Callaway Investment Thesis and Business Transformation Overview
GOLF EQUIPMENT: INNOVATING TO MAINTAIN LEADERSHIP POSITION
ROGUE
Callaway
laway
APEX
CONTINUED LEADERSHIP IN GOLF INDUSTRY
#1 overall golf club company and #1 or #2 market share in every major club
category over the past 4 years¹
Continued significant investment in R&D over the past 10 years, enabling the
use of Artificial Intelligence to design physical products
Golf ball investments resulted in record 20% market share in July 20212 and
18.4% market share for FY 2021³, up 170 bps compared to FY 2020
LEADING MARKETING AND TOUR STRATEGY
Industry leading digital media strategy
Tour team winning major tournaments with Callaway balls and clubs
• Investing in younger golfers to maintain pipeline of talented golfers
PROVEN ABILITY TO ADAPT AND DRIVE GROWTH
• Delivered record units and revenues, despite challenging supply chain
environment
Record low inventory provides opportunity for retail fill-in in 2022
SOL
MAX LS
1
Callaway
(CHROME SOFT >>>
Blue
Yonder
1. Golf Datatech cumulative share from January 2017- December 2021.
2. Golf Datatech July 2021 monthly market share.
3. Golf Datatech FY 2021 market share.View entire presentation