Amer Sports, Inc. · NYSE:AS
Amer Sports — Investor Day (2010)
18 slides from Amer Sports's investor day presentation, 2010
Slide 1: Apparel and Footwear: Further accelerating profitable growth
Apparel and Footwear Further accelerating profitable growth Jean-Marc Pambet, President 1
Slide 2: Disclaimer
Disclaimer Statements in this presentation, which are not historical facts, such as expectations, anticipations, beliefs and estimates, are forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Such statements involve risks and uncertain
Slide 3: Apparel and Footwear
Apparel and Footwear Apparel and Footwear Net Sales 2006−H1/2010 • Our territory Æ Winter & Outdoor 350 300 – Winter = alpine, nordic, snowboard = Q4 & Q1 250 – Outdoor = hiking, trail running = Q1 to Q4 200 H2 150 H1 • Our brands 100 – Salomon from Annecy – France 50 – Arc’teryx from Vancouver – BC
Slide 4: Salomon − the mountain sports brand
Salomon − the mountain sports brand From equipment … to footwear … to apparel M€ Vision 45% 1/3 80% 100% 55% 2/3 20% 0% 2005 within Amer Sports
Slide 5: Arc'teryx − steady growth
Arc’teryx − steady growth M Can$ 100 50 … SALOMON … AMER SPORTS 1993 1995 2000 2005 2010 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Slide 6: Continuous strong momentum
Continuous strong momentum • We continued the growth through the economic downturn – 2009 +10% Î market shares gain • Dynamic SS10 in-season orders • FW10 order book at a very strong level – Faster sales growth in H2 compared to H1/2010 – 2010 A&F Î market shares gain 6
Slide 7: Outdoor footwear markets
Outdoor footwear markets Classic athletic branded footwear Lifestyle casual fashion 23.5 €bn footwear flat 9 €bn -3% Running Outdoor 5.4 €bn +1% Performance 1.65 €bn Outdoor Trail +2% Casual Running 2.6 €bn 1.3 €bn +8% Î Salomon is Athletic Outdoor flat Source: NPD 2008 & 2009 / SGI sneaker market f
Slide 8: Winter & Outdoor apparel markets
Winter & Outdoor apparel markets OUTDOOR PERFORMANCE & CASUAL 7.0 €bn +1% TRAIL RUNNNG ATHLETIC 200 €m +12% 39 €bn -2% SNOWSPORT 3.0 €bn flat Source: NPD 2008 & 2009 / SGI sneaker market facts 2008 / €$ 1.46 / mkg salomon assump’
Slide 9: Group development priorities
Group development priorities • Clear portfolio roles and synergies, integrated company • Grow faster in softgoods • Win with consumers • Win in go-to-market • Operational excellence 9
Slide 10: Clear synergies, integrated company
Clear synergies, integrated company • Move to fully category based development across brands to build scale – R&D, product line management, sourcing & manufacturing • Strengthen resources and capabilities significantly • Better use of all our product capabilities and expertise – Within each product
Slide 11: Win with consumers and go-to-market
Win with consumers and go-to-market 11
Slide 12: Win with consumers
Win with consumers Apparel & Footwear as sports equipments • Take advantage of our brand portofolio & sport expertise 12
Slide 13: Footwear innovations
Footwear innovations XR Crossmax SS11 launch The perfect « door to trail » shoe… … Hike faster with the SKY gtx boot SS10… …and recover fast with the Relax Slide ! SS10 13
Slide 14: Apparel & Gear innovation
Apparel & Gear innovation TRAIL RUNNING SS11 MINIM SS10 1.7Kg = apparel+bag EXO SKIN BAG S-LINE FW11 Protech
Slide 15: Apparel & Gear innovation
Apparel & Gear innovation Alpha SV Jacket Altra Packs, Launched for S10 Alpha SV Glove, Launched for F10 B360a Harness, Launched for S11
Slide 16: Win with consumers
Win with consumers Closer connection with our end consumers • Reinforce our global & regional consumer/marketing setup in Asia, North America and Europe • Leverage our Group Marketing Function • Accelerate Business to Consumers 16
Slide 17: Win in go-to-market
Win in go-to-market • Drive commercial fundamentals: number and quality of doors – Make our brands accessible to more consumers in more countries • Reinforce our regional business management • Strengthen partnership with key customers 17
Slide 18: Apparel and Footwear: Further accelerating profitable growth
Apparel and Footwear: Further accelerating profitable growth • An attractive and growing market • Strong brand portfolio, sports expertise and product knowhow • Our sales, marketing, service and sourcing setup • Close connection with consumers, collaboration with customers • Category based developme