Zegna | Results Presentation Deck | 39 slides

Ermenegildo Zegna Group · 2022-08
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
The slide uses stadium lighting imagery to frame the partnership announcement.illustrate_case
Open slide detailBeat · Attention
04
Includes a disclaimer regarding Non-IFRS financial measures.analyze_data
Open slide detailBeat · Attention
05
Financial data for the year ended 31 December 2021.summarize
Open slide detailBeat · Need
06
The slide uses a split-column layout to contrast the strategic progress of two distinct brands under the Ermenegildo Zegna Group umbrella.summarize
Open slide detailBeat · Need
07
summarize
Open slide detailBeat · Need
08
Includes a footnote defining GCR as Greater China Region.summarize
Open slide detailBeat · Need
09
The slide uses a split-column layout for brand-specific priorities and a footer bar for group-wide priorities.prioritize
Open slide detailBeat · Need
10
The slide uses a structured layout with black metric boxes on the left and corresponding bulleted commentary on the right, separated by horizontal dividers.summarize
Open slide detailBeat · SatisfactionLoop · Aha Moment
11
Includes two waterfall charts showing revenue bridges from 1H 2021 to 1H 2022.analyze_data
Open slide detailBeat · SatisfactionLoop · Aha Moment
12
Note at bottom clarifies Zegna Segment composition.analyze_data
Open slide detailBeat · SatisfactionLoop · Aha Moment
13
Includes footnotes 1-6 referenced at the bottom.analyze_data
Open slide detailBeat · SatisfactionLoop · Aha Moment
14
Includes revenue data for Zegna branded products, Thom Browne, Textile, Third Party Brands, Agnona, and Other.analyze_data
Open slide detailBeat · SatisfactionLoop · Aha Moment
15
Includes a detailed revenue table and two pie charts comparing 1H22 vs 1H21 channel mix.analyze_data
Open slide detailBeat · SatisfactionLoop · Aha Moment
16
Includes illustrations of the Zegna Lanificio and surrounding landscape.analyze_data
Open slide detailBeat · SatisfactionLoop · Aha Moment
17
transition
Open slide detailBeat · Satisfaction
18
Includes qualitative drivers for margin expansion and cost increases.analyze_data
Open slide detailBeat · Satisfaction
19
front_matter
Open slide detailBeat · Satisfaction
20
Includes a breakdown of growth-related costs impacting margins.analyze_data
Open slide detailBeat · Satisfaction
21
front_matter
Open slide detailBeat · Satisfaction
22
Includes segment-level breakdown for Zegna and Thom Browne.analyze_data
Open slide detailBeat · Satisfaction
23
Includes a callout box explaining the impact of put option liability on Thom Browne stake.analyze_data
Open slide detailBeat · Satisfaction
24
The slide explains the decrease in cash surplus from (145) to (103) million euros.analyze_data
Open slide detailBeat · Action
25
The slide compares Capex (1H22 vs 1H21) and Trade Working Capital (Jun-2022 vs Dec-2022).analyze_data
Open slide detailBeat · Action
26
summarize
Open slide detailBeat · ActionLoop · Cost Of Inaction
27
The slide uses a circular icon-based layout to categorize assumptions by geography, product line, and channel.summarize
Open slide detailBeat · ActionLoop · Cost Of Inaction
28
state_next_steps
Open slide detailBeat · Action
30
The table tracks store counts across three dates: June 30, 2022; Dec 31, 2021; and June 30, 2021.analyze_data
31
Standard financial reporting disclosure slide.appendix
33
Includes detailed footnotes explaining specific adjustments made to arrive at Adjusted EBIT.analyze_data
34
Includes detailed footnotes explaining specific financial adjustments.analyze_data
35
Includes detailed footnotes explaining specific adjustments like impairment, business combination costs, and disposals.analyze_data
36
The slide provides a reconciliation of non-IFRS financial measures, specifically Net Financial Indebtedness.analyze_data
37
The table shows the reconciliation from working capital to trade working capital.analyze_data