Burberry Group Plc · LSE:BRBY
Burberry — Q3 FY25 Earnings Presentation
8 slides from Burberry's earnings presentation, Jan 24, 2025
Slide 1: Q3 FY25 Results Presentation
Q3 FY25 RESULTS PRESENTATION 24th JANUARY 2025 Q3 FY25 | SUMMARY • Comparable retail sales -4% vs LY • Total retail revenue -3% at CER and -7% reported • Initiated our brand reset with 360-degree Outerwear and Festive campaigns • Aligned product focus around recognisable brand signifiers, core categ
Slide 2: Retail Sales Growth and Regional Retail Comparable Sales
Q3 FY25 | RETAIL SALES GROWTH £706m -3% +1% £684m -4% -7% £659m -4% Retail Revenue Retail comp Retail space Retail Revenue FX Retail Revenue Q3 FY24 Q3 FY25 CER Q3 FY25 Reported 3 Q3 FY25 | REGIONAL RETAIL COMPARABLE SALES GROUP Q1 (21%) Q2 (20%) EMEIA Q3 (4%) Q1 (16%) AMERICAS Q2 (10%) Q1 (23%) ASI
Slide 3: Brand: Timeless British Luxury; Product: Lead with Outerwear, Hero Scarves
BRAND | TIMELESS BRITISH LUXURY IT’S ALWAYS BURBERRY WEATHER WRAPPED IN BURBERRY 5 PRODUCT | LEAD WITH OUTERWEAR, HERO SCARVES OUTERWEAR SOFTS 6
Slide 4: Distribution: Align Distribution with Product and Customer Strategy; FY25 Outlook
DISTRIBUTION | ALIGN DISTRIBUTION WITH PRODUCT AND CUSTOMER STRATEGY IN STORE ONLINE FY25 OUTLOOK • Acting with urgency to stabilise the business and position the brand for a return to sustainable profitable growth, supported by strong cash generation and balance sheet strength • It is now more like
Slide 5: Q&A / Appendix
Q&A APPENDIX
Slide 6: Disclaimer; Alternative Performance Measures
DISCLAIMER The financial information contained in this presentation is unaudited. Certain statements made in this announcement are forward-looking statements. Such statements are based on current expectations and are subject to a number of risks and uncertainties that could cause actual results to d
Slide 7: FY25 Financial Outlook; Foreign Exchange Rates
FY25 | FINANCIAL OUTLOOK Retail space Space is expected to be broadly stable in FY25. REVENUE Wholesale Wholesale revenue is expected to decline by around 35% in FY25. Initiated cost savings programme to unlock annualised savings of around £40m in FY26, OPEX with around £25m to be delivered in FY25,
Slide 8: Investor Relations Contacts
INVESTOR RELATIONS CONTACTS REPORTING CALENDAR LAUREN WU LENG Preliminary Results 14 May 2025 VP, Head of Investor Relations lauren.wuleng@burberry.com Horseferry House Horseferry Road London RHIAN POWELL SW1P 2AW Investor Relations Analyst Tel: +44 (0)20 3367 3524 rhian.powell@burberry.com investor