Amer Sports, Inc. · NYSE:AS
Amer Sports — Investor Day (2010)
27 slides from Amer Sports's investor day presentation, 2010
Slide 1: Ball Sports: Focus on profitable growth
Ball Sports Focus on profitable growth Chris Considine, President 1
Slide 2: Disclaimer
Disclaimer Statements in this presentation, which are not historical facts, such as expectations, anticipations, beliefs and estimates, are forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Such statements involve risks and uncertain
Slide 3: Contents
Contents • Brand / business position • Priorities and building blocks • Case: Golf • Summary 3
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Slide 5: EWG Australian AOpen The)
@ GS EWG Australian AOpen The) EXECUTIVE WOMEN'S _GOLF ASSOCIATION" The Grand Slam of Asia/Pacific First Te e° cabreast Research Sony Ericsson undation., \ WTA TOUR ee eiceanae 5 FFICIAL BALL manwrews INTERCOLLEGIATE TENNIS ASSOCIATION
Slide 6: Ball Sports
Ball Sports MEUR H2 H1 EBIT-% EBIT-% 700 14 % • Main sports: Baseball, Softball, 600 12 % American Football, Basketball, Tennis, 500 10 % Badminton, Squash and Golf 400 8% 300 6% • Wilson is behind more winning 200 4% moments in sports than any other 100 2% brand in the world 0 0% 2006 2007 2008 200
Slide 7: Group development priorities
Group development priorities • Clear portfolio roles and synergies, integrated company • Grow faster in softgoods • Win with consumers • Win in go-to-market • Operational excellence 7
Slide 8: Group development priorities in Ball Sports: Focus on profitable growth
Group development priorities in Ball Sports: Focus on profitable growth • Clear portfolio roles and synergies, integrated company • Fully integrated • Category based operations • Grow faster in softgoods • Expanding into white spaces (today: Wilson tennis only) • Win with consumers • Regional consum
Slide 9: Growth from softgoods, DeMarini and adjacencies
Growth from softgoods, DeMarini and adjacencies
Slide 10: Growth opportunity in softgoods, e.g. tennis
Growth opportunity in softgoods, e.g. tennis 100 90 80 $580 million 70 $606 million $1.2 billion 60 % 50 40 30 20 31% 10 18% 6% 0 Total Tennis Tennis Tennis Market Hardgoods Softgoods Wilson Opportunity
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Slide 13: Opportunity in DeMarini: Creating business and brand value
Opportunity in DeMarini: Creating business and brand value
Slide 14: In-Store/Sales Marketing
In-Store/Sales Marketing Consumer Posters T-Shirts for Sales Associates In-Store Banners 1
Slide 15: Adjacencies – Football, Baseball
Adjacencies – Football, Baseball Team Sports Protectives
Slide 16: Win with consumers
Win with consumers 16
Slide 17: Strong pipeline of new products and innovations
Strong pipeline of new products and innovations • Uncovering unmet needs → Drive share growth • Establish technology position at Premium/Commercialize • Technology platforms D-Fy DeMarini Basketball Half/Half Shaft BLX • Voodoo - Fastest growing Baseball Bat • Game Basketballs - Patented technologie
Slide 18: Win in go-to-market
Win in go-to-market
Slide 19: Current position globally
Current position globally Net sales geographically in 2009 EMEA Americas 22% 5% 53% Asia Pacific 6% 14%
Slide 20: Focus in geographical expansion
Focus in geographical expansion • Asia/China – Great momentum in Korea – China footprint growing – Main focus on Racquet Sports • EMEA – Organic growth in Tennis, Golf – Opportunities in Team Sports • Latin America – Continued growth 20
Slide 21: Opportunities in channels
Opportunities in channels • Racquet/Team – Key focus on Sporting Goods Retailers • Targeted programs by customer – Maintain/enhance leadership position – Expand sales in specialty through softgoods/adjacencies • Golf – Focus on Top 30 Global Customers 21
Slide 22: Operational excellence
mz THELONG AND THE SHORT OF I ff oOo | e
Slide 23: How to secure the margins and profitability
How to secure the margins and profitability • Overall Management Approach • Inventory Management Programs – Detailed Gross Profit initiative – DSI Programs in place – 80/20 – Customers & SKU’s – Disciplined “Open to Buy” Program • Sourcing – SKU Reduction Program – Enable our vendor partners through
Slide 24: Case Golf
Case Golf 24
Slide 25: Golf: Under review
Golf: Under review • Historical success, struggling in recent years • Prove the attractiveness: deliver target profitability • Manage the product/business portfolio: exit unprofitable areas, more mix to Premium Wilson Staff • Expanding the footprint in EMEA/US markets, focus on large customers • R&D
Slide 26: Summary
Summary te
Slide 27: Group development priorities in Ball Sports: Focus on profitable growth
Group development priorities in Ball Sports: Focus on profitable growth • Clear portfolio roles and synergies, integrated company • Fully integrated • Category based operations • Grow faster in softgoods • Expanding into white spaces (today: Wilson tennis only) • Win with consumers • Regional consum