Crocs Investor Presentation

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Crocs logo
Crocs

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Consumer

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2019

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#1crocs™ INVESTOR PRESENTATION AUGUST 2019 crocs™ O#2#3AGENDA ● ● ● Positioned for Growth...... crocs™ Financial Information..... Key Investment Considerations. Appendix... .4 17 .22 ..24 3#4#5A POWERFUL BRAND POSITIONED FOR GLOBAL GROWTH Scale Brand: Top 10 non-athletic global footwear brand Globally Recognized: ~65%* Internal Estimate crocs™ * Global Aided Brand Awareness Iconic Product: The Classic Clog Global Reach: Distributed in over 90 countries Democratic Brand: ii World Class Talent: Driving product and marketing innovation For men, women, and kids LO 5#6#7SUSTAINABLE AND PROFITABLE GROWTH PLAN crocs™ ● ● ● Product & Marketing 1 Clogs: Innovate & grow clog relevance Sandals: Significant long term growth potential Visible Comfort Technology Personalization Powerful global social and digital marketing ● ● Channel 2 E-commerce: double digit growth continues Wholesale: greatest growth opportunities within e-tail accounts and distributors Retail: prioritize outlets - the most profitable format Region 3 Asia: largest long-term growth potential Americas: strong growth momentum 7#8● ● GROW CLOG RELEVANCE ● Market leader in $4B* growing global category Grew clog revenues by 13% in 2018 to -55% of footwear sales - 2Q19 sales grew 18% to 57% of footwear sales • Strategic goal: drive Clog Relevance by - Impactful collaborations. - Trend right colors and graphics - Relevant licenses. - - Personalization with expanded Jibbitz charms Highest gross margin among top selling silhouettes * Internal Estimate crocs™ FAST COMPANY 02.01.18 MOVING THE NEEDLE It's Hard To Believe, But Crocs Just Got Even More Comfortable bits VOGUE Post Malone's Crocs Sold Out-and For Good Reason. THE OPRAHMAGAZINE HIGHSNOBIETY How Crocs Became 2018's Unlikeliest Fashion Success Story Adam's Home STYLE SHEET [w] 184 NEW YORK POST CROC N ROLL HS trok 2018 retweets. But fe make students who graduated Wednesday from Seminole HS in Sanford, Fla, wore free t the ceremony. On a whim, Sarah Agee asked the shoe company to supply its foam shoes for her and all of her female classmates, and the company said OK-i her request could get 2018 retweets She and other classmates were concerned ed about the dangers of wearing high heels AP a We spoke with Crocs senior VP of global product and marketing Michelle Poolo about the brand's unlikely hookups. "Collaborations are important to our brand, but to work, they have to be meaningful," she says. "Our clog serves as a blank canvas that can fuel the latest trends or conversations. This is why we think we're becoming more relevant in the streetwear space. GQ SE These Crocs-with-Socks Make a Case for the Luxury Clog REALSIMPLE Here it Is: Drew Barrymore's New Line of Colorful Crocs Drew Barrymore Hearts Crocs Colar Block Collection Drew Barrymores new nofis cotort and fun- just the the actress herset. The shoes range from $30 to $60 and come in white nevyblue, and yellow with unique molts centend on the theme of love at intime for Ventee's Day Dew is the mother of two daughters Oive and i 3 who both ado the Crossono surprise that of the styles from Drew for Crocs come inchidesses The collections, which is avainst styles unique from traditional Crocs because the joots the the sets you can put in the holes of your Crocs are metal intoad of of the traditional plastic VOGUE I love love love bee love b Revise your thinking: Croes are now covetable. Wear with everything. Opposite fringed cotton/silk T-shirt dress, $2,625, Loewe. Clogs. £30, Croes. Vintage Oakley sunglasses. £255, General Eyewear. This page: belted crêpe jumpsuit. £2.690. Sunglasses, £430. Both Gucci. Clogs, as before ∞#9● ● SANDALS: SIGNIFICANT LONG-TERM GROWTH OPPORTUNITY $23B* fragmented global casual sandal** market with no clear market leader Grew sandal revenues by 19% in 2018 to -23% of footwear sales. On top of 26.4% growth in 2017 2Q19 sales grew 11% to 27% of footwear sales; 9th consecutive quarter of double digit sandal revenue growth ● A significant long-term growth opportunity Clear adoption by the core Crocs consumer Focus on women: 2/3 of the market - gateway for new consumers Play in multiple wearing occasions; essential, active & style Leverage global distribution Boost marketing support to increase Sandal Awareness crocs™ * Internal Estimate; ** includes flips and slides Essential, e.g. CrocBand Flip: Active, e.g. Swiftwater: Style, e.g. Sloane: 9#10#11#12#13#14#15#16#17#18#19#20#21#22#23#24#25#26#27#28#29

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