Zegna SPAC Presentation Deck
3. The Thom Browne factor
DISTINCTIVE MODERN LUXURY
Womenswear
as % of revenues
Revenues
(US$m)¹
Adj. EBIT as % of
revenues
Total retail network³
The benefits of a strong fit
with the Zegna platform
THOM BROWNE.
NEW YORK
NEW TURA
26%
139
Before acquisition
(2018A)
-14%²
32
✓
-25%
CAGR
stable
+44
Full integration
with Zegna's
luxury laboratory
30%
271
Today
(2021E)
14%
76
-15%
CAGR
+~4%
+25
Embodies Zegna's
innovation and
digital initiatives
38%
361
Tomorrow
(2023E)
18%
101
Successfully leveraged
Zegna's primary
knowledge of the
Chinese market
Source: Company information and estimates;
Notes: See Appendix for important information about Core and other non-IFRS financial metrics
1. Includes royalties
2. Refers to 2019
3. Includes DOS, franchised and travel retail stores, as well as shop-in-shop concessions
SM
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