Signet Jewelers Limited · NYSE:SIG
Signet Jewelers — Q4 2025 Earnings Presentation
11 slides from Signet Jewelers's earnings presentation, Mar 19, 2025
Slide 1: Grow Brand Love
Grow Brand Love SIGNET JEWELERS GROW BRAND LOVE | 2025 GROWTH STRATEGY March 19, 2025
Slide 2: Safe Harbor Statement
This presentation contains certain forward-looking statements. Any statements that are not historical facts are subject to a number of risks and uncertainties, and actual results may differ materially. We urge you to read the risk factors, cautionary language, and other disclosures in page 10 of thi
Slide 3: Signet - #1 Jewelry Retailer in the United States
OVERVIEW Signet - #1 Jewelry Retailer in the United States OUR REVENUE $6.7B FY’25 REVENUE $498M 8.6%1 FY’25 ADJUSTED ESTIMATED US OPERATING INCOME2 MARKET SHARE GROW BRAND LOVE | 2025 7.4% $1.0B3 FY’25 ADJUSTED RETURNED TO 2,642 Total Stores 2,288 Stores in the U. S. 91 Stores in Canada 263 Stores
Slide 4: Strategy
STRATEGY Grow Brand 3 STRATEGIC IMPERATIVES Love 1 BRAND Mindset Create an influential community of distinct jewelry 2 brands, designs, and experiences for every big milestone, every special Grow the Core, moment, every expression of EXPAND INTO ADJACENCIES GROW BRAND LOVE | 2025 self, every kind of
Slide 5: Brand Mindset
1 Brand Mindset We have strong brand awareness: opportunity to significantly drive brand consideration Modernize our go-to-market strategy Cultivate distinct brand identities with improved fashion assortment Focus marketing on emotion not promotion GROW BRAND LOVE | 2025 In-house design and trend-le
Slide 6: Grow the Core, Expand into Adjacencies
2 Grow the Core, Expand into Adjacencies CY’ 24 Total Addressable Market ~$10bn bridal market and >$50bn fashion market Combined Market for Bridal and Fashion Jewelry is estimated to be $60bn $50bn Signet Share: ~6% One share point of Fashion is more than 5x the size of Bridal GROW BRAND LOVE | 2025
Slide 7: Re-Designing Our Operating Model
3 Re-Designing Our Operating Model Simplifying Brand Centralizing Select Reorganizing Store Portfolio and Services Functions Operations • Organizing brands to focus on customer • Centralization enables delivery of • Moving to a brand-specific structure to needs and preferences benefits at scale for
Slide 8: Optimizing Real Estate Portfolio
Optimizing Real Estate Portfolio Evaluating closure of up to 150 low performing doors Maximize sales transference of closed stores to other stores Execute over the next and eCommerce two years Identified up to 200 strong Continued refreshment of the performing doors in declining GROW BRAND LOVE | 20
Slide 9: FY26 Guidance
FY26 Guidance1 Q1 Full Year $1.50-1.53B $6.53 - $6.80B (2.5%) – 1.5% Total Sales Total Sales Same Store Sales 0-2% $420 - $510M $605 - $695M Same Store Sales Adj. Operating Income Adj. EBITDA GROW BRAND LOVE | 2025 $48-60M $7.31 - $9.10 $145 - $160M Adj. Operating Income Adj. Diluted EPS Capex 1. Fo
Slide 10: Non-GAAP Measures
Non-GAAP Measures Adjusted operating income and adjusted operating margin Adjusted operating income is a non-GAAP measure defined as operating income excluding the impact of certain items which management believes are not necessarily reflective of normal operational performance during a period. Adju
Slide 11: Safe Harbor & Forward-Looking Statements
Safe Harbor & Forward-Looking Statements This presentation contains statements which are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based upon management's beliefs and expectations as well as on assumptions made by and