Signet Jewelers Limited · NYSE:SIG
Signet Jewelers — FY2015 Earnings Presentation
10 slides from Signet Jewelers's earnings presentation, Jan 8, 2015
Slide 1: Fiscal 2015 Holiday Sales Results
Fiscal 2015 Holiday Sales Results Thursday, January 8, 2015
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains statements which are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements, based upon management's beliefs and expectations as well as on assumptions made by and data currently av
Slide 3: Holiday Same Store Sales Performance
Holiday Same Store Sales Performance • Signet same store sales up 3.6% • Sterling Jewelers division up 2.5% • Zale division up 3.5% • UK Jewelry division up 9.7%
Slide 4: Sterling Performance Drivers
Sterling Performance Drivers • Merchandising initiatives resonating with consumers • Bridal • Diamonds in Rhythm • Multi-channel: outlets, eCommerce • Targeted marketing • Dedicated in-store teams
Slide 5: Zale Performance Drivers
Zale Performance Drivers • Strengthened marketing activity • Improved merchandise assortment • Branded bridal • Fashion diamonds • Solid Canada results • Dedicated in-store teams
Slide 6: UK Performance Drivers
UK Performance Drivers • Initiatives around bridal and diamonds • Excellence in field operations • Significant brand growth • Strong watch sales • Effective marketing and omni-channel support • ‘Black Friday’ catalyst
Slide 7: Signet Sales Performance
Signet Sales Performance Change in Total sales Exchange Change in total Total sales Holiday Sales Fiscal 2015 same store sales1 at constant exchange rate2 translation impact2 sales (in millions) Kay 3.4% 5.8% — 5.8% $714.6 Jared 1.5% 5.0% — 5.0% $336.2 Regional brands (1.8)% (13.6)% — (13.6)% $65.5
Slide 8: Financial Guidance Reaffirmed
Financial Guidance Reaffirmed Fourth Quarter Fiscal 2015 Same store sales 3.0% to 4.0% EPS $2.69 to $2.83 Adjustments: Purchase accounting ($0.17) to ($0.15) Transaction costs ($0.09) to ($0.07) Adjusted EPS (EPS less Adjustments) $2.95 to $3.05 Adjusted EPS expected to be favorably impacted by Zale
Slide 9: Shareholder Distribution
Shareholder Distribution • Fourth quarter dividend of $0.18 • Ex-dividend January 29 • Record date January 30 • Payable February 26 • Commitment to shareholder returns through capital gains, dividends, and stock repurchases
Slide 10: KAY ZALES
KAY ZALES EWELERS - THE DIAMOND STORE H.SAMUEL PF©PLES THE JEWELLER ERNEST JONES LOVE & LIFE SIGNET ERD, bia JEWELER S CANADA'S *1 DIAMOND STORE