Lovisa Holdings Ltd. · ASX:LOV
Lovisa — Macquarie Conference May 2022
10 slides from Lovisa's conference presentation, May 5, 2022
Slide 1: Lovisa Holdings Limited Macquarie Conference May 2022
Lovisa Holdings Limited Macquarie Conference May 2022 CHRIS LAUDER CHIEF FINANCIAL OFFICER
Slide 2: Forward-looking statements
Some of the information contained in this presentation contains “forward - looking statements” which may not directly or exclusively relate to historical facts. These forward-looking statements reflect the current intentions, plans, expectations, assumptions and beliefs about future events of Lovisa
Slide 3: Strategy Recap: Our strategic plans remain in place
STRATEGY RECAP Our strategic plans remain in place OUR PAST OUR PRESENT OUR FUTURE Although we have had short-term Continued expansion in our current 12 years ago we set out to develop a fast challenges with COVID over the past 2 markets with the same successful fashion jewellery concept to meet yea
Slide 4: Strategy Recap: Lovisa Store Disciplines
STRATEGY RECAP Lovisa Store Disciplines Target store size High pedestrian between 50 - 80 sqm traffic locations Stores are designed for high intensity Majority of stores merchandising to in desirable malls maximise sales and locations potential Standardised fit-outs Typical store is run maintain cus
Slide 5: Vertically Integrated Business Model
STRATEGY RECAP Vertically Integrated Business Model • Owned product and brand • In house, product-led business • Significant cost advantage via direct sourcing from VERTICALLY factories, with product manufactured in cost optimal INTEGRATED RETAIL locations (China, Thailand and India) MODEL • Strong
Slide 6: History of Consistent Growth
HISTORY OF CONSISTENT GROWTH 450 Sales Growth 700 Store Network Growth 400 600 350 500 300 Number of Stores Sales ($AUDm) 250 400 447 Offshore 391 200 Australia 300 283 236 150 175 $288 143 $250 $242 200 44 93 106 100 $217 15 $179 $134 $153 100 50 $106 160 166 146 144 145 151 154 152 153 156 $71 - 6
Slide 7: Store Network
STORE NETWORK International Rollout continued with 59 net new stores opened for the Year to Date Store number growth • Number of international stores continued to grow with offshore territories now 74% of the store network Var FY22 YTD Country April FY22 FY21 FY20 Var FY20 (10 mths) • 73 new stores
Slide 8: First Half Financial Overview and Trading Update
FIRST HALF FINANCIAL OVERVIEW AND TRADING UPDATE1 • Improved financial performance as key markets traded well as HY22 HY22 HY21 Variance economic activity improved across most markets ($000) (Statutory) (pre AASB 16) (pre AASB 16) (pre AASB 16) • First Half Revenue up 48.3% on 1H21 with comparable s
Slide 9: Strategy Recap: Our strategic plans remain in place
STRATEGY RECAP Our strategic plans remain in place OUR PAST OUR PRESENT OUR FUTURE Although we have had short-term Continued expansion in our current 12 years ago we set out to develop a fast challenges with COVID over the past 2 markets with the same successful fashion jewellery concept to meet yea
Slide 10: Questions
QUESTIONS 10