Kering Sa · EURONEXT:KER
Kering Sa — Q1 2017 Earnings Presentation
15 slides from Kering Sa's earnings presentation, Apr 25, 2017
Slide 1: First Quarter 2017 Revenue
2016 First Quarter revenue 21 April 2016 2017 First Quarter revenue 25 April 2017
Slide 2: Disclaimer
DISCLAIMER This presentation does not constitute an offer of securities for sale in the United States of America or any other jurisdiction. Certain information contained in this document may include projections and forecasts. They express objectives based on current assessments and estimates of the
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Slide 4: Q1 2017 Revenue: Record-Breaking Growth
Q1 2017 REVENUE: RECORD -BREAKING GROWTH GROUP LUXURY SPORT & LIFESTYLE CORPORATE & OTHERS 3,574 M€ 2,417 M€ 1,064 M€ 92 M€ +31.2% reported +34.0% reported +16.5% reported including Kering Eyewear +28.6% comparable* +31.6% comparable* +14.0% comparable* contribution SHARP SEQUENTIAL ACCELERATION 25%
Slide 5: Luxury Activities Q1 2017 revenue
LUXURY ACTIVITIES Q1 2017 revenue: 2,417 M€ +34.0% reported; +31.6% comparable REVENUE CHANGE BY REGION AND CHANNEL REVENUE BREAKDOWN BY REGION ( i n € m , a n d c o m p a r a b l e g r o w t h i n %) ( o n t o t a l Q 1 r e v e n u e , i n %) RoW +20% +9% 2,417 7% +37% Western Europe 1,804 +2% 32%
Slide 6: Gucci Q1 2017 revenue
GUCCI Q1 2017 revenue: 1,354 M€ +51.4% reported; +48.3% comparable REVENUE CHANGE BY REGION AND CHANNEL REVENUE BREAKDOWN BY REGION ( i n € m , a n d c o m p a r a b l e g r o w t h i n %) ( o n t o t a l Q 1 r e v e n u e , i n %) RoW Retail (84% of sales): +51% 6% +37% -1% 1,354 Western Europe +63
Slide 7: Bottega Veneta Q1 2017 revenue
BOTTEGA VENETA Q1 2017 revenue: 280 M€ +4.7% reported; +2.3% comparable REVENUE CHANGE BY REGION AND CHANNEL REVENUE BREAKDOWN BY REGION ( i n € m , a n d c o m p a r a b l e g r o w t h i n %) ( o n t o t a l Q 1 r e v e n u e , i n %) Retail (83% of sales): +4% RoW 6% +6% +11% 280 Western Europe +
Slide 8: Saint Laurent Q1 2017 revenue
SAINT LAURENT Q1 2017 revenue: 364 M€ +35.4% reported; +33.4% comparable REVENUE CHANGE BY REGION AND CHANNEL REVENUE BREAKDOWN BY REGION ( i n € m , a n d c o m p a r a b l e g r o w t h i n %) ( o n t o t a l Q 1 r e v e n u e , i n %) RoW 7% Retail (66% of sales): +31% +35% +48% 364 +48% +16% Asi
Slide 9: Other Luxury Brands Q1 2017 revenue
OTHER LUXURY BRANDS Q1 2017 revenue: 418 M€ +12.3% reported; +11.1% comparable REVENUE CHANGE BY REGION AND CHANNEL REVENUE BREAKDOWN BY REGION ( i n € m , a n d c o m p a r a b l e g r o w t h i n %) ( o n t o t a l Q 1 r e v e n u e , i n %) RoW 9% +8% 418 +18% -7% 372 Asia Pacific 19% Western Eur
Slide 10: Sport & Lifestyle Activities Q1 2017 revenue
SPORT & LIFESTYLE ACTIVITIES Q1 2017 revenue: 1,064 M€ +16.5% reported; +14.0% comparable REVENUE CHANGE BY REGION AND CHANNEL REVENUE BREAKDOWN BY REGION ( i n € m , a n d c o m p a r a b l e g r o w t h i n %) ( o n t o t a l Q 1 r e v e n u e , i n %) RoW +13% 1,064 19% +21% +15% +16% Western Eur
Slide 11: Conclusion
CONCLUSION An outstanding performance in the quarter, thanks to: ‒ The right long-term strategy and determined day-to-day execution ‒ A favorable backdrop for the industry, while geopolitical and macroeconomic uncertainties remain We will keep concentrating on organic growth, value creation and
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Slide 13: Q&A
Q&A
Slide 14: Kering brands
Gucci • Bottega Veneta • Saint Laurent Alexander McQueen • Balenciaga • Brioni • Christopher Kane • McQ • Stella McCartney • Tomas Maier Boucheron • Dodo • Girard-Perregaux • Pomellato • Qeelin • Ulysse Nardin Puma • Cobra • Volcom 19.02.17 14
Slide 15: a (weap
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