Modivo Sa · GPW:MDV

Modivo Sa — CCC — Investor Presentation (August 2024)

34 slides from Modivo Sa's investor presentation, Aug 29, 2024

  1. Slide 1: Authentic Brands Group

    authentic AUTHENTIC BRANDS GROUP WARSZAWA, 29.08.2024

  2. Slide 2: Dariusz Milek, Founder, Main Shareholder and CEO, CCC Group

    DARIUSZ MILEK FOUNDER, MAIN SHAREHOLDER AND CEO CCC Group

  3. Slide 3: Key facts after one year of CCC & Authentic cooperation

    CCC x authentic GROUP KEY FACTS AFTER ONE YEAR OF CCC & AUTHENTIC COOPERATION units of Authentic authentic’s brands in branded products the CCC Group’s sold by the CCC offer (4 more Group incoming) share of Reebok in share of authentic’s fe) CCC’s sales revenues 0 brands in CCC’s in VII'24 (x5 yoy)

  4. Slide 4: Average intake gross margin on Authentic branded products with CCC

    average intake gross margin on / TAK %o Authentic branded products with CCC ,WUNTER »

  5. Slide 5: Authentic's exposure to prospective CEE region

    AUTHENTIC’S EXPOSURE TO PROSPECTIVE CEE REGION, THANKS TO COOPERATION WITH AN UNDISPUTED MARKET LEADER 1,79x—q Population in millions, 1 CE USA vs Europe Source: Eurostat, World Bank

  6. Slide 6: Jamie Salter, Founder, Chairman and CEO, Authentic Brands Group

    JAMIE SALTER FOUNDER, CHAIRMAN AND CEO Authentic Brands Group BIO + Anindustry pioneer, Mr. Salter has more than three decades of success in making strategic and profitable investments in consumer brand-related activities + Created a licensing playbook that connects superbrands with best-in-class pa

  7. Slide 7: Authentic in numbers

    AUTHENTIC IN NUMBERS 50+ $32B+ 13K+ BRANDS GLOBAL ANNUAL SALES. STORES & SHOP-IN STORES. 1,.600+ 150+ 400K+ PARTNERS COUNTRIES POINTS OF SALE 618M+ 13B+ 200M+ FOLLOWERS ANNUAL SOCIAL CUSTOMER DATA FILES MEDIA IMPRESSIONS 1B+ 688B+ ANNUAL WEB VISITORS MONTHLY PR IMPRESSIONS

  8. Slide 8: The Authentic model

    Authentic is a unified platform that integrates M&A, brand strategy, creativity and digital innovation to unlock the power of our global brand portfolio. THE AUTHENTIC MODEL TRADITIONAL VERTICAL MODEL AUTHENTIC MODEL Brand identity and strategy Marketing and promotion Product design E-commerce opera

  9. Slide 9: Sales growth

    SALES GROWTH 2010 2011 2012 2013 2014 #2015 2016 2017 2018 2019 2020 2021 2022 2023 2024

  10. Slide 10: Authentic's investors and shareholders

    BLACKROCK HPS INVESTMENT PARTNERS BROOKFIELD LION CAPITAL JASPER RIDGE PARTNERS =aEES TEMASEK QATAR INVESTMENT AUTHORITY OAKTREE ~ INDEPENDENT SHAREHOLDERS SHAQUILLE O’NEAL

  11. Slide 11: Reebok: key numbers, mission and characteristics

    65M+ $5,4B+ 21M+ PAIRS OF SHOES SOLD = ANNUAL REVENUE FOLLOWERS MISSION: Get more people to express themselves through movement CHARACTERISTICS: Bold, Street, Authentic, for the people, defiant =< eo] co Lu Lu o& CUSTOMER: Fit, fun, adventure seekers, Gen Z, Millenials

  12. Slide 12: Brand strategy

    BRAND STRATEGY OUR ATTITUDE: IRREVERENCE 2 ME RAINING Is OUR

  13. Slide 13: Brand essence

    - BRAND ESSENCE s

  14. Slide 14: Reebok heritage and iconic models

    eS ese CLASSIC LEATHER CLUBC BB4000 Il PUMP Heritage Running Heritage Court Heritage Basketball Performance Basketball 1983 1985 1986 1989 1G NANO FLOAT Style Running Training Performance Running 2010 2011 2017

  15. Slide 15: Those who are not afraid to take chances

    those who@re not afraid to take chances andiimd the greatness within mseélves. Fit, fun, ure seekers who are connécted to : the world around them.

  16. Slide 16: Target audience

    TARGET AUDIENCE 4 “4 iN | 3 b “> GEN ZIS THE BULLSEYE 2 OF OUR CONSUMER TARGET

  17. Slide 17: Shop-in-Shop and branded stores

    3000+ Shop-in-Shop 1230+ Branded Stores zm Se a a aes a oa

  18. Slide 18: Celebs in Reebok

    CELEBS IN REEBOK EMILY RATAJKOWSKI ‘SHAWN MENDES, LUKA SABBAT CHASE STOKES V4 "AMELIA HAMLIN GEORGINA RODRIGUEZ

  19. Slide 19: Athletes and ambassadors in Reebok

    JUSTIN FIELDS ANGEL REESE SHAKUR STEVENSON SURYAKUMAR ASHOK YADAV ANUEL TOBE NWIGWE

  20. Slide 20: Hunter: annual revenue, followers, licensees

    $186M+ 1,3M+ 15+ ANNUAL REVENUE FOLLOWERS LICENCEES MISSION: Using the highest quality materials and techniques, Hunter leads the way in design and performance. CHARACTERISTICS: British heritage redefined, unmatched craftmanship, enduring style [a (LiL = z =) -c CUSTOMER: Target age 25-34

  21. Slide 21: Born in Britain, universal appeal

    BORN ) aoa IN BRITAIN : UNIVERSAL | N APPEAL, > 1856, THE BRAND HAS A/RIGH HISTORY ATION rahe BOSE EU DESIGN.

  22. Slide 22: Slide 22

  23. Slide 23: Hunter holds two Royal Warrants of Appointment

    HUNTER HOLDS TWO ROYAL WARRANTS OF APPOINTMENT TO HM THE QUEEN AND HRH THE DUKE OF EDINBURGH

  24. Slide 24: Age 35-44

    35-44

  25. Slide 25: Celebs + Hunter

  26. Slide 26: Shaquille O'Neal

    SHAG SHAQUILLE O'NEAL

  27. Slide 27: Shaquille O'Neal is larger-than-life

    SHAQUILLE O’NEAL IS LARGER-THAN-LIFE. At 7-foot-1 his stature commands attention but it is his big personality, clever sense of humor, and innate likability that truly set him apart. He is undeniably fun, approachable, and genuine. A force within the worlds of sports, entertainment, and business. Sh

  28. Slide 28: Broad consumer awareness

    BROAD CONSUMER AWARENESS i H F LICENSEES GLOBALLY among all demographic groups; general market, _ minorities, men, kids, and moms; cuts across income and geographic lines. Fusion of BUSINESS PROVEN SUCCESS TO LICENSING PHILANTHROPIC SUCCESS EFFORTS PERSONAL INVOLVEMENT in support of partners. locall

  29. Slide 29: Social media

    SOCIAL MEDIA OVER 83 FOLLOWERS jai a mH. & MILLION Ta 3 MILLION FOLLOWERS FOLLOWERS FOLLOWERS FOLLOWERS FOLLOWERS Cy MILLION 5) MILLION THOUSAND THOUSAND MitLON FLOWERS qe FOLLOWERS FOLLOWERS FOLLOWERS rouowees | WE CA EOEREING APAC AGE & GENDER BREAKDOWN * All data as of August 01, 2024 13-17 18-24

  30. Slide 30: Shaq footwear

    SHAQ FOOTWEAR THE SHAQ™ BRAND has always been focused on providing iconic performance footwear with the best-in- class value for price. SHAQ™ FOOTWEAR targets budget-conscious consumers who seek affordable, durable athletic shoes that cater to the needs of casual athletes, families, and fans of Shaq

  31. Slide 31: Q&A

  32. Slide 32: Thank you!

    THANK YOU! IR contact: Wojciech Latocha Michat Rys IR Director, Head of IR IR Associate +48 887 448 312 +48 724 970 072 wojciech.latocha@cce.eu michal.rys@ccc.eu Upcoming events: 9-10.09.2024 DM Pekao S.A. 21st Annual Emerging Europe Investment Conference, Warsaw, Poland

  33. Slide 33: Disclaimer

    This presentation (“Presentation”) has been prepared by CCC S.A. of Polkowice (“CCC”) to provide a general overview of the CCC Group (‘CCC Group”) through a set of selected highlights. It is purel informational and does not purport to be a complete analysis of the CC\ Group's financial condition. Al

  34. Slide 34: CCC Group

    CCC GROUP MODIVO _ HalfPrice eobuwie pl CCC

CCC — Investor Presentation (August 2024) on 6ix