Zegna Results Presentation Deck slide image

Zegna Results Presentation Deck

GROUP REVENUES BY SALES CHANNEL (UNAUDITED) (€ thousands, except percentages) Direct to Consumer (DTC) Zegna branded products Thom Browne Tom Ford Fashion Total Direct to Consumer (DTC) Wholesale Zegna branded products Thom Browne Tom Ford Fashion Third Party Brands and Textile Total Wholesale Other 9M 2023 661,143 126,272 77,792 865,207 122,505 153,855 60,775 128,553 465,688 3,294 Total revenues 1,334,189 % of Revenues 64.8% 34.9% 0.3% 9M 2022 542.228 102,719 644,947 107,340 151,627 178,860 437,827 3,093 % of Revenues 59.4% 40.3% 0.3% 100.0% 1,085,867 100.0% 9M 2023 vs 9M 2022 Reported Revenues 21.9% 22.9% n.m. 34.2% 14.1% 1.5% n.m. (28.1%) 6.4% n.m. 22.9% Constant Currency 25.0% 31.1% n.m. 38.4% 12.7% 1.6% n.m. (28.9%) 5.7% n.m. 24.8% Organic Growth 25.0% 22.5% n.m. 24.6% 12.7% 10.5% n.m. 6.5% 9.9% n.m. 19.2% Q3 2023 195,433 43,348 43,041 281,822 46,896 29,828 31,511 40,004 148,239 1,069 431,130 % of Revenues 65.4% 34.4% 0.2% 100.0% Q3 2022 180,378 36,545 216,923 43,938 32,635 62,551 139,124 827 % of Revenues 60.8% 39.0% 0.2% 356,874 100.0% 8.3% Reported Constant Revenues Currency 18.6% Q3 2023 vs Q3 2022 n.m. 29.9% 6.7% (8.6%) n.m. (36.0%) 6.6% Ermenegildo Zegna Group n.m. 20.8% 14.0% 32.1% n.m. 37.7% 5.0% (7.8%) n.m. (36.3%) 6.1% n.m. 25.0% Organic Growth 14.0% 7.7% nm. 12.9% 5.0% 8.3% n.m. 11.5% 8.1% |¹|4| n.m. 11.3% The table above shows a reconciliation of revenue growth for the nine months ended September 30 to organic growth for the same period by sales channel and at the Group level. 26
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