Burberry Group Plc · LSE:BRBY
Burberry — Investor Presentation (August 2019)
6 slides from Burberry's investor presentation, August 2019
Slide 1: Burberry in a Snapshot
BURBERRY LONDON ENGLAND BURBERRY IN A SNAPSHOT FY 2019 FINANCIAL FY 2019 GROUP REVENUE FY 2019 RETAIL/WHOLESALE REVENUE PERFORMANCE BY CHANNEL BY PRODUCT BY REGION Revenue £2.7bn Licensing Childrens & other* 2% 5% Adjusted EBIT £437m Americas Accessories 23% Operating Margin 38% 16.1% Net cash £837m
Slide 2: Strategy
STRATEGY High price In November 2017, we set out our multi-year strategy to establish our position firmly in luxury fashion, inspiring luxury customers and delivering long-term sustainable value for our shareholders. We are sharpening our brand positioning, changing our approach to products, communi
Slide 3: Strategic Highlights
STRATEGIC HIGHLIGHTS * New product, c50% of mainline offer, delivering strong double-digit growth * Building our leather goods architecture * Building brand heat and shifting consumer perceptions * 23 stores aligned to new creative vision, on track for 80 by end FY 2020 * Majority of US non-luxury w
Slide 4: Financial Ambitions and Progress; Capital Allocation Framework
FINANCIAL AMBITIONS AND PROGRESS 5 YEAR STRATEGIC PLAN TWO PHASED TRANSFORMATION JOURNEY BUILD THE FOUNDATION ACCELERATE AND GROW FY 2021- 2023 * Complete full brand transformation, including alignment of distribution * Accelerate growth FY 2019 AND FY 2020 * Re-energise the Burberry brand * Rationa
Slide 5: Responsibility Goals for FY 2022
RESPONSIBILITY GOALS FOR FY 2022 sttively IMPACT 1 MILLion, PeOp le via fol, Accelerate economic of” empowerment in REI remote communities os Build cohesion and resilience in Tackle educational inequality and facilitate access to creative communities that industries sustain our industry cOMMUNITES P
Slide 6: FY 2020 Financial Outlook
FY 2020 FINANCIAL OUTLOOK BROADLY STABLE REVENUE & ADJUSTED OPERATING MARGIN AT CER Item Financial impact Retail space FY 2020 flat with H1 2020 -1%, H2 2020 +1% Wholesale revenues Down mid-single digit percentage Gross margin FY down around 100bps with a more pronounced impact in H1 2020 Tax c100bp