Kering Sa · EURONEXT:KER
Kering Sa — Q1 2014 Earnings Presentation
12 slides from Kering Sa's earnings presentation, Apr 24, 2014
Slide 1: First Quarter revenue
F i r s t Q u a r t e r r e v e n u e 24 April 2014
Slide 2: Disclaimer
Disclaimer This presentation does not constitute an offer of securities for sale in the United States of America or any other jurisdiction. Certain information contained in this document may include projections and forecasts. They express objectives based on current assessments and estimates of the
Slide 3: [PICTURE TO COME]
[PICTURE TO COME] 3 3
Slide 4: Retail trends propelling momentum
Q1 14 revenue Retail trends propelling momentum Revenue in €m Change (%) Q1 14 Revenue Reported Comparable (*) Luxury 1,601 +5.1% +6.3% Sport & Lifestyle 790 -6.3% -0.2% Corporate & others 7 n.s n.s Kering total 2,398 +1.2% +4.1% Luxury: focus on retail excellence and organic growth – Solid outcome
Slide 5: Luxury
Luxury Q1 2014 revenue: 1,601 M€ +6.3% comparable; +5.1% reported X%: comparable growth +10% +38% Other Countries Western € 1,601m +38% 8% Europe (8%) 31% +6% +8% € 1,523m Retail: +13% Asia Pacific 13% 10% 32% 8% 7% 8% Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q1 2013 Western North Japan Asia Other Wholesale Q1
Slide 6: Q1 2014 revenue: 838 M€
Q1 2014 revenue: 838 M€ +0.3% comparable; -3.2% reported X%: comparable growth Other Countries Western +32% +2% Europe € 866m +23% 7% (2%) +3% 26% € 838m Retail: +6% (19%) Asia Pacific North America 37% 18% Q1 2013 Western North Japan Asia Other Wholesale Q1 2014 Japan Europe America Pacific Countri
Slide 7: Q1 2014 revenue: 251 M€
Q1 2014 revenue: 251 M€ +14.6% comparable; +9.5% reported X%: comparable growth Other Countries 3% Western Europe +17% +13% € 251m 24% (1%) +42% +10% +5% € 229m Retail: +18% Asia Pacific North America 43% 12% Q1 2013 Western North Japan Asia Other Wholesale Q1 2014 Japan Europe America Pacific Count
Slide 8: Q1 2014 revenue: 158 M€
Q1 2014 revenue: 158 M€ +27.1% comparable; +24.2% reported X%: comparable growth Other Countries 9% +69% x5 € 158m +74% (11%) +62% +53% Western Asia Pacific Europe € 127m 23% 40% Retail: +72% Japan 9% Q1 2013 Western North Japan Asia Other Wholesale Q1 2014 Europe America Pacific Countries North Ame
Slide 9: Q1 2014 revenue: 354 M€ Other Luxury brands
Other Luxury brands Q1 2014 revenue: 354 M€ +7.9% comparable; +17.4% reported X%: comparable growth Other Countries 10% +2% € 354m (*) +32% +14% +9% +39% +6% Western € 301m Asia Pacific Europe 17% 45% Retail: +17% Japan 10% Q1 2013 Western North Japan Asia Other Wholesale Q1 2014 Europe America Paci
Slide 10: Sport & Lifestyle
Sport & Lifestyle Q1 2014 revenue: 790 M€ -0.2% comparable; -6.3% reported X%: comparable growth € 843m Other Countries -2% +1% 20% -3% Other +0% +2% €61m € 790m Other Western Asia Pacific €60m Europe 13% 34% Puma Puma €782m €730m Japan 8% Q1 2013 Western North Japan Asia Pacific Other Q1 2014 Europ
Slide 11: [PICTURE TO COME]
[PICTURE TO COME] 11
Slide 12: Kering brand portfolio
GUCCI · BOTTEGA VENETA · YVES SAINT LAURENT · ALEXANDER McQUEEN BALENCIAGA · BRIONI · CHRISTOPHER KANE · McQ · STELLA McCARTNEY · SERGIO ROSSI · BOUCHERON · DODO · GIRARD-PERREGAUX · JEANRICHARD · POMELLATO · QEELIN PUMA · VOLCOM · COBRA · ELECTRIC · TRETORN