Capri Holdings Limited · NYSE:CPRI
Capri — J.P. Morgan Retail Round-Up Conference 2019
12 slides from Capri's conference presentation, Apr 10, 2019
Slide 1: John Idol and Tom Edwards, presenters
John Idol, Chairman & Chief Executive Officer Tom Edwards, Chief Financial & Chief Operating Officer 1
Slide 2: Our Global Fashion Luxury Group
OUR GLOBAL FASHION LUXURY GROUP MICHAEL KORS MICHAEL KORS • THREE ICONIC GLOBAL FOUNDER LED BRANDS • LEADERS IN STYLE AND TREND • POSITIONED FOR ACCELERATED REVENUE AND EARNINGS GROWTH 2
Slide 3: Enhanced Leadership Position in the Global Luxury Market
ENHANCED LEADERSHIP POSITION IN THE GLOBAL LUXURY MARKET PRO FORMA ANNUAL SALES $890 MILLION $580 MILLION $4.5 BILLION $6.0 BILLION STORE COUNT 195 206 870 1,271 Americas Europe Americas 18% 19% Europe 18% 25% Europe 36% Asia Americas SALES BY Europe Asia 12% Americas GEOGRAPHY 53% 29% 56% 69% Asia
Slide 4: Future Revenue Growth to $8 Billion
FUTURE REVENUE GROWTH TO $8 BILLION +33% Revenue in US Dollars, Billions 4
Slide 5: The Fame of Versace
THE FAME OF Gigi Hadid 5
Slide 6: The Growth Opportunity: Versace
THE GROWTH OPPORTUNITY OPPORTUNITY TO GROW VERSACE TO $2 B IN SALES 1. BUILD ON VERSACE’S LUXURY RUNWAY MOMENTUM 2. ENHANCE VERSACE’S POWERFUL AND ICONIC MARKETING 3. INCREASE GLOBAL RETAIL FOOTPRINT FROM APPROXIMATELY 200 TO 300 STORES $2B >2X 4. ACCELERATE E-COMMERCE & OMNI-CHANNEL DEVELOPMENT $89
Slide 7: The Red Carpet Glamour of Jimmy Choo
THE RED CARPET GLAMOUR OF JIMMY CHOO
Slide 8: Growth Initiatives: Jimmy Choo
GROWTH INITIATIVESVERSACE OPPORTUNITY TO GROW JIMMY CHOO TO $1 B IN SALES 1. EXPAND GLOBAL RETAIL FOOTPRINT 2. ACCELERATE FOOTWEAR GROWTH 3. GROW ACCESSORIES TO 50% OF REVENUES 4. GROWTH OF MEN’S FOOTWEAR & ACCESSORIES 8
Slide 9: The Jet Set Glamour of Michael Kors
THE JET SET GLAMOUR OF MICHAEL KORS
Slide 10: Growth Initiatives: Michael Kors
GROWTH INITIATIVES OPPORTUNITY TO GROW MICHAEL KORS TO $5 B IN SALES 1. BUILD ON RUNWAY 2020 MOMENTUM • PRODUCT INNOVATION • BRAND ENGAGEMENT • CUSTOMER EXPERIENCE 2. GROW ASIA BUSINESS TO $1B 3. ACCELERATE MEN’S BUSINESS 10
Slide 11: Capri Financial Outlook
CAPRI FINANCIAL OUTLOOK FY 2020 FY 2021 FY 2022 REVENUE APPROXIMATELY $6.1B MID SINGLE DIGIT GROWTH MID SINGLE DIGIT GROWTH MK REVENUE APPROXIMATELY $4.55B LOW SINGLE DIGIT GROWTH LOW SINGLE DIGIT GROWTH JC REVENUE APPROXIMATELY $650M DOUBLE DIGIT GROWTH DOUBLE DIGIT GROWTH VERSACE REVENUE APPROXIMA
Slide 12: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains statements which are, or may be deemed to be, “forward-looking statements.” Forward-looking statements are prospective in nature and are not based on historical facts, but rather on current expectations and projections of the management of Capri
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