Amer Sports, Inc. · NYSE:AS
Amer Sports — Investor Day (September 2011)
8 slides from Amer Sports's investor day presentation, Sep 1, 2011
Slide 1: Further Accelerating Growth in Footwear
FURTHER ACCELERATING GROWTH IN FOOTWEAR September 1, 2011 // Jean-Marc Pambet, President of Footwear Contents 1. Footwear today 2. Where do we play 3. Group strategic priorities in Footwear 4. Summaryy 2 Amer Sports CMD 2011 1
Slide 2: Footwear today / Where do we play
Footwear today Net Sales (M€) 250m • A strong Salomon Footwear: 200m ¾ CAGR 21% 2005-2009 150m H2 ¾ Growth accelerated: 100m H1 - +26% in 2010 50m 0m - +33% in H1/2011 2009 2010 H1 2011 - driven by Trail Running & Hiking Sales by Region in 2010 APAC 3% Americas 14 % • Leveraging our Footwear capabil
Slide 3: Footwear role: further accelerate growth
Footwear role: further accelerate growth Business area Objective Actions Expand commercial footprint, Footwear Further accelerate g growth enter new segments g and categories, g , category-based operation From: To: • Salomon Footwear • Product portfolio to be extended: brands & sports ¾ No scale and
Slide 4: Group strategic priorities in Footwear
Group strategic priorities in Footwear 1. Clear portfolio roles and synergies, integrated company - Build an integrated, high-performing category operation 2 2. Grow faster in softgoods - Aggressively grow the core business: drive Salomon to full potential - Add new businesses: Wilson Tennis, extend
Slide 5: Grow the core, add more; Consumer-centric brand expansion
2. Grow faster in softgoods Grow the core, add more • Grow the core businesses: drive Salomon to full potential - Sales growth 2010 +26% 26% followed by +33% 33% on H1 2011 - Trail Running, Outdoor Performance • Add significant new businesses: - 3rd pillar for Salomon Footwear: Outdoor Casual - Wils
Slide 6: Drive distribution and expand geographically
4. Win in go-to-market Drive distribution and expand geographically • Acceleration in the US, Russia and Northern Asia • Expand our distribution footprint: number and quality of doors • Win at the point of sale and in service • B2C development 11 11 Amer Sports CMD 2011 5. Operational excellence Rei
Slide 7: Summary
5. Operational excellence Sustainable portfolio in sourcing 2008 95 % Toward 2012 13 China Vietnam Cambodia India Other Amer Sports CMD 2011 SUMMARY 7
Slide 8: Our glidepath to > 500 MEUR
Our glidepath to > 500 MEUR Extended to new opportunities (brands & regions) Prove the benefit of the Define the multi-brand t category ~2013 - directions & • Grow the core: continue Salomon growth ~2012 • Add more: new brand/category expansions deliver 2011 • Extend distribution footprint, includin