Amer Sports, Inc. · NYSE:AS
Amer Sports — Investor Day (September 2011)
10 slides from Amer Sports's investor day presentation, Sep 1, 2011
Slide 1: Cycling
CYCLING Contributing to Group growth and profit with increasing synergies and scale September 1, 2011 // Bernard Millaud, President of Cycling 1 Continued growth in core market (Cycling market 2007-2012E CAGR) 4 5% 4.5% • Strong market growth of approximately 4–5% pa throughout all segments and regi
Slide 2: Premium cycling brand rooted in sport
Premium cycling brand rooted in sport • Premium brand • Global recognition • High performance cycling equipment Est. 1889 • #1 in wheels & rims • Tour de France official service provider since 1973 3 Amer Sports CMD 2011 Mavic / Cycling overview MEUR H2 H1 120 2009 sales decline (-12%) 100 • Global
Slide 3: Vision: Clear #3 bicycle component supplier
Vision: Clear #3 bicycle component supplier From To • Wheel maker • Cycling • Non-synergistic, stand-alone • Synergistic: apparel, footwear, protective gear • Fragile & defensive • Fully programmed execution • Critical size → Leading to a 100 MEUR business → Toward a 200 MEUR business with growing 0
Slide 4: Clear portfolio roles and synergies, integrated company
Towards big brands, big categories, big countries A Amer S Sports’ t ’ fi five strategic t t i priorities i iti 1. Clear portfolio roles and synergies, integrated company 2. Grow faster in softgoods 3. Win with consumers 4. Win in go-to-market 5. Operational excellence 7 Amer Sports CMD 2011 Clear p
Slide 5: Grow faster in Softgoods
Towards big brands, big categories, big countries A Amer S Sports’ t ’ fi five strategic t t i priorities i iti 1. Clear portfolio roles and synergies, integrated company 2. Grow faster in softgoods 3. Win with consumers 4. Win in go-to-market 5. Operational excellence 9 Amer Sports CMD 2011 Grow fa
Slide 6: Win with consumers
Towards big brands, big categories, big countries A Amer S Sports’ t ’ fi five strategic t t i priorities i iti 1. Clear portfolio roles and synergies, integrated company 2. Grow faster in softgoods 3. Win with consumers 4. Win in go-to-market 5. Operational excellence 11 Amer Sports CMD 2011 Win wi
Slide 7: Win in go-to-market
Towards big brands, big categories, big countries A Amer S Sports’ t ’ fi five strategic t t i priorities i iti 1. Clear portfolio roles and synergies, integrated company 2. Grow faster in softgoods 3. Win with consumers 4. Win in go-to-market 5. Operational excellence 13 Amer Sports CMD 2011 Win in
Slide 8: Operational excellence
Towards big brands, big categories, big countries A Amer S Sports’ t ’ fi five strategic t t i priorities i iti 1. Clear portfolio roles and synergies, integrated company 2. Grow faster in softgoods 3. Win with consumers 4. Win in go-to-market 5. Operational excellence 15 Amer Sports CMD 2011 Operat
Slide 9: Summary
SUMMARY Prioritized, sequenced program CLEAR #3 BICYCLE COMPONENT SUPPLIER Complete Consolidate ~2013- Year of go-to-market” • Harvest profitable growth in 2012 dealer direct countries • Implement regional marketing • Develop China & Russia 2011 plans • Complete SIS program • Drive organic growth in
Slide 10: www.amersports.com
www.amersports.com Disclaimer Statements in this presentation, which are not historical facts, such as expectations, anticipations, beliefs and estimates, are forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Such statements involve