Zegna Results Presentation Deck
3Q 2023 AND 9M 2023 REVENUES BY PRODUCT LINE
Zegna-Branded Products: +8.0% YoY in 3Q 2023, +20.6% YoY in 9M 2023
Shoes overperforming, representing ~15% of 3Q 2023 revenues
Luxury leisurewear and Made-to-Measure up strong double-digit
Thom Browne: +5.8% YoY in 3Q 2023, +10.1% YoY in 9M 2023
Especially strong performance in womenswear, now close to 30% of revenues
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Textile: +17.2% YoY in 3Q 2023, +9.4% YoY in 9M 2023
Lanificio Ermenegildo Zegna and Tessitura Ubertino outperform
Third-Party Brands: -86.0% YoY in 3Q 2023, -74.9% YoY in 9M 2023
Declines reflect end of Tom Ford International distribution license agreement
Sales to Tom Ford Fashion shifted from third-party distribution to intercompany supply
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Ermenegildo Zegna Group
9M 2023 REVENUES BY PRODUCT
LINE
Tom Ford
Fashion
10%
Textile
8%
Thom Browne
21%
Third Party
Brands *
2%
Zegna-Branded
Products
59%
* Rounded, including other revenues
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