Accent Group Ltd · ASX:AX1
Accent — Investor Day (March 2021)
52 slides from Accent's investor day presentation, Mar 25, 2021
Slide 1: VIP Virtual Vertical
VIP VIRTUAL VERTICAL Accent ae ouiee ei tenes 25 March 2021 EU 26° EXE Onvee werrewt “all Pryor’ prarveus® = SKECHERS sperRY STANCE @ sTYLERUNNER SUBTYPE SUPRAZ OL 7AM Timberland & [ANS
Slide 2: Accent Group Introductory Video
ACCENT GROUP INTRODUCTORY VIDEO 1
Slide 3: Agenda
vIP VIRTUAL VERTICAL Introduction and Overview - Group CEO, Daniel Agostinelli Retail - Group GM Retail, Matt Hapgood Digital & Loyalty - Group GM Digital, Kasie Heathcote Agenda The Athlete’s Foot & Stylerunner - Group GM Accent Performance, Steve Cohen Support office and store tour
Slide 4: Group CEO Daniel Agostinelli
GROUP CEO DANIEL AGOSTINELLI
Slide 5: The Team
THE TEAM MATTHEW DurBiN CFO Matt HAPGOOD RETAIL BEN HAPGOOD WHOLESALE. STEVE COHEN ACCENT PERFORMANCE TIM GREENSTEIN IT & SUPPLY CHAIN Mario PAOLUCCI STORE DEVELOPMENT ARMANDO PEDRUCO RETAIL OPERATIONS MARTIN HouRIGAN PIVOT, THE TRYBE & COMMERCIAL JENNIFER MYERS RETAIL PLANNING KASIE HEATHCOTE DIGIT
Slide 6: New Stores to Open FY21
90 NEW STORES TO OPEN FY21
Slide 7: 7.8 Million Customers
| P 7.8 MILLION CUSTOMERS === 10 MILLION CUSTOMERS SIGNIFICANT ONGOING FOCUS ON CUSTOMER EMAIL SIGN UPS LOYALTY PROGRAMS TO ROLL OUT ACROSS ALL BANNERS OVER THE NEXT 18 MONTHS SIGNIFICANT INVESTMENT UNDERWAY IN CUSTOMER DATA
Slide 8: Virtual
IRTUAL
Slide 9: Stylerunner
EVRele Gea L leclachaaL ST YLERUNNER
Slide 10: Exie Brand
VYerticar vw, EXIE + EXIE BRAND ACQUIRED FROM CHRISTINA EXIE IN LATE JANUARY 2021, IS A TOP SELLING BRAND IN STYLERUNNER. CHRISTINA HAS JOINED ACCENT TO DRIVE EXIE FORWARD. + FORWARD STRATEGY; TO GROW EXIE AS A STAND ALONE BRAND, AS WELL AS FURTHER DEVELOPMENT IN STYLERUNNER. + COMBINES STREET AND A
Slide 11: Mindful Dept.
VYerrticar * A NEW ACCENT BRAND IN START-UP MODE, WILL LAUNCH IN (MAY/JUNE) 2021 IN STYLERUNNER & WITH A STAND ALONE BRAND WEBSITE ¢ STREET AND SPORTS LUXE INSPIRED Mindful Dept.
Slide 12: 4WORK = Our Strategy
4WORK= OUR STRATEGY SAFETY == COMFORT == STYLE * ANNOUNCING TODAY THE LAUNCH OF A NEW ACCENT OWNED FORMAT: 4 WORKERS ¢ SIGNIFICANT OPPORTUNITY TO CAPTURE SHARE IN A FAST GROWING MARKET SEGMENT ¢ DESIGNED TO APPEAL TO A BROAD CUSTOMER BASE INCLUDING NURSES, CHEFS, TRADIES AND OTHERS WHO WORK ¢ SHOPPI
Slide 13: 4Healthcare 4Hospitality 4Construction 4Corporate
4HEALTHCARE 4HOSPITALITY 4CONSTRUCTION 4CORPORATE 12
Slide 14: Store Design
STORE DESIGN 13
Slide 15: Group GM Retail Matt Hapgood
GROUP GM RETAIL MATT HAPGOOD
Slide 16: Agenda
AGENDA ACCENT RETAIL: STORE NUMBERS DRIVING STORE INNOVATION LATEST STORE FITOUTS DRIVING TEAM CULTURE 15
Slide 17: Store Projection Count
STORE PROJECTION COUNT SvOR= AFEND OF FY20 AT END OF FY21 “A The Athlete's Foot 145 144 PLATYPUSD) 125 145 SKECHERS 112 133 HYPE 71 79 ANS. 24 28 MERRELL. 16 16 TRY DE 8 10 Timberland & 7 9 Regis? 6 13 STYLERUNNER O 4 SUBTYPE 3 4 PIVOT‘ 1 15 | cat | 1 3 4WORK= (0) 3 PLANNED STORES AT END OF FY21 609
Slide 18: Store Innovation
STORE INNOVATION REFITTING STORES DIGITAL SCREENS AND ACTIVATION IN STORES EXCITE CUSTOMERS LOYALTY PROGRAMS CLICK & COLLECT CLICK & DISPATCH ENDLESS AISLE VIRTUAL SALES (HERO) 7
Slide 19: Platypus Joondalup
|ATYPUS: PLATYPUS JOONDALUP 18
Slide 20: Hype Brighton
HYPE BRIGHTON 19
Slide 21: 20
20
Slide 22: Culture
CULTURE
Slide 23: Brands
SGKECHERS © HYPE ® HYPE \WERRELL STANCE @ \\ 4WORK™| — SUBTYPE VANS D> BES Timberlands
Slide 24: Our People Are Our Biggest Asset
OUR PEOPEE ARE OUR BIGGEST ASSET
Slide 25: Our Customers Are the Most Important People
OUR CUSTOMER'S ARE THE MOST IMPORTANT PEOPLE IN THE BUSINESS
Slide 26: Making a Great Impression on Our Customers
OO |< AKING REA MPRESSION on our USTOMERS
Slide 27: Hire on Attitude Train on Everything Else
HIRE ON ATTITUDE TRAIN ON EVERYTHING ELSE 26
Slide 28: The First Feet
THE FIRST 3 FEET
Slide 29: Hype Platypus
HYPE PLATYPUS 28
Slide 30: GM Digital Kasie Heathcote
GM DIGITAL KASIE HEATHCOTE
Slide 31: Agenda
AGENDA DIGITAL: DIGITAL PERFORMANCE UPDATE DIGITAL TEAM OVERVIEW ECOMMERCE INVESTMENT PRIORITIES CUSTOMER DATA PLATFORM LOYALTY PROGRAMS 30
Slide 32: Digital Sales & Key Performance Metrics
DIGITAL SALES & KEY PERFORMANCE METRICS 8 Weeks H1 FY21 Digital Sales +65.4% Website Sessions +40.9% Orders +63.4% Conversion Rate +17.6% Avg. Order Value +4.9% Digital as a % 17.0% of Total Sales — Q1 FY21 Q2FY21 1! Percentages shownin the table represent growth on the same period last year 3]
Slide 33: Digital Team Overview
Digital Team Overview eCommerce Customer & Insights Strategy & Growth Trade and performance Customer Data & Insights Digital & Performance Site Management & Customer Relationship Marketing Merchandising Management Emerging Brands & Markets eCommerce Technology Loyalty Omni-Channel & Virtual Sales 32
Slide 34: Investment in eCommerce Technology
Investment in eCommerce Technology Speed to Improved Mobile First Market Site Performance Conversion Rates 33
Slide 35: Partnership for Success
Partnership for Success ▪ Implementation & Solution Support ▪ Online Product ▪ Digital Commerce & ▪ Strategic Vision Marketing Services ▪ Merchandising ▪ Strategy, Design, Technology, Content ▪ Marketing Services ▪ Commerce Support Success ▪ Magento Commerce ▪ Middleware product Product ▪ Implementa
Slide 36: Customer Data Platform
Customer Data Platform Simplified collection, management, and activation of all customer data INGEST CUSTOMER DATA STITCH, MANAGE & GOVERN ACTIVATE Collected at event-level, across devices & Profiles are created & updated in channels in real-time via API, SDK real time as data is ingested Unified Pr
Slide 37: Customer Loyalty
Customer Loyalty LIVE PROGRAMS • The Athlete’s Foot • Merrell • Skechers PROGRAMS IN DEVELOPMENT • Hype DC • Platypus Shoes • 4 Workers 36
Slide 38: MyFit Member Database Overview
MyFit Member Database Overview: a Total MyFit members EDM Opt-in ‘SMS Opt-In 3.3M+ 1M+ 1.7M+ MyFit Members have MyFit Members have a contributed to Repeat Purchase Rate of 78% 52% of Total Business Sales Over The Past 12 months FY21 to date DATA MEANS POWER Analysis Period: Nov 2020 — March 2021 Val
Slide 39: Skechers Insider Database Overview
Skechers Insider Database Overview: Launching on the 3rd of March 2021, the Skechers Insider loyalty program has delivered the following results 2 weeks into go-live: @& O CO Total Insider Members NEW Customers EXISTING Customers 188K 22K 166K Skechers New Customer Sign Up Rate: AU Pre-Launch Averag
Slide 40: Group GM Accent Performance Steve Cohen
GROUP GM ACCENT PERFORMANCE STEVE COHEN 39
Slide 41: Agenda
AGENDA THE ATHLETE’S FOOT: * CORPORATE STORES ¢ VERTICAL PRODUCT & DISTRIBUTED BRANDS « MyrFit3D ECO-SYSTEM STYLERUNNER: ¢ STORE ROLLOUT PLAN * VERTICAL PRODUCT - STYLERUNNER THE LABEL | 4O
Slide 42: 41
41
Slide 43: The Athlete's Foot: Corporate Stores
THE ATHLETE'S FOOT: CORPORATE STORES CURRENT NETWORK STRUCTURE: * TOTAL NETWORK 144 STORES ACROSS AUSTRALIA & NZ + 44 ACQUIRED STORES HAVE BEEN STRONG SINCE TRANSITION WITH ROI >207% & IN LINE WITH EXPECTATIONS * ACQUISITION OF FRANCHISE STORES HAS RECOMMENCED IN 2021 (WERRIBEE TRANSITION OCCURRED 1
Slide 44: Period Owned
PERIOD OWNED FY19 0.1% FY20 1.2% FY21 YTD 4.1% FY21 Q3 7.9% • • • • • • • • • • 43
Slide 45: Alpha Cleaning Innersoles Socks
ALPHA CLEANING INNERSOLES SOCKS 44
Slide 46: 45
45
Slide 47: The Athlete's Foot: MyFit
THE ATHEETE'S FOOT: MYFIT BY THE NUMBERS: © 92% OF CUSTOMERS WHO PURCHASE EXPERIENCE MYFIT3D * OVER 2M SCANS HAVE BEEN CONDUCTED WITH DATA NOW BEING DIGESTED TO EVOLVE THE ECO-SYSTEM * YTD NPS oF 86 (UP FROM 84 LY) Your next favourite running shoe MAY: CUSTOMER SCANS AUG: ACCESS FIT BASED OCT: PERSO
Slide 48: 47
47
Slide 49: Instagram Facebook
• • • • • INSTAGRAM FACEBOOK 600k+ 75k+ EMAIL SESSIONS / YR 150k+ 4.5m+ 48
Slide 50: Stylerunner: The Label
STYLERUNNER: THE LABEL BY THE NUMBERS: SINCE LAUNCHING, STYLERUNNER THE LABEL REPRESENTS C. 30% OF TOTAL SALES GP% BEING ACHIEVED IS SIGNIFICANTLY HIGHER THAN 38° PARTY BRANDS NEW CAPSULES DROP INTO STORE & ONLINE MONTHLY TEAM FOCUSSED ON DRIVING MIX OF BUSINESS ACROSS APPAREL & ACCESSORIES < > FASH
Slide 51: Thank You
THANK YOU
Slide 52: Important notice and disclaimer
o This presentation contains summary information about Accent Group Limited which is current as at the date of this presentation. o This presentation contains certain forward-looking statements, including indications of, and guidance on, future earnings and financial position and performance. Such f