Do & Co Aktiengesellschaft · VIE:DOC
Do & Co Aktiengesellschaft — Investor Presentation (January 2023)
33 slides from Do & Co Aktiengesellschaft's investor presentation, January 2023
Slide 1: DO & CO The Gourmet Entertainment Company
DO & CO The Gourmet Entertainment Company — Company Presentation DO & CO Aktiengesellschaft January 2023
Slide 2: Company Overview
Company Overview 1 Company Overview 2 Airline Catering 3 International Event Catering 4 Restaurants, Lounges & Hotels
Slide 3: What makes us different
1 Company Overview What makes us different We draw inspiration direct from our premium restaurants and lounges … 3
Slide 4: What makes us different
1 Company Overview What makes us different … and bring a personal touch to the most prestigious experiences in the world. Delivering restaurant quality regardless of the limitations. Using only the best ingredients with no additives, no flavor enhancers and no preservatives. 4
Slide 5: Our Culinary Platform
1 Company Overview Our AIRLINE CATERING INTERNATIONAL EVENT CATERING RESTAURANTS | LOUNGES HOTELS Culinary Platform Our vertically integrated approach means we constantly innovate upon our global culinary platform. GOURMET KITCHENS always prioritizing BRAND | KNOW HOW | INNOVATION | MOTIVATION | CUS
Slide 6: Our Brand Portfolio
1 Company Overview Our World renowned patisserie and confectionery since 1786 Historic purveyor of The quintessential luxury Parisian Épicerie Hédiard was established as a luxury importer of teas, spices Brand confectionery to the imperial and delicacies from around the court of Austria, Demel is a
Slide 7: Our Locations
1 Company Overview Our Locations multi region strategy, leveraging Katowice infrastructure and brand awareness * * new gourmet kitchens planned 7
Slide 8: Diversification
1 Company Overview Diversification the three dimensions of growth Airport Gastronomy “Hédiard” “Henry” “DEMEL” Staff Restaurants Hotels Restaurants Airline Lounges Stadium Hospitality International Event Catering Airline Catering
Slide 9: Diversification: the Munich expansion since 2013
1 Company Overview Diversification the Munich expansion since 2013: case study Acquisition of Arena One FC Bayern Munich Olympic Park Munich DO & CO Hotel Munich • 500+ employees • extension of contract • extension of contract • project next to Marienplatz (+700 part-time) until 2030 until 2028 • ho
Slide 10: Airline Catering
Airline Catering 1 Company Overview 2 Airline Catering 3 International Event Catering 4 Restaurants, Lounges & Hotels
Slide 11: Airline Catering: Highlights Business Year 2021/2022
2 Airline Catering Our mission Highlights Business Year 2021/2022 the best restaurant and hospitality customer experience at 39,000 feet Revenue EBITDA EBIT € 518.7m € 69.6m € 27.1m • new revenue record → best quarter in DO & CO’s corporate history • various wins of significant airline catering cust
Slide 12: Delta Air Lines in Detroit and Boston
2 Airline Catering Delta Air Lines in Detroit and Boston • all menus in Business Class SH/LH + Economy Class LH freshly prepared by DO & CO 12
Slide 13: Award Winning Premium Airline Catering
2 Airline Catering Award Wining Premium Airline Catering • the best restaurants at 39,000 feet • Gourmet Entertainment by DO & CO 13
Slide 14: British Airways in London Heathrow
2 Airline Catering British Airways in London Heathrow • World Traveller Economy Class • freshly prepared DO & CO menus on all British Airways LH flights 14
Slide 15: Miami: 33rd gourmet kitchen
2 Airline Catering DO & CO Miami 33rd gourmet kitchen opening in business year 2023/24 • property of 20,000 m2 already secured focusing on: − airline and event catering − logistics centre for events in the Americas regions • already the sixth US location: − New York − Detroit − Boston − Chicago − Lo
Slide 16: Customer satisfaction proven for onboard catering and airline lounges
2 Airline Catering Customer satisfaction proven for onboard catering and airline lounges 16
Slide 17: International Event Catering
International Event Catering 1 Company Overview 2 Airline Catering 3 International Event Catering 4 Restaurants, Lounges & Hotels
Slide 18: International Event Catering: Highlights Business Year 2021/2022
3 International Event Catering Our mission Highlights Business Year 2021/2022 the world's leading hospitality and gourmet entertainment company Revenue EBITDA EBIT innovative concepts and € 117.2m € 20.9m € 16.1m the best personal service • business is back – high demand in all areas • especially fo
Slide 19: Formula 1 Paddock Club hospitality
3 International Event Catering Formula 1 strong demand for Paddock Club hospitality tickets in almost all countries • 31st Formula 1 season with 22 races in 20 countries • especially high focus on US and middle east markets • „money cannot buy” customer experience – developed by Formula 1 and DO & C
Slide 20: DO & CO is back for Formula 1 in Miami
3 International Event Catering Update DO & CO is back for Formula 1 in Miami long term contract signed • contract for 5 years • starting 2023 • DO & CO in charge of the full Paddock Club operation: − including concept, design, guest experience − security, entertainment, etc. 20
Slide 21: ATP Masters 1000 Madrid
3 International Event Catering ATP Masters 1000 Madrid one of the most premium tennis events in the world powered by DO & CO • took place in May 2022 • more than 34,000 guests • great feedback from guests, sponsors and players 21 21
Slide 22: UEFA Champions League Final 2022 – Paris
3 International Event Catering UEFA Champions League Final 2022 – Paris • 5,000 VIP guests • only a few weeks preparation time to change from St. Petersburg to Paris • and on the same weekend as Formula 1 Monaco grand prix • very positive feedback 22
Slide 23: Allianz Arena
3 International Event Catering Allianz Arena nine matches including Champions League game against FC Barcelona • up to 75,000 spectators allowed • thereof 6,000 VIP’s • DO & CO VIP gourmet entertainment: − 106 Skyboxes − 8 Eventboxes − Business Club − Sponsors Lounges − Säbener Lounge • DO & CO publ
Slide 24: Olympic Park in Munich
3 International Event Catering Olympic Park in Munich big open air events (concerts, festivals etc.) are back – no more restrictions • “The Rolling Stones”, “Ed Sheeran” and “Guns n’ Roses” with up to 70,000 spectators each • European Championship with up to 1,470,000 spectators on the occasion of t
Slide 25: Restaurants, Lounges & Hotels
Restaurants, Lounges & Hotels 1 Company Overview 2 Airline Catering 3 International Event Catering 4 Restaurants, Lounges & Hotels
Slide 26: Restaurants, Lounges & Hotels: Highlights Business Year 2021/2022
4 Restaurants, Lounges & Hotels Our mission Highlights Business Year 2021/2022 best tastes from around the world and the region Revenue EBITDA EBIT € 69.3m € 6.9m € -0.7m • market-fresh ingredients • from the region • authentic preparation • business is back in all areas • personal service • innovat
Slide 27: Our Restaurants
4 Restaurants, Lounges & Hotels Our Restaurants DO & CO Restaurants in Vienna and Munich incredible tastes of the world delivered through the highest quality ingredients 27
Slide 28: Our Gourmet Shops
Note: to be 4 Restaurants, Lounges & Hotels updated with higher res image Our Gourmet Shops Henry • premium, market fresh ingredients, always handmade 28
Slide 29: Our Prestige Stores
Note: to be 4 Restaurants, Lounges & Hotels updated with higher res image Our Prestige Stores Demel, Hédiard • Artisan products • made to perfection Ben to add Demel 29
Slide 30: Our Hotels
4 Restaurants, Lounges & Hotels Our Hotels Vienna, Munich • warm and luxurious boutique hotels 30
Slide 31: Our Lounges
4 Restaurants, Lounges & Hotels Our Lounges all around the world • award-wining, trend setting Premium Lounges & Airport Gastronomy 31
Slide 32: Airport Hospitality Vienna
4 Restaurants, Lounges & Hotels Airport Hospitality Vienna • contract extension at the Vienna International Airport until 2029 achieved • already a long-term partnership for more than 10 years • partnership further strengthened • new restaurants concepts introduced 32
Slide 33: Thank you.
Thank you. Contact details Gottfried Neumeister Co-CEO [email protected] Johannes Cerny Özge Aydemir Investor Relations / Group Controlling Investor Relations [email protected] [email protected] DO & CO Aktiengesellschaft January 2023
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