Kering | Investor Presentation Deck | 62 slides

Kering · 2023-10
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 5
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

62
every slide · same image gating as the playbook
01
Slide 1
Features the Kering owl logo.front_matter
03
front_matter
Open slide detailBeat · Problem
04
summarize
Open slide detailBeat · Problem
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present_solution
Open slide detailBeat · Problem
06
The slide uses a timeline to show divestments of non-luxury assets and acquisitions of luxury brands, alongside donut charts to illustrate the shift in revenue summarize
Open slide detailBeat · Solution
07
Includes recent acquisitions (Valentino, Creed, Maui Jim, Lindberg) and a bar chart showing revenue vs recurring operating income by house.analyze_data
Open slide detailBeat · Solution
08
Uses a before-after framing to justify a shift in strategic focus for luxury houses.present_solution
Open slide detailBeat · SolutionLoop · Before After
09
The slide uses a split-screen layout comparing Kering Eyewear (bar chart + growth strategy) and Kering Beauté (timeline + acquisition strategy).summarize
Open slide detailBeat · SolutionLoop · Before After
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present_solution
Open slide detailBeat · Solution
11
Includes a quote from the CEO and headshots of the top three executives.introduce_nominees
12
transition
13
Waterfall chart shows the bridge between Q3 22 and Q3 23 revenue.analyze_data
Open slide detailBeat · Market Size
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analyze_data
Open slide detailBeat · Market Size
15
The slide uses a donut chart to show the 78/22 split between retail and wholesale, then breaks down performance by region and sub-channel.analyze_data
Open slide detailBeat · Market Size
16
The waterfall chart breaks down revenue changes by channel (Retail, Wholesale, Royalties/Others).analyze_data
Open slide detailBeat · Market Size
17
The chart uses a waterfall bridge to explain the revenue decline from 916m to 768m.analyze_data
Open slide detailBeat · Market Size
18
The slide uses a waterfall chart to decompose revenue changes by channel (Retail, Wholesale, Royalties).analyze_data
Open slide detailBeat · Market Size
19
The waterfall chart shows the bridge from Q3 22 to Q3 23 revenue.analyze_data
Open slide detailBeat · Market Size
20
The slide uses a waterfall chart to bridge revenue figures.analyze_data
Open slide detailBeat · Market Size
21
The slide uses a high-fashion product image as a background for a section transition.transition
22
Waterfall chart shows revenue bridge from H1 22 to H1 23; donut chart shows regional revenue mix.analyze_data
23
The slide highlights investment activities and financial health indicators across three main categories.analyze_data
24
front_matter
Open slide detailLoop · Cost Of Inaction
25
The slide uses a central donut chart to represent the total count of 12 directors, with dashed lines connecting to specific groups.other
Open slide detailLoop · Cost Of Inaction
26
The data highlights trends in board governance and diversity over a 13-year period.analyze_data
Open slide detailLoop · Cost Of Inaction
27
The matrix uses a 3x3 grid layout to categorize priorities into core, major, and crucial challenges.prioritize
Open slide detailLoop · Cost Of Inaction
28
The slide highlights key sustainability partnerships (SBTi, Fashion Pact, RE100, CDP, TCFD) and specific emission reduction targets.present_framework
Open slide detailLoop · Cost Of Inaction
29
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.analyze_data
Open slide detailLoop · Cost Of Inaction
30
Includes visual representations of policy documents and audit certifications.summarize
Open slide detailLoop · Cost Of Inaction
31
Includes a visual comparison of land impact vs. restoration commitment.present_solution
Open slide detailLoop · Cost Of Inaction
32
present_solution
Open slide detailLoop · Cost Of Inaction
33
The diagram is a circular process model showing how different business stages contribute to circularity.present_framework
Open slide detailLoop · Cost Of Inaction
34
Includes total headcount of 47,227 and hiring/departure metrics.analyze_data
Open slide detailLoop · Cost Of Inaction
35
The slide uses a hub-and-spoke style diagram to categorize sustainability achievements.summarize
Open slide detailLoop · Cost Of Inaction
37
The table includes a breakdown by brand/segment and a total group figure, with a specific column for comparable growth.analyze_data
38
Includes both store count data and regional revenue performance metrics.analyze_data
39
analyze_data
40
Includes a donut chart for store distribution and regional revenue, and a performance table.analyze_data
41
analyze_data
43
front_matter
44
The slide uses a waterfall chart to bridge revenue from H1 22 to H1 23, broken down by Retail, Wholesale, and Royalties.analyze_data
45
The slide highlights a decline in revenue and operating income alongside an increase in CAPEX, attributed to strategic brand investments and operational phasinganalyze_data
46
front_matter
47
The slide uses a waterfall chart to decompose revenue growth by channel (Retail, Wholesale, Royalties).analyze_data
48
analyze_data
49
The slide uses a split-screen layout with a large lifestyle image on the left and brand messaging on the right.establish_context
50
The slide uses a waterfall chart to explain the revenue bridge between H1 2022 and H1 2023.analyze_data
51
analyze_data
52
transition
53
Waterfall chart shows revenue bridge from H1 2022 to H1 2023.analyze_data
54
Includes a fashion runway image as a visual anchor for the segment.analyze_data
55
front_matter
56
The slide uses a waterfall chart to explain revenue growth and a table for key financial figures.analyze_data
57
analyze_data
58
The table shows a bridge from cash flow before taxes to free cash flow from operations.analyze_data
59
The chart shows the bridge from 2,306m to 3,854m net debt, including FCF, acquisitions, dividends, interest, and lease repayments.analyze_data
60
The table presents a breakdown of assets, liabilities, capital employed, equity, and net debt.analyze_data
61
front_matter
62
front_matter