Esprit Holdings Limited · HKEX:330
Esprit — Investor Day (March 2016)
6 slides from Esprit's investor day presentation, Mar 15, 2016
Slide 1: Investor Relations Day Presentations
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever fo r any loss howsoever arising from or in reli
Slide 2: Vertical Products - Retail Performance
VERTICAL PRODUCTS - RETAIL PERFORMANCE Retail Turnover (YoY change of comparable stores in LCY) Introduction of first collections ’ developed under the new ra Vertical Model (SS15) // Women 8.0% X% Men 24% ‘ 10.0% 1 ! ' 1 1 1 1 : LFS T Xv | 1 1 i 1 ! 1 1 ! Jul 14 - Jan 15 Feb - Jun 15 Jul - Dec 15 J
Slide 3: Esprit Channels Mix; Wholesale - Outlook
ESPRIT CHANNELS MIX Turnover in 1H of FY15/16 Licensing Wholesale “1.4% y-o-y growth LCY in 1H of FY15/16 Continued structural Retail Retail + Online decline with limited +6.0% impact of Vertical and y-o-y growth LCY Omnichannel models in 1H of FY15/16 Changed trend due to positive impact of the Ver
Slide 4: Wholesale Model Development
WHOLESALE MODEL DEVELOPMENT PSS KA* ML VERTICAL PSS MODEL Merchandise management and inventory risk taken by Esprit; two pilots: - “Concession PSS“ (retail model) - “Vertical PSS" (wholesale model) ENHANCED WHOLESALE MODEL 1. Enlarged product offering + Flash & Specials + Repeats & Fast-to-Market 2.
Slide 5: Markets - Outlook
MARKETS - OUTLOOK KEY DRIVERS GERMANY & EUROPE + Wholesale space stabilization within 2-3 years (Germany stabilizing at an earlier stage than Rest of Europe) SHORT TERM + Flat or single-digit decline depending on speed of store closures . MEDIUM TERM * Space growth in both channels thereafter + High
Slide 6: Webcast availability and Board announcement
Following the Investor Relations Day, recording of the webcast will be available on the Company’s website at www.espritholdings.com from Wednesday, 16 March 2016 to Wednesday, 15 March 2017. By Order of the Board Florence Ng Wai Yin Company Secretary Hong Kong, 15 March 2016 As at the date of this a