30% FY’19 Expanded our Etail capability into Omni & DTC globally
Slide 10: Retail: Driving Strong Growth Despite COVID Restrictions
RETAIL: DRIVING STRONG GROWTH DESPITE COVID RESTRICTIONS ● Drive category growth via category mgmt ● Enable “Touch & Feel” thru POSM innovation ● Create “Retailtainment” with exciting programs ● Support retailers’ transition to .com ● Land marketing campaigns at Point of Sales
Slide 11: Strong Opportunity in Emerging Markets & China
STRONG OPPORTUNITY IN EMERGING MARKETS & CHINA 0% 20% 40% 60% 80% 100% 21% 79% 0.16 Logi$ 3.8 Logi$ per capita per capita Emerging markets Mature markets Note: Mature market:s: North America, Europe, Japan, ANZ, Korea. Emerging markets: Rest of the world. $Logi/capita: Total Logitech sales/populatio
Slide 12: We Are Well Positioned To:
● Deliver sustained strong growth ONE YEAR INTO THE JOURNEY… ● Grow C&P, Gaming and Streaming aggressively WE ARE WELL Elevate sales and marketing capability POSITIONED TO: ● around the world ● Share & Replicate best practices quickly ● Drive global expansion