H&M Hennes & Mauritz AB Class B · OMXSTO:HM_B
H&M Hennes & Mauritz AB Class B — Investor Day (2018)
21 slides from H&M Hennes & Mauritz AB Class B's investor day presentation, 2018
Slide 1: new business: seize the potential
new business seize the potential H&M GROUP CAPITAL MARKETS DAY 2018
Slide 2: Disclaimer
Disclaimer THIS PRESENTATION IS NOT AN OFFER OR By accessing this presentation the recipient will be deemed to available to, and any invitation, offer, or agreement to engage in such represent that they possess, either individually or through their investment activity will be engaged in only with, r
Slide 3: Agenda
agenda why we exist our business model our plan AGENDA H&M GROUP CAPITAL MARKETS DAY 2018
Slide 4: why we exist
why we exist WHY WE EXIST H&M GROUP CAPITAL MARKETS DAY 2018
Slide 5: Customer offering & experience, growth
— customer offering & experience — growth WHY WE EXIST H&M GROUP CAPITAL MARKETS DAY 2018
Slide 6: growth: bending the curve – market by market
bending the curve – market by market — continue to be a growth business, but it will require developments growth — new business is a part of the plan to secure the long term growth of the H&M group time ILLUSTRATIVE WHY WE EXIST H&M GROUP CAPITAL MARKETS DAY 2018
Slide 7: new business 2007-2017
new business 2007-2017 SEK BILLION INCL VAT 20 SEK 17.3 bn 18 16 14 12 10 8 6 4 2 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 WHY WE EXIST H&M GROUP CAPITAL MARKETS DAY 2018
Slide 8: sales share 2017
sales share 2017 new business 7% H&M 93% WHY WE EXIST H&M GROUP CAPITAL MARKETS DAY 2018
Slide 9: our business model
our business model OUR BUSINESS MODEL H&M GROUP CAPITAL MARKETS DAY 2018
Slide 10: our business model
our business model knowledge and cooperation – value added brand X multibrand H&M functions shared multibrand functions create best enable create best – value added customer offering & customer offering & support & experience experience talents – value added OUR BUSINESS MODEL H&M GROUP CAPITAL MARK
Slide 11: making rapid growth possible
making rapid growth possible — brands in different phases — utilise learnings — finance new initiatives ILLUSTRATIVE OUR BUSINESS MODEL H&M GROUP CAPITAL MARKETS DAY 2018
Slide 12: key gaps & opportunities
key gaps & opportunities internal learning s commercially relevant strong synergies customer and idea macro external dev. learning learning s s OUR BUSINESS MODEL H&M GROUP CAPITAL MARKETS DAY 2018
Slide 13: key gaps & opportunities
key gaps & opportunities internal learning s macro external dev. learning learning s s OUR BUSINESS MODEL H&M GROUP CAPITAL MARKETS DAY 2018
Slide 14: our plan
our plan OUR PLAN H&M GROUP CAPITAL MARKETS DAY 2018
Slide 15: directions for new business
directions for new business growing existing brands adding new brands creating new business models OUR PLAN H&M GROUP CAPITAL MARKETS DAY 2018
Slide 16: the brands and planned growth 2017 - 2022
the brands and planned growth 2017 - 2022 year 2007 2008 2008 2008 2009 2013 2017 (acquired) (acquired) (acquired) growth >100% >150% >300% >100% >200% >250% THIS SLIDE CONTAINS FORWARD-LOOKING STATEMENTS. ACTUAL RESULT MAY BE MATERIALLY DIFFERENT OUR PLAN H&M GROUP CAPITAL MARKETS DAY 2018
Slide 17: a multi-brand, multi-channel, off-price marketplace
a multi-brand, multi-channel, a multi-brand, off-price marketplace multi-channel, off-price marketplace OUR PLAN H&M GROUP CAPITAL MARKETS DAY 2018
Slide 18: our plan: the style and deal hunting paradise
our plan — the style and deal hunting paradise — launch 2018 in Sweden — a marketplace for off-price — launch – learn – leverage OUR PLAN H&M GROUP CAPITAL MARKETS DAY 2018
Slide 19: planned growth until 2022
planned growth until 2022 SEK BILLION INCL VAT 60 AAGR > 25% 50 40 — growing existing brands 30 — new brands 20 — new business models 10 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2007 2008 2009 2020 2021 2022 ILLUSTRATIVE, THIS SLIDE CONTAINS FORWARD-LOOKING STATEMENTS. ACTUAL RESULT MAY B
Slide 20: summary new business
summary new business — proven business model — huge potential — 7 brands 2017 — continued growth — global presence for physical stores — launch 1 new brand — global digital expansion 2018 — annual sales growth of 25% until 2022 OUR PLAN H&M GROUP CAPITAL MARKETS DAY 2018
Slide 21: thank you!
thank you! H&M GROUP CAPITAL MARKETS DAY 2018