Kering | Investor Presentation Deck | 63 slides

Kering · 2023-11
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 5
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

63
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Likely a mood or atmosphere slide for a brand presentation.filler
04
front_matter
Open slide detailBeat · Situation & Context
05
The slide uses a grid layout to present six distinct performance indicators.summarize
Open slide detailBeat · Situation & Context
06
plan_implementation
Open slide detailBeat · Situation & Context
07
The slide uses a timeline to show the shift from non-luxury to luxury, and donut charts to illustrate the change in revenue composition.summarize
Open slide detailBeat · Situation & ContextLoop · Aha Moment
08
The slide highlights both established houses and recent acquisitions (Valentino, Lindberg, Maui Jim, Creed).analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
09
The slide uses a before-and-after comparison of strategic focus (pie charts) and provides a concrete implementation plan for 'Elevation strategy'.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
10
The slide uses a split-screen layout comparing Kering Eyewear (historical revenue growth) and Kering Beauté (timeline of launch and acquisition).summarize
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
11
The slide uses a three-column layout to categorize strategic initiatives, each supported by a descriptive image.summarize
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
12
Includes a quote from the CEO and an org-chart-like visual of the top leadership structure.introduce_nominees
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
13
front_matter
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
14
Waterfall chart shows the bridge from Q3 22 to Q3 23 revenue.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
15
The slide uses a table for segment performance and a donut chart with an internal map graphic for regional distribution.analyze_data
Open slide detailBeat · Evidence & Proof
16
The slide uses a donut chart to show the 78/22 split between retail and wholesale, with sub-metrics for each.analyze_data
Open slide detailBeat · Evidence & Proof
17
The slide highlights a transition period for the brand, noting the new creative director and strategic focus on exclusivity and quality.analyze_data
Open slide detailBeat · Evidence & Proof
18
The slide uses a waterfall chart to bridge Q3 2022 revenue to Q3 2023 revenue.analyze_data
Open slide detailBeat · Evidence & Proof
19
The slide uses a waterfall chart to decompose revenue changes by channel.analyze_data
Open slide detailBeat · Evidence & Proof
20
The waterfall chart illustrates the revenue decline from 995m to 805m, broken down by channel/category impact.analyze_data
Open slide detailBeat · Evidence & Proof
21
The slide uses a waterfall chart to bridge revenue figures.analyze_data
Open slide detailBeat · Evidence & Proof
22
front_matter
Open slide detailBeat · Evidence & Proof
23
Waterfall chart shows bridge from H1 22 to H1 23 revenue; donut chart shows regional mix and YoY change in percentage points.analyze_data
Open slide detailBeat · Evidence & Proof
24
The slide highlights investment activities and financial health indicators.summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
25
transition
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
26
The slide uses a central donut chart to represent the 12 directors, with branches connecting to headshots and titles.other
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
27
The data highlights trends in board governance and diversity over time.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
28
The matrix uses a 3x3 grid structure to categorize sustainability topics by impact and expectation levels.prioritize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
29
The slide highlights alignment with SBTi, Fashion Pact, RE100, CDP, and TCFD.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
30
EP&L stands for Environmental Profit & Loss. The slide uses a bubble matrix to show impact distribution and a dual-line chart to show intensity reduction.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
31
Includes visual references to internal policy documents and SA8000 certification.summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
32
Includes a visual representation of the 6x scale commitment relative to land use impact.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
33
The slide uses a side-by-side comparison structure to detail two distinct corporate sustainability funds.summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
34
The diagram is a circular process model showing how different business stages contribute to circularity.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
35
The slide uses donut charts to represent categorical breakdowns of the 47,227 total employees.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
36
The slide uses a hub-and-spoke style layout to categorize sustainability achievements.summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
38
The table includes a 'Comp.' column for comparable growth, which is a standard financial reporting metric.analyze_data
39
Includes both store count data and financial performance metrics (comparable vs reported).analyze_data
40
analyze_data
41
Includes both store count data and financial performance metrics (revenue, YoY comparable change).analyze_data
42
Includes geographic store distribution and regional revenue mix, alongside quarterly performance tables.analyze_data
44
front_matter
45
The slide uses a waterfall chart to decompose revenue growth by channel/segment.analyze_data
46
The slide uses a table to compare H1 2023 vs H1 2022, followed by bulleted commentary on margin dilution and CAPEX increases.analyze_data
47
front_matter
48
The chart uses a waterfall bridge to decompose revenue growth by channel (Retail, Wholesale, Royalties).analyze_data
49
analyze_data
50
transition
51
The slide uses a waterfall chart to decompose revenue changes by channel.analyze_data
52
analyze_data
53
transition
54
The slide uses a waterfall chart to bridge revenue between H1 2022 and H1 2023, highlighting contributions from Retail, Wholesale, and Royalties.analyze_data
55
The slide uses a high-fashion image as a visual anchor for the segment.analyze_data
56
front_matter
57
Includes a waterfall chart for revenue growth and a summary table for operating income and CAPEX.analyze_data
58
The table highlights key income statement metrics including revenue, margins, and net income.analyze_data
59
The table compares standard H1 2023/2022 figures with an adjusted H1 2023 column.analyze_data
60
The chart shows the transition from 2,306m (0.3x) to 3,854m (0.5x) net debt.show_valuation_bridge
61
Values are in millions of Euros (€M).analyze_data
62
front_matter
63
front_matter