Accent Group Ltd · ASX:AX1
Accent — Investor Presentation (February 2016)
22 slides from Accent's investor presentation, Feb 11, 2016
Slide 1: Investor Presentation May 2011
Investor Presentation May 2011
Slide 2: Table of Contents
Table of Contents About RCG Corporation 3 RCG’s Strategic Intent 6 About Our Brands: The Athlete’s Foot 7 About Our Brands: Shoe Superstore 12 About Our Brands: RCG Brands 14 Outlook and guidance 18 2
Slide 3: About RCG Corporation
About RCG Corporation RCG is a listed investment holding company that has a market capitalisation of approximately $145m. For FY2010, RCG reported consolidated net profit after tax of $6.87m, an increase of 29.8% on the prior year. RCG paid dividends of 3 cents per share in respect of FY2010,
Slide 4: RCG performance since float: PBT, market cap, EPS and DPS
About RCG Corporation These charts show how RCG’s RCG Group PBT performance has improved across 12,060 several key metrics since the 10,060 Thousands of dollars company first floated in July 2004. 8,060 Note that figures relate to 6,060 continuing operations only and 4,060 that dividends are shown i
Slide 5: About RCG Corporation: Retail and Wholesale Divisions
About RCG Corporation RCG Corporation (ASX: RCG) Retail Division Wholesale Division The Athlete’s Foot Shoe Superstore Merrell Cushe Caterpillar (CAT) Australia’s largest A branded lifestyle One of the worlds Emerging surf / RCG has recently retailer of athletic footwear retail largest outdoor lifes
Slide 6: RCG Strategic Intent
RCG Strategic Intent RCG’s stated strategic vision is to become Australia’s dominant wholesaler & retailer of branded comfort, lifestyle and athletic footwear by leveraging its proven expertise, substantial balance sheet, and highly skilled management team 6
Slide 7: About Our Brands: The Athlete's Foot
About Our Brands: The Athlete’s Foot 7
Slide 8: About Our Brands: The Athlete's Foot
About Our Brands: The Athlete’s Foot Australia’s largest, best known and most highly regarded retailer of athletic and lifestyle footwear Massive growth potential in other categories including outdoor, travel and work Currently 147 stores in Australia and NZ (144 of which are franchised) Com
Slide 9: The Athlete's Foot: Large Format Store Conversion
About Our Brands: The Athlete’s Foot In late 2008, after extensive research, TAF converted the first of its stores to a new larger format, resulting in an immediate sales uplift in excess of 20%. The standard store size was increased from 90m2 to 150m2, with a new contemporary store design The
Slide 10: The Athlete's Foot: First Half FY2011 Results
About Our Brands: The Athlete’s Foot For the first half of FY2011, total TAF network sales were $88.7m, an increase of 9.7% on the previous year’s $80.8m Like-for-like sales grew by 6.1% for the period, an extraordinary result given the results of other retailers EBITDA grew 15.2% from $4.65m
Slide 11: TAF Sales, Store Numbers and Profit Before Tax
About Our Brands: The Athlete’s Foot TAF Group Sales TAF Sales Growth 200 Total Sales growth Comp sales growth 180 20% Millions of dollars 160 Percentage growth 15% 140 120 10% 100 5% 80 60 0% FY05 FY06 FY07 FY08 FY09 FY10 FY05 FY06 FY07 FY08 FY09 FY10 TAF Store Numbers TAF Profit Before Tax Origina
Slide 12: About Our Brands: Shoe Superstore
About Our Brands: Shoe Superstore 12
Slide 13: Shoe Superstore
About Our Brands: Shoe Superstore Acquired by RCG in September 2009, SSS is a retailer of branded lifestyle and comfort footwear After an extensive review and overhaul of all elements of the business, RCG has now begun rolling out stores, with the addition of two new stores in the last six month
Slide 14: About Our Brands: RCG Brands
About our Brands: RCG Brands 14
Slide 15: RCG Brands: Wholesale and Distribution Business
About our Brands: RCG Brands RCG Brands is RCG’s wholesale and distribution business. The business commenced in January 2010 when RCG was awarded the Australian distribution rights to the Merrell brand of outdoor, comfort, active lifestyle and performance footwear and apparel. Merrell, which is
Slide 16: RCG Brands: Chaco, Cushe and CAT
About our Brands: RCG Brands Chaco is a technical sandal brand that is part of the Merrell product offering and its performance is aggregated with that of Merrell Cushe is a beach / surf-culture brand and RCG has just delivered its first season of product into the market, with very encouraging r
Slide 17: RCG Brands: Distribution Licences and Results
About our Brands: RCG Brands RCG Brands continues to actively seek distribution licences for quality brands in the athletic, lifestyle, outdoor and industrial sectors RCG Brands turnover for the first half of FY2011 was $7.74m EBITDA for the same period was $1.41m, which is very close to our 2
Slide 18: Outlook and guidance
Outlook and guidance ACG CORPORATION
Slide 19: Outlook: TAF Group Sales
Outlook and guidance Outlook – The Athlete’s Foot Strong sales growth has continued in the second half of the financial year and, on a rolling 12 month basis, group sales eclipsed $200m for the first time in March 2011 For the 10 months to April 2011 total TAF group sales growth is 8.9% on the s
Slide 20: Outlook: Shoe Superstore and RCG Brands
Outlook and guidance Outlook – Shoe Superstore Strong sales growth has continued in the second half of the financial year. For the 10 months to April 2011, like-for- like sales growth is 17% We expect full year like-for-like sales growth to meet the upper end of our 12% - 15% forecast The busi
Slide 21: Updated RCG Group Profit Guidance
Outlook and guidance Updated RCG Group Profit Guidance Based on trading to the end of April and the outlook for the remainder of the financial year, we are confident of achieving the upper end of our FY2011profit guidance of NPAT of $8.4m - $8.8m. If we do achieve this result, it will represent
Slide 22: Questions
Questions RCG CORPORATION von)