Jb Hi-fi Limited · ASX:JBH

Jb Hi-fi — Macquarie Australia Conference 2015

13 slides from Jb Hi-fi's conference presentation, May 2015

  1. Slide 1: JB Hi-Fi Limited Macquarie Australia Conference May 2015

    For personal use only JB Hi-Fi Limited Macquarie Australia Conference May 2015

  2. Slide 2: Contents

    CONTENTS For personal use only 1. Trading Update 2. Future growth 3. The JB model

  3. Slide 3: Trading Update: Sales – Solid momentum in 2nd Half

    1. Trading Update For personal use only Sales – Solid momentum in 2nd Half Sales Growth 1QTR 2QTR 3QTR YTD * Total Comps. Total Comps. Total Comps. Total Comps. Australia (0.8%) (3.5%) 3.0% 1.5% 8.7% 6.9% 3.5% 1.5% New Zealand (NZD) (8.2%) (8.2%) (1.5%) (5.2%) 5.8% (1.1%) (1.4%) (4.9%) Total (0.9%)

  4. Slide 4: Trading Update: Guidance

    1. Trading Update… For personal use only Guidance The Company confirms its current FY15 guidance of:  Total sales to be circa $3.6 billion; and  NPAT to be in the range of $127.0m to $131.0m. 4

  5. Slide 5: Growth

    2. Future growth For personal use only  HOME  Stores  Out of store  Market share gains  Leveraging our low CODB 5

  6. Slide 6: JB Hi-Fi HOME

    2. Future growth… For personal use only JB HI-FI HOME  Significant growth opportunity as we grow our share of the circa $4.6 billion home appliances market.  The HOME stores achieved comparable sales growth of +11.8% in the 3rd quarter ~ 75 (YTD1: +7.8%).  We expect to have 43 HOME stores by the

  7. Slide 7: Stores

    2. Future growth… For personal use only STORES  Continued solid pipeline of properties with opportunities in FY16 and beyond.  During FY15 we anticipate converting 171 existing stores to the HOME format and FY15F opening five new stores1 (four in the ~187 182 HOME format) across Australia and New

  8. Slide 8: Out of Store: Commercial

    2. Future growth… For personal use only OUT OF STORE Commercial  JB HI-FI has continued to see strong growth in its Commercial business.  Our four divisions provide an integrated offer (product and services) to business and education clients whether large or small.  We remain on track to deliver

  9. Slide 9: Out of Store: Online & Digital

    2. Future growth… For personal use only OUT OF STORE Online & Digital  We continue to leverage the benefits of a strong online presence combined with our bricks and mortar locations.  New website launched 1 July 2014 offering an enhanced customer experience with improved search functionality, rich

  10. Slide 10: Market Share Gains

    2. Future growth… For personal use only MARKET SHARE GAINS  JB has the ability to bring brands to life and create engagement in categories.  Reputation for taking the deal and price leadership.  Leverage our high foot traffic.  High level of customer service.  Passionate and knowledgeable staff

  11. Slide 11: Leveraging Our Low Cost of Doing Business

    2. Future growth… For personal use only LEVERAGING OUR LOW COST OF DOING BUSINESS  Our low cost of doing business enables us to compete and invest in growth notwithstanding a competitive environment.  We have the lowest cost of doing business of the major listed retailers in Australia, driven by h

  12. Slide 12: The JB Model: JB Continues to Evolve

    3. The JB Model For personal use only JB CONTINUES TO EVOLVE!  It is vital we remain focused on evolving the model to maintain the energy and entertainment factor.  Constantly working to ensure that we maintain our appeal as a destination to browse, explore and discover.  Obsession with maintaini

  13. Slide 13: Questions

    13 For personal use only QUESTIONS

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