Slide 1: Evercore Investor Presentation
EVERCORE INVESTOR PRESENTATION
Slide 2: Fragrance Outperformance Since 1904
FRAGRANCE OUTPERFORMANCE SINCE 1904
Slide 3: Prestige Fragrance Growth Outpacing Beauty Category in U.S. and China
PRESTIGE FRAGRANCE GROWTH OUTPACING BEAUTY CATEGORY IN U.S. AND CHINA BOTH U.S. AND CHINA SEEING DOUBLE DIGIT GROWTH IN PRESTIGE FRAGRANCE DEMAND ON A 2-YR BASIS, OUTPACING SKINCARE & COSMETICS U.S. Prestige Beauty Growth vs. 2 Yrs Ago China Prestige Beauty Growth vs. 1 Yr Ago 31% 124% Prestige Beau
Slide 4: Key Trends Elevating Fragrances to a True Luxury Item
KEY TRENDS ELEVATING FRAGRANCES TO A TRUE LUXURY ITEM MOOD BOOSTER / PART OF SOCIAL INTERACTION / TIED TO IN-STORE SELF CONFIDENCE / SOPHISTICATED PROFILE / DISCOVERY & SELF-PURIFICATION ASPIRATIONAL LUXURY / SOCIAL ENGAGEMENT 4
Slide 5: Boss Bottled United – June 2021
BOSS BOTTLED UNITED – JUNE 2021 5
Slide 6: Boss Bottled Experience Platform & Live Influencer Content
B O S S B O T T L E D E X P E R I E N C E P L AT F O R M & L I V E I N F L U E N C E R C O N T E N T 5 30 ~150 ~36M ~3M Soccer Players Influencers Posts & Stories Impressions Engagements #SuitChallenge https://www.boss-bottled-united.com/
Slide 7: Chloe Atelier des Fleurs
CHLOE ATELIER DES FLEURS 7
Slide 8: Perfect Marc Jacobs x Pride
PERFECT MARC JACOBS X PRIDE 8
Slide 9: Right to Play in Skincare
RIGHT TO PLAY IN SKINCARE TITLE OF THE PRESENTATION 9
Slide 10: Skincare Innovation Firsts: Retinol, Oxygen, Genetic Repair Technology
2015 – 1ST TO COMBINE 1976 – 1ST TO 1993 – 1ST TO GENETIC & EPIGENETIC IN INTRODUCE RETINOL INTRODUCE OXYGEN REPAIR TECHNOLOGY 10
Slide 11: Coty Has Strong IP in Skincare
COTY HAS STRONG IP IN SKINCARE LIGHT AND ENVIRONMENTAL AGEING PROTECTION • Unique combination of ingredients which neutralizes harmful effect of all sun rays (UVA+UVB+VIS, IR) not only UV • Broadest Sun Protection ever developed • Protects against Blue Light • Adaptable to Skin & Color Category VECT
Slide 12: Coty Has Strong IP in Skincare
COTY HAS STRONG IP IN SKINCARE REGENERATIVE med-inspired • Unique combination of repairing enzymes from natural origin • Vectorized through a unique liposome allowing to reach the core of the cell, the nucleus • Contributes to minimize daily damage and preserve skin youth THE SCIENCE OF LONGWEAR/MAT
Slide 13: Lancaster's High End Heritage
LANCASTER’S HIGH END HERITAGE HIGH-END HERITAGE - In 1965, Lancaster became the exclusive beauty provider to her Serene Highness Princess Grace of Monaco - The brand pioneered skincare technology in: light protection, vectorization of dermotological grade actives, and regenerative skin repair Soon,
Slide 14: Lancaster Counter in Hainan
LANCASTER COUNTER IN HAINAN 14
Slide 15: Philosophy's New Positioning
PHILOSOPHY’S NEW POSITIONING 15
Slide 16: Philosophy Connects Clinical Performance with Sensorial Experience
PHILOSOPHY CONNECTS CLINICAL PERFORMANCE WITH SENSORIAL EXPERIENCE 16
Slide 17: We Can Build a Comprehensive Skincare Portfolio
WE CAN BUILD A COMPREHENSIVE SKINCARE PORTFOLIO DESIGNERS’ SKIN CARE DESIGNER BRANDS THE REGENERATIVE MEDICINE EXPERT MOST POPULAR PROCEDURES-INSPIRED SC Kim Kardashian’s Skincare THE GREEN + CLEAN CEUTICAL SC SKIN THE GEN-Z DESTINATION BASIC AND PERFORMANCE SC AT SELECT CB BRANDS MOVING INTO SKINCA
Slide 18: Key Drivers for China Expansion
KEY DRIVERS FOR CHINA EXPANSION TITLE OF THE PRESENTATION 18
Slide 19: Highly Desirable Fragrance Brands in China
HIGHLY DESIRABLE FRAGRANCE BRANDS IN CHINA GUCCI FRAGRANCES BURBERRY FRAGRANCES Chloé Atelier des Fleurs #7 #12 #1 productivity in China Sephora amongst artisanal fragrances Triple digit sell-out growth Triple digit sell-out growth Source: Beaute Research, 1QCY21 covering B&M and e-commerce 19
Slide 20: Growing Footprint in Prestige Cosmetics
GROWING FOOTPRINT IN PRESTIGE COSMETICS Gucci Make-Up Burberry Make-Up Entered Top 20 +60bps share +20bps share CONFIDENTIAL & FOR INTERNAL USE ONLY Source: Beaute Research, 1QCY21 covering B&M and e-commerce 20
Slide 21: Tremendous Desirability of Gucci Beauty in China
TREMENDOUS DESIRABILITY OF GUCCI BEAUTY IN CHINA 21
Slide 22: Unique Brands That Stand Out
UNIQUE BRANDS THAT STAND OUT 22
Slide 23: Unique Packaging – Gucci
UNIQUE PACKAGING – GUCCI 23
Slide 24: Unique Packaging – CoverGirl
UNIQUE PACKAGING – COVERGIRL 24
Slide 25: Unique Store Counters and Fixtures
UNIQUE STORE COUNTERS AND FIXTURES 25
Slide 26: Unique Communication
UNIQUE COMMUNICATION | | | |
Slide 27: Disclaimer
DISCLAIMER Forward-Looking Statements Certain statements in this presentation are forward-looking statements. These forward-looking statements reflect the Company's current views with respect to, among other things, the impact of COVID-19 and potential recovery scenarios, the Company’s comprehensive
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