Zegna Results Presentation Deck slide image

Zegna Results Presentation Deck

1H 2022 GROUP REVENUES BY GEOGRAPHY ● (Euro thousands in Actual FX) Revenues 1 EMEA - of which Italy - of which UK North America ² - of which United States Latin America APAC 4 - of which Greater China Region - of which Japan 6 Other ● 5 1Q 2022 377,579 134,456 64,091 10,970 61,803 June 2022 rebound in GCR 56,933 5,665 174,816 141,980 14,139 839 1Q 2021 301,194 96,812 48,159 5,177 33,381 28,868 2,995 167,259 141,570 12,812 747 A% vs 1Q 2021 +25.4% Strong growth despite GCR skew World ex-GCR +53% in 1H 2022, 2Q +59% from +48% in 1Q US-2x vs 1H 2021: Zegna DTC and Tom Ford deliveries EMEA +43%: Zegna DTC (~2x vs. 1H 2021), strong Thom Browne wholesale, and Textile GCR -14% in 1H 22, -28% in 2Q due to pandemic disruptions GCR from ~48% on Group revenues in 1H21 to ~34% in 1H22 +38.9% +33.1% +111.9% +85.1% +97.2% +89.1% +4.5% +0.3% +10.4% +12.3% 2Q 2022 351,414 126,171 61,905 12,574 73,472 67,358 6,860 144,009 105,213 16,101 902 2Q 2021 302,146 85,719 36,523 9,118 37,320 36,206 4,123 173,616 147,001 11,689 1,368 44% 2% A% vs 2Q 2021 ☐ EMEA NORTH AMERICA 1H22 Revenues breakdown by Geography 0.2% +16.3% 19% +47.2% +69.5% +37.9% +96.9% +86.0% +66.4% (17.1%) (28.4%) +37.7% (34.1%) 36% Ermenegildo Zegna Group LATIN AMERICA ■APAC Other 1H 2022 728,993 260,627 125,996 23,544 135,275 124,291 12,525 318,825 247,193 30,240 1,741 - EMEA 1H 2021 603,340 182,531 84,682 14,295 70,701 65,074 7,118 340,875 288,571 24,501 2,115 56% A% vs 1H 2021 1H21 0.4% 1% +20.8% +42.8% +48.8% +64.7% +91.3% +91.0% +76.0% (6.5%) (14.3%) +23.4% (17.7%) 30% 12% - NORTH AMERICA - LATIN AMERICA ▪ APAC For the footnotes 1 to 6 of the table above please refer to the Glossary and Definitions on page 38, Note 13 Other 13
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