Lanvin Group Holdings Limited · NYSE:LANV
Lanvin — FY2022 Earnings Presentation
19 slides from Lanvin's earnings presentation, Feb 17, 2023
Slide 1: Preliminary FY 2022 Revenue
PRELIMINARY FY 2022 REVENUE February 2023 LANVIN GROUP LANVIN Wolford sergio rossi ST. JOHN CARUSO
Slide 2: Forward-Looking Statements
Disclaimber Forward-Looking Statements This presentation, including the sections “LANVIN GROUP 2022 PRELIMINARY REVENUES”, “2023 GUIDANCE”, “BRAND LEVEL RESULTS” and “APPENDIX”, contain “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigati
Slide 3: A Unique Global Luxury Platform
AUNIQUE GLOBAL LUXURY PLATFORM “Our Strong results for 2022 reflect the culture of success we maintain within our organization and highlight the reputation of our brands. Lanvin Group’s strong entrepreneurial spirit is reflected in the creative excellence and luxury of our brands and products; and w
Slide 4: A Wardrobe of Luxury and Contemporary Elegance
A WARDROBE OF LUXURY AND CONTEMPORARY ELEGANCE LANVIN GROUP’S BRANDS WORK TOGETHER TO BUILD A WARDROBE OF MODERN, GENERATIONAL LUXURY FOR ITS CONSUMERS BY SYNERGIZING EACH BRANDS’ IDEAS AND CORE SKILLS IN DESIGN AND PRODUCTION. LANVIN SINCE 1889 2022 Revenues – €121 million % of Group Revenues – 29%
Slide 5: Lanvin Group 2022 Preliminary Revenues
LANVIN GROUP 2022 PRELIMINARY REVENUES THE GROUP HAD A STRONG YEAR WITH REVENUES EXCEEDING PLAN(1) Key Highlights Lanvin Group (the “Group”) consolidated revenue grew 38% to €425 million, beating plan Refocused brand strategies led to strong growth, with flagship brand Lanvin growing 67% YoY 44% gro
Slide 6: 2023 Guidance
2023 GUIDANCE 01 Momentum to continue in 2023 with China reopening driving positive results; but global macro issues will present challenges 02 Topline growth driven by continued retail network optimization and expansion, digitalization, targeted branding and customer engagement, as well as strategi
Slide 7: Lanvin
Lanvin
Slide 8: Lanvin 2022 Preliminary Revenues and 2023 Guidance
LANVIN 2022 PRELIMINARY REVENUES AND 2023 GUIDANCE KEY HIGHLIGHTS Revenue grew 67% from €73M in 2021 to €121M in 2022 Wholesale increased 145%; demonstrating strong brand appeal and demand among global luxury retailers and buyers, especially for accessories 39% growth in DTC from improved product of
Slide 9: Wolford
Wolford
Slide 10: Wolford 2022 Preliminary Revenues and 2023 Guidance
WOLFORD 2022 PRELIMINARY REVENUES AND 2023 GUIDANCE KEY HIGHLIGHTS Revenue grew 16% from €109M in 2021 to €127M in 2022 45% growth in North America, driven by DTC channel per brand strategy Focus on iconic/core products and athleisure was a winning combination; improving average ticket through expan
Slide 11: Sergio Rossi
sergio rossi
Slide 12: Sergio Rossi 2022 Preliminary Revenues and 2023 Guidance
SERGIO ROSSI 2022 PRELIMINARY REVENUES AND 2023 GUIDANCE KEY HIGHLIGHTS Acquired and integrated by the Group in July 2021; revenue grew 5% from €59M (Pro Forma) in 2021 to €62M in 2022 Increased DTC contribution is driven by strong performance of retail stores in Japan and digital sales in China Str
Slide 13: St. John
ST. JOHN
Slide 14: St. John 2022 Preliminary Revenues and 2023 Guidance
ST. JOHN 2022 PRELIMINARY REVENUES AND 2023 GUIDANCE KEY HIGHLIGHTS • Revenue grew 17% from €73M in 2021 to €86M in 2022 • 29% growth in DTC driven by targeted client and product strategies back to brand foundations • Strategic rationalization of Wholesale with further penetration of top partners; r
Slide 15: Caruso
CARUSO
Slide 16: Caruso 2022 Preliminary Revenues and 2023 Guidance
CARUSO 2022 PRELIMINARY REVENUES AND 2023 GUIDANCE KEY HIGHLIGHTS • Revenue grew 25% from €25M in 2021 to €31M in 2022 • Strong growth came from proprietary brand (Caruso) business thanks to attractive price and style positioning (luxurious Playful Elegance) • B2B Maisons manufacturing business incr
Slide 17: Appendix
APPENDIX LANVIN GROUP
Slide 18: Lanvin Group Revenue Results
LANVIN GROUP REVENUE RESULTS (Euros in Thousands, unless otherwise noted) Lanvin Group by Brand Revenue Growth % 2020A 2021A 2021PF(1) 2022A 2021A v 2022 H1 v 2022 H2 v 2022 H2 v 2022A v 2022A v 20-22 FY H1 H2 FY FY H1 H2 FY 2020A 2021 H1 2021 H2 2022 H1 2021A 2021PF CAGR Lanvin 34,989 29,471 43,401
Slide 19: Investor Relations Contact
INVESTOR RELATIONS CONTACT Investors Lanvin Group James Kim +1 917 442 5059 james.kim@lanvin-group.com Media FGS Global Richard Barton +852 9301 2056 or +41 79 922 7892 richard.barton@fgsglobal.com LANVIN GROUP