Capri Holdings Limited · NYSE:CPRI
Capri — Goldman Sachs 27th Annual Global Retailing Conference (September 2020)
9 slides from Capri's conference presentation, Sep 10, 2020
Slide 1: Goldman Sachs Retail Conference
Goldman Sachs Retail Conference September 10, 2020
Slide 2: Capri Holdings Strengths
CAPRI HOLDINGS STRENGTHS • Three powerful founder-led global fashion luxury brands • Strong and growing consumer engagement • Leading global distribution network with elevated digital presence and world-class luxury retail locations • Strong balance sheet and free cash flow generation 2
Slide 3: Monthly Retail Sales Trends
MONTHLY RETAIL SALES TRENDS Trends improved sequentially in 1Q and 2Q through August 25% 4Q20 1Q21 2Q21 0% (25)% (50)% (75)% (100)% Jan Feb Mar Apr May Jun Jul Aug 3
Slide 4: Future Revenue Growth to $7.0 Billion
FUTURE REVENUE GROWTH TO $7.0 BILLION $7.0B $5.6B +95% 2.0 0.8 -35% 0.6 1.0 $3.6B 0.6 0.4 4.2 4.0 2.6 F2020 F2021E GOAL Revenue in US Dollars, Billions 4
Slide 5: Retail Store Base
RETAIL STORE BASE 1,271 1,300 206 300 226 300 839 700 F2020 GOAL 5
Slide 6: Grow Versace to $2B in Sales
GROW VERSACE TO $2B IN SALES • Build on Versace’s luxury runway momentum • Enhance Versace’s powerful and iconic marketing • Expand accessories and footwear to 60% of revenue • Accelerate E-commerce and omni-channel development • Increase global retail footprint to 300 stores 6
Slide 7: Grow Jimmy Choo to $1B in Sales
GROW JIMMY CHOO TO $1B IN SALES • Increase accessories to 50% of revenue • Increase luxury sneaker penetration • Accelerate E-commerce and omni-channel growth • Increase global retail footprint to 300 stores 7
Slide 8: Return Michael Kors to Revenue Growth
RETURN MICHAEL KORS TO REVENUE GROWTH • Increase customer engagement, building on Michael’s global brand awareness • Increase penetration of successful Signature offerings • Continue strong E-commerce and omni-channel growth • Double revenue in Asia • Expand growing men’s business 8
Slide 9: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation contains statements which are, or may be deemed to be, “forward-looking statements.” Forward-looking statements are prospective in nature and are not based on historical facts, but rather on current expectations and projections of the management of Capri Holdi
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