Deckers Outdoor Corporation · NYSE:DECK
Deckers Outdoor — Baird & Stifel Conferences (2019)
8 slides from Deckers Outdoor's conference presentation, 2019
Slide 1: Steve Fasching, Chief Financial Officer; Erinn Kohler, Sr. Director IR & Corp Planning
Steve Fasching, Chief Financial Officer Erinn Kohler, Sr. Director IR & Corp Planning
Slide 2: Disclosures
DISCLOSURES Safe Harbor We make forward-looking statements in this presentation, which represent our expectations or beliefs about future events and financial performance. Forward-looking statements are identifiable by words such as “believe,” “anticipate,” “expect,” “intend,” “plan,” “will,” “may”
Slide 3: Deckers at a Glance
DECKERS AT A GLANCE SNAPSHOT BRANDS • Portfolio of leading footwear and • As of Fiscal 2019 year-end, delivered lifestyle brands serving both casual beyond the committed $100MM of and high-performance needs operating profit improvement, compared FASHION to levels in Fiscal 2017, a year ahead of LIFE
Slide 4: Build Brands That Connect with Consumers Globally
BUILD BRANDS THAT CONNECT WITH CONSUMERS GLOBALLY FASHION LIFESTYLE GROUP UGG: Iconic $1.5B+ global lifestyle brand, known primarily for its luxurious comfort-based sheepskin footwear Koolaburra: Sub-$100 priced sheepskin/wool boot category attack brand that complements premium UGG offerings HOKA ON
Slide 5: Revenue Growth Drivers
REVENUE GROWTH DRIVERS MEN’S PRODUCT & WOMEN’S NON-CORE Authentic performance footwear expanding globally; Men’s: Expand awareness to capture market share, including running, outdoor, and fitness product attracting younger consumers with compelling product Women’s: Develop year-round product to exte
Slide 6: Creating Long-Term Shareholder Value
CREATING LONG-TERM SHAREHOLDER VALUE MAJOR COMPONENTS DRIVING STOCKHOLDER VALUE EVOLVING THE TRANSFORMING BRANDS INCREASING OPERATING ORGANIZATION IN THE MARKETPLACE & PROFITS & DRIVING TO MEET THE CHANGING DRIVING GROWTH SHAREHOLDER RETURNS MARKETPLACE Continue to improve Optimize retail performanc
Slide 7: Share Buyback Program
SHARE BUYBACK PROGRAM Completed To Date1 Remaining2 TOTAL OF $311MM IN SHARE REPURCHASE ACTIVITY BETWEEN FISCAL 2018 AND FISCAL 2019. $150MM $161MM $350MM IN JANUARY 2019, BOARD INCREASED SHARE REPURCHASE FY2018 FY2019 AUTHORIZATION BY $261MM, BRINGING TOTAL OUTSTANDING TO $350MM. Share repurchases
Slide 8: Thank You
THANK YOU Questions: investor@deckers.com 8