Shaver Shop Group Limited · ASX:SSG
Shaver Shop — Burrell Stockbroking Conference 2022
12 slides from Shaver Shop's conference presentation, Sep 9, 2022
Slide 1: ASX Announcement: Investor presentation notice
For personal use only ASX ANNOUNCEMENT For Immediate Release 9 September 2022 Investor presentation notice – Shaver Shop Group Limited (SSG) Please find attached the slides to be presented by Mr Cameron Fox, Managing Director and Chief Executive Officer, to investors and shareholders at the Burrell
Slide 2: Burrell Stockbroking Conference 10 September 2022
For personal use only BURRELL STOCKBROKING CONFERENCE 10 SEPTEMBER 2022
Slide 3: Shaver Shop Snapshot
SHAVER SHOP SNAPSHOT For personal use only Market leader in Founded in 1986 Trusted & respected specialty growth sector retail brand. DIY grooming, personal care, hair Highly differentiated model and beauty appliances for men with lack of direct competition and women – focussed on premium products D
Slide 4: Beauty & Personal Care Is a Growing Mass Market
BEAUTY & PERSONAL CARE IS A GROWING MASS MARKET For personal use only Beauty and personal care is a $10B+ and growing industry in ANZ. As a global industry, it attracts leading global suppliers that bring new innovations to market every year. Increasing prevalence of social media and focus on health
Slide 5: Why Men's Personal Care Is an Exciting Segment
WHY MEN’S PERSONAL CARE IS AN EXCITING SEGMENT For personal use only > Men are becoming increasingly like women in terms of their beauty regimes and self awareness of these matters > Men are choosing to have different looks over time which require different tools – Clean shaven, stubble look, full b
Slide 6: Our Competitive Advantage Comes from Specialty Product Knowledge and Exceptional Customer Service
OUR COMPETITIVE ADVANTAGE COMES FROM OUR SPECIALTY PRODUCT KNOWLEDGE AND EXCEPTIONAL CUSTOMER SERVICE For personal use only Shaver Shop’s key competitive advantage remains its passionate store teams that have unparalleled product knowledge. This enables them to deliver exceptional customer service a
Slide 7: Exclusive Products Generated More Than 50% of Sales and Approx. 60% of Gross Profit
SHAVER SHOP EXCLUSIVE PRODUCTS GENERATED MORE THAN 50% OF SALES AND APPROX. 60% OF GROSS PROFIT For personal use only Shaver Shop has the one of the broadest ranges of men’s and women’s personal care and grooming appliances in Australia and New Zealand. Shaver Shop is leveraging its brand awareness
Slide 8: Year Sales and Gross Profit Trend
5 YEAR SALES AND GROSS PROFIT TREND For personal use only Total sales up consistently in each of the last 5 Gross profit margins near all-time highs at years (up 4.2% in FY22) 43.9% 250.0 50.0% 44.3% 43.9% 45.0% 41.4% 42.6% 41.9% 222.7 200.0 213.7 40.0% 194.9 35.0% 150.0 167.4 30.0% 155.0 $m 25.0% 1
Slide 9: Strong NPAT and EPS Result
For personal use only STRONG NPAT AND EPS RESULT Second highest NPAT result in SSG’s history Basic EPS of 13.2 cents per share with Cash EPS of at $16.7m 14.2 cents (up from 7.4 cents in FY2019 – pre COVID) 15.5 1.3 14.2 1.0 9.5 cents $m 7.3 7.4 1.0 17.5 16.7 1.5 1.4 14.2 13.2 10.4 8.5 7.2 7.4 5.8 6
Slide 10: Attractive Capital Returns
For personal use only ATTRACTIVE CAPITAL RETURNS FY22 dividends up 22.0% to 10.0 cents Balancing fiscal prudence while increasing dividends Final dividend up 10% to 5.5 cents (100% franked) has delivered 32.9% ROCE* in FY22 36.3% 32.9% 10.0 27.2% 8.2 5.5 18.8% 18.6% 4.5 4.8 5.0 4.2 2.5 2.7 2.4 4.5 3
Slide 11: Investment Summary
INVESTMENT SUMMARY For personal use only Segment leader both online and offline Large and growing market driven by changing consumer preferences and new product innovation COVID-19 has accelerated DIY personal care adoption and introduced new customers to Shaver Shop Differentiated & resilient speci
Slide 12: Thank You
For personal use only THANK YOU 2022 11
Shaver Shop Group — Burrell Stockbroking Conference 2022 on 6ix