Kering | Investor Presentation Deck | 55 slides

Kering · 2023-09
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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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

55
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Humble Origins
02
other
Open slide detailBeat · Humble Origins
03
front_matter
Open slide detailBeat · Humble Origins
04
The slide uses a grid layout to present six distinct performance categories.summarize
Open slide detailBeat · Humble Origins
05
The slide uses a process-oriented layout to show four strategic pillars leading to a unified outcome.present_solution
Open slide detailBeat · Early Struggles
06
The slide uses a timeline to show the divestment of non-luxury assets and acquisition of luxury brands, alongside donut charts to illustrate the shift in revenusummarize
Open slide detailBeat · Early Struggles
07
The slide uses a mix of brand logos and a bar chart to illustrate portfolio composition and financial scale.analyze_data
Open slide detailBeat · Early Struggles
08
Uses a before-after framework to illustrate strategic evolution.present_solution
Open slide detailBeat · Early StrugglesLoop · Before After
09
The slide uses a split-screen layout comparing Kering Eyewear (historical growth chart) and Kering Beauté (timeline of recent developments).summarize
Open slide detailBeat · Rising SuccessLoop · Before After
10
summarize
Open slide detailBeat · Rising Success
11
Includes a quote from the CEO and a visual representation of the top leadership hierarchy.introduce_nominees
Open slide detailBeat · Rising Success
12
front_matter
Open slide detailBeat · Rising Success
13
Waterfall chart shows H1 22 to H1 23 bridge with Comparable, Scope, and FX impacts. Donut chart includes a central map graphic.analyze_data
Open slide detailBeat · Rising Success
14
analyze_data
Open slide detailBeat · Rising Success
15
The slide uses a donut chart to show the 77%/23% split between Retail and Wholesale, with further regional and sub-channel breakdowns.analyze_data
Open slide detailBeat · Rising Success
16
The slide highlights investment activities and financial health indicators.analyze_data
Open slide detailBeat · Rising Success
17
front_matter
Open slide detailBeat · The BreakthroughLoop · Maturity Curve
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Waterfall chart illustrates revenue bridge between H1 22 and H1 23.analyze_data
Open slide detailBeat · The BreakthroughLoop · Maturity Curve
19
Includes commentary on EBIT margin dilution and CAPEX phasing.analyze_data
Open slide detailBeat · The BreakthroughLoop · Maturity Curve
20
transition
Open slide detailBeat · The BreakthroughLoop · Maturity Curve
21
Waterfall chart shows revenue bridge from H1 22 to H1 23.analyze_data
Open slide detailBeat · The BreakthroughLoop · Maturity Curve
22
analyze_data
Open slide detailBeat · The BreakthroughLoop · Maturity Curve
23
front_matter
Open slide detailBeat · The BreakthroughLoop · Maturity Curve
24
The chart uses a waterfall bridge to explain revenue variance between H1 2022 and H1 2023.analyze_data
Open slide detailBeat · The BreakthroughLoop · Maturity Curve
25
summarize
Open slide detailBeat · Ultimate Achievement
26
transition
Open slide detailBeat · Ultimate Achievement
27
Waterfall chart illustrates revenue bridge from H1 2022 to H1 2023.analyze_data
Open slide detailBeat · Ultimate Achievement
28
Includes a fashion photograph as a visual element.analyze_data
Open slide detailBeat · Ultimate Achievement
29
front_matter
Open slide detailBeat · Ultimate Achievement
30
The waterfall chart shows the bridge from H1 2022 to H1 2023 revenue for Kering Eyewear.analyze_data
Open slide detailBeat · Ultimate Achievement
31
The table presents a standard income statement comparison between two half-year periods.analyze_data
Open slide detailBeat · Ultimate Achievement
32
The table highlights the impact of real estate acquisitions on free cash flow.analyze_data
Open slide detailBeat · Ultimate Achievement
33
The chart uses a waterfall bridge format to reconcile the opening and closing net debt positions.show_valuation_bridge
Open slide detailBeat · Ultimate Achievement
34
transition
Open slide detailBeat · Ultimate Achievement
35
The slide uses a donut chart as a central hub to connect the three categories of directors.other
Open slide detailBeat · Ultimate Achievement
36
The matrix uses a 3x3 grid structure to categorize priorities. Icons represent People, Planet, Governance, and Profit.prioritize
Open slide detailBeat · Ultimate Achievement
37
The slide lists various sustainability initiatives (SBTi, Fashion Pact, RE100, CDP, TCFD) alongside specific quantitative reduction targets.present_framework
Open slide detailBeat · Ultimate Achievement
38
EP&L stands for Environmental Profit & Loss. The slide uses a bubble matrix to show impact distribution and a line chart to show intensity reduction over time.analyze_data
Open slide detailBeat · Ultimate Achievement
39
The slide highlights geographic concentration in Italy and the formalization of sustainability through specific standards and audit cycles.summarize
Open slide detailBeat · Ultimate Achievement
40
Includes a visual comparison of land footprint vs. restoration target.summarize
Open slide detailBeat · Ultimate Achievement
41
The slide uses a side-by-side comparison structure to present two distinct corporate sustainability initiatives.present_framework
Open slide detailBeat · Ultimate Achievement
42
The diagram is a circular process model showing how different operational areas contribute to circularity.present_framework
Open slide detailBeat · Ultimate Achievement
43
The slide uses donut charts and a map to visualize workforce composition across multiple dimensions.analyze_data
Open slide detailBeat · Ultimate Achievement
44
The slide uses a 'We...' prefix to connect the three pillars, suggesting a unified corporate strategy.summarize
Open slide detailBeat · Ultimate Achievement
45
appendix
Open slide detailBeat · Ultimate Achievement
46
Includes two donut charts representing store counts and revenue share, and a table detailing quarterly performance by geography.analyze_data
Open slide detailBeat · Ultimate Achievement
47
Includes two donut charts showing store count and revenue breakdown, plus a table of quarterly performance metrics.analyze_data
Open slide detailBeat · Ultimate Achievement
48
Includes H1 2023 revenue of €833m, store count of 279, and regional revenue splits alongside quarterly YoY comparable growth rates.analyze_data
Open slide detailBeat · Ultimate Achievement
49
analyze_data
Open slide detailBeat · Ultimate Achievement
50
analyze_data
Open slide detailBeat · Ultimate Achievement
51
The table shows a flat performance for the total group (0% change) despite varying performance across individual houses.analyze_data
Open slide detailBeat · Ultimate Achievement
52
The table is split into two sections: financial results and income tax metrics.analyze_data
Open slide detailBeat · Ultimate Achievement
53
Values in millions of Euros (€M).analyze_data
Open slide detailBeat · Ultimate Achievement
54
front_matter
Open slide detailBeat · Ultimate Achievement
55
front_matter
Open slide detailBeat · Ultimate Achievement