Urban Outfitters, Inc. · NASDAQ:URBN
Urban Outfitters — Investor Day
197 slides from Urban Outfitters's investor day presentation
Slide 1: URBN Vision 20|20
R28 N | 20 met)
Slide 2: Forward-looking statements
“The following discussions may include forward-looking statements. Please note that the actual results may differ materially from those statements. Additional information concerning factors that could cause actual results to differ materially from projected results is contained in the company’s fili
Slide 3: Vision 20|20
R28 N | 20 met)
Slide 4: Goals
GOALS Double Revenues by 2020 Grow earnings and remain highly profitable
Slide 5: Strategy
STRATEGY
Slide 6: Strategy: expand product and service offering
&l STRATEGY Expand product and service offering
Slide 7: Strategy: enhance brand experience on-line
&l STRATEGY Expand product and service offering Enhance the brand experience on-line
Slide 8: Strategy: grow distribution across all channels
STRATEGY Expand product and service offering Enhance the brand experience on-line Grow distribution across all channels
Slide 9: Expand Products & Services
gl EXPAND PRODUCTS & SERVICES
Slide 10: Expand existing categories
EXPAND PRODUCTS & SERVICES Expand existing categories: e.g. Anthropologie - Home Urban Outfitters - Beauty, Shoes Free People — Intimates, Party Dresses
Slide 11: Offer new categories
EXPAND PRODUCTS & SERVICES Expand existing categories: e.g. Anthropologie - Home Urban Outfitters - Beauty, Shoes Free People — Intimates, Party Dresses Offer new categories: e.g. Anthropologie — Beauty, Registry Urban Outfitters - Without Walls Free People - FP Movement
Slide 12: Enhance the Brand Experience
ENHANCE THE BRAND EXPERIENCE & |
Slide 13: Elevate store experience
ENHANCE THE BRAND EXPERIENCE Elevate store experience & |
Slide 14: Produce captivating imagery
ENHANCE THE BRAND EXPERIENCE Elevate store experience Produce captivating imagery & |
Slide 15: Strengthen customer engagement
ENHANCE THE BRAND EXPERIENCE Elevate store experience Produce captivating imagery Strengthen customer engagement & |
Slide 16: Grow Distribution
al GROW DISTRIBUTION
Slide 17: Grow Distribution: Retail Stores
al GROW DISTRIBUTION Retail Stores:
Slide 18: Retail stores: expand store footprint
GROW DISTRIBUTION Retail Stores: Expand the store footprint to accommodate more product and services
Slide 19: North American square footage growth
GROW DISTRIBUTION Retail Stores: Expand the store footprint to accommodate more product and services North American square footage growth: Without larger format — low single-digits With larger format — double-digits
Slide 20: Continue to open stores internationally
GROW DISTRIBUTION Retail Stores: Expand the store footprint to accommodate more product and services North American square footage growth: Without larger format — low single-digits With larger format — double-digits Continue to open store internationally
Slide 21: Grow Distribution: Direct-to-Consumer
g1 GROW DISTRIBUTION Direct-to-Consumer:
Slide 22: Direct-to-consumer: offer more product/categories
g1 GROW DISTRIBUTION Direct-to-Consumer: Offer more product/categories
Slide 23: Enhance the virtual experience
GROW DISTRIBUTION Direct-to-Consumer: Offer more product/categories Enhance the virtual experience
Slide 24: Expand internationally
GROW DISTRIBUTION Direct-to-Consumer: Offer more product/categories Enhance the virtual experience Expand internationally
Slide 25: Grow Distribution: Wholesale
al GROW DISTRIBUTION Wholesale:
Slide 26: Summary
SUMMARY Goal is to double top line by 2020 while remaining one of the most profitable companies in our sector To do this, we will: Expand our offering Enhance the customer experience Grow our distribution
Slide 27: Vision 20|20
R28 N | 20 met)
Slide 28: Customer Service and Customer Engagement
CUSTOMER SERVICE CUSTOMER ENGAGEMENT
Slide 29: Reno, NV Fulfillment Center
UR | 26 Reno, NV Fulfillment Center BN | 20
Slide 30: Gap, PA Fulfillment Center
UR | 25 Gap, PA Fulfillment Center
Slide 31: Drop ship, pick-up in store, same day delivery
DROP SHIP ORDER ONLINE, PICK-UP IN STORE SAME DAY DELIVERY FROM STORES GLOBAL INVENTORY
Slide 32: Customer Engagement
CUSTOMER ENGAGEMENT
Slide 33: Desktop, tablet, mobile and app usage
Q2FY13 !Y Desktop Q2FY14 @ Tablet BB Mobile Mi App Q2FY15
Slide 34: Mobile app screens
UR [35° BN 30 0000 Verizon > 2:34 PM = FREE Prop 0000 Verizon > 1:37 PM = Exclusives Get It WHAT'S BACK IN NEW STOCK TRE ‘SEVEN IRRESISTIBLE TRENDS. FOR THE-SAME-CHANGINE “SEASON Taine wet “TReW REPORT WIN IT! 00 Verizon = clothing shoes accessories house & home online exclusives > y
Slide 35: Thank You
UR |: BN |so0 THANK YOU
Slide 36: Vision 20|20
R28 N | 20 met)
Slide 37: Free People
Slide 38: Free People Product Expansion
Slide 39: Intimates
® INTIMATES
Slide 40: Intimates
>INTIMATES
Slide 41: Intimates
DINTIMATES
Slide 42: Intimates
® INTIMATES
Slide 43: Sn x Wd Le, > AI — ~<
Sn x Wd Le, > AI — ~<
Slide 44: FP Shoes
> FP SHOES S 3
Slide 45: Slide 45
Slide 46: FP Movement
>»FPMOVEMENT
Slide 47: FP Movement
“IWOD OL S.LVHM
Slide 48: FP Movement
Slide 49: FP Sanctuary: What's to Come
Slide 50: Free People Wholesale
>EREE PEOPLE WHOLESALE
Slide 51: Free People Wholesale
; AL "MMATES 7 OSIE, READY To WEAR INTIMATES S fi Hos) RY
Slide 52: Showrooms
DAM EGE
Slide 53: Slide 53
Slide 54: New York
NEW YORK. ee B ieye fl
Slide 55: Asia/Southeast Asia
ASIA/SOUTHEAST ASIA LAE CONCEP Ls peer Plaza LUMINE, Toko HONG RONG
Slide 56: Asia/Southeast Asia
ASIA/ SOUTHEAST AslA
Slide 57: Asia/Southeast Asia shop-in-shops
ASIA/ SOUTHEAST ASIA SHOP-IN-SHOPS 4.7 GROVp GRAND GATEWAY PLAZA, SHANGHAI, CHINA Ne Za” : - EP WHOLESALE
Slide 58: Australia shop-in-shops
» . > AUS TRAE SHOP-IN-SHOPS Ras FP WHOLESALE
Slide 59: Global Presence: Showrooms
Slide 60: Free People wholesale on Bloomingdale's
stones sevents | “1 YS? | wyaccount | my erown sac | fil blaamingcale's z DESIGNERS WHAT'SNEW WOMEN SHOES HANDBAGS JEWELRY & ACCESSORIES BEAUTY MEN KIDS HOME GIFTS THE REGISTRY SALE FREE PEOPLE FALL 2014 @o@® i 2 3 4 +§ 6 7 SHOP ALL JECTION VP LAYE CRLEBRATES the CIT) and Y ’~ WANDERING SPIR > = Vs
Slide 61: Free People wholesale on Bloomingdale's
stores sevenrs | 8% 4S? | wy Aaccount | MY BROWN BAG Olapmingcale's 3 DESIGNERS WHAT'S NEW WOMEN SHOES HANDBAGS JEWELRY & ACCESSORIES BEAUTY MEN KIDS HOME GIFTS THEREGISTRY SALE a wh FREE PEOPLE FALL 2014 @o@ i. SHOP ALL IT’S A JUNGLE OUT GH ‘ INSIDE AT we ae * A SroP- an ik rf 7 EMBELLISHED SERGEAN
Slide 62: Europe: London Showroom
Slide 63: Free People Stores and Ecommerce
Slide 64: Store renovation
WC Cals ee » AFTER RENOVATION
Slide 65: After renovation
AFTER RENOVATION <[ O <I O ral ©
Slide 66: Rock Center, NY
ROCK CENTER, NG
Slide 67: Ecommerce
ECOMMERCE WHAT'SNEW CLOTHES DRESSSHOP = ACCESSORIES ~=§ SHOES_-—s INTIMATES. “VINTAGE = SWIM_ SALE. Q SEARCH y Share yo with {per Free Shipping on $100
Slide 68: Social and blog
eo CTAL & BLOG FREE PEOPLE,
Slide 69: Mobile
>MOBILE eeeeo AT&T LTE 3:09 PM 629 » eeeeo AT&T LTE 3:00 PM 64% eeeeo AT&T LTE 2:59 PM Bonnie Dress $168.00
Slide 70: Slide 70
Slide 71: FP Me
Slide 72: FP Me Events
FP ME EVENTS
Slide 73: FP Me Events: Vancouver
Slide 74: FP Me Events: Ohio
Slide 75: Slide 75
Slide 76: Thank You
URBAN OUTFITTERS 2014 \ A
Slide 77: Urban Outfitters 2014
il URBAN OUTFITTERS e Work in Progress + PRODUCT FOCUS TO TARGET CUSTOMER AGE 18-28 + ASSORTMENT PLANNING AND ARCHITECTURE FOR STORE GROUPINGS + UNIFIED MESSAGES FROM CONCEPT TO CUSTOMER - INVENTORY LEVELS + IMAGERY, CONTENT AND WEB EXPERIENCE. + MERCHANDISING AND FLOORPLAN FOCUS IN + COMMUNICATION
Slide 78: Urban Outfitters: Work in Progress
Slide 79: URBAN RENAISSANCE
URBAN RENAISSANCE oa!
Slide 80: Urban Renaissance
Slide 81: Styling
Slide 82: Photography: Women's
Slide 83: Photography: Beauty
Slide 84: Photography: Shoes
Slide 85: Photography: Intimates
Slide 86: Photography: Apartment
Slide 87: Photography: Men's
Slide 88: Site Architecture
Slide 89: Site Architecture
Slide 90: Entertainment
Slide 91: Content
Slide 92: Community
Slide 93: Brand: Dreamers + Doers
Slide 94: Thank You
Slide 95: Urban Outfitters Vision 20|20
Slide 96: Continue to connect with UO core customer
Slide 97: Immersive Experience: Social Media
Slide 98: Immersive Experience: Direct to Consumer
Slide 99: Immersive Experience: URBAN ON
Slide 100: Immersive Experience: The Store
Slide 101: Immersive Experience: The Store
Slide 102: Product
Slide 103: Thinking outside a 10,000 sq ft box
Slide 104: Product Expansion: Intimates
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