Shoe Carnival, Inc. · NASDAQ:SCVL
Shoe Carnival — Investor Presentation (November 2020)
16 slides from Shoe Carnival's investor presentation, Nov 18, 2020
Slide 1: Investor Presentation Fall/Winter 2020
INVESTOR PRESENTATION BIG BRANDS. BIG SAVINGS. BIG FUN! Fall/Winter 2020
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements that involve a number of risk factors and assumptions which affect the company’s business as of today. The company assumes no obligation to revise or update these forward-looking statements to reflect changes in events or ex
Slide 3: A Leader in Family Footwear
A Leader in Family Footwear SHOE CARNIVAL
Slide 4: Billion Dollar Company
Billion Dollar Company Achieved compound annual growth of 4.9% from 2000 through 2019 11 consecutive years of comparable store sales growth. 1.04 B 418M 2018 2019 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 4
Slide 5: Disciplined Capital Management
Disciplined Capital Management Ample Liquidity with no debt Returned $213M to shareholders over past six years with cash generated from operations Share Repurchase & Dividend History $50 $25 $0 FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 FY 2019 Share Repurchase History Dividend History 5 Note: Fina
Slide 6: Regional Leader with Room to Grow!
Regional Leader with Room to Grow! $2.5 MILLION AVG 383 stores SALES 35 states & Puerto Rico PER STORE $245 AVERAGE SALES PER SQUARE FOOT NEAR TERM GROWTH FILL IN EXISTING STATES Future: room to grow nationwide. 6 Note: Store count as of Nov. 2020
Slide 7: Best Centers & Best Neighbors
Best Centers & Best Neighbors Approximately 95% of Shoe Carnival store fleet is located in power strip centers. 1 1As of Nov. 2020 7
Slide 8: Shoe Carnival Customer
Shoe Carnival Customer A working-class family, with school-aged children, that wants one destination for brands, service & value. ETHNICITY: • 2/3 are Caucasian • 1/3 are African American/Hispanic/Asian HH INCOME: $ UNDER $30K 17% $30K–$100K 54% $100K+ 25% • +25 MM loyal customers AGE: • Generates a
Slide 9: Strong Commitment to Brand Stories
Strong Commitment to Brand Stories Over 100 Nike shops within Shoe Carnival today. Plans to add another 100+ Nike shops within Shoe Carnival through 2023 9
Slide 10: Family House of Brands
Family House of Brands Best Brands, Best Assortments – Average over 25K pairs per store Women’s Men’s Kids’ 10
Slide 11: Key Business Drivers
Key Business Drivers Fall/Winter boot categories Combat Fur Boots Booties Duck Boots 11
Slide 12: Key Business Drivers
Key Business Drivers Crocs – Essential brand today 12
Slide 13: Key Business Drivers
Key Business Drivers Athletic category statements Nike Air Court Running Athleisure 13
Slide 14: Key Business Drivers
Key Business Drivers Fall/Winter kids’ categories Kids’ Kids’ Athletics Boots 14
Slide 15: Strategic Growth Priorities 2021 – 2023
Strategic Growth Priorities 2021 – 2023 E-COMMERCE STORE GROWTH DEVELOPMENT CRM • $100 million growth • Over 100 Nike Shops • Launched industry opportunity today ~ adding 100+ leading CRM 2019 more through 2023 • Exceeded 25 million • Launched 2012 • Rolling out industry members in 2020 • 2018 ~ 6%
Slide 16: Shoe Carnival Investor Relations
To learn more contact Shoe Carnival Investor Relations at (812) 867-4034 16
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