Johnson Outdoors Inc. · NASDAQ:JOUT
Johnson Outdoors — Investor Presentation (August 2025)
22 slides from Johnson Outdoors's investor presentation, Aug 19, 2025
Slide 1: Good For The Great Outdoors Investor Presentation
Good For The Great Outdoors INVESTOR PRESENTATION
Slide 2: Company Snapshot
COMPANY Johnson Outdoors is a family of core brands preferred by consumers for creating the best possible outdoor experiences. SNAPSHOT Through innovative, top-quality products, we earn industry awards, customer loyalty, and above all, consumer trust. 1,200 18 80 15 $592.8 EMPLOYEES FACILITIES COUNT
Slide 3: From Yesterday
FROM YESTERDAY Johnson Outdoors was founded more than 50 years ago by Sam Johnson, a spirited adventurer and passionate outdoorsman. Part of the Johnson Family Enterprises: ‒ JOHNSON OUTDOORS ‒ S.C. JOHNSON ‒ JOHNSON FINANCIAL GROUP ➣IPO 1987 Sam Johnson, Founder JOUT:NASDAQ | 3
Slide 4: To Today
TO TODAY Johnson Outdoors is led by Helen Johnson-Leipold, Sam’s daughter and the fifth generation of the Johnson family. ➣ Became Chairman and CEO in 1999 ➣ Has 30+ years of strategic marketing and branding, global operations and strategic planning experience Helen Johnson-Leipold, Chairman & CEO J
Slide 5: Who We Are
WHO WE ARE Our passion for the outdoors creates a positive Our Purpose impact on the lives of more people and more communities for generations to come. Be known as the most innovative Our Vision outdoor equipment company, trusted to make a positive difference in people’s lives. JOUT:NASDAQ | 5
Slide 6: Our Values
OUR VALUES WE’RE COMMITTED TO MAKING A POSITIVE DIFFERENCE FOR PEOPLE AND COMMUNITIES ➣ Our People are our biggest asset ➣ Trust and Respect We continue to build the capabilities to drive environmental action as a company and with our ➣ Innovation in everything we do consumers. This includes: ➣ Leav
Slide 7: Johnson Outdoors: A True Value Opportunity
JOHNSON OUTDOORS A TRUE VALUE OPPORTUNITY ➢ Attractive consumer dynamics in outdoor recreation products ➢ Market-leading brands with strong, consumer-focused innovation ➢ Strategic initiatives focused on driving accelerated profitable growth ➢ Attractive valuation relative to public peers ➢ Strong c
Slide 8: Market-Leading Brands
MARKET-LEADING BRANDS WITH STRONG, CONSUMER-FOCUSED INNOVATION Fishing Diving Camping & Watercraft $452.3 M $73.6 M $66.7 M FY2024 net sales FY2024 net sales FY2024 net sales Fishing motors Regulators Personal & family cooking systems Fish finders Buoyancy compensators Kayaks & canoes Downriggers Di
Slide 9: Fishing
FISHING Johnson Outdoors continues to combine consumer insights with technology innovations to delight anglers—reimagining and redefining trolling motors, underwater imaging and the ultimate experience of fishing. JOUT:NASDAQ | 9
Slide 10: Leadership position in trolling motors and fish finders
FISHING Leadership position in trolling motors and fish finders We unlock even more capabilities with the One-Boat Network®—teaming Humminbird® with Minn Kota® for products that innovate, integrate and communicate. Our networked technology can navigate a boat automatically, anchor and reposition eff
Slide 11: Diving
DIVING The SCUBAPRO® brand is committed to inspiring divers worldwide, with intuitive, sophisticated designs that make the most of leading- edge technologies. SCUBAPRO demonstrates a deep understanding of what divers want down deep— the BEST. JOUT:NASDAQ | 11
Slide 12: A leader in high quality, premium scuba diving gear
DIVING A leader in high quality, premium scuba diving gear GALILEO G3 AND LUNA 2.0 DIVE COMPUTERS deliver the reliability and comfort that make SCUBAPRO an industry leader. The Luna is designed to be one of the market’s thinnest dive computers, while the G3’s vibrant, high- contrast, full-color disp
Slide 13: Camping & Watercraft
CAMPING & WATERCRAFT Building on top technology, engineering and insights, Johnson Outdoors continues to shape canoes, kayaks, and camping cookware to the needs of our consumers—and thereby shape the industry’s future. JOUT:NASDAQ | 13
Slide 14: Number 1 brand in camp cooking systems
CAMPING & WATERCRAFT Number 1 brand in camp cooking systems The Jetboil Flash boils water lightning-quick, making it the fastest Jetboil ever. The Jetboil HalfGen is the world’s first modular, expandable basecamp cooking system, suitable for standalone use or daisy- chained with other JetLink-compat
Slide 15: Technology that resonates with consumers
Technology that resonates with consumers The Sportsman Fire Tiger AutoPilot integrates Minn Kota® Spot-Lock® technology and the i-Pilot remote. In the bold colors of the legendary lure, it’s a standout choice for avid anglers. JOUT:NASDAQ | 15
Slide 16: Strategic Initiatives
STRATEGIC INITIATIVES FOCUSED ON DRIVING ACCELERATED PROFITABLE GROWTH SUSTAINING INNOVATION ADVANCING DIGITAL OPERATIONAL LEADERSHIP LEADERSHIP EFFICIENCY We’re strategic about We continue to optimize our We continue to invest in integrating the right new digital and ecommerce mission-critical area
Slide 17: Financial Performance
FINANCIAL PERFORMANCE SALES ($, M) CASH FROM OPS ($, M) OPERATING MARGIN (%) 2024 592.8 41.0 -7.3 2023 663.8 41.7 1.8 2022 743.4 -62.1 8.9 2021 751.7 58.3 14.8 2020 594.2 61.5 12.0 2019 562.4 45.8 11.3 JOUT:NASDAQ | 17
Slide 18: Use of Cash
USE OF CASH ➢ Invest organically in the AVERAGE DIVIDEND YIELD business 2024 4.0% ➢ Targeting enhanced technology and 2023 2.8% innovation with M&A 2022 2.5% ➢ Committed to a 2021 1.1% meaningful dividend 2020 1.0% each year 2019 1.1% JOUT:NASDAQ | 18
Slide 19: Margin Expansion Strategy
MARGIN EXPANSION STRATEGY ➢ Enhancing manufacturing efficiency throughout the organization’s footprint ➢ Focused product cost reduction program to capture attractive gross margins ➢ Continuously identifying opportunities to reduce SG&A ➢ Optimizing the portfolio ➢ Capitalizing on consumer preference
Slide 20: FY2025 Year-to-Date Results
FY2025 Year-to-Date RESULTS LOSS BEFORE NET SALES NET LOSS INCOME TAXES $456.7 M ($5.2 M) ($4.3 M) (AS OF 6.27.2025) JOUT:NASDAQ | 20
Slide 21: Johnson Outdoors: A True Value Opportunity
JOHNSON OUTDOORS A TRUE VALUE OPPORTUNITY ➢ Attractive consumer dynamics in outdoor recreation products ➢ Market-leading brands with strong, consumer-focused innovation ➢ Strategic initiatives focused on driving accelerated profitable growth ➢ Attractive valuation relative to public peers ➢ Strong c
Slide 22: JohnsonOutdoors.com
JOHNSONOUTDOORS.COM
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