Burberry Group Plc · LSE:BRBY
Burberry — Investor Presentation (2018)
6 slides from Burberry's investor presentation, 2018
Slide 1: Burberry
BURBERRY
Slide 2: Burberry in a Snapshot
BURBERRY IN A SNAPSHOT BRITISH LUXURY BRAND OVER 10,000 EMPLOYEES WORLDWIDE • Authentic British heritage • Made in England • Founded in 1856 by Thomas Burberry FTSE 100 MEMBER SUSTAINBILITY AGENDA FY 2018 • £2.7bn revenues • Ordinary shares traded • Dow Jones sustainability • £467m adj. EBIT in Lond
Slide 3: Our Vision: Revenue Drivers to Reignite the Brand
OUR VISION REVENUE DRIVERS TO REIGNITE THE BRAND Luxury fashion house Luxury network • Increase fashion content • Transform in-store customer service experience • Transform leather goods • Upgrade and reduce non- • Continuous engagement luxury PoS (net 20 store • Wardrobe the customer closures in FY
Slide 4: A Two Phased Journey
A TWO PHASED JOURNEY BUILD THE FOUNDATION ACCELERATE AND GROW • Commence programme to re-energise the brand • Complete full brand transformation, including alignment of distribution • Rationalise and invest to align our distribution • Accelerate growth • Manage creative transition Broadly stable rev
Slide 5: Financial Review
FINANCIAL REVIEW Group revenue +2% CER, excluding Beauty wholesale £ million % change Twelve months to 2018 2017 reported CER# Retail revenue +3% CER, with comp +3% 31 March FX • Asia Pacific: mid-single digit percentage growth Revenue 2,733 2,766 (1) (1) • Mainland China also up mid-single digit gr
Slide 6: Foreign Exchange
FOREIGN EXCHANGE FX exposures in fy 2018 Spot Actual Average 9% rates exchange rates 15% 25% 40% 30 April FY 2018 FY 2017 20% £1= 2018 55% 25% Euro 1.14 1.13 1.19 60% US Dollar 1.38 1.33 1.30 10% Chinese Yuan 8.71 8.79 8.73 21% 20% Renminbi Revenue COGS Opex Hong Kong Dollar 10.81 10.37 10.11 Korean