Amer Sports, Inc. · NYSE:AS
Amer Sports — Investor Presentation (March 2011)
14 slides from Amer Sports's investor presentation, Mar 7, 2011
Slide 1: To sustainable profitability
Amer Sports Winter Sports Equipment To sustainable profitability Michael Schineis, President March 7, 2011 - Altenmarkt Disclaimer Statements in this presentation, which are not historical facts, such as expectations, anticipations, beliefs and estimates, are forward-looking statements within the me
Slide 2: Agenda; Winter Sports Equipment overview
Winter Sports Equipment Agenda Introduction 01 Amer Sports Winter Sports Equipment “To sustainable profitability” 09.00 Michael Schineis Break 09.45 02 Atomic Brand 10.00 Wolfgang Mayrhofer Industrial Operations 03 FOCUS & factory tour 10.45 Willi Kerl Lunch 13.00 Rupert Schiefer Tour Logistics cent
Slide 3: Global market volume 2010/11
Winter Sports Equipment Global market volume 2010/11 Alpine Snowboard Nordic 1.015 M€ 300 M€ 230 M€ Alpine business ≅ 3 times Snowboard business ≅ 4 times Nordic business 5 * Source: Management estimate Winter Sports Equipment Global market volume 2010/11 – by segment Alpine Boots 355M€ Boots Boards
Slide 4: Participation: People continue to ski; We are undisputed leader in our industry
Participation: People continue to ski Skier days (daily skipass) in millions Alpine Skiing 350 300 250 200 150 100 50 0 7 * Source: National Ropeway Associations / Internet researches We are undisputed leader in our industry WSE gross sales m-share [MEUR] [%] 500 30% 28% 450 25% 400 350 20% 300 14%
Slide 5: Market evolution and Amer Sports actions
Market evolution and Amer Sports actions 2.000 1.910 Total Winter Sports Equipment market value in MEUR 1.684 -12% 1.545 +10% 1.500 1.415 1.400 MEUR -16% 1.395 -1% +1% 1.000 500 05/06 06/07 07/08 08/09 09/10 10/11 • Downsizing • Stabilizing • Continue to capacity Industrial gain market 2005/06/07 20
Slide 6: Group development priorities; Win with consumers and go-to-market
Group development priorities • Clear portfolio roles and synergies, integrated company • Grow faster in softgoods • Win with consumers • Win in go-to-market • Operational excellence 11 Win with consumers and go-to-market 12 6
Slide 7: Gaining market shares
Gaining market shares • We continue to invest in our brands • Sportsmarketing – working with the highest level of athletes • Trendsetting products in design and technology • Using modern technologies to interact with our consumers 13 • Global market leader in ski boots • Trendsetting brand in the Fr
Slide 8: Manufacturer's with world's Pioneer
• Global market leader in alpine skis • Gaining significant market shares in ski boots (doubling the business in the last 3 years) • Recovering in XC business (shooting for #3 globally) • Niche player in snowboarding (Europe, Backcountry, Rental) • Good momentum in US market 15 Sportsmarketing SCHIL
Slide 9: Gaining market shares by trendsetting products
Gaining market shares by trendsetting products Our market is rewarding innovations Ski boots 1st year 1st year 60,000 pairs 45,000 pairs 2nd year (FC) 2nd year (FC) 100.000 pairs 130,000 pairs in a total market with 3.8 million pairs 17 FC 27.000 pairs 18 Production already started at full speed 9
Slide 10: New ways of communicating with the consumer
„New ways of communicating with the consumer“ ATOMIC SKIING COMMUNITY facebook.com/atomicskiing ATOMIC MOBILE CHANNEL Winter Sports Equipment Global market volume 2010/11 Alpine Snowboard Protectives Nordic 1.015 M€ 300 M€ 297 M€ 230 M€ Protective almost as big as Snowboarding 20 * Source: Managemen
Slide 11: Further growth will come from helmets, accessories and protectives
Further growth will come from helmets, accessories and protectives 350.000 300.000 Helmets * Accelerate growth in helmets 250.000 • Increase number of doors Units 200.000 • New technologies („Custom Air“) 150.000 100.000 • Sportsmarketing 50.000 0 2006 2007 2008 2009 2010 • Launch the first generati
Slide 12: Operational excellence
Helmets not compulsory yet, but discussed France: Helmets not compulsory (but campaigns for use of helmets for children) Switzerland: Helmets not compulsory (successful educational campaigns resulted in the highest wearing quote in Europe) Sweden: Helmets not compulsory (BUT: children without a helm
Slide 13: Market evolution and Amer Sports actions; Summary
Market evolution and Amer Sports actions 2.000 1.910 Total Winter Sports Equipment market value in MEUR 1.684 -12% 1.545 +10% 1.500 1.415 1.400 MEUR -16% 1.395 -1% 1.000 500 05/06 06/07 07/08 08/09 09/10 10/11 • Downsizing • Stabilizing • Continue to capacity Industrial gain market 2005/06/07 2006/0
Slide 14: Agenda
Winter Sports Equipment Agenda Introduction 01 Amer Sports Winter Sports Equipment “To sustainable profitability” 09.00 Michael Schineis Break 09.45 02 Atomic Brand 10.00 Wolfgang Mayrhofer Industrial Operations 03 FOCUS & factory tour 10.45 Willi Kerl Lunch 13.00 Idea to Product - tour R&D center E