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SUMMARY 1. OUR STORY AND MISSION 2. OUR JOURNEY 3. OUR CLIENT CENTRIC MINDSET 4. ONLINE DISTRIBUTION BALENCIAGA 2
OUR STORY AND MISSION BALENCIAGA 3
OUR STORY AND MISSION 1917 1937 1947 1968 1997 2012 2015 First boutique in San Maison Balenciaga Cristóbal Balenciaga Last Balenciaga Nicolas Ghesquière, Alexander Wang, Demna Gvasalia, Sebastian, Spain at 10 avenue 1st fragrance Haute Couture Artistic Director Artistic Director Artistic Director “Le Dix” George V, Paris collection of Balenciaga of Balenciaga of Balenciaga 2001: PPR acquires Balenciaga BALENCIAGA 4
OUR STORY AND MISSION BALENCIAGA 5
OUR STORY AND MISSION BALENCIAGA 6
OUR STORY AND MISSION • AMBITION • CREATION • INNOVATION • LEADERSHIP BALENCIAGA 7
OUR JOURNEY HANDBAGS MEN RETAIL + ONLINE FIGURES 103 STORES YEAR END 2015 WHOLESALE WOMEN IN 2015 BALENCIAGA 8
OUR JOURNEY DEMNA GVASALIA’S FIRST WOMEN SHOW 2016 FOR BALENCIAGA BALENCIAGA 9
OUR JOURNEY DEMNA GVASALIA’S MEN SHOW 2017 FOR BALENCIAGA BALENCIAGA 10
OUR JOURNEY MEDIA RUNAWAY BALENCIAGA 11
OUR JOURNEY BALENCIAGA AMONG THE MOST SEARCHED BRANDS SINCE 2017 Lyst index 2017 Lyst index Q4 2018 Lyst index Q1 2019 BALENCIAGA 12
OUR JOURNEY HERO PRODUCTS VILLE TOP HANDLE BAG TRIPLE S BALENCIAGA 13
OUR JOURNEY MY FOCUS BALENCIAGA 14
OUR JOURNEY MY FOCUS BALENCIAGA 15
OUR JOURNEY MY FOCUS BALENCIAGA 16
OUR JOURNEY MY FOCUS BALENCIAGA 17
OUR JOURNEY MY FOCUS BALENCIAGA 18
OUR JOURNEY CLIENTS DEMOGRAPHICS FIGURES EMEA 17% in store 49% online RETAIL CLIENTS JAPAN 29% in store • 68% under 35 15% online • 63% women vs. 37% men ONLINE CLIENTS • 5.5% online database purchasing in store • Purchasing on 3 tools: Desktop (37% AC and APAC & ROW 38% orders), mobile (58% 40% in store AC and 58% orders) and 14% online tablet (5% AC and 4% orders) • 71% under 35 • 47% women vs. 48% men (5% NA) NORTH AMERICA 14% in store 22% online FY 2018 Figures based on client country of residence BALENCIAGA 19
A NEW CLIENT CENTRIC MINDSET 3 STRATEGIC PILLARS CLIENT CREATION DIGITAL JOURNEY BALENCIAGA 20
A NEW CLIENT CENTRIC MINDSET CLIENT JOURNEY 1. IN-STORE CLIENT JOURNEY 2. RETENTION CLIENT JOURNEY 3. OMNICHANNEL CLIENT JOURNEY BALENCIAGA 21
ONLINE DISTRIBUTION 1. BALENCIAGA.COM 2. E - CONCESSIONS 3. E - TAILERS BALENCIAGA 22
ONLINE DISTRIBUTION BALENCIAGA.COM CAGR: 87% 2016 2017 2018 BALENCIAGA 23
ONLINE DISTRIBUTION E-CONCESSIONS c. 50 % of TOTAL ONLINE SALES for 2018 NET-A-PORTER & FARFETCH C. 50% FY 2018 BALENCIAGA 24
ONLINE DISTRIBUTION CAPSULE COLLABORATIONS: NET-A-PORTER 2018 BALENCIAGA 25
ONLINE DISTRIBUTION CAPSULE COLLABORATIONS: FARFETCH 2019 BALENCIAGA 26
ONLINE DISTRIBUTION E-TAILERS … BALENCIAGA 27
ONLINE DISTRIBUTION CHINA SPECIFIC ECOSYSTEM WECHAT WEIBO WECHAT MINI DOUYIN TIKTOK BALENCIAGA 28
ONLINE DISTRIBUTION CHINESE APPS: A TYPICAL PURCHASE JOURNEY BALENCIAGA 29
A NEW LUXURY DIGITAL ECOSYSTEM CLIENT CREATION DIGITAL JOURNEY BALENCIAGA 30
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