Kering | Results Presentation Deck | 59 slides

Kering · 2024-02
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
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

59
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
Pure text-only legal page; no charts, diagrams or imagery beyond the small Kering logo glyph in the footer.front_matter
03
front_matter
04
summarize
Open slide detailBeat · Attention
05
The slide uses a grid layout to associate visual imagery with strategic pillars.present_framework
Open slide detailBeat · Attention
06
The slide uses a three-column layout to categorize communication strategies.present_framework
07
The slide outlines a retail strategy (Upgrade, Expand, Relocate, Open) and a wholesale strategy (Rationalize - Retailize).plan_implementation
08
The slide highlights operational investments in manufacturing infrastructure (ateliers) and supply chain control.present_solution
09
summarize
10
The slide uses a grid layout to present progress metrics against specific targets.summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
11
The slide uses a high-impact visual of a branded tram to signal a transition to a new strategic section.transition
Open slide detailBeat · NeedLoop · Cost Of Inaction
12
The slide uses a balanced layout comparing existing brand strengths with future strategic focus areas.frame_situation
Open slide detailLoop · Cost Of Inaction
13
frame_situation
Open slide detailLoop · Cost Of Inaction
14
The slide uses a hub-and-spoke layout with Gucci at the center and four strategic pillars surrounding it.present_framework
Open slide detailLoop · Cost Of Inaction
15
The slide uses a combination of a timeline graphic and a vertical list of strategic milestones.plan_implementation
Open slide detailLoop · Cost Of Inaction
16
The slide uses a split-layout comparing the 'Beauty Opportunity' (rationale) with the 'Roadmap' (execution).plan_implementation
Open slide detailLoop · Cost Of Inaction
17
The slide uses a hub-and-spoke layout to connect financial health to three strategic pillars: organic growth, shareholder return, and adjacent business investmepresent_framework
Open slide detailLoop · Cost Of Inaction
18
The slide highlights the transformation of the business through visibility, desirability, and M&A, supported by key financial growth metrics.summarize
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
19
The slide uses a structured layout to separate investment areas from reinforcement pillars, culminating in a long-term growth goal.plan_implementation
Open slide detailBeat · Satisfaction
20
The slide uses a high-fashion runway show as a background image, likely from a luxury brand presentation.transition
21
The slide uses a waterfall chart to explain the revenue change and a donut chart with a central map graphic for regional distribution.analyze_data
22
Slide compares FY22 and FY23 performance across three key financial pillars.analyze_data
23
The slide uses a donut chart to show the split between Retail (78%) and Wholesale (22%), with further performance metrics for each.analyze_data
24
The slide uses a series of bar charts grouped by region, with maps as visual identifiers for each region.analyze_data
25
The table includes revenue figures in millions of Euros and percentage changes for both Q4 and FY 2023.analyze_data
26
front_matter
Open slide detailBeat · VisualizationLoop · Pareto Focus
27
The chart illustrates the impact of Retail, Wholesale, and Royalties/others on the year-over-year revenue change.analyze_data
Open slide detailBeat · VisualizationLoop · Pareto Focus
28
Includes brand imagery and financial table comparing FY23 to FY22.analyze_data
Open slide detailBeat · VisualizationLoop · Pareto Focus
29
front_matter
Open slide detailBeat · VisualizationLoop · Pareto Focus
30
The slide uses a waterfall chart to bridge FY 2022 and FY 2023 revenue, highlighting the impact of retail, wholesale, and royalties.analyze_data
Open slide detailLoop · Pareto Focus
31
Includes a visual of a staircase, likely representing the brand's aesthetic or store design.analyze_data
Open slide detailLoop · Pareto Focus
32
front_matter
Open slide detailLoop · Pareto Focus
33
The waterfall chart breaks down revenue changes by channel (Retail, Wholesale, Royalties and others).analyze_data
Open slide detailLoop · Pareto Focus
34
Includes a photo of a retail store interior.analyze_data
Open slide detailLoop · Pareto Focus
35
transition
Open slide detailLoop · Pareto Focus
36
Waterfall chart shows revenue decline from 3,874m to 3,514m, with retail growth (+3%) offset by wholesale (-29%) and royalties (-7%) declines.analyze_data
37
Includes specific mentions of Balenciaga and AMQ as drivers of fixed-cost absorption issues.analyze_data
38
front_matter
39
Includes a waterfall chart for revenue growth and a table for key financial metrics.analyze_data
40
The table presents a standard income statement summary comparing two fiscal years.analyze_data
41
The table shows a reconciliation of cash flow from operations, highlighting the impact of real estate acquisitions/disposals.analyze_data
42
The chart shows the bridge from 2,306m (0.3x) to 8,504m (1.3x) net debt.show_valuation_bridge
43
The slide uses a stacked bar chart to represent the balance sheet identity (Assets = Liabilities + Equity).analyze_data
44
The slide shows two charts: Dividend per share (bar chart) and Dividend payout (grouped bar chart).analyze_data
45
transition
Open slide detailBeat · Action
46
transition
Open slide detailBeat · Action
48
The slide uses a hub-and-spoke style diagram to organize achievements under three thematic pillars.summarize
49
summarize
50
Includes both reported and comparable growth figures across regions and quarters.analyze_data
51
Includes both reported and comparable revenue metrics, store network changes, and regional retail performance.analyze_data
52
analyze_data
53
analyze_data
54
The table highlights FY 23 data with a light grey background column.analyze_data
55
The table shows a decline in EBITDA for major houses, offset by growth in Kering Eyewear and Corporate.analyze_data
56
analyze_data
57
The table presents a breakdown of assets, liabilities, capital employed, and sources of funding.analyze_data
58
front_matter
59
front_matter