Kering Investor Presentation Deck slide image

Kering Investor Presentation Deck

- REVENUE (in €m, and comparable growth in %) 919 H1 2020 ● % comp. +63% W. Europe N. America Japan APAC ROW Total Retail +67% Retail (56% of H1 sales) Q2 H1 +55% +377% +101% +87% +375% +108% Wholesale +51% Revenue 23% above H 1 19 level +2% +135% +31% +98% + 103% +63% Royalties and others SHARP REBOUND IN BOTH SOFT AND HARD H1: +65% comparable OTHER HOUSES Q2: +108% reported, +111% comparable Increase consistent across channels - Both Soft and Hard segments up triple digits 1,475 H1 2021 - KEY FIGURES In €m ● ● ● ● Revenue Recurring operating income Margin (%) Gross CAPEX As % of revenue H1 2021 1,475 197 13.4% 60 4.0% H1 2020 919 (12) -1.3% 62 6.7% Change +60.5% n.a +14.7pt -3.4% -2.7pt Reaping the benefits of broader geographical deployment with highly desirable collections Significant investment in brand visibility in all categories Recurring operating income and margin up sharply from H1 19 CAPEX supporting brand expansion at Balenciaga, Alexander McQueen and Jewelry Maisons 29
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