Moncler Spa · MIL:MONC
Moncler Spa — Investor Day (2022)
175 slides from Moncler Spa's investor day presentation, 2022
Slide 1: Capital Markets Day 2022
CAPITAL MARKET'S DAY 2022 GRouP
Slide 2: Agenda
MONCLER Capital Markets Day Agenda WELCOME 70 YEARS OF MONCLER MONCLER BRAND AN EVER-EVOLVING BRAND MAKING SUSTAINABILITY OUR NEW NORMAL A NEW ERA OF DIGITAL CONNECTION AND ENGAGEMENT COFFEE BREAK "COMMUNITY OBSESSED" MULTICHANNEL ORGANISATION SUPPLY CHAIN EVOLUTION Q&A Remo Ruffini Gino Fisanotti G
Slide 3: Agenda
MONCLER Capital Markets Day Agenda STONE ISLAND 40 YEARS OF STONE ISLAND THE NEXT CHAPTER Q&A COFFEE BREAK MONCLER GROUP (1 2022 REVENUE RESULTS Q&A END OF THE WORKS Carlo Rivet Roberto Eggs Romeo Ruffin Francesco Omodei Salé Roberto Eggs
Slide 4: 70 Years of Moncler: In Talks with Remo Ruffini
70 YEARS OF MONCLER: IN'TALKS WITH REMO RUFFINI Remo Ruffini MONCLER Group
Slide 5: : [ex # aL » I
: [ex # aL » I
Slide 6: Moncler Group
Moncler Group 2022 Copital Markets Day we 8 Mi ’ a. N 4
Slide 7: A New Chapter for Moncler
A NEW CHAPTER FOR MONCLER A Brand made of THREE, DIMENSIONS
Slide 8: Moneler Group 2022 Copitel Markets Day
Moneler Group 2022 Copitel Markets Day MONCLER RIMOWH “REFLECTION” ‘3 FLYs LET&S FLY FevHy’ BEE i) SOU ARS Ta#iE PL@cES T° YE @ISITED RE '
Slide 9: Moneler Gro
Moneler Gro Se | 3 > i <B> 2 z A 2 ~ & | 4, TO fe id | By i Y 4 e) v & * Bll: 4 *y 3 k cy = =e ba *,|| @)) A iN My tt y))< es | a a A ig
Slide 10: Our future will be built on what we have learnt
Moncler Group OUR FUTURE WILL BE BUILT ON THE BASE OF WHAT WE HAVE LEARNT SO FAR AND WHAT WE ARE DREAMING OF FOR OUR BRAND.
Slide 11: Community, one-to-one, digital, sustainability
Monee gp Capita Marts Day COMMUNITY macner one-to-one DIGITAL, empeppep SUSTAINABILITY
Slide 12: Community
COMMUNITY means SHIFTING TO A CULTURE-FOCUSED APPROACH
Slide 13: Moneler Group
Moneler Group 2022 Copitel Markets Day
Slide 14: Create spaces where people can join in and belong to
Monee 072 Capita Marts Day CREATE SPACES WHERE PEOPLE CAN JOIN-IN AND BELONG-TO
Slide 15: TNS
TNS © TTI —
Slide 16: One-to-one connection new level
Slide 17: Copitel Markets Doy
Copitel Markets Doy ler Group
Slide 18: Attention economy, cultural loyalty
ATTENTION Economy CULTURAL LOYALTY
Slide 19: Monder Group 2022 Capital Maret
Monder Group 2022 Capital Maret 19 a, MON es a -_ Gicon Zu ERAIG GREEN Sm ie i HME = GREE "nse _ DIGIT NABEER™ Te eB
Slide 20: AND
He AND
Slide 21: Sustainability
Monee gp Capita Marts Day SUSTAINABILITY
Slide 22: Humility and ambition to move mountains
Monee gp Capita Marts Day HUMILITY s AMBITION TO MOVE MOUNTAINS
Slide 23: rare Pepa
rare Pepa itil
Slide 24: From logo to brand
Mondeo gp Capita Marts Day FROM LOGO ‘TO BRAND OWN TAE MARKIE? MOVE INTO THEAEW-LUXURY WORLD
Slide 25: Stone Island and Moncler are different
Monee gp Capita Marts Day STONE ISLAND AND MONCLER ARE DIFFERENT
Slide 26: Moneler Group
Moneler Group 2022 Copital Markets Day 26
Slide 27: Talking to different communities
Monee gp Capita Marts Day TALKING TO DIFFERENT COMMUNITIES
Slide 28: Indistinctive ways
Monee gp Capita Marts Day INDISTINCTIVE WAYS
Slide 29: Sharing will never be at the expense of identities
Monee gp Capita Marts Day SHARING WILL NEVER BE AT THE EXPENSE OF OUR INDIVIDUAL IDENTITIES
Slide 30: We will never take short cuts
Monee gp Capita Marts Day WE WILL NEVER ‘TAKE SHORT CUTS.
Slide 31: We will be bold but not blind
Monee gp Capita Marts Day WE WILL BE BOLD BUT NOT BLIND.
Slide 32: We will be connected and emotional
Monee gp Capita Marts Day WE WILL BE CONNECTED AND EMOTIONAL
Slide 33: Minimize environmental impact, maximize social one
Monee gp Capita Marts Day WE WILL COMMIT TO MINIMIZE OUR ENVIRONMENTAL IMPACT AND MAXIMIZE OUR SOCIAL ONE.
Slide 34: WE
WE
Slide 35: Moncler
MonclerGrovp 9022 Capital Markets Day MONCLER
Slide 36: Moncler, an ever-evolving brand
Moneler Group MONCLER, AN EVER- Gino Fisanotti
Slide 37: Capital Markets Day.
Capital Markets Day.
Slide 38: An ever evolving brand
® 2022 An ever EVOLVING brand. oo 1952 1968 1980 2006 2018 2021 Retail Reset sraunese Moncler App
Slide 39: A new phase for the brand
2022 Capital Markets Day rey, s future heritage respecting the past, Jet pushing and creating a new future. A NEW PHASE FOR THE BRAND, Ned i
Slide 40: Becoming the most authentic, meaningful and distinctive brand
Slide 41: Capital Markets Day
4 Capital Markets Day 2022 ©
Slide 42: Survive Fashion
Slide 43: We are (not) a luxury brand
Slide 44: cuanuranaqaqenane nants
ad wt cuanuranaqaqenane nants Capital Markets Day *
Slide 45: We are the brand of extraordinary
Slide 46: We were born in 1952
fo 202 Capital Markets Day 4 We were born in 1952 and immediately after we were chosen to equip the Italian expedition to K2, helping those athletes to conquest the highest mountain in the world. That was not an ordinary way to kick things off, yet immediately made us realize who we really wanted to
Slide 47: Moncler's Brand Purpose
Capital Markets Day “Voncler’s Brand Purpose UNLEASH THE EXTRAORDINARY IN EVERYBODY Only the outstanding in every person, for every person.
Slide 48: Brand values
PUSHFOR ONE EMBRACE — BE CREATE HIGHER HOUSE ORLVA' WARM ~~ AND PEAKS ALL VOICES PROTECT TOMORROW
Slide 49: With that clear, what is next?
Slide 50: New normal
Slide 51: Never normal world: consumer truths
2022 Capital Markets Day “NEVER NORMAL” WORLD CONSUMER TRUTHS. Today's customer macro trends. st Refashio Creative The Attention The System. Re-Birth. Economy World. Earth, Now. The fashion industry is at an inflection point Now is the time for a rebirth of creativity Every single brand is fighting
Slide 52: Never normal world: consumer truths
® 2022 Copital Mar kets Day 5 “NEVER NORMAL” WORLD CONSUMER TRUTHS. Today's customer macro trends. - £ Vasa i - me Refashion Creative The Attenton — Back To The System. Re-Birth. Economy World. Earth, Now. People & Purpose First. Digital Acceleration ( again ). Care for Our Planet. Source: Global Co
Slide 53: Our brand focus
Slide 54: Our evolved brand focus
2022 Capital Ma kets Day 54 OUR EVOLVED BRAND FOCUS: People & Purpose First. Care for our Planet & Future. Digital Acceleration ( again ). A consumer Making, A new era centric &. sustaanability of | commu. our new Connections & obsessed brand. normal. engagement. Creating new and more access Creatin
Slide 55: Community obsessed brand
oS 2022 Capital Markets Day COMMUNITY OBSESSED BRA = Paeteieantiies access SSE to the brand.
Slide 56: ® 2022 Capital Markets Day r heey fate eos!
® 2022 Capital Markets Day 56 1 r heey fate eos! s and more audences & communities, r brand engagement and business orowth.
Slide 57: Beyond fashion, beyond luxury
Slide 58: Complementary Brand Offense
© Complementary Brand Offense A UNIQUE brand positioning, for a COMPLEMENTARY brand offence 2022 Capital Markets Day Hitech Luxury Streetwear Sportswear Outdoor Wear Sport & Wellness Fast Fashion MONCLER COLLECTION MONCLER GRENOBLE Our Core. A perfect blend of high performance and SS / FW across hig
Slide 59: Who do we talk to?
2022 fc WHO DO WE TALK TO? Focusing on clear & distinctive consumer segments Inspiring and engaging current and new aud iences ina more precise and focused way. Gen > » Genx/ Millennials Active Milleraals 209-30 years old 3° "wa0-50. years old 30-40 years old Lives/efeathes and shapes Consumes ane!
Slide 60: Complementary brand offense
2022 fc COMPLEMENTARY BRAND OFFENSE A consumer centric complementary offence. Inspiring and engaging current and néw audiences. Moncler Moncler Wopelen Genius Be ieee Gen 7 Gen.X / Millernals Active Millenials 20-30 -vears old 30-50 years old 30-40 years old lives, breathes and shapes ‘Consumes and
Slide 61: Moncler Brand Architecture
® Moncler Brand Architecture MONCLER GENIUS GenZ 20-30yrs old Expect the Unexpected. : Community led, Creative obsessed E Forward thinking, Youthful 3 Unique and Distinctive Youthful & Provocative é Disruptive. High Energy, Anticipation and Brand Heat & Desire. Apparel & Footwear / Mens & Women's Ge
Slide 62: One brand, 3 dimensions
Slide 63: Moncler Genius
Capital Markets Day eo, 3 - FEB-DEC ee MONCLER. | GENIUS20 The Oper hity to “push the'boundaries” of creativity and contamination, going Beyond Fashion and Beyond Luxury. “Expect the Unexpected” Dimensionalize
Slide 64: Moncler 70th anniversary
2022 Capital Markets Day MONCLER 70" ANNIVERSARY EXTRAORDINARY FOREVER. CELEBRATING THE PAST, PRESENT AND THE NEXT 70 YEARS OF THE BRAND.
Slide 65: eee
eee on™. But ff we talk about communites, we believe there is another great opportunity: ‘for the om ww
Slide 66: How can we become extraordinary in footwear?
2022 Capital Markets Day How can we become EX'TRAORDINARY IN FOOTWEAR? We must define a clear brand POV. A reason to exist. A distinctive point of view for customers and the market. 66
Slide 67: Moncler Footwear Unique Positioning
2022 Capital Markets Day Moneler Footwear Unique Positioning UTTLETARIAN LUXURY Our point of distinction, newness to the market; yetauthentic to.our DNA. Always from the mountain to.the street andiback, 7
Slide 68: New luxury customer vs traditional luxury customer
NEW LUXURY CUSTOMER TRADITIONAL LUXURY CUSTOMER
Slide 69: Next months: setting up the foundation
o 2022 Capitol Markets Day, 69 NEXT 18 MONTHS SETTING UP THE FOUNDATION strated Authenticate the brand
Slide 70: Moncler 2022-24 Brand Journey
® 2022 Capital Markets Day 70 Customer Centric & Community Obsessed - Moncler 2022-24 Brand Journey: Unleashing the next phase of brand engagement and business growth From To A Pyramidal | 1 A Complementary Model Focused on ir different Focused segments : ud Based on the same product mix COLLECTION
Slide 71: Moncler Collection targets
Moncler Collection at a: 70% of total revenue. ice enforce pipe Bet od) Footwear revenue expected T ARCETS. to reach 10% of to Gend. fo be more than 30% of of to revenue. ~K —_ SpringSummer up to U3 of total revenue.
Slide 72: Making sustainability our new normal
zy MAKING SUSTAINABILITY OUR NEW NORMAL. Creating meaningtul change and impact both internal and external.
Slide 73: Our commitment, our voice
our commitment - ourvoice 3 MOUNTAINS, MOVE THEM.
Slide 74: Our commitment through low-impact design
& 2022 Capital Markets Day “OUR C THROUGH LOW-IMPACTDESIGNRE
Slide 75: Born to Protect product solutions
® 2022 Capital Markets Day 75 We are doubling down on “Born To Protect” product solutions, entirely made of lower impact materials, styles and classificatid MONCLER BORN TO pROTECT MONCLER BORN TO PROTECT
Slide 76: Born to Protect Collection
/ To Protect Collection E, innovate AND reimagine it PROTECT, BUT TO CREATE TO}
Slide 77: Product targets
PRODL ICT TARCETS 01 Capital Markets Day 30% recycled nyton. 02 50% lower impact cotton. 03 100% lower impact wool. O04 > 50% of all the fabrics and yams used in Moncler will be lower impact.
Slide 78: A new era of customer and community engagement
d riving a new era of customer an community engagement “logged inera” =
Slide 79: Welcome to the Lifestyle
2022 79 Welcome to the Lifes u “ER IX Our “always on” (24/7) relationship between each custome based on unique brand experiences, services and benefits across the é
Slide 80: How? A full end-to-end digital ecosystem
How? A full End to End Diextal Ecosystem, focused on creating long las: Cee relations re a prating nating engagement oe
Slide 81: Inspire to Acquire
— Inspire to Acquire.
Slide 82: Owned content, paid media, social media, eCommerce
Owned Content Paid Media Social Media eCommerce
Slide 83: Moncler eCommerce Key Priorities
Slide 84: The Moncler Digital Ecosystem in China
Slide 85: 2024 Digital Targets
Slide 86: If you have to remember just one thing
Slide 87: Our evolved brand focus
Slide 88: Just one more thing...
Slide 89: Quote from Remo Ruffini
Slide 90: Moncler x LeBron James Foundation; Moncler x Sir Jony Ive
Slide 91: An ever evolving brand. The Brand of Extraordinary
Slide 92: Community Obsessed Multichannel Organisation
Slide 93: Moncler opened its first store only 15 years ago
Slide 94: What we want to achieve in the next three years
Slide 95: Omnichannel Excellence 3.0
Slide 96: Magnifying Store Experience
Slide 97: Wholesale Leadership
Slide 98: Unlock full regional potentials
Slide 99: New Projects: EMEA
Slide 100: New Projects: Korea
Slide 101: New Projects: Japan
Slide 102: New Projects: APAC
Slide 103: Empower China
Slide 104: New Projects: Americas
Slide 105: Unleash USA
Slide 106: 2024 Global Markets Targets
Slide 107: Supply Chain Evolution
Slide 108: Supply Chain: Our Mission
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Slide 156: ✓ ✓ ✓
✓ ✓ ✓
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