Signet Jewelers Limited · NYSE:SIG
Signet Jewelers — ICR XChange Conference 2015
12 slides from Signet Jewelers's conference presentation, Jan 12, 2015
Slide 1: ICR XChange Conference
1/12/2015 ICR XChange Conference Monday, January 12, 2015 Forward Looking Statements & Other Disclosure Matters 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 st
Slide 2: Holiday Season Results
1/12/2015 Holiday Season Results • Increased Holiday Season* same store sales 3.6% • Sterling division up 2.5% • Zale division up 3.5% • UK division up 9.7% • Driven by sales teams, bridal, and multi- channel approach *Eight weeks ended December 27, 2014 2
Slide 3: Financial Guidance Reaffirmed
1/12/2015 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 impact
Slide 4: #1 Specialty Jeweler US, UK and Canada
1/12/2015 #1 Specialty Jeweler US, UK and Canada Rankings by Revenue Stores* Kay Jewelers #1 Specialty fine jewelry retailer in the US 1,098 in 50 states Zales Jewelers #3 Specialty fine jewelry retailer in US 723 in all 50 states Jared The Galleria of Jewelry #1 US Off-Mall Specialty Jeweler 243 in
Slide 5: Strategy: Maximize Mid-Market and Best in Bridal
1/12/2015 Maximize Mid- Mid-Market As a mid market jeweler, Signet will: • Become the most relevant and prevalent Strategy jeweler in the industry 1 • Build on our previous strategies • Increase market share by expanding new sales concepts, growing existing services and adding new services • Build o
Slide 6: Best-in-Class Digital Ecosystem; Expand Our Footprint
1/12/2015 Best-in-Class Digital Ecosystem Strategy 3 We are expanding our digital initiatives to coordinate every sales touch-point order to complement each other, and reach the maximum number of customers. Expand Our Footprint We are the #1 specialty jeweler in the Strategy US, the UK and Canada. C
Slide 7: People, Purpose, Passion; Competitive Strengths Drive Growth
1/12/2015 People, Purpose, Passion • Leadership and Learning Strategy 5 • Corporate Social Responsibility • Social, Ethical and Environmental Initiatives Signet’s Competitive Strengths Drive Growth • Outstanding guest experience • Branded differentiated and exclusive merchandise • Sector leading adv
Slide 8: Outstanding Guest Experience; Differentiated Merchandise
1/12/2015 Outstanding Guest Experience Our people are the key to our success. We believe providing best in class customer service is key to customer loyalty. • Committed to training and development of sales associates • Sales enhancing technology in-store and in the digital environment • Consistentl
Slide 9: Sector Leading Advertising; Real Estate Portfolio
1/12/2015 Sector Leading Advertising Our outstanding, creative advertising engages customers emotionally and drives sales. With our three national brands, we maintain our industry- leading share of voice • Everyone knows Every Kiss Begins With Kay® and He Went to Jared ® • In Zale we implemented new
Slide 10: Supply Chain Leadership; Customer Finance
1/12/2015 Supply Chain Leadership Continuously improving our supply chain is a huge competitive advantage for Signet, and supports all our merchandise initiatives. • Buying office in India • Diamond polishing factory • DeBeers sightholder Customer Finance: Enables Purchase of Jewelry; Builds Custome
Slide 11: Capital Allocation; Proven Financial Strength
1/12/2015 Capital Allocation • Designed for focus on financial flexibility and strength • Provides the ability to execute a variety of future strategic opportunities • Designed to manage risk and succeed in all phases of the retail business cycle • All internal growth initiatives have been supported
Slide 12: Summary
1/12/2015 Summary • Strong, experienced management team • Vision 2020 • Solid Balance Sheet 12