ANALYST PRESENTATION - Adler

More documents

Recommendations

Info

Today’s presenters Lothar Schäfer Chief Executive Officer � Joined ADLER in March 2009 � More than 10 years experience as CEO ADLER | ANALYST PRESENTATION Thomas Wanke Chief Sales Officer � Joined ADLER in July 2009 � More than 25 years relevant industry experience with various positions at Takko, OBI, Charles Vögele, Ernsting’s family Jochen Strack Chief Financial Officer � Joined ADLER in September 2009 � More than 25 years experience in tax, audit and controlling 8
Who is ADLER The leading German apparel retailer for customers aged 45+ with comfortable fits in the value fashion segment Clear brand positioning and outstanding value-for-money perception Strong brand awareness and high customer loyalty Product portfolio is characterised by a high proportion of own brands (96% of gross revenues in 2010) Lean and vertical integrated business model with full information control over the entire value chain Multi-channel distribution concept with 135 own operated retail stores and e-business Highly committed management team with proven track record of successful repositioning of ADLER ADLER presents an excellently positioned fashion brand, making it an attractive investment opportunity in a fast growing market segment ADLER | ANALYST PRESENTATION 9
Page 1 and 2: ANALYST PRESENTATION 23 February 20
Page 3 and 4: Agenda for the day 09:00 - 11:00 11
Page 5 and 6: Overview of the offering Issuer �
Page 7: 1 Offering structure 2 Introduction
Page 11 and 12: Key milestones in ADLER’s history
Page 13 and 14: Quick and sustainable materialisati
Page 15 and 16: Investment highlights ADLER | ANALY
Page 17 and 18: 1 Unique positioning and clear mark
Page 19 and 20: 3 Beneficiary of major demographic
Page 21 and 22: 4 Compelling business model Lean an
Page 23 and 24: 5 Significant growth potential Attr
Page 25 and 26: 5 Significant growth potential Sign
Page 27 and 28: 6 Attractive profitability upside S
Page 29 and 30: 7 Strong management team with prove
Page 31 and 32: 1 Offering structure 2 Introduction
Page 33 and 34: European apparel market overview Sh
Page 35 and 36: ADLER targets markets with similari
Page 37 and 38: ADLER exactly meets the needs of it
Page 39 and 40: Product offering Women - Own brands
Page 41 and 42: Product offering Men - Own brands R
Page 43 and 44: Collection fashion grade management
Page 45 and 46: Lingerie ADLER | ANALYST PRESENTATI
Page 47 and 48: Financial snapshot - Lingerie €m
Page 49 and 50: Financial snapshot - Accessories &
Page 51 and 52: External brands - PoS presentation
Page 53 and 54: Financial snapshot - External brand
Page 55 and 56: Multi-channel distribution drives f
Page 57 and 58: Existing store portfolio Country To
Page 59 and 60:
Recent optimisation of store networ
Page 61 and 62:
E-business ADLER | ANALYST PRESENTA
Page 63 and 64:
ADLER e-shop has shown great custom
Page 65 and 66:
Key benefits of the ADLER Customer
Page 67 and 68:
Tangible improvement of visual merc
Page 69 and 70:
Significantly improved design of fl
Page 71 and 72:
… has led to considerable growth
Page 73 and 74:
1 Offering structure 2 Introduction
Page 75 and 76:
Product development process - Fashi
Page 77 and 78:
Extension of direct sourcing as maj
Page 79 and 80:
Systematic and flexible product cyc
Page 81 and 82:
Sustainability BSCI member Fairtrad
Page 83 and 84:
Overview of group structure ADVERS
Page 85 and 86:
Revenue development €m 474.6 ADLE
Page 87 and 88:
Development of major income stateme
Page 89 and 90:
Bridge between reported and adjuste
Page 91 and 92:
Capital expenditures €m % of net
Page 93 and 94:
Revenue seasonality ADLER | ANALYST
Page 95 and 96:
Use of IPO proceeds 1 2 3 � Fundi
Page 97 and 98:
Page 99 and 100:
Page 101 and 102:
Balance sheet ADLER | ANALYST PRESE
Page 103 and 104:
Senior management team Prior employ
Page 105:
ADLER | ANALYST PRESENTATION 105
show all

ANALYST PRESENTATION - Adler

Create successful ePaper yourself

Delete template?

Save as template?