Kering | Investor Presentation Deck | 62 slides

Kering · 2024-09
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 5
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Slide inventory

62
every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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Includes financial metrics (Revenue, ROI, Net Income, FCF), operational metrics (People), and ESG metrics (Sustainability).summarize
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The slide uses a timeline to show the shift from non-luxury to luxury, and donut charts to illustrate the shift in revenue composition and geographical footprinsummarize
Open slide detailBeat · Problem
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Includes recent acquisitions (Valentino, Lindberg, Maui Jim, Creed) highlighted with arrows.summarize
Open slide detailBeat · Problem
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The chart shows revenue growth from 2015 to 2023 with an ambition target of 2,000m. Includes logos of Gucci, Cartier, Montblanc, Dunhill, Lindberg, and Maui Jimanalyze_data
Open slide detailBeat · Solution
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plan_implementation
Open slide detailBeat · Solution
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present_solution
Open slide detailBeat · Solution
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The slide uses a grid layout to present progress metrics against specific targets.summarize
Open slide detailLoop · Cost Of Inaction
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The slide uses a split-layout to contrast strategic pillars (left) with quantitative outcomes (right).summarize
Open slide detailLoop · Cost Of Inaction
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The slide uses a dual-column structure to separate investment areas (Visibility, Desirability, Adjacencies) from operational reinforcement pillars (Collections,plan_implementation
Open slide detailLoop · Cost Of Inaction
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The slide uses a hub-and-spoke style layout to show how financial health supports three main pillars of capital allocation.present_framework
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The slide uses a high-impact lifestyle image as a background for a section transition.transition
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The slide uses a split-column layout to contrast existing brand strengths with future strategic focus areas.frame_situation
Open slide detailLoop · Quick Win Big Bet
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present_framework
Open slide detailLoop · Quick Win Big Bet
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The slide uses a central brand logo surrounded by four strategic pillars, each with three sub-initiatives.present_framework
Open slide detailLoop · Quick Win Big Bet
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plan_implementation
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transition
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The waterfall chart decomposes the revenue change from H1 23 to H1 24 using comparable, scope, and FX factors.analyze_data
Open slide detailBeat · Financials
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The table includes both reported and comparable (constant scope and exchange rates) growth metrics.analyze_data
Open slide detailBeat · Financials
22
The slide uses a donut chart to show the 74/26 split, followed by bar charts for growth rates. It also includes a map graphic for store count.analyze_data
Open slide detailBeat · Financials
23
The slide uses a consistent bar chart format across five regions, showing percentage changes at constant scope and exchange rates.analyze_data
Open slide detailBeat · Financials
24
Includes specific annotations for real estate adjustments and seasonality.analyze_data
Open slide detailBeat · Financials
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front_matter
Open slide detailBeat · Financials
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The chart uses a waterfall bridge to explain the revenue variance between H1 2023 and H1 2024.analyze_data
Open slide detailBeat · Financials
27
Includes a photo of Jannik Sinner with a Gucci bag, likely for brand association.analyze_data
Open slide detailBeat · Financials
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front_matter
Open slide detailBeat · Financials
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The waterfall chart breaks down revenue changes by Retail, Wholesale, and Royalties/others.analyze_data
Open slide detailBeat · Financials
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analyze_data
Open slide detailBeat · Financials
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front_matter
Open slide detailBeat · Financials
32
The chart uses a waterfall bridge to explain revenue variance between H1 2023 and H1 2024.analyze_data
Open slide detailBeat · Financials
33
The slide explains the EBIT dilution as a result of brand elevation investments and network enhancements.analyze_data
Open slide detailBeat · Financials
34
transition
Open slide detailBeat · Financials
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The slide uses a waterfall chart to bridge revenue between H1 2023 and H1 2024, highlighting the impact of Retail, Wholesale, and Royalties.analyze_data
Open slide detailBeat · Financials
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analyze_data
Open slide detailBeat · Financials
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front_matter
Open slide detailBeat · Financials
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The revenue bridge shows the transition from H1 23 Kering Eyewear to H1 24 Kering Eyewear and Corporate, incorporating comparable growth, FX, and the addition oanalyze_data
Open slide detailBeat · Financials
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analyze_data
Open slide detailBeat · Financials
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analyze_data
Open slide detailBeat · Financials
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The chart shows the movement of net debt including FCF, acquisitions, dividends, interest, and lease repayments.show_valuation_bridge
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front_matter
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The slide uses a hierarchical layout to categorize board members by their independence and role, accompanied by a sidebar of key board statistics.introduce_nominees
44
The matrix uses a 3x3 grid layout to categorize sustainability challenges into core, major, and crucial levels.prioritize
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The slide lists key climate initiatives (SBTi, Fashion Pact, RE100, CDP, TCFD) alongside specific reduction targets for Scopes 1, 2, and 3.present_solution
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EP&L stands for Environmental Profit & Loss. The slide uses a bubble matrix to show impact intensity across tiers and a waterfall-style bridge to show intensitysummarize
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Includes visual representation of supplier geographic distribution and key policy documents.analyze_data
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Includes a visual comparison of land footprint vs. restoration target.present_framework
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compare_peers
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The diagram is a circular process model showing how different operational areas contribute to circularity.present_framework
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Includes total headcount of 48,964 people and 2023 hiring/departure metrics.analyze_data
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Includes both store count net changes and regional revenue percentages, alongside quarterly YoY performance tables.analyze_data
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Includes both reported and comparable growth figures across regions and quarters.analyze_data
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Includes both store count data and financial performance metrics (revenue, YoY growth).analyze_data
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analyze_data
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analyze_data
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analyze_data
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The table is split into two sections: financial results and income tax metrics.analyze_data
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The table presents a breakdown of assets, liabilities, capital employed, equity, and net debt.analyze_data
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front_matter
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front_matter