Johnson Outdoors Inc. · NASDAQ:JOUT
Johnson Outdoors — Investor Presentation (2022)
17 slides from Johnson Outdoors's investor presentation, 2022
Slide 1: 2022 Investor Presentation
(2022 INVESTOR PRESENTATION
Slide 2: Contents
CONTENTS Company Snapshot Our History Why Johnson Outdoors? • Market-leading Brands • Consumer-focused Innovation • Strategic Priorities • Strong Financial Performance JOUT:NASDAQ | 2
Slide 3: Company Snapshot
Johnson Outdoors is a family of core brands preferred COMPANY SNAPSHOT by consumers for creating the best possible outdoor experiences. Through innovative, top-quality products, we earn industry awards, customer loyalty, and above all, consumer trust. 1,400 20 80 16 $751.7 $111.3 EMPLOYEES FACILITIE
Slide 4: Our History
OUR HISTORY Sam Johnson founded Johnson Outdoors more than 50 years ago ... He was a spirited adventurer and passionate outdoorsman. • Part of the Johnson Family Enterprises: ‒ Johnson Outdoors ‒ S.C. Johnson ‒ Johnson Financial Group • IPO 1987 Sam Johnson, Founder JOUT:NASDAQ | 4
Slide 5: Our History
OUR HISTORY Today Johnson Outdoors is led by Helen Johnson-Leipold, Sam’s daughter and the fifth generation of the Johnson family ... • Became Chairman and CEO in 1999 • Has 30+ years of strategic marketing and branding, global operations and strategic planning experience Helen Johnson-Leipold, Chai
Slide 6: Why Johnson Outdoors?
WHY Johnson Outdoors? 1. Leading brands and market positions in four attractive businesses 2. Market-leading, consumer- focused innovation 3. Strategic initiatives focus on driving accelerated profitable growth 4. Strong profitable growth and cash flow to provide financial flexibility JOUT:NASDAQ |
Slide 7: Leading Brands and Market Positions in Four Attractive Businesses
1 LEADING BRANDS AND MARKET POSITIONS IN FOUR ATTRACTIVE BUSINESSES FISHING DIVING CAMPING WATERCRAFT RECREATION $553.0 M $69.4 M $62.9 M $66.6 M FY2021 net sales FY2021 net sales FY2021 net sales FY2021 net sales Fishing motors Regulators Tents Kayaks & canoes Fish finders Buoyancy compensators Sle
Slide 8: Fishing
FISHING Johnson Outdoors continues to combine consumer insights with technology innovations to delight anglers—reimagining and redefining trolling motors, underwater imaging and the ultimate experience of fishing. JOUT:NASDAQ | 8
Slide 9: Diving
DIVING The SCUBAPRO brand is committed to inspiring divers worldwide, with intuitive, sophisticated designs that make the most of leading-edge technologies. SCUBAPRO demonstrates a deep understanding of what divers want down deep—the BEST. JOUT:NASDAQ | 9
Slide 10: Watercraft Recreation
WATERCRAFT RECREATION With the world’s oldest, largest and most revered watercraft brands, Johnson Outdoors continues to shape canoes, kayaks and paddles to the needs of our consumers —and thereby shape the industry’s future. JOUT:NASDAQ | 10
Slide 11: Camping
CAMPING Together, Eureka! and Jetboil continue to build on top technology, engineering and insights, to bring campers at all levels a peak experience in the great outdoors. JOUT:NASDAQ | 11
Slide 12: Market-Leading, Consumer-Focused Innovation
MARKET-LEADINGCONSUMER-FOCUSED 2 INNOVATION MINN KOTA® RAPTOR™ HUMMINBIRD® MEGA LIVE JETBOIL® STASH™ WITH OLD TOWN® SPORTSMAN SCUBAPRO® HYDROS™ X SHALLOW WATER ANCHOR IMAGING ® FLUX-RING™ TECHNOLOGY AUTOPILOT™ 120 BUOYANCY COMPENSATOR The only shallow water anchor This new sonar technology Our newes
Slide 13: Strategic Initiatives
3 STRATEGIC INITIATIVES FOCUS ON DRIVING ACCELERATED PROFITABLE GROWTH RICHER CONSUMER ENHANCED DIGITAL INSIGHTS INNOVATION PROCESS SOPHISTICATION Implementing cutting-edge Product development Transforming the techniques, methods and process to consistently consumer’s experience analytic tools to un
Slide 14: Strong Financial Performance
ST R O N G F I N A N C I A L 4 PERFORMANCE Sales ($, M) Cash from Ops ($, M) Operating Margin (%) 2021 751.7 58.3 14.8 2020 594.2 61.5 12.0 2019 562.4 45.8 11.3 2018 544.3 63.4 11.6 2017 490.6 46.4 9.3 JOUT:NASDAQ | 14
Slide 15: Peer Group Comparison
PEER GROUP COMPARISON Data from NASDAQ IR JOUT:NASDAQ | 15 Peer Group: BC CLAR ELY ESCA GRMN MBUU MPX NLS VSTO YETI
Slide 16: Use of Cash
USE OF CASH • Invest organically in the business • Committed to a meaningful dividend each year • Targeting enhanced technology and innovation with M&A JOUT:NASDAQ | 16
Slide 17: Johnson Outdoors
JOHNSONOUTDOORS.COM JOUT:NASDAQ | 17