Compagnie Financiere Richemont Sa · SIX:CFR

Compagnie Financiere Richemont Sa — Richemont — Q3 FY2025 Earnings Presentation

9 slides from Compagnie Financiere Richemont Sa's earnings presentation, January 2025

  1. Slide 1: FY25 Q3 Sales

    FY25 Q3 SALES 31 DECEMBER 2024

  2. Slide 2: Forward-looking statements disclaimer

    Certain of the matters discussed in this document about our and our subsidiaries’ future performance, including, without limitation, store openings and closings, product introductions, sales, sales growth, sales trends, store traffic, Richemont's strategy and initiatives and the pace of execution th

  3. Slide 3: Q3-25 Highlights: Strong Performance

    Q3-25 HIGHLIGHTS: STRONG PERFORMANCE Highest ever level Double-digit growth of quarterly sales across most regions €6.2bn +22% Americas +19% Europe & Japan +10% +20% MEA at constant & actual FX at constant FX Marked improvement Robust net cash over H1 across position all business areas +14% Jeweller

  4. Slide 4: Double-digit growth in almost all regions in Q3-25 (constant rates)

    DOUBLE-DIGIT GROWTH IN ALMOST ALL REGIONS IN Q3-25 (CONSTANT RATES) Americas Asia Pacific +22% vs Q3-24 27% 31% -7% vs Q3-24  Improving from H1’s +11%  +13% comps in prior-year period  Strong local demand, particularly  Improving from -18% in H1 in the US  Still weak demand in China  Growth ac

  5. Slide 5: Strong sales contribution from the Americas and Europe (€m)

    STRONG SALES CONTRIBUTION FROM THE AMERICAS AND EUROPE (€m) +10% (at actual rates) +93 +78 +292 -136 6 150 +230 5 593 Q3-24 Europe Asia Pacific Americas Japan Middle East Q3-25 & Africa

  6. Slide 6: Marked improvement in Q3-25 over H1 across all business areas

    MARKED IMPROVEMENT IN Q3-25 OVER H1 ACROSS ALL BUSINESS AREAS  Very solid growth on top of double-digit comps in prior-year Jewellery €4.5bn period  Acceleration over H1 across most regions Maisons +14%  Strong sales of iconic Jewellery and Watch lines bolstered by novelties at constant and actua

  7. Slide 7: Growth across all distribution channels in Q3-25 (constant rates)

    GROWTH ACROSS ALL DISTRIBUTION CHANNELS IN Q3-25 (CONSTANT RATES) Wholesale, incl. Royalty Income Retail +4% vs Q3-24 +11% vs Q3-24  Growth at Jewellery Maisons and 22%  Largely led by Jewellery Maisons Other; decline at Specialist 71%  Double-digit growth in almost all Watchmakers regions  Led

  8. Slide 8: Definitions

    DEFINITIONS › yoy means year on year change vs quarter ended 31 December 2023 › Movements at constant exchange rates are calculated by translating underlying sales in local currencies into euros in both the current period and the comparative period at the average exchange rates applicable for the fi

  9. Slide 9: Richemont Maisons and brands

    Buccellati • Cartier • Van Cleef & Arpels • Vhernier A. Lange & Söhne • Baume & Mercier • IWC • Jaeger-LeCoultre • Panerai • Piaget • Roger Dubuis • Vacheron Constantin Alaïa • Chloé • Delvaux • dunhill • Gianvito Rossi • Montblanc • Peter Millar • Purdey • Serapian • TimeVallée • Watchfinder & Co.

Richemont — Q3 FY2025 Earnings Presentation on 6ix