Viva Goods Company Limited · HKEX:933

Viva Goods — Investor Presentation (September 2026)

29 slides from Viva Goods's investor presentation, September 2026

  1. Slide 1: Company Presentation

    Enter your title Viva Goods here Limited (0933.HK) Company Company Presentation September 2026 STRICTLY PRIVATE AND CONFIDENTIAL 严格保密

  2. Slide 2: Disclaimer

    Disclaimer This document or information may include some "forward-looking statements," including but not limited to forecasts regarding the implementation of company strategic initiatives, and future business development and economic performance. While these forward-looking statements represent our

  3. Slide 3: Content

    Content 1 Company Overview 2 Investment Highlights and Future Strategies 3 Business Overview 2

  4. Slide 4: Company Overview

    Company Overview

  5. Slide 5: Company Overview

    Company Overview Viva Group strives to be a world-class consumer brand operator and sports experience services company Viva Group is a consumer brand operator principally engaged in design and development, branding and sales of apparel and footwear since 2019 ◼ Manages several major apparel and foot

  6. Slide 6: Viva Group's Journey So Far

    Viva Group’s Journey So Far ◼ In April 2019, acquired “Snake ◼ In January 2023, effective interest Esports” and renamed to be ◼ In September 2021, in Clark Group increased to 51% “LNG Esports” introduced a new brand ◼ In May 2023, Viva China was ◼ In April 2000, the Company ◼ In November 2019, launc

  7. Slide 7: Creating Values Through Strategic Transactions and Partnerships

    Creating Values Through Strategic Transactions and Partnerships Viva Group has profound relationships with renowned strategic partners and has made multiple marquee inorganic acquisitions to grow into a powerhouse across the apparel and footwear industry and sports industry Acquisition target Transa

  8. Slide 8: Investment Highlights and Future Strategies

    Investment Highlights and Future Strategies

  9. Slide 9: Investment Highlights

    Investment Highlights 1 Scarcity Value of a Unique Multi-brand + Sports Experience Platform 2 A True Global Player with Presence across 80+ Countries Geographically 3 Significant Synergies between Different Business Segments 4 Proven Acquisition Track Record and Strategic Roadmap 5 Solid Financial P

  10. Slide 10: Scarcity Value of a Unique Multi-brand + Sports Experience Platform

    Scarcity Value of a Unique Multi-brand + Sports Experience Platform Each of Viva Group’ acquisitions throughout its journey has made tremendous impact, enabling it to tap into new industries / segments, thereby bringing the Group to lift its growth ceiling Aggregate Market Size that Viva Group Serve

  11. Slide 11: Scarcity Value of a Unique Multi-brand + Sports Experience Platform (Cont'd)

    Scarcity Value of a Unique Multi-brand + Sports Experience Platform (Cont’d) As a multi-brand operator, Viva Group is accessible to these 4 remarkable markets with high operating capabilities across both segments to address the US$1.8tr Multi-brand + Sports Experience (“MBSE”) market size1 in total

  12. Slide 12: A True Global Player with Presence across ~80 Countries Geographically

    A True Global Player with Presence across ~80 Countries Geographically Viva Group provides a full suite of apparel and footwear offerings, serving all range of customers from mass market to luxury and from functional-wear to fashion-wear Viva Group’s way to achieve Success ✓ All-round apparel and fo

  13. Slide 13: Significant Synergies among Different Business Segments

    Significant Synergies among Different Business Segments Synergies achieved among the apparel and footwear brands, as well as amplified through seamless collaboration of MBSE under the eco-system of Viva Group Sharing of expertise and 1 experience of Directors and the management of Able to set up sto

  14. Slide 14: Proven Acquisition Track Record and Strategic Roadmap

    Proven Acquisition Track Record and Strategic Roadmap Acquisition Rationale / Viva Group’s Operation Strategic Initiatives Sizable and accretive acquisitions have been conducted to complementarily augment Viva Group’s organic growth initiatives ✓ Corporate restructuring and optimization to improve o

  15. Slide 15: Solid Financial Performance and Liquidity Position

    Solid Financial Performance and Liquidity Position Robust 2026 Interim financial performance supported by multiple brand positioning and the monetization of high-quality assets (in HK$mn) 4,313.2 (+4.0% SPLY4) 4,826.4 Multi-brand Apparel and Footwear Revenue 2,459.0 Other 513.2 Multi-brand Apparel C

  16. Slide 16: Solid Financial Performance and Liquidity Position (Cont'd)

    Solid Financial Performance and Liquidity Position (Cont’d) Despite of the major acquisitions Viva Group made in the past few years, diligent financial planning and prudent use of debt have helped Viva Group to maintain a healthy balance sheet with strong liquidity position and low leverage level Ac

  17. Slide 17: Visionary and Seasoned Senior Leadership

    Visionary and Seasoned Senor Leadership Viva Group has a long-term and seasoned management team with strong domain knowledge and industry know-how across all portfolio brands Viva Group’s Executive Leadership Ning Li Victor Herrero Chunyang Li Qilin Li Wilson Cheung Tsz Ping (Dawn) Chan Chairman of

  18. Slide 18: Business Overview

    Business Overview

  19. Slide 19: Overview of Business Segments

    Overview of Business Segments Viva Group Company Limited 94.3% of total revenue 5.7% of total revenue Multi-brand of Sports Experience Apparel and Footwear 2026 1H Revenue: HK$4.83 billion (c.US$0.62 billion) 2026 1H Revenue: HK$0.29 billion (c.US$0.04 billion) 2026 1H Gross Profit Margin 50.9% 2026

  20. Slide 20: Overview of Multi-brand of Apparel and Footwear

    Overview of Multi-brand of Apparel and Footwear Diversified Brand Matrix Clarks Bossini Testoni LNG Haglöfs Logo Footwear, apparel and Apparel, footwear, Footwear, apparel and Apparel, footwear, Apparel, footwear, Products accessories accessories accessories accessories accessories Target market seg

  21. Slide 21: Overview of Clarks

    Overview of Clarks Category Key brand Style Positioning Key product ◼ A well-known UK footwear brand, wholesaler and retailer with multiple advantages ◼ Ranked 1st in the UK with 14.6% market share1 Original Clarks Originals Fashionable/Trendy Mid/High-end ◼ Ranked 8th in the US with 1.8% market sha

  22. Slide 22: Clarks' Journey So Far

    Clarks’ Journey So Far 3.0 New Opportunities: 21st Century ◼ 2004: Clarks established its China entity for business operations in Greater China and Korea ◼ 2015: Clarks expanded across 100+ countries and opened over 600 stores in China ◼ 2022: Viva Group completed the acquisition of Clarks, and incr

  23. Slide 23: Clarks' Legacy

    Clarks’ Legacy Classic Designs DesertBoot Wallabee DesertTrek Lugger Natalie Trigenic 1950s 1960s 1970s 1980s 1990s 2015 Co-branded Designs Neighborhood HUMAN MADE Supreme x Martine Rose Ronnie Fieg Needles Moncler Andersson Bell Engineered Garments Source: Public information, broker report. 20

  24. Slide 24: Overview of Bossini

    Overview of Bossini Bossini is a well-known casual wear brand in Greater China and Southeast Asia with over 40 years of history. In 2023-2024, it has launched a brand-new line to integrate cycling elements in Greater China. Marketing Advantage Distribution Advantage Brand Repositioning ◼ Established

  25. Slide 25: Bossini's Journey So Far

    Bossini’s Journey So Far 2.0 Rapid Expansion: 2000 - 2019 3.0 Rebranding: 2020 – Until Now ◼ 2002: Launched Bossini.X ◼ 2020: Joined Viva Group (formerly Viva China) and became a member ◼ 2005: Overseas expansion, with franchise stores of the "Li-Ning" family covering more than 30 countries and regi

  26. Slide 26: Overview of Testoni

    Overview of Testoni Testoni is an Italian luxury leatherwear brand that specializes in the retail and wholesale of high-end footwear, apparel and bags Product Advantage Brand Advantage Geographical Advantage ◼ A centuries-old brand of Italian artisanship ◼ Superior materials and craftsmanship ◼ New

  27. Slide 27: Overview of Haglöfs

    Overview of Haglöfs Haglöfs, a highly regarded Nordic outdoor equipment and apparel brand In June 2024, the Group established a joint venture with Lionrock Capital Aspire (HK) Limited, to jointly operate the brand's sales and marketing in Greater China Development Strategy • Expand offline channels

  28. Slide 28: Diversified Sports Experience Overview

    Diversified Sports Experience Overview ◼ Currently, there are 12 Li Ning sports parks and sports centres in operation ◼ The Group's “All-Star Ice Skating Club” includes 14 ice skating rinks located in the first and second tier cities Nantong 12 sports parks/sports centres in operation Yangzhou Linyi

  29. Slide 29: Investor Relations

    Investor Relations Enter your title here Email: vivagoods@dlkadvisory.com Tel: (852) 3796 1111 严格保密 STRICTLY PRIVATE AND CONFIDENTIAL

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