Adidas Ag · XETR:ADS
Adidas — adidas-Salomon — Investor Day (2002)
18 slides from Adidas's investor day presentation, 2002
Slide 1: adidas-Salomon
Ny adidas-Salomon
Slide 2: Introduction
Introduction Natalie Knight Head of Investor Relations 2 Investor Day 2002 - Introduction
Slide 3: Investor Day Agenda
Investor Day Agenda TOPIC SPEAKER Introduction, Organizational Comments Natalie Knight State of The Business Herbert Hainer adidas Brand Strategy and New Products Erich Stamminger Supply Chain Management Glenn Bennett Break - Strategy North America Ross McMullin Strategy Europe Roland Auschel Break
Slide 4: adidas-Salomon
Ny adidas-Salomon
Slide 5: State of The Business
State of The Business Herbert Hainer CEO and Chairman of the Executive Board 5 Investor Day 2002 - State of the Business
Slide 6: adidas-Salomon Achievements
adidas-Salomon Achievements • Top products with better design, look and feel • Introduction of two new technologies a³ and ClimaCool™ • Strong new management in all brand functions and regions • Sales growth in every region • Excellent gross margin levels, improved operating margin, better working c
Slide 7: Strategic Initiatives
Strategic Initiatives • Innovation and design leadership • Consumer group-oriented adidas structure • Product and delivery initiatives • 20% footwear market share in the USA • Market leading position in Europe maintained and extended 7 Investor Day 2002 - State of the Business
Slide 8: Industry Outlook
Industry Outlook 8 Investor Day 2002 - State of the Business
Slide 9: adidas Sport Performance by Category
adidas Sport Performance by Category SPOR T PERFORM ANCE R unning B asketball Football Tennis Training (Soccer) for Sport 9 Investor Day 2002 - State of the Business
Slide 10: adidas Brand Sales Split
adidas Brand Sales Split 2000 2001 Long-term Sport Heritage Sport Heritage Sport Style Sport Heritage 10% 15% 5% 25-30% Sport Performance Sport Performance Sport Performance 90% 85% 60-65% 10 Investor Day 2002 - State of the Business
Slide 11: Blending of Sport and Lifestyle
Blending of Sport and Lifestyle 11 Investor Day 2002 - State of the Business
Slide 12: adidas-Salomon Brands
adidas-Salomon Brands 12 Investor Day 2002 - State of the Business
Slide 13: Salomon
Salomon 13 Investor Day 2002 - State of the Business
Slide 14: TaylorMade-adidas Golf
TaylorMade-adidas Golf 14 Investor Day 2002 - State of the Business
Slide 15: Market Challenges
Market Challenges 15 Investor Day 2002 - State of the Business
Slide 16: 2002 Targets Remain Unchanged
2002 Targets Remain Unchanged • Group sales to increase at least 5% • Double-digit sales growth in North America, Asia and at TMaG • Gross margin 41 - 43% • Spending € 100m on key initiatives • DSO and stock turn improvement • EPS growth: 5 - 10% 16 Investor Day 2002 - State of the Business
Slide 17: Medium-term Goals
Medium-term Goals • Mid-single-digit sales growth • Double-digit earnings increases • Gross margins 42 - 43% • Continuous operating profit improvements • Improved working capital management • Annual debt reduction of at least € 100m • Increased speed to market 17 Investor Day 2002 - State of the Bus
Slide 18: Investor Day 2002 - State of the Business
18 Investor Day 2002 - State of the Business