Kering | Investor Presentation Deck | 55 slides

Kering · 2023-10
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
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 · Current Reality (Pain)
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other
Open slide detailBeat · Current Reality (Pain)
03
front_matter
Open slide detailBeat · Current Reality (Pain)
04
The slide uses a grid layout to present six distinct performance categories.summarize
Open slide detailBeat · Current Reality (Pain)
05
The slide uses a process-oriented layout to describe strategic pillars.present_framework
Open slide detailBeat · Future Vision (Gain)Loop · Logic Chain
06
Includes a timeline of acquisitions/divestments, financial highlights, revenue breakdown (FY12 vs FY22), and geographical revenue split.summarize
Open slide detailBeat · Future Vision (Gain)Loop · Logic Chain
07
The slide highlights both existing portfolio brands and recent acquisitions (Valentino, Lindberg, Maui Jim, Creed).analyze_data
Open slide detailBeat · Future Vision (Gain)Loop · Logic Chain
08
Uses a before-after framework to illustrate strategic evolution.present_solution
Open slide detailBeat · Future Vision (Gain)Loop · Logic Chain
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 · Future Vision (Gain)Loop · Logic Chain
10
summarize
Open slide detailBeat · Key Performance Indicators
11
Includes a quote from François-Henri Pinault and highlights key executive roles.summarize
Open slide detailBeat · Key Performance Indicators
12
The image features an Alexander McQueen handbag with the signature knuckle duster handle.front_matter
Open slide detailBeat · Key Performance Indicators
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 · Key Performance Indicators
14
The table includes revenue figures in €M and growth percentages for various Kering segments.analyze_data
Open slide detailBeat · Key Performance Indicators
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 · Key Performance Indicators
16
The slide uses a three-column layout to present financial KPIs with supporting bullet points for each category.analyze_data
Open slide detailBeat · Key Performance Indicators
17
front_matter
Open slide detailBeat · Key Performance Indicators
18
Waterfall chart illustrates revenue bridge between H1 22 and H1 23.analyze_data
Open slide detailBeat · Key Performance Indicators
19
Includes a photo of a Gucci storefront and a table comparing H1 2023 vs H1 2022.analyze_data
Open slide detailBeat · Key Performance Indicators
20
establish_context
Open slide detailBeat · Key Performance Indicators
21
The slide uses a waterfall chart to explain the revenue growth from 1,481M to 1,576M.analyze_data
Open slide detailBeat · Key Performance Indicators
22
analyze_data
Open slide detailBeat · Key Performance Indicators
23
establish_context
Open slide detailBeat · Key Performance Indicators
24
The chart uses a waterfall bridge to explain revenue variance between H1 2022 and H1 2023.analyze_data
Open slide detailBeat · Key Performance Indicators
25
analyze_data
Open slide detailBeat · Key Performance Indicators
26
transition
Open slide detailBeat · Key Performance Indicators
27
Waterfall chart illustrates revenue bridge from H1 2022 to H1 2023.analyze_data
Open slide detailBeat · Key Performance Indicators
28
Includes a fashion photograph as a visual element.analyze_data
Open slide detailBeat · Key Performance Indicators
29
front_matter
Open slide detailBeat · Key Performance Indicators
30
The waterfall chart shows the bridge from H1 2022 to H1 2023 revenue for Kering Eyewear.analyze_data
Open slide detailBeat · Key Performance Indicators
31
The table presents a standard income statement comparison between two half-year periods.analyze_data
Open slide detailBeat · Key Performance Indicators
32
The table highlights the impact of real estate acquisitions and disposals on the H1 2023 cash flow.analyze_data
Open slide detailBeat · Key Takeaways
33
The chart shows the movement of net debt including FCF, acquisitions, dividends, interest, lease repayments, and other investments.show_valuation_bridge
Open slide detailBeat · Key Takeaways
34
transition
Open slide detailBeat · Key Takeaways
35
The slide uses a donut chart as a central hub to connect the three categories of directors.other
Open slide detailBeat · Key Takeaways
36
The matrix uses a 3x3 grid structure to categorize priorities. Icons represent People, Planet, Governance, and Profit.prioritize
Open slide detailBeat · Key Takeaways
37
The slide lists various sustainability initiatives (SBTi, Fashion Pact, RE100, CDP, TCFD) alongside specific quantitative reduction targets.present_framework
Open slide detailBeat · Key TakeawaysLoop · Cost Of Inaction
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 · Key TakeawaysLoop · Cost Of Inaction
39
Includes visual representation of supplier geographic distribution and key policy documents.summarize
Open slide detailBeat · Key TakeawaysLoop · Cost Of Inaction
40
Includes a visual comparison of land footprint vs. restoration target.summarize
Open slide detailBeat · Key TakeawaysLoop · Cost Of Inaction
41
The slide uses a side-by-side comparison structure to present two distinct corporate sustainability initiatives.present_framework
Open slide detailBeat · Key TakeawaysLoop · Cost Of Inaction
42
The diagram is a circular process model showing how different operational areas contribute to circularity.present_framework
Open slide detailBeat · Key Takeaways
43
The slide uses donut charts to represent categorical data for the total workforce and management.analyze_data
Open slide detailBeat · Key Takeaways
44
The slide uses a hub-and-spoke style diagram to categorize sustainability achievements.summarize
Open slide detailBeat · Key Takeaways
46
Includes two donut charts representing store counts and revenue share, and a table detailing quarterly performance by geography.analyze_data
47
Includes both store count data and regional revenue percentages, alongside quarterly growth figures.analyze_data
48
analyze_data
49
analyze_data
50
The table shows segment-level performance including Gucci, Saint Laurent, Bottega Veneta, Other Houses, and Kering Eyewear/Corporate, with a total Kering figureanalyze_data
51
The table shows a flat performance for the total group (0% change) despite varying performance across individual houses.analyze_data
52
The table is split into two sections: financial results and income tax metrics.analyze_data
53
The table presents assets, liabilities, and equity, culminating in the reconciliation of Capital Employed with Total Sources (Equity + Net Debt).analyze_data
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front_matter
55
front_matter