Kering Investor Presentation Deck slide image

Kering Investor Presentation Deck

- REVENUE (in €m, and comparable growth in %) 503 H1 2020 ● - % comp. +45% W. Europe N. America Japan APAC ROW Total Retail +45% Retail (73% of H1 sales) Q2 H1 +46% +472% +108% +32% +170% +72% Wholesale +38% Revenue 33% above H 1 19 level BALANCED GROWTH, RECORD QUARTER H1: +45% comparable -13% +124% +44% +54% +79% +45% Royalties and others Q2: +65% reported, +69% comparable BOTTEGA VENETA 708 H1 2021 Retail up 72% YoY, +16% on 2Y stack - Successful e-commerce migration to internal platform - Wholesale steady growth with selected partners - KEY FIGURES In €m ● Revenue ● Recurring operating income Margin (%) Gross CAPEX As % of revenue H1 2021 708 130 18.3% 24 3.4% H1 2020 503 44 8.7% 19 3.8% Change +40.6% +197.5% +9.6pt Balanced growth across channels and customer profile, as Men and Women collections resonate in all categories Recovering profitability consistent with transformation into global brand ● • CAPEX focused on enhancing store network (location, average sqm....) Store network down 2 net units in H1 Creative Pop-ups +26.6% -0.4pt 28
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