Asics Corporation · TSE:7936
Asics — Q1 2020 Earnings Presentation
29 slides from Asics's earnings presentation, Dec 1, 2020
Slide 1: 2020年12月期 第1四半期 決算補足説明資料
20205F12A #8 3312555 AGERE RUSHTYYIAZ 2020 522A
Slide 2: Disclaimer
= R O asics tease ie MRR Erie (ATI —F) KGS S Akt (Hotel) HERA BARR SROKA 4A XE. AO PWN bP DISCLAIMER = S258 ices SiatlCOW TORE COPLEYT—YaVAMCRKENTNS, BHOREOHB, Ril. WE. HCCOS 6, BENSR CCS OMGRORMI IS RBLCHO, CN SIREAF REC IRD 5 ES NKYHOREEOMMBIOWCUWES. Leto. CNEORMRILOALCS EBC MLS SC CISBRTCRAWET ES
Slide 3: 2020年12月期 第1四半期 ハイライト
2020SF12AHA% 1H RLY bk OA asics ¥ MHBAOFVANAOKES (MPHAWS) (CKEBEER FAA DEEFAK ED HO. TURE. ¥ 2ARatE CORLL MILK > MIN FLPVIVSICSWCHHILAIIZA. ¥ PROBSERMISLA RPA EOAED HRA. (BL. 3AREICIEE 2CBH. ¥ ECAH 6 SIOPF TAMER. ¥ RR2207AU YVEyI* NIU VEY THIRABD REC ESD, —RBADAIT. SROV-T774 VIRBSCREL.
Slide 4: MBAS ITN ARBRULACHI S
MBAS ITN ARBRULACHI S O asics —BO Lin CHI OA Ht ote RE OE Fld SDH OD, SHE CORBILE L. AA 7*E ERIN aE > 3A RAE O RPK. : fal. : fal. : LARA OKFORGA CHRARC ESS. SARA SIF C OG CB RBH. J Ne ABH KSAT A HO ARS BO. H-ILE—IL LAD RMD. v ECstbinléatigitt, BiRALCHIC ANIC PR. ~
Slide 5: 1. 2020年12月期第1四半期 業績
1. 20205712538 55 1 Fae — 2020%12AMS10+H RE — sSRA/\1T Ib — Hc leAR (974A) —h) OA asics
Slide 6: 2020年12月期第1四半期 概要
2020212BAB1 G4 BE QO asics ABATE : A134 A13.5% (ASBSR< i A105184 A10.7%) © MBZAOFIVAADPEICEK O UM. V2 BRC. AK + BUN ATI PSICEW CHB TIA THB TSB, MBI IAW ADHBIC k OB LOE CBS VITA. ¥—Fy EEL T OMB CECIARF A ICHES L57T%OD TS ABR. ert SE ZS BUHALL : AGORA «(AS RIR< HR AcstSF) @ SAO BRIAR. VORP EICMA TC. R
Slide 7: △ △ △ △ △ △ △ △ △ △ △ △ △ △
△ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ 6
Slide 8: 業績サマリー
WecLeAR (ATA —F) O asICs Y FTOAFIAVU—TECIS2ZHRE. Y SBR VOT 77 VTRBSECIRAS CME MRE HS. EES : 5638 FE: A33 (2447 : 479) 987 A7.8% Ag A7.0% —Avneoy -A22 0% §— A13,9% * A21.0% A29 A27.3% 7@ i ti‘ ‘Ot! i> aan ~~ ~4 FY19 QI FY20 QI
Slide 9: 2. 2020年12月期第1四半期 カテゴリー別
2. 2020571238 bp 1 POF AE tai aa (ATAY—HF) — ATFAV—WERTLE —- ATFAV—-WRE ~~ OA asics
Slide 10: カテゴリー別業績
AFA —-HEeRRLS oO asics <#LEe> SSA (FRA) @ FY19Q1 M FY20Q1 (Bifiz : (29) A50/A11.5% A12/A9.3% A16/A17.9% A25/A22.8% A32/A29.5% P.Run CPS SPS APEQ OT <ATFIAY —HWA NFL Se> eick me mh#B atoth 11.39 %o P.Run CPS SPS APEQ KART AY hICSITS REE RU CRECRERLTEDET.
Slide 11: パフォーマンスランニング (P.Run)
NIF-VYRGY=ALYT (P.Run) Aelia ovis PAasics <1 HR > <2 Bib gs > (Par: GPA) aUHALE MBAR < He mFYI9Q1 mFY20Q1 FY19Q1_ FY20Q1 . . A / Q Ql sees se % ££: BB 432 382 A50 = AA11.5% A1L1% A5.0% oa 9% ABLE 399 A33 AT.8% ome 3% = ® A) # 18 2 Al6 —- 87.0% +14.3% All A31. 1% SABE — 4.3% 0.6% - A3.7ppt “ ° +3/+10
Slide 12: コアパフォーマンススポーツ (CPS)
AP ND 4A-VYARR—Y (CPS) Seq p eaare asics DS LIGHT (84fiz : 425) <1 Hia> <EBibiallseLa> AURAL ABER < HE FY19Q1 FY20Q1 seogan espe - eT ATES ae Base A8B/A11.3% mx tt BB 126 114 A12 A9.3% 71 mFYI9Q1 MFY20Q1 63 AOR BR < HS 118 A8 AT.0% A5.1% BR fF) @ 6 3 A3 A46.1% 44.6% A2/L9.5% A4.1% BRARR 5.3% 3.1% -
Slide 13: スポーツスタイル (SPS)
RH-YASAIL (SPS) BB cova: Pasics (fz : #274) <3 10+Hsia> <ES MA La> BUHBLE ay SOR HALE mFY19Q1 mFY20Q1 FY1I9Q1 FY20Q1 Sa / LSE Q Q bE =| bes A11.5% mz Lt BB 89 73 Al6 —-A17.9% J51.1% O67 A15.1% ABR EIR < Hi 17 Al2 — A13.9% OME LOL TS 28 B Fl 4 A2 A6 - - +85.7% BEAR 4.9% 3.0% - AT9ppt —-+0.4#11.6% 12
Slide 14: アパレル・エクイップメント (APEQ)
PINDIL?s LZ4yY7FXYb (APEQ) did OAaSICs (84fiz : 425) <F1D A> <EE Mast ba> AURAL meee CHEER < HEISE mFY19 Q1 MFY20 Q1 FY1I9Q1 FY20Q1 yi iy Q Q erga sere SB / 7 a ~ % £F 8 107 82 A25 —LA22.8% a9 sar 30% ABER IB 85 A22.—-A21.0% 422.3% D8/ A25.4% Be AR AF OF - 24.6% 38 ° A22.2% A3/ A25.6% 20 R 9 AL A24.
Slide 15: オニツカタイガー (OT)
A=IRAAH— (OT) —s delegation EX A asics (84fiz : 425) <381 00 HB> <EB hiatal zc L > BORBLE a ROE < SSE mFYI9Q1 mFY20Q1 SRE / FY1I9Q1 FY20Q1 soe ee Ta / FSR A39.3% = £ B 107 5 A32.——-A29.5% A197 OMS ABLE < ik 78 A29 A27.3% = AS, / A18.4% ana 27 = F) 2 20 2 Al8 —— A88.9% 2 An2.0% A19.1% ‘0 pmegi|ocae A
Slide 16: 3. 2020年12月期 地域別
3. 2020712 A 88 1 FH ines Pea (SHELA) HEELS SLUAT IU —wM BERLE AR (sbiaEl) Fv PIVGUGEE BSE BRAEL BESSA (HE) OA asics
Slide 17: 地域別業績
SRE LRU AT A i <xLE> A2T A8.3% A30 330 303 Aa2 A12.1% A21.1% Al4 A1T.2% +2 83 +4.9% na O asics EER : S388 (34fiz : fF) FER : SEBEEGBHD) mFY19 Q1 mFY20Q1 A30 A\29.0% ea 103 9 LA8.4% 73 30 27 oH AA Bun p#e ALVILY FOES Ag 3% 130.0% A8.4% A14.1% ——-+14.5% Re mervyr EOtth A5.8% A19.9% <PEEMwRDT AY —RRLSH
Slide 18: 地域別業績 (詳細)
BLE ARR (Heth) O asICs Y ALT ITwwMCld 2 HMR. v ECIs AIRALES 7% OI. (FFB TOM CME. EAD: SRR Fe: ERG 2) (Sr : #375) A27 987 A83% rag A\20.0% A20 A\105 A84% All +6 Al A20 A10.7% A134 9 0) +10 9 Al14.1% 414.5% A5.8% 19.9% 882 A29 A13.5% PEE AUP Iy Re: Brvy tot sR (2) ER (EMEA) FY19Q1 FY20Q1 (X1) BARIHADS
Slide 19: 地域別業績
Fr arwelkSe O/asics [: A—ILE IDR F— ILS TETIAS IC HEL. ESO BRRFINSE IC KO TRUM. VY ECISIZIEL TC OSH CHAM. LER : SEURU#B FER : SBE A110 A\15.0% (Hii : 42) 734 MFY19Q1 MFY20Q1 AA +60.4% ALK +63.7% ER +49.0% pee +44.8% AIL —IL YF—Ib EC KBMECUT REY-TYKAILTAIECICE A, K-ILE IVEY F-F—lSA—-ILE CBE. 18
Slide 20: 週次売上推移 (2019/12/30-2020/5/10)
TS A RFS_L HIS (2019/12/30-2020/5/10) ASKS AA: BS GRORRARSs 217, SAFMKOAMICMY re kige 2020% [20195 op < FA BUBRES KE SRB Week1 Week 4 Week 7 Week10 Week13 Week16 Week19 12/30- 1/20- 2/10- 3/2- 3/23- 4/13- 5/4- . ew) 5 1/5 1/26 2/16 3/8 3/29 4/19 5/10 RIESRERICISASICSR UOT. ASICS WALKING, Haglofs@@v.
Slide 21: 週次売上推移 (2019/12/30-2020/5/10)
TS A RFS_L HIS (2019/12/30-2020/5/10) ASKS BON: 4Apa dt Oa GMOS LEC CICk OBS tS M2020 20194 on - <A Bl ERPS hE SIE RRUX Weekl Week 4 Week7 Week10 Week13 Week16 Week19 12/30- 1/20- 2/10- 3/2- 3/23- 4/13- 5/4- ys 1/26 2/16 3/8 3/29 ais 5/10 NERC ISASICSRUOT# AE. AB): SAK CISRRARSICKOAMRRWDD. 5 AISPFES
Slide 22: 地域別業績
i SRAM AER (HELE) A asics VY (EE TOMMCORMMVBICMAT. EICRR220F VED NAV Vey THR SORBRAO—-BHEA CHR. SR IAZhIVYKO-JICKSRARRMEMS. LEG: HEIRR FER : SE BEE — 2) (fu : 7) All 61 51.8% Al A3 . AT A37.4% A64.0% Ao AQ Ax dbx Bea A5.8% A50.6% m=) (EMEA) PEE appr ~ A34 A68 AT0 AT A8 FY19Q1 AEE ABLE FY2OQ1 EARS BA
Slide 23: 4. 財務状況
4. 20205F12 538 bp 1 POF RAE — MRR ~~ OA asics
Slide 24: 財務状況
RAR A asics ¥ SHNCRA CERAAD RCL. BRED 2A. Y SEAMS 189A L CSO, RBA SICK SASHES RT. (Bz : fF) NE ili 2,16618 5 1,72018F9 (SEB ARIE+21(EF) RISES ALL+S81{EF) PEC : ERS : RAEORMYD A72 BEMABO i> A55 EMA O M +10 MEGASOMM +188 EOWMAREOWM +81 U-ARBORLD A18 Ea te 3 Bz 1,005f8 1,451f85 (MFBREAIIEA) HF BALLAT I
Slide 25: 5. 戦略の進捗
5. FROMMA ~~ OA asics
Slide 26: fos VYAFIU—Ay FEKVUMRBAFAAC BEL. AREF ROBES eA MY
ah y fos VYAFIU—Ay FEKVUMRBAFAAC BEL. AREF ROBES eA MY ia'vinale RSEE y VILE. VV-FrVeIVY? (MD) HH REL, ARSERRHAC ESE. Ne ( VY AR-ILE IL, UVF ILO ARICA O. UY-ARECICB RAD. VY BHECOAR SF VY—-TYRKAFLTAPEVT—IF—LOMMA TRIE. VY FVIVYILTAVY AF LO SHAW. ST \ J \ Ne ( IaAFk VIAZRIYVELA—ILeaRIEL. IREBE MGI. qyF
Slide 27: 26
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Slide 28: IRカレンダー
IRALYA— 202047 12F HAS 2 B+HRE TYNAZALXAYV EFT 202047 12F HAS 3 B+HRE 20205F12A#iRE O asics ERFE Rm20200F UYEyZ- NIUYEYD PIRABO REAAC KO RAE PIE 85138 15:00 RAR 8 A148 15:00 (REGIS swe rea, MAA RE —_ oo 0A TON ERE 15:00 RAR TAO 15:30 BikBiz®Q SMRBR TUR, AeA 20214 25128 RABR 20214 2 A158 REMAS ARAR P
Slide 29: ランキーパー
AR-YREA IL AP NDIA-VYRARZHR-Y F=VASAA= DA-eVIV Az Dr-#tVIVA-Z AIODA ASICS Runkeeper OneASICS Race Roster (L-—AO-A4B-) O asics mk DVT —DRBITHES CEMBCE. BNENDA-V YACHTS SES MAME SEKI VIVIVA-A. FYI -DEVAPEASCICMHCE SEVERIVIVIVA-AtBH. FY DVIR BL - LY IEST IZA TINO ANKLE DIP YI T— BDF YIVIVa-REF HA MEI B