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CURT HOLTZ PRESIDENT, WORKWEAR, JEANSWEAR & SPORTSWEAR BRANDS - PowerPoint PPT Presentation

CURT HOLTZ PRESIDENT, WORKWEAR, JEANSWEAR & SPORTSWEAR BRANDS $800M IN 2016 PROTECTOR OF COMFORTABLE, EQIPPED TO A BETTER WAY PEOPLE WHO TOUGH ALL DAY CONQUER YOUR TO WORK POWER THE LONG WORKDAY WORLD #1 brand in #2 brand


  1. CURT HOLTZ PRESIDENT, WORKWEAR, JEANSWEAR & SPORTSWEAR BRANDS

  2. $800M IN 2016

  3. PROTECTOR OF COMFORTABLE, EQIPPED TO A BETTER WAY PEOPLE WHO TOUGH ALL DAY CONQUER YOUR TO WORK POWER THE LONG WORKDAY WORLD  #1 brand in  #2 brand in work  #1 brand in  #1 flame- men’s denim footwear automotive & resistant brand laundry  Retail &  Footwear &  Safety apparel  At-once B2B apparel apparel expertise expertise expertise service model

  4. WHY INVEST IN WORKWEAR? EXPLOIT FRAGMENTED FINANCIALLY ECONOMIC / UNIQUE MARKETPLACE ATTRACTIVE FISCAL CAPABILITIES CONDITIONS

  5. VF WORKWEAR PORTFOLIO: STRONGER TOGETHER UNMATCHED CAPABILITIES:  Strong B2B and B2C brands  Retail relationships  Supply chain service model  Head-to-toe expertise  Insights and innovation  Scalable digital platform  Geographic platform

  6. UNLOCK GROWTH BY LEVERAGING VF EXPERTISE TODAY FUTURE APPAREL EL FOOTWE WEAR B2B APPAREL EL FOOTWE WEAR B2C B2B B2C + + + + + + + + =CAPABILITY FROM ONE + BRAND NOW LEVERAGED ACROSS PORTFOLIO

  7. LEVERAGING INSIGHTS AND INNOVATION INNOVATIONS DOVER, NH GREENSBORO, NC ALAMEDA, CA GLOBAL INNOVATION CENTERS

  8. GLOBAL WORKWEAR MARKET • LARGE $30B • GROWING FOOTWEAR APPAREL $6B TOTAL $24B • UNDER-PENETRATED Sources: IPSOS, VF Workwear Foundation Study & Internal estimates

  9. MARKETPLACE IS HIGHLY FRAGMENTED… A SEA OF A FEW LARGE “OTHER” VF PORTFOLIO COMPETITORS BRANDS

  10. …ACROSS A BROAD SET OF INDUSTRIES… Construction Automotive Healthcare Mining & Utilities Transportation Manufacturing

  11. … AND A DIVERSE SET OF CONSUMERS… WORKWEAR EMOTIONAL KEY UNMET FUNCTIONAL NEEDS SELECTION NEEDS NEEDS  Comfort, fit  Worry free  Breathable  Employer at work provides  Easy to clean  Durable  Look and  Employee  Durable  Comfort perform at your chooses  Stain best  Off the job Source: IPSOS VF Workwear Resistance Foundation Study

  12. …AND TWO MAJOR CHANNELS B2B B2C

  13. INDUSTRIAL ECONOMIC INDICATORS IMPROVING Oil & Gas Rig Count Oil & Gas Rig Count +60% vs. last year Source: Baker Hughes U.S. Rotary Rig Count, Feb 2017 MAR-15 AUG-15 JAN-16 JUN-16 NOV-16 ISM Purchasing Managers Purchasing Index Managers Index 50%+ JAN-15 JUL-15 JAN-16 JUL-16 JAN-17 Source: Institute for Supply Management, Jan 2017

  14. 2021 GLOBAL TARGET +4% to +6% CAGR

  15. 2021 TARGET BY BRAND OTHER OTHER 20% 22% RED KAP RED KAP 33% 33% GLOBAL WRANGLER 2016 2021 7% WRANGLER +4% to +6% CAGR 6% TBL PRO TBL PRO BULWARK BULWARK 23% 23% 16% 17% RED KAP BULWARK TIMBERLAND PRO WRANGLER WORKWEAR +4% to +6% CAGR +4% to +6% CAGR +4% to +6% CAGR +6% to +8% CAGR

  16. 2021 TARGET BY CHANNEL DIGITAL DIGITAL 1% 2% B2C B2C 21% 22% GLOBAL 2016 2021 +4% to +6% CAGR B2B B2B 76% 78% B2B B2C DIGITAL +3% to +5% CAGR +4% to +6% CAGR +34% to +36% CAGR

  17. WHY INVEST IN WORKWEAR? EXPLOIT FRAGMENTED FINANCIALLY ECONOMIC / UNIQUE MARKETPLACE ATTRACTIVE FISCAL CAPABILITIES CONDITIONS

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