Burberry Group Plc · LSE:BRBY
Burberry — Investor Presentation (January 2019)
8 slides from Burberry's investor presentation, January 2019
Slide 1: CEO quote on the quarter, January 2019
“I am pleased with our progress in the quarter as we continued to build brand heat around our new creative vision and continued to shift consumer perception of Burberry. Excitement is growing ahead of next month’s launch of Riccardo’s debut collection. We will continue to manage the business dynamic
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 • Dow Jones • £2.7bn revenues • Ordinary shares traded sustainability Index • £467m adj. EBIT i
Slide 3: Our Vision: Sharpening Our Brand Positioning
OUR VISION SHARPENING OUR BRAND POSITIONING FIRMLY ESTABLISH OUR POSITION IN LUXURY FASHION INSPIRING CUSTOMERS WITH OUR UNIQUE BRITISH ATTITUDE REVENUEDRIVERS REVENUE DRIVERS TO TO REIGNITE REIGNITETHE THEBRAND BRAND Luxury fashion house Luxury network • Increase fashion content • Transform in-stor
Slide 4: Our Ambition: Two Phased Transformation Journey
OUR AMBITION: TWO PHASED TRANSFORMATION 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 tr
Slide 5: Delivering Riccardo's Product
KEY PRODUCTS MOMENTS DELIVERING RICCARDO’S PRODUCT Note: mainline and digital only 5
Slide 6: February Launch Preparation
FEBRUARY LAUNCH PREPARATION Digital and traditional advertising campaign Editorial coverage e.g. Vogue UK and France Key retail store refreshes starting in fashion week cities Activations across retail and wholesale doors THE SEPTEMBER 2018 RUNWAY COLLECTION KINGDOM The Lady/The Mother The Girl/The
Slide 7: Financial Review and FY 2019 Outlook
FINANCIAL REVIEW REVENUE £M ADJUSTED OPERATING PROFIT £M 2,766 2,733 467 455 459 2,523 2,515 (2%) +2%* +5% +7% 418 (21%) +11% (1%) (11%) H2 H2 1,220 +4%* 178 +8% H1 H1 2015 2016 2017 2018 2019 2015 2016 2017 2018 2019 FINANCIAL YEAR FINANCIAL YEAR Growth at constant exchange rates * excluding beauty
Slide 8: Foreign Exchange: FX Exposures in 2018
FOREIGN EXCHANGE FX EXPOSURES IN 2018 Forecast effective rates Average for FY 2019 exchange 9% rates 15% 25% 40% 31 Dec 31 Oct FY 2018 £1= 2018 2018 20% Euro 1.12 1.13 1.13 55% 25% US Dollar 1.30 1.30 1.33 60% 10% Chinese Yuan 8.79 8.88 8.79 Renminbi 21% 20% Hong Kong Dollar 10.17 10.18 10.37 Revenu
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