Johnson Outdoors Inc. · NASDAQ:JOUT
Johnson Outdoors — Investor Presentation (2021)
18 slides from Johnson Outdoors's investor presentation, Aug 11, 2021
Slide 1: 2021 Investor Presentation
2021 INVESTOR PRESENTATION
Slide 2: Contents
CONTENTS Company Snapshot Our History Why Johnson Outdoors? • Market-leading Brands • Consumer-focused Innovation • Strategic Priorities • Strong Financial Performance JOUT:NASDAQ | 2
Slide 3: Company Snapshot
Johnson Outdoors is a family of core brands preferred COMPANY SNAPSHOT by consumers for creating the best possible outdoor experiences. Through innovative, top-quality products, we earn industry awards, customer loyalty, and above all, consumer trust. 1,200 20 80 16 $594.2 $63.8 EMPLOYEES FACILITIES
Slide 4: Our History
OUR HISTORY Sam Johnson founded Johnson Outdoors 50 years ago ... He was a spirited adventurer and passionate outdoorsman. • Part of the Johnson Family Enterprises: ‒ Johnson Outdoors ‒ S.C. Johnson ‒ Johnson Financial Group • IPO 1987 Sam Johnson, Founder JOUT:NASDAQ | 4
Slide 5: Our History
OUR HISTORY Today Johnson Outdoors is led by Helen Johnson-Leipold, Sam’s daughter and the fifth generation of the Johnson family ... • Became Chairman and CEO in 1999 • Has 30+ years of strategic marketing and branding, global operations and strategic planning experience Helen Johnson-Leipold, Chai
Slide 6: Why Johnson Outdoors?
WHY Johnson Outdoors? 1. Leading brands and market positions in four attractive businesses 2. Market-leading, consumer- focused innovation 3. Strategic initiatives focus on driving accelerated profitable growth 4. Strong profitable growth and cash flow to provide financial flexibility JOUT:NASDAQ |
Slide 7: Leading Brands and Market Positions in Four Attractive Businesses
1 LEADING BRANDS AND MARKET POSITIONS IN FOUR ATTRACTIVE BUSINESSES FISHING DIVING CAMPING WATERCRAFT RECREATION $449.9 M $60.9 M $41.6 M $41.9 M FY2020 net sales FY2020 net sales FY2020 net sales FY2020 net sales Fishing motors Regulators Tents Kayaks & canoes Fish finders Buoyancy compensators Sle
Slide 8: Fishing
FISHING Johnson Outdoors continues to combine consumer insights with technology innovations to delight anglers—reimagining and redefining trolling motors, underwater imaging and the ultimate experience of fishing. JOUT:NASDAQ | 8
Slide 9: Diving
DIVING The SCUBAPRO brand is committed to inspiring divers worldwide, with intuitive, sophisticated designs that make the most of leading-edge technologies. SCUBAPRO demonstrates a deep understanding of what divers want down deep—the BEST. JOUT:NASDAQ | 9
Slide 10: Watercraft Recreation
WATERCRAFT RECREATION With the world’s oldest, largest and most revered watercraft brands, Johnson Outdoors continues to shape canoes, kayaks and paddles to the needs of our consumers —and thereby shape the industry’s future. JOUT:NASDAQ | 10
Slide 11: Camping
CAMPING Together, Eureka! and Jetboil continue to build on top technology, engineering and insights, to bring campers at all levels a peak experience in the great outdoors. JOUT:NASDAQ | 11
Slide 12: Market-Leading Consumer-Focused Innovation
MARKET-LEADINGCONSUMER-FOCUSED 2 INNOVATION MINN KOTA® RAPTOR™ HUMMINBIRD® MEGA 360 JETBOIL® STASH™ WITH OLD TOWN® SPORTSMAN SCUBAPRO® HYDROS™ X SHALLOW WATER ANCHOR IMAGING ® FLUX-RING™ TECHNOLOGY AUTOPILOT™ 120 BUOYANCY COMPENSATOR The only shallow water anchor Like underwater radar, the Our newes
Slide 13: Award-Winning Innovation
AWARD-WINNING INNOVATION Old Town® Sportsman Humminbird® Minn Kota® Raptor™ Autopilot™ 120 Coastmaster™ Charts Shallow Water Anchor BEST IN SHOW BEST OF ELECTRONICS BEST BOATING ACCESSORIES JOUT:NASDAQ | 13
Slide 14: Strategic Initiatives
3 STRATEGIC INITIATIVES FOCUS ON DRIVING ACCELERATED PROFITABLE GROWTH RICHER CONSUMER ENHANCED DIGITAL INSIGHTS INNOVATION PROCESS SOPHISTICATION Implementing cutting-edge Product development Transforming the techniques, methods and process to consistently consumer’s experience analytic tools to un
Slide 15: Strong Financial Performance
ST RO N G F I N A N C I A L 4 PERFORMANCE Sales ($, M) Cash from Ops ($, M) Operating Margin (%) 2020 594.2 61.5 12.0 2019 562.4 45.8 11.3 2018 544.3 63.4 11.6 2017 490.6 46.4 9.3 2016 433.7 43.4 5.3 JOUT:NASDAQ | 15
Slide 16: Peer Group Comparison
PEER GROUP COMPARISON EBIT % 14.0% 12.0% 10.0% JOUT Peer Group Median 8.0% 6.0% Dec-16 Dec-17 Dec-18 Dec-19 Dec-20 Data from NASDAQ IR Peer Group: BC CLAR ELY ESCA GRMN MBUU MPX NLS VSTO YETI JOUT:NASDAQ | 16
Slide 17: Use of Cash
USE OF CASH • Invest organically in the business • Committed to a meaningful dividend each year • Targeting enhanced technology and innovation with M&A JOUT:NASDAQ | 17
Slide 18: Johnson Outdoors
JOHNSONOUTDOORS.COM JOUT:NASDAQ | 18