Universal Store Holdings Ltd. · ASX:UNI
Universal Store — Shareholder Meeting (October 2024)
17 slides from Universal Store's shareholder meeting presentation, Oct 30, 2024
Slide 1: ASX announcement: 2024 AGM Chair Address and Presentation
Brisbane, 30 October 2024 ASX Market Announcements Exchange Centre 20 Bridge Street Sydney NSW 2000 Dear Sir / Madam, UNIVERSAL STORE HOLDINGS LIMITED (ASX:UNI) 2024 AGM CHAIR ADDRESS AND CHAIR AND CEO’S PRESENTATION For personal use only Please find attached a copy of the following documents which
Slide 2: Chairperson's Address
UNIVERSAL STORE HOLDINGS LIMITED 2024 ANNUAL GENERAL MEETING CHAIRPERSON’S ADDRESS Brisbane, 30 October 2024 It is very pleasing to report that the Group delivered a record set of financial results, despite the widespread volatility in retail markets. These results are a testament to the disciplined
Slide 3: Strategy
Strategy The Group operates within the youth casual apparel segment of the broader Australian fashion market and we believe there is significant potential to increase our penetration of this large and fragmented segment. Our core strategy is to grow and develop our existing portfolio of premium yout
Slide 4: Conclusion
Conclusion The near-term outlook for the retail market remains mixed but your company has demonstrated its ability to generate growth and effectively manage margin, costs and inventory in challenging conditions. We expect to further cement our category leadership position in the year ahead. In the m
Slide 5: 2024 Annual General Meeting
For personal use only UNIVERSAL STORE HOLDINGS LIMITED ACN 169 039 721 2024 ANNUAL GENERAL MEETING 30 October 2024 Universal Store Holdings Ltd ABN 94 628 836 484
Slide 6: Chair Address
2024 AGM PRESENTATION For personal use only 1 CHAIR ADDRESS 2
Slide 7: Group Overview
2024 AGM PRESENTATION GROUP OVERVIEW Australia’s premier A grower of businesses, Customer focused, Focused on results, For personal use only owner and operator of with excellence in detail oriented, nimble, risk management, youth and young adult culture, retail execution multi-channel and fostering
Slide 8: UNI Group FY24 Overview
2024 AGM PRESENTATION UNI GROUP FY24 OVERVIEW THE GROUP DELIVERED STRONG RESULTS, WITH +9.7% SALES GROWTH AND +16.6% GROWTH IN UNDERLYING EBIT1 DRIVEN BY GROSS MARGIN For personal use only IMPROVEMENT, COST CONTROL, AND SALES MOMENTUM BUILDING IN H2 GROUP PERFORMANCE: Sales of $288.5 US: Strong LFL
Slide 9: UNI Group FY24 Financial Headlines
2024 AGM PRESENTATION UNI GROUP FY24 FINANCIAL HEADLINES EBITA GROWTH UNDERPINED BY STRONGER GP% AND COST CONTROL WITH POSITIVE H2 SALES GROWTH For personal use only $288.5m 60.1% 39.6 cents Sales +9.7% Gross Margin Underlying EPS4 (+5.9% excl. CTC) +110bps +14.1% -0.3% $47.1m $14.3m US LFL Sales2 U
Slide 10: Strategy
2024 AGM PRESENTATION STRATEGY BUILDING A PORTFOLIO OF PREMIUM YOUTH FASHION BRANDS AND RETAIL FORMATS Unique strategies across our businesses share six common pillars: For personal use only 1 Expansion of physical store network 2 Range differentiation and dynamic curation 3 Delivering superior cust
Slide 11: Environmental, Social and Governance
2024 AGM PRESENTATION ENVIRONMENTAL, SOCIAL AND GOVERNANCE COMMITMENT TO DEVELOPING A SUSTAINABLE FUTURE UNI's approach to sustainability focuses on five pillars: For personal use only Tread lightly to reduce our impact on the environment, preserve natural resources and actively contribute to the re
Slide 12: CEO Update
2024 AGM PRESENTATION For personal use only 2 CEO UPDATE 8
Slide 13: FY24 Delivered Strong Growth
2024 AGM PRESENTATION FY24 DELIVERED STRONG GROWTH PHYSICAL STORES (#) US LFL SALES GROWTH (%)² 102 Total sales $288.5 million (+9.7% 95 28.5 For personal use only versus pcp), delivering Group 5- 8 78 10 14 year sales CAGR of +14.5% 67 3 8 (FY19-FY24)¹ 65 60 15.9 1 Universal Store 6-year average LF
Slide 14: FY24 Strategy Update
2024 AGM PRESENTATION FY24 STRATEGY UPDATE Store Network Digital Growth • Group: 10 new stores opened in FY24 (network • Online represented 14.2% of total sales of 102 stores at 30 June 2024) • Store to door offer continues to perform well • US: 2 new stores and 1 temporary pop-up opened in FY24 • I
Slide 15: FY25 YTD Trading Update
2024 AGM PRESENTATION FY25 YTD TRADING UPDATE Sales performance – Weeks 1 to 17: Store roll-out: • Group YTD¹ direct to customer (DTC) sales are up +19.3% on prior • New store roll out is on track to achieve previous market guidance corresponding period (“pcp”) of 9 to 15 new stores in FY25; For per
Slide 16: Disclaimer
F2024 AGM PRESENTATION DISCLAIMER The material contained in this This presentation may contain forward- To the extent permitted by law, For personal use only presentation has been prepared by looking statements with respect to the no responsibility for any loss arising Universal Store Holdings Limit
Slide 17: Universal Spirit
UNIVERSAL SPIRIT The unique ability to create memorable and positive experiences for all. For personal use only Creating an experience that is fun, open and based on kindness. The environment that enables a person to be their best. Authorised for release by the Board of Directors of Universal Store
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