Investor Presentaiton

Made public by

sourced by PitchSend

7 of 29

Creator

PitchSend logo
PitchSend

Category

Pending

Published

Unknown

Slides

Transcriptions

#1GROUP PRESENTATION NOVEMBER 2022 LVMH#2GROUP PRESENTATION / NOVEMBER 2022 1 ABOUT LVMH 2 COMMITMENTS 3 KEY FIGURES 4 GOVERNANCE LVMH 2#3GROUP PRESENTATION / NOVEMBER 2022 ABOUT LVMH LVMH 3#4GROUP PRESENTATION / NOVEMBER 2022 Foreword A FAMILY-RUN Group, LVMH is led by BERNARD ARNAULT since 1987. LVMH strives to ensure the long-term development of each of its 75 HOUSES in keeping with their IDENTITY, their HERITAGE and their EXPERTISE. The LVMH group is the ONLY GROUP present in all FIVE MAJOR SECTORS of the luxury market: Wines & Spirits, Fashion & Leather Goods, Perfumes & Cosmetics, Watches & Jewelry and Selective Retailing. LVMH 4#5GROUP PRESENTATION / NOVEMBER 2022 64.2 bn € Revenue 2021 In 2021, LVMH represents: +175,000 Employees 5,556 Stores LVMH 5#6GROUP PRESENTATION / NOVEMBER 2022 The LVMH spirit LVMH has successfully preserved a FAMILY SPIRIT that places priority on a LONG-TERM VISION. The Group's vocation is to ensure the DEVELOPMENT of each of its Houses while respecting their IDENTITIES and their autonomy, providing the RESOURCES needed to create, produce and market their products and services through carefully selected channels. These creations make our Houses AMBASSADORS OF A DISTINCTIVELY REFINED << ART DE VIVRE >>. LVMH 6#7GROUP PRESENTATION / NOVEMBER 2022 The FOUR FUNDAMENTAL VALUES articulated by Bernard Arnault are shared by every member of LVMH. Those four imperatives constitute the pillars of our PERFORMANCE and LONG-TERM SUCCESS. 7 BE CREATIVE & innovative Creativity and innovation are part of our DNA. Over the years, they have ensured our Houses success and established their legitimacy. This combination of creativity and innovation is the foundation of our Houses and stands at the heart of the delicate balance required to continually renew our offer while resolutely looking to the future, always respecting our unique heritage. DELIVER excellence At LVMH, we never compromise on quality. Because we embody the world of craftsmanship in its most noble and accomplished form, we pay meticulous attention to detail and to perfection. From products to service, we cultivate difference through this constant quest for excellence. our CULTIVATE an entrepreneurial spirit Our LVMH has an agile and decentralized organization that encourages efficiency and responsiveness. It stimulates individual initiative by entrusting each person with significant responsibilities. entrepreneurial spirit encourages both risk- taking and perseverance. It requires pragmatic thinking and an ability to motivate teams, leading them to achieve ambitious objectives. BE COMMITTED to positive impact Every action taken by the Group and its employees reflects our commitment to ethics, corporate social responsibility and respect for the environment. They drive our Maisons' performance and ensure their longevity. Firmly convinced that truly desirable products can only come from sustainable businesses, we are committed to ensuring that our products and the way they are made have a positive impact on our entire ecosystem and the places we operate, and that our Group is actively working to build a better future. LVMH#8GROUP PRESENTATION / NOVEMBER 2022 1987 The world leader in luxury, LVMH has deployed a business model marked by DYNAMIC GROWTH since its creation in 1987. LVMH 8#9GROUP PRESENTATION / NOVEMBER 2022 "Our business model is anchored in a long-term vision that builds on the heritage of our Houses and stimulates creativity and excellence. This model drives the success of our Group and ensures its promising future." دو BERNARD ARNAULT LVMH 9#10GROUP PRESENTATION / NOVEMBER 2022 The LVMH model LVMH HAS DEVELOPED A UNIQUE OPERATING MODEL ANCHORED BY SIX PILLARS: DECENTRALIZED ORGANIZATION Our structure and operating principles ensure that our Houses are both autonomous and responsive. ORGANIC GROWTH The LVMH group commits significant resources to develop its Houses, as well as to encourage and protect creativity. VERTICAL INTEGRATION Vertical integration fosters excellence both upstream and downstream. CREATING SYNERGIES Sharing of resources on a Group scale creates intelligent synergies while respecting the individual identities. SUSTAINING SAVOIR-FAIRE LVMH and its Houses have developed forward-thinking initiatives to transmit savoir-faire. LVMH BALANCE ACROSS BUSINESS SEGMENTS AND GEOGRAPHIES 10#11Empty#12GROUP PRESENTATION / NOVEMBER 2022 WINE & SPIRITS 1365 LE CLOS DES LAMBRAYS 1593 CHÂTEAU D'YQUEM 1668 DOM PÉRIGNON 1729 RUINART 1743 MOËT & CHANDON 1765 HENNESSY 1772 VEUVE CLICQUOT 1815 ARDBEG² 1832 CHÂTEAU CHEVAL BLANC 1843 KRUG 1843 GLENMORANGIE2 1858 MERCIER 1955 CHÂTEAU GALOUPET 1959 CHANDON 1 1970 CAPE MENTELLE 1 1977 NEWTON VINEYARD¹ 1985 CLOUDY BAY¹ 1992 COLGIN CELLARS 1993 BELVEDERE 1998 BODEGA NUMANTHIA¹ 1999 CHEVAL DES ANDES¹ 1999 TERRAZAS DE LOS ANDES 2010 WOODINVILLE 2013 AO YUN¹ 2017 CLOS 19 2017 VOLCAN DE MI TIERRA 2020 EMINENTE FASHION & LEATHER GOODS 1846 LOEWE 1849 MOYNAT 1854 LOUIS VUITTON 1895 BERLUTI 1898 RIMOWA 1916 PATOU 1924 LORO PIANA 1925 FENDI 1945 CELINE 1947 DIOR 1947 EMILIO PUCCI 1952 GIVENCHY 1970 KENZO 1984 MARC JACOBS LVMH PERFUME & COSMETICS 1803 OFFICINE UNIVERSELLE BULY 1828 GUERLAIN 1916 ACQUA DI PARMA 1947 PARFUMS CHRISTIAN DIOR 1957 PARFUMS GIVENCHY 1972 PERFUMES LOEWE 1976 BENEFIT COSMETICS 1984 MAKE UP FOR EVER 1988 KENZO PARFUMS 1991 FRESH 2008 KVD BEAUTY 2009 MAISON FRANCIS KURKDJIAN 2013 MARC JACOBS BEAUTY 2016 CHA LING 2017 FENTY BEAUTY BY RIHANNA 2022 STELLA BY STELLA MCCARTNEY 1: Part of Estates & Wines 2: Part of The Glenmorangie Company 12#13GROUP PRESENTATION / NOVEMBER 2022 SELECTIVE RETAILING 1852 LE BON MARCHÉ 1958 STARBOARD CRUISE SERVICES 1960 DFS 1969 SEPHORA 1978 LA GRANDE ÉPICERIE DE PARIS4 WATCHES & JEWELRY 1780 CHAUMET 1837 TIFFANY & Co. 1860 TAG HEUER 1865 ZENITH 1884 BULGARI 1936 FRED 1957 REPOSSI 1980 HUBLOT OTHER ACTIVITIES 1817 COVA 1849 ROYAL VAN LENT 1860 JARDIN D'ACCLIMATATION 1870 LA SAMARITAINE 1908 GROUPE LES ÉCHOS 1976 BELMOND 2006 CHEVAL BLANC HOTELS 2014 FONDATION LOUIS VUITTON 4: Part of Groupe Le Bon Marché LVMH 13#14GROUP PRESENTATION / NOVEMBER 2022 COMMITMENTS LVMH 14#15Fondation Louis Vuitton © Iwan Baan#16GROUP PRESENTATION / NOVEMBER 2022 ART & CULTURE A committed Group Initiated in 1990, our corporate philanthropy program supports arts and culture by sharing a passion for artistic disciplines and creativity with the widest possible audience. LVMH has made sustainable development a strategic priority since its founding. SOCIAL & ENVIRONMENTAL RESPONSIBILITY LEADERSHIP & ENTREPRENEURSHIP TRANSMISSION & SAVOIR-FAIRE At LVMH, performance is underpinned by the leadership of our managers, whose vision and ability to inspire their teams enable the entire organization to achieve ambitious objectives. LVMH and its Maisons are the custodians of an unparalleled heritage of time-honored craftsmanship and creative skills, and take great care in protecting and developing savoir-faire that has sometimes been passed on for centuries. LVMH 16#17GROUP PRESENTATION / NOVEMBER 2022 Fondation Louis Vuitton Iwan Baan The Fondation Louis Vuitton Initiated by Bernard Arnault in 2006, the Fondation Louis Vuitton in Paris opened to the public on October 27, 2014. The Foundation embodies the myriad actions taken by the LVMH group over the past 25 years in support of art, culture and heritage. With its forceful impact and unique, groundbreaking design, the building created by Frank Gehry is itself the first artistic statement by the Fondation Louis Vuitton. In addition to its permanent collection, the Foundation commissions works from artists and organizes temporary exhibitions of modern and contemporary art, along with multidisciplinary installations. Since its opening the Fondation Louis Vuitton has hosted many exihibitions such as Icons of modern art. The Shchukin Collection, Jean-Michel Basquiat, Egon Schiele, Being modern: MoMA in Paris, etc. The Fondation Louis Vuitton project has adopted an exemplary environmental approach and was chosen as a pilot project for new HQE® (High Environmental Quality) guidelines applicable to cultural buildings. LVMH 17#18GROUP PRESENTATION / NOVEMBER 2022 KEY FIGURES LVMH 18#19GROUP PRESENTATION / NOVEMBER 2022 Key figures 2021 Nº1 World luxury leader 75 5,556 Houses Stores 64.2 bn€ Revenue 2021 +175,000 Employees LVMH 19#20GROUP PRESENTATION / NOVEMBER 2022 Key figures In millions of euros 2020 2021 Variation % REVENUE 44,651 64,215 +44 % PROFIT FROM RECURRING OPERATIONS 8,305 17,151 +107 % GROUP SHARE OF NET PROFIT 4,702 12,036 + 156 % FREE CASH FLOW* 6,117 13,531 + 121 % * Before available for sale financial assets and investments, transactions relating to equity and financing activities LVMH 20 20#21GROUP PRESENTATION / NOVEMBER 2022 Key figures by business group IN % OF REVENUE Selective retailing & other activities Watches & Jewelry 14% 9% 18% Perfumes & Cosmetics 10% LVMH Wines & Spirits 48% Fashion & Leather goods 21#22GROUP PRESENTATION / NOVEMBER 2022 Key figures by geographic region of delivery IN % OF REVENUE 15% 26% 6% EUROPE (Exc, France) 7% United States (Inc. Hawaii) FRANCE 35% JAPAN 11% Others Markets LVMH ASIA (Exc, Japan) 22#23GROUP PRESENTATION / NOVEMBER 2022 GOVERNANCE LVMH 23#24GROUP PRESENTATION / NOVEMBER 2022 BERNARD ARNAULT Chairman and Chief Executive Officer ANTONIO BELLONI Group Managing Director Executive Committee DELPHINE ARNAULT Louis Vuitton Products NICOLAS BAZIRE Development and acquisitions PIETRO BECCARI Christian Dior Couture STÉPHANE BIANCHI Watches & Jewelry MICHAEL BURKE Louis Vuitton & Tiffany CHANTAL GAEMPERLE JEAN-JACQUES GUIONY Ressources Humaines and Synergies Finances CHRIS DE LAPUENTE Selective Retailing PHILIPPE SCHAUS Wines & Spirits SIDNEY TOLEDANO JEAN-BAPTISTE VOISIN Fashion Group Stratégie & Beauty LVMH 24 24#25GROUP PRESENTATION / NOVEMBER 2022 Biography of Bernard Arnault Bernard Arnault is Chairman and CEO of LVMH. Born to an industrial family in Roubaix, France on March 5, 1949, Mr. Arnault attended the Roubaix lycée and the Faidherbe lycée in Lille. He then went on to study at the Ecole Polytechnique, graduating in 1971. He began his professional career that year as an engineer with the Ferret-Savinel construction company and successively was promoted to various executive management positions before becoming Chairman in 1978. Mr. Arnault remained there until 1984, when he undertook the reorganization of the Financière Agache holding company. He returned the group to profitability as he embarked upon a strategy of developing the world's leading luxury products company. In the process, he reinvigorated Christian Dior as the cornerstone of the new organization. In 1989, Mr. Arnault became the majority shareholder of LVMH Moët Hennessy - Louis Vuitton, creating the world's leading luxury products group. Mr. Arnault has been Chairman and CEO of the company since that date. Mr. Arnault is also President of the Board of Directors of Groupe Arnault S.A. (his family holding company). Mr. Arnault is married and has five children. He has been awarded the honory titles of Grand Officer of the Legion of Honour and Commander of the Order of Arts and Letters. LVMH 25#26GROUP PRESENTATION / NOVEMBER 2022 Board of Directors Bernard Arnault Chairman & Chief Executive Officer Antonio Belloni Group Managing Director Antoine Arnault Delphine Arnault Dominique Aumont Director representing employees Nicolas Bazire Marie-Véronique Belloeil-Melkin Director representing employees Sophie Chassat* Charles de Croisset* Lead Director Diego Della Valle Clara Gaymard* Marie-Josée Kravis* Marie-Laure Sauty de Chalon* Yves-Thibault de Silguy* Natacha Valla* Hubert Védrine* LVMH ADVISORY BOARD MEMBERS Yann Arthus-Bertrand Lord Powell of Bayswater PERFORMANCE AUDIT COMMITTEE Clara Gaymard* Chairman Charles de Croisset* Marie-Laure Sauty de Chalon* Yves-Thibault de Silguy* GOVERNANCE AND COMPENSATION COMMITTEE Marie-Josée Kravis* Chairman Sophie Chassat* Charles de Croisset* Yves-Thibault de Silguy* ETHICAL AND SUSTAINABLE DEVELOPMENT COMMITTEE Yves-Thibault de Silguy* Chairman Delphine Arnault Marie-Laure Sauty de Chalon* Hubert Védrine* 26 * Independent Director#27Cheris LVMH PARIS AV MONTAIGNE 8e ARR.

Download to PowerPoint

Download presentation as an editable powerpoint.

Related

Q4 & FY22 - Investor Presentation image

Q4 & FY22 - Investor Presentation

Financial Services

FY23 Results - Investor Presentation image

FY23 Results - Investor Presentation

Financial Services

Ferocious - Plant Growth Optimizer image

Ferocious - Plant Growth Optimizer

Agriculture

Market Outlook and Operational Insights image

Market Outlook and Operational Insights

Metals and Mining

2023 Investor Presentation image

2023 Investor Presentation

Financial

Leveraging EdTech Across 3 Verticals image

Leveraging EdTech Across 3 Verticals

Technology

Axis 2.0 Digital Banking image

Axis 2.0 Digital Banking

Sustainability & Digital Solutions

Capital One’s acquisition of Discover image

Capital One’s acquisition of Discover

Mergers and Acquisitions