Zegna Investor Presentation Deck
1.3 What makes Ermenegildo Zegna Group different
A GLOBAL GROUP AND PIONEER IN CHINA
Zegna Group presence in Greater China
Zegna Group 2021E Apparel & Accessories revenue¹ split by region (€m)
Rest of APAC
9%
Americas
15%
EMEA
25%
Global Personal Luxury Goods
Market in 2021E (€bn)
€250-295bn
€1,041m¹
Greater China
23-26%
Ermenegildo Zegna Group
Greater
China
51%
1990s
Launched
in China
In the medium term
104
DOS footprint in
Greater China²
~2x larger penetration in
Greater China vs. the market
Chinese consumers
will represent
46-48% of the
global personal
luxury goods
market in 2025E5
97%
50%
Zegna brand performance in China vs. Selected Peers³
Brand Awareness
97%
49%
96%
43%
86%
Ermenegildo Zegna
92% Gen Z awareness
86% Millennials awareness
73%
Net Promoter Score4
41%
Ermenegildo Zegna
38%
72%
22%
71%
22%
Notes:
Sources: Management estimates as of Jun-21 for 2021E Zegna business plan, global market estimates and respective split by geography; Kantar 2021 Survey for brand awareness and NPS scores,
1. Based on Zegna Branded Products and Thom Browne Segment, excluding Textile & Strategic Alliances
2. Estimated number of Zegna and Thom Browne DOS at 2021 year-end
3. Selected peers only, including Gucci, Hermès, Louis Vuitton, Moncler, Brunello Cucinelli and Loro Piana
4. % resulting from subtracting the % of brand detractors from the % of brand promoters. Brand promoters and detractors are determined through a survey measuring on a scale from 0 to 10 how
likely a consumer is to recommend a brand to a friend or a colleague (from 0 to 6 is a detractor; from 9 to 10 is a promoter)
5. Based on Bain-Altagamma worldwide luxury market monitor, 2020 edition; Chinese consumers demand over both purchases at home and travel
CONFIDENTIAL
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