Slide 1: Globe International Investor Presentation
For personal use only GLOBE INTERNATIONAL INVESTOR PRESENTATION GLOBECORPORATE.COM
Slide 2: For personal use only
For personal use only
Slide 3: Background
BACKGROUND EST. AUSTRALIA 1984 For personal use only Listed on the Australian Securities Exchange since 2001 (GLB). 41.4 million ordinary shares on issue. Head-office in Melbourne, Australia and major offices in Los Angeles, USA and Hossegor, France. Specialising in the production and distribution o
Slide 4: For personal use only
For personal use only
Slide 5: 2015 Full Year: Significant Growth Continues
2015 FULL YEAR SIGNIFICANT GROWTH CONTINUES For personal use only AUD MILLIONS 12 MONTHS TO 12 MONTHS TO YEAR ON YEAR YEAR ON YEAR 30 JUNE 2015 30 JUNE 2014 VARIANCE ($) VARIANCE (%) NET SALES $137.2 $103.6 $33.6 32% EBITDA $6.2 $2.4 $3.8 155% NPAT $3.7 $(12.3) $16.0 130% NPAT adjusted* $3.7 $0.5 $3
Slide 6: Full Year Highlights
FULL YEAR HIGHLIGHTS GROWTH IN REVENUE AND PROFIT CONTINUES For personal use only Significant growth in revenues and profits continues All regions reported double digit sales growth All major branded divisions reported sales growth – GLOBE +24% DWINDLE +34% 4FRONT +36% HARDCORE +39% FXD > +100% Past
Slide 7: Globe
GLOBE EST. AUSTRALIA 1994 For personal use only GLOBE is a truly international brand that started out in the 1990s with shoes for skaters and surfers. From there, it has evolved into a multi-category brand that designs footwear, apparel and skate hardgoods for the broader boardsports market, worldwi
Slide 8: Dwindle
DWINDLE EST. USA 1989 For personal use only Dwindle Distribution is the world’s leading premium skateboard manufacturer and distributor. The stable of Dwindle brands are entirely unique and distinct each with their own creative direction and distribution channel. PROPRIETARY BRANDS LICENSED BRANDS e
Slide 9: Hardcore
HARDCORE EST. AUSTRALIA 1984 For personal use only Launched in 1984, HARDCORE DISTRIBUTION is the foundation company of Globe International Limited. Hardcore is the largest distributor of leading brand skateboard products, both owned and third party international brands, in Australia and New Zealand
Slide 10: 4Front
4FRONT PREMIUM STREET FASHION For personal use only 4Front specialises in the licensing, distribution and marketing of global street fashion and art culture apparel and footwear brands, in Australia and in most cases New Zealand.
Slide 11: For personal use only
For personal use only
Slide 12: FXD
FXD FUNCTION BY DESIGN For personal use only F.X.D is “Function By Design”. F.X.D. offers a better look and function through carefully designed and styled work wear. Currently in Australia and New Zealand only, this brand has global potential. FXDWORKWEAR.COM
Slide 13: North America
NORTH AMERICA GLOBE AND DWINDLE For personal use only PROPRIETARY BRANDS LICENSED BRANDS North America reports global Dwindle Distribution sales, excluding Australia and New Zealand. MAJOR CUSTOMERS ZUMIEZ, PACSUN, URBAN OUTFITTERS, JOURNEYS, AMAZON ZAPPOS, ACTIVE RIDE, TILLYS, NORDSTROMS DISTIBUTIO
Slide 14: North America Overview
NORTH AMERICA OVERVIEW For personal use only Net Sales grew by 14% Growth from Dwindle hardgoods, Globe Apparel and growth through new brands. Segment result impacted by lower scale, margin pressures and introduction of new brands. Significant opportunity for improved profitability through untapped
Slide 15: Europe
EUROPE PROPRIETARY BRANDS For personal use only LICENSED BRANDS DIRECT MARKETS UK, FRANCE, GERMANY, SPAIN, PORTUGAL, AUSTRIA, BELGIUM, DENMARK NETHERLANDS DISTIBUTION SALES ITALY, SWITZERLAND, GREECE, SWEDEN, NORWAY, RUSSIA, EASTERN EUROPE MAJOR CUSTOMERS TITUS-GERMANY, SKATEDELUXE-GERMANY, ZALANDO-
Slide 16: Europe Overview
EUROPE OVERVIEW For personal use only Net Sales grew by 46% All categories reported growth but Globe Hardgoods and Globe Apparel were the stand-out. Strongest Globe brand growth territory. After significant losses in the early years of investment, Globe Europe is now a significant bottom-line contri
Slide 17: Australasia
AUSTRALASIA PROPRIETARY BRANDS For personal use only HARDCORE BRANDS 4 FRONT BRANDS MAJOR CUSTOMERS GENERAL PANTS, SURF DIVE N SKI, GLUE, OZMOSIS, CITY BEACH, UNIVERSAL FAST TIMES, RSEA, TOTALLY WORKWEAR, WORKSCENE, HIP POCKET GLOBECORPORATE.COM
Slide 18: Australasia Overview
AUSTRALASIA OVERVIEW For personal use only Net Sales grew by 33% All Divisions reported growth with FXD, Globe Apparel and Stussy the stand-outs. Improvement in performance due to strategic diversification of brands, categories and new distribution channels. Globe branded flagship retail stores in k
Slide 19: Looking Forward
LOOKING FORWARD FINANCIAL STABILITY For personal use only The net cash position is expected to remain strong, due to the stable and sustainable cost base and minimal capital expenditure requirements. Financing facilities are in place to fund any working capital investment required to deliver further
Slide 20: Contact Information
CONTACT INFORMATION MELBOURNE HEAD OFFICE For personal use only 1 FENNELL STREET, PORT MELBOURNE, VIC 3207 www.globecorporate.com CONTACT THOMAS CRAMPES VICE PRESIDENT FINANCE +61 (0)3 8534 9921 Thomas.crampes@globebrand.com SHARE REGISTRY LINK MARKET SERVICES LIMITED www.linkmarketservices.com.au G
Slide 21: For personal use only
For personal use only