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CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA...

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CLSA Investors’ Forum 2016 September 19, 2016
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Page 1: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

CLSA Investors’ Forum 2016 September 19, 2016

Page 2: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

O u r V i s i o n

To take our diverse portfolio of brands global through licensing,

ownership and brand management. At the forefront of the industry,

we leverage the power of our brands and bring them to the right

market, the right channel, at the right time

Page 3: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

Global Brands

•One of the world’s leading branded apparel, footwear and fashion accessories companies

•Listed on the Hong Kong Stock Exchange on 9 July 2014, after a successful spin-off from Li & Fung

•Constituent of Hang Seng Composite Index Series,MSCI Index Series, FTSE4Good Index, and Hang Seng Corporate Sustainability Benchmark Index

•A global company headquartered in Hong Kongwith offices and about 3,800 employees worldwide

Page 4: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

•Wholesale strategy Minimal physical infrastructure with strategic investment in retail creates a very flexible distribution model

•Diversification across sales channels Ability to weather rapid shift towards e-commerce and off-price

•Diversified licensed brand portfolio Flexibility to capitalize on different life stages of a brand, without the risk as a brand owner

• The partner of choice for brand owners Leadership position in kids and strong capabilities across our product categories

• Brand management platform is second to none Brand extension programs and deeper perspectives on consumers globally

•We are truly global

What Sets Us Apart

Page 5: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

Our Global Reach

35 Countries50+ Offices

3,800 Employees

Florence

Tokyo

Seoul

Tel Aviv

Paris

Milan

Sao Paulo

Greensboro OperationSupport Hub

Singapore

New York US Headquarters

Los Angeles

Montreal

Hong Kong Global Headquarters

Shanghai China Headquarters

London European

Headquarters

Panyu Operation

Support Hub

Monheim

Page 6: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

Some of Our Key Brands

Page 7: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

7

W e a r e a w o r l d l e a d e r i n o u r p r o d u c t c a t e g o r i e s a n d t h e

w o r l d ’ s l a r g e s t b r a n d m a n a g e m e n t b u s i n e s s

Page 8: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

Our Business Verticals

US$3.4 billion in turnover* FY 2016/17 1Q - turnover increased by 8.4% for

the three months ended 30 June 2016

* Based on 2015 Second Interim Results, 12-months ended 31 Dec 2015

Approx.3%

Brand Management

Approx.35%

Footwear and Accessories

Approx. 17%

Men’s and Women’s FashionKids

45%Approx.

Page 9: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

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Global Brands’ Position - Global Retail Sales

Kids Men’s and Women’s Fashion

* Global Brands: retail sales based on the assumption at 2x of Global Brands’ turnover in 2015 ** All other companies: data based on Euromonitor International 2015

Page 10: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

§ Source: “License! Global” magazine Aug 2016 issue, based on FY 2015 numbers reported

Footwear and Accessories Brand Management

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Global Brands’ Position - Global Retail Sales

* Global Brands: retail sales based on the assumption at 2x of Global Brands’ turnover in 2015 ** All other companies: data based on Euromonitor International 2015

Page 11: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

• Formed joint venture with iconic global pop star Katy Perry, expanding on the recent partnership on footwear collection

• The joint venture aims to grow the Katy Perry brand into new consumer categories

• Initial reviews of the footwear collection have been very positive from the market

• As the first category to launch, the footwear collection will be available in the US and internationally for spring 2017

New Partnership - Katy Perry

Page 12: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

• Macro environment for FY 2016/17 expected to remain mixed

- After a soft start to the year, US shows signs of improvement

- Europe facing ongoing political and economic structural challenge, but stabilizing relative to the beginning of the year

- In Asia, including China, overall underlying trends (i.e. expanding middle class, rising disposable incomes) bode well for affordable luxury

• Retail and consumer industry is going through structural and cyclical changes

- Brands are evolving – from store presence/formats to products to sales channels to consumer experience

Macro/Industry Overview

Page 13: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

• Despite the challenging environment, we remain committed to growth

- Increasing market share across all distribution channels, including department stores, hypermarkets, off-price retailers, independent chains, specialty retailers ande-commerce channels

- Expanding our footprint in Europe and Asia

- Expanding direct-to-consumer reach and investing in e-commerce

• Next reporting to be in November 2016 for the six months from April to September 2016, after changing our year end date

Outlook

Page 14: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

Disclaimer

This document has been prepared by Global Brands Group Holding Limited (the “Company”) solely for selected recipients for information purposes only. These materials are given to you solely for your own use and information and no part of this document may be copied, reproduced, redistributed or passed on, directly or indirectly, to any other person (whether within or outside your organization/firm) or published, or otherwise disclosed, in whole or in part, in any manner and for any purpose without the prior consent of the Company. Any forwarding, distribution or reproduction of this document in whole or in part is unauthorized.

The information contained in this document has not been independently verified. No representation, warranty or undertaking, express or implied, is made by the Company or any of its affiliates, advisers or representatives as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions presented or contained herein. The information contained in this document should be considered in the context of the circumstances prevailing at the time, is subject to change without notice and the Company makes no undertaking to update the information in this document to reflect any developments that occur after the date of the presentation. It is not the Company’s intention to provide, and you may not rely on these materials as providing, a complete or comprehensive analysis of the Company, or its financial or trading position or prospects. Neither the Company nor any of its affiliates, advisers or representatives accept any responsibility or have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its contents or otherwise arising in connection with this document.

This document may contain statements that reflect the Company’s current intent, beliefs and expectations about the future as of the respective dates indicated herein. These forward-looking statements are not guarantees of future performance and are based on a number of assumptions about the Company’s operations and factors beyond the Company’s control and are subject to significant risks and uncertainties, and accordingly, actual results may differ materially from those described in these forward-looking statements. Neither the Company nor any of its affiliates, advisers or representatives has any obligation, nor do they undertake, to update these forward-looking statements for any events or developments including the occurrence of unanticipated events that occur subsequent to such dates.

This document does not constitute, in whole or in part, an offer for subscription or for sale or invitation to purchase or subscribe for any securities for sale in the United States, Hong Kong or anywhere else. No part of this document shall form the basis of or be relied upon in connection with any contract or commitment whatsoever. Specifically, and without limiting the foregoing, these materials do not constitute, nor are they intended to constitute (i) a “prospectus’ within the meaning of the U.S. Securities Act of 1933, as amended, and the regulations enacted thereunder, or (ii) a prospectus in connection with the offering for sale or subscription of shares pursuant to the Companies (Winding Up and Miscellaneous Provisions) Ordinance (Chapter 32 of the Laws of Hong Kong) or the Companies Ordinance (Chapter 622 of the Laws of Hong Kong). No securities may be sold in the United States without registration with the United States Securities and Exchange Commission except pursuant to an exemption from, or in a transaction not subject to, such registration. The Company has not registered and does not intend to register any shares or conduct a public offering of securities in the United States, Hong Kong or anywhere else. The distribution of this document in other jurisdictions may be restricted by law, and persons into whose possession this document comes should inform themselves of, and observe, any such restrictions.

Page 15: CLSA - Global Brands Groupir.globalbrandsgroup.com/file/pre160919.pdf · 2016. 9. 19. · CLSA Investors’ Forum 2016 September 19, 2016. Our ... -Expanding our footprint in Europe

CLSA Investors’ Forum 2016 September 19, 2016


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