Super Retail Group Limited · ASX:SUL
Super Retail — 2023 Macquarie Australia Conference
12 slides from Super Retail's conference presentation, May 3, 2023
Slide 1: 2023 Macquarie Australia Conference Presentation
For personal use only 20 Macquarie Australia 23 Conference Presentation Authorised for release by the Super Retail Group Board 4 May 2023 Anthony Heraghty Group Managing Director & Chief Executive Officer ABN: 81 108 676 204
Slide 2: Super Retail Group's investment proposition
Super Retail Group’s investment proposition A unique portfolio of Attractive leisure and lifestyle A large and growing customer An engaged and passionate powerful brands categories loyalty base team For personal use only • Our brands are category leading • We operate in high involvement categories •
Slide 3: Our strategy – strategic drivers progress
Our strategy – STRATEGIC DRIVERS PROGRESS 1 execution progress GROW THE FOUR CORE BRANDS For personal use only 2 GROWING ANNUAL LEVERAGE CLOSENESS TO CUSTOMER OUR CUSTOMER VALUE PRIMARY VALUE LEVERS 3 CONNECTED OMNI-RETAIL SUPPLY CHAIN BEING AN EFFICIENT OMNI-RETAILER ENSURING ORGANIC GROWTH AND CAP
Slide 4: Grow the four core brands
Delivering on our strategy – grow the four core brands GROUP SALES ($b) OUR INVESTMENT RETURN ON INVESTED CAPITAL (%) The Group has a track record of revenue Focus on organic investment is generating For personal use only Grow the four core growth throughout the economic cycle strong ROIC brands Sin
Slide 5: Leveraging closeness to our customer
Delivering on our strategy – leveraging closeness to our customer ACTIVE CLUB CLUB MEMBER CLUB MEMBER SALES MEMBERS (M) NPS1 % OF GROUP SALES For personal use only Leveraging closeness Club membership has increased by Club member NPS has Club members represent 72% more than 3 million to 9.7 million
Slide 6: Connected omni-retail supply chain
Delivering on our strategy – connected omni-retail supply chain For personal use only Connected omni- retail supply chain Leveraged Group supply chain network by integrating Macpac and rebel Utilised store network to optimise omni-fulfilment Established order management system to orchestrate online
Slide 7: Simplify the business
Delivering on our strategy – simplify the business For personal use only Simplify the business Closed or exited non core businesses (Rays, Infinite Retail, AutoGuru, AutoCrew) Implemented single warehouse management system Implemented workforce planning solution to ensure right rostering and optimis
Slide 8: Excel in omni-retail execution
Delivering on our strategy – excel in omni-retail execution DIGITAL SALES ($M) DIGITAL SALES BY TYPE ($M) CHANNEL AGNOSTIC Strong growth in digital sales Click & Collect represents almost half of Contribution margin dollars per transaction are For personal use only since FY19 Group online sales high
Slide 9: Strong financial performance
Delivering on our strategy – strong financial performance GROUP GROUP CODB AS GROUP PBT GROSS MARGIN A % OF SALES1 MARGIN For personal use only Gross margin remains above CODB as a % of sales is being Delivering improvements Financial pre COVID-19 levels well managed in PBT margin performance Achiev
Slide 10: Investor Strategy Day
Investor Strategy Day • Super Retail Group will be hosting an Investor For personal use only Strategy Day at the Sheraton Grand Hyde Park, 161 Elizabeth Street, Sydney on Wednesday 17 May 2023 • For further details and to register your interest, please use this link: Investor Strategy Day Website Re
Slide 11: Trading update
Trading update • Group total sales growth and like-for-like sales growth as at week 43 of FY23 is as follows: H2 LFL Sales Growth LFL Sales Growth Total Sales Growth (Weeks 27 to 43) (Weeks 1 to 43) (Weeks 1 to 43) For personal use only Supercheap Auto 5% 11% 11% rebel 9% 10% 11% BCF 3% 0% 2% Macpac
Slide 12: Important notice and disclaimer
Important notice and disclaimer This presentation has been prepared by Super Retail Group Limited ABN 81 108 676 204 ("SRG"). It provides summary information about the activities of SRG and its subsidiaries current as at the date of this presentation. The information in this presentation is of a gen
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