Johnson Outdoors Inc. · NASDAQ:JOUT
Johnson Outdoors — Investor Presentation (June 2013)
33 slides from Johnson Outdoors's investor presentation, June 2013
Slide 1: Creating Johnson Outdoors Investor Presentation
CREATING JOHNSON OUTDOORS INVESTOR PRESENTATION June 2013
Slide 2: Safe Harbor Statement
Safe Harbor Statement Certain matters discussed in this press release are “forward-looking statements,” intended to qualify for the safe harbors from liability established by the Private Securities Litigation Reform Act of 1995. Statements other than statements of historical fact are considered forw
Slide 3: Who We Are
WHO WE ARE 3
Slide 4: Eureka!
© CANNON. Eureka! <> cartlicle ee strasport. f XHUMMINBIRD. O JETBOIL. runt@sorn @ LAKEMASTER Ee a — G 3 ee, NECKY° KAYAKS Wed Sown OCEANS KAYAK. CANOES > KAYAKS § SCUBAPRO' Silva . SUB4AGEAR
Slide 5: Global Leaders
81 countries $412M in revenue $219M market cap* *50% family-owned GLOBAL LEADERS CONSISTENTLY OUTPERFORMING in post-recession markets GROWING value 5
Slide 6: Marine Electronics
MARINE ELECTRONICS Trolling Motors Downriggers 56% Fishfinders of net sales Digital Maps & Charts Anchors 6 JOUT: NASDAQ
Slide 7: Diving
Regulators Buoyancy Compensators Dive Computers 21% Masks/Fins/Snorkels of net sales Wetsuits DIVING 7 JOUT: NASDAQ
Slide 8: Watercraft & Outdoor Gear
WATERCRAFT & OUTDOOR GEAR 23% of net sales Canoes & Kayaks Paddles PFDs Tents Compasses Bags & Packs Personal Cooking Systems 8 JOUT: NASDAQ
Slide 9: Where We've Been
WHERE WE’VE BEEN 9
Slide 10: Outperforming Markets
OUTPERFORMING MARKETS FY2012 $412.3 $21.4 FY2011 $17.7 $407.4 EXCEEDED targeted 5% sales CAGR 2010-2012 FY2010 $14.6 $382.4 SUCCEEDED in growing profits faster FY2009 $8.7 $356.5 than sales 320 340 360 380 400 420 Net Sales ($Millions) Operating Profit ($Millions) 10
Slide 11: Outstanding Balance Sheet
OUTSTANDING BALANCE SHEET Cash, Net of Debt FY2002 Debt: 55 $88.3M 45 50 35 30 25 FY2012 Debt: $8.9M 15 5 10 Debt @ 10-YEAR LOW -4 -5 FY2009 FY2010 FY2011 FY2012 11
Slide 12: Outperforming Our Peers
OUTPERFORMING OUR PEERS Stock Price Appreciation PEER GROUP: 30.0% ACAT - Artic Cat JOUT BC - Brunswick BDE - Black Diamond 25.0% ELY - Calloway 26.7% ESCA - Escalade 20.0% JAH - Jarden JOUT MPX - Marine Products NLS - Nautilus 15.0% 18.1% ZQK - Quicksilver GRMN - Garmin 10.0% Peer Peer JOUT 5.0% 7.
Slide 13: Still Climbing
STILL CLIMBING $219.4M +3% 2013 net sales year-to-date $14.2M operating +38% profit $9.2M 6-month +112% net income 13 JOUT: NASDAQ
Slide 14: Where We're Headed
WHERE WE'RE HEADED JOHNSON
Slide 15: Our Vision
To be the premier portfolio of leading outdoor OUR equipment brands consistently creating value VISION for consumers, customers, employees and shareholders.
Slide 16: Our Mission
OUR MISSION To exceed the ever-growing expectations of outdoor enthusiasts, and the channel customers that serve them, with the most innovative, most valued and most sought- after brands and equipment.
Slide 17: Big Pond, Big Opportunity
We compete in a $6 billion marketplace …in the biggest segments, with room to GROW BIG POND, BIG OPPORTUNITY 17 JOUT: NASDAQ
Slide 18: Play Where We Know We Can Win
PLAY WHERE WE KNOW WE CAN WIN We target the RECREATIONAL ACTIVITIES we know best… marrying insight and innovation 18 JOUT: NASDAQ
Slide 19: Enthusiasts Mean More
ENTHUSIASTS MEAN MORE We target the people who Recreate more Demand more Spend more …nearly HALF the market 19 JOUT: NASDAQ
Slide 20: The Power to Win
Our CORE STRENGTHS Support our VISION and MISSION THE POWER TO WIN 20 JOUT: NASDAQ
Slide 21: Powerful Insights & Know-How
POWERFUL INSIGHTS & KNOW-HOW We build on unmatched knowledge of our consumers, winning partnerships with our customers and 45 YEARS of expertise in our activities and industry 21 JOUT: NASDAQ
Slide 22: Powerful Innovation
Nearly50% of sales come from new products POWERFUL INNOVATION Our leading-edge process delivers MUST-HAVE products 22 JOUT: NASDAQ
Slide 23: Powerful #1 Brands
POWERFUL Minn Kota® | Motors Humminbird® | Fishfinders #1BRANDS LakeMaster® | Digital Maps Cannon® | Downriggers SCUBAPRO® | Diving Gear JETBOIL® | Personal Cooking Systems #2 Eureka!® | Family Tents Silva® | Field Compasses Minn Kota® | Shallow Water Anchors Old Town® | Canoes Necky® | Kayaks Ocean
Slide 24: Powerful Footprint
Multiple channels and wide scope of distribution in 81 countries POWERFUL FOOTPRINT 24 JOUT: NASDAQ
Slide 25: Our Strategy: Consistently Create
OUR STRATEGY: CONSISTENTLY CREATE 25
Slide 26: Proven Success: Marine Electronics
Proven Success: MARINE ELECTRONICS 2000 2013 One brand. Four brands. One segment. Two $100M brands. Twelve+ segments. 26 JOUT: NASDAQ
Slide 27: Strong, Organic Growth
STRONG, Keeping the core brands and segments strong ORGANIC fuels growth GROWTH 27 JOUT: NASDAQ
Slide 28: Smart Expansion
SMART Moving into related segments increases EXPANSION market penetration and share 28
Slide 29: Meaningful Innovation
Delivering on price/value MEANINGFUL expectations INNOVATION 29 JOUT: NASDAQ
Slide 30: Strategic Acquisitions
STRATEGIC ACQUISITIONS Adding category creators with proprietary technology In 8 years the Humminbird brand has grown 150% 30
Slide 31: Creating Vibrant Portfolio, Accelerated Profitability
CREATING Vibrant Portfolio Accelerated Profitability Leverage Brands & Technology Unique Insights & Partnerships Engaged & Energized Employees 31 JOUT: NASDAQ 31
Slide 32: Invest Today
INVEST TODAY For a STRONGER, better future For long-term SUCCESS For 32 JOUT: NASDAQ
Slide 33: JORING Sop
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