Johnson Outdoors Inc. · NASDAQ:JOUT
Johnson Outdoors — Investor Presentation (May 2019)
13 slides from Johnson Outdoors's investor presentation, May 2019
Slide 1: May 2019
FOR ADVENTURERS ®Y ADVENTURERS May 2019
Slide 2: Agenda
AGENDA Company Snapshot Our History Why Johnson Outdoors? • Leading Brands • Innovation • Strategic Priorities • Strong Financial Performance JOUT:NASDAQ | 2
Slide 3: Company Snapshot
COMPANY Johnson Outdoors is a family of core brands preferred by consumers for creating the best possible outdoor experience. Through innovative, top-quality products, we SNAPSHOT earn industry awards, customer loyalty, and above all, consumer trust. 1,200 21 EMPLOYEES FACILITIES 80 16 $544 $63 COUN
Slide 4: Our History
OUR HISTORY Founded by Sam Johnson • IPO 1987 Helen Johnson-Leipold JOUT Chairman & CEO • 25+ years global marketing/ operations experience Part of the Johnson Family Enterprises with five generations of successful business leadership: • Johnson Outdoors • SC Johnson • Johnson Financial Group Helen
Slide 5: Why Johnson Outdoors?
WHY JOHNSON OUTDOORS? 1. Leading brands and market positions in four attractive businesses 2. Market-leading, consumer- focused innovation 3. Strategic initiatives focused on driving accelerated profitable growth 4. Strong profitable growth and cash flow to provide financial flexibility JOUT:NASDAQ
Slide 6: Leading Brands and Market Positions in Four Attractive Businesses
1. LEADING BRANDS AND MARKET POSITIONS IN FOUR ATTRACTIVE BUSINESSES WATERCRAFT CAMPING FISHING DIVING RECREATION & HIKING $391.1 M $78.9 M $36.3 M $37.8M FY2018 NET SALES FY2018 NET SALES FY2018 NET SALES FY2018 NET SALES Fishing motors Regulators Kayaks & canoes Tents Fishfinders Buoyancy compensa
Slide 7: Market-Leading Consumer-Focused Innovation
2. MARKET-LEADING CONSUMER-FOCUSED INNOVATION Minn Kota® Ultrex® Humminbird® Helix® Jetboil® Flux-ring™ Old Town® Patented PDL™ Scubapro® Hydros® Buoyancy The most technologically Mega Imaging + GPS ™ Technology Pedal Drive Compensator advanced cable steer motor, Takes fish finding into the Makes it
Slide 8: Award-Winning Innovation
AWARD-WINNING INNOVATION Humminbird® Solix® 15 Minn Kota® Built-in MEGA Minn Kota® Ultrex® Humminbird® Helix® 10SI Minn Kota® Ulterra® CHIRP MEGA SI™ Down Imaging Best of Show 2016 Best Electronics 2016 Best Electronics 2017 Best of Show 2017 Best of Show 2018 JOUT:NASDAQ | 8
Slide 9: Strategic Priorities
3. STRATEGIC PRIORITIES RICHER CONSUMER ENHANCED DIGITAL INSIGHTS INNOVATION PROCESS SOPHISTICATION Implementing cutting-edge Product development Transforming the techniques, methods and process to consistently consumer’s experience analytic tools to understand deliver greater new product online to
Slide 10: Strong Financial Performance
STRONG FINANCIAL 4. PERFORMANCE Sales ($, M) Cash from Ops ($, M) Operating Margin (%) 2018 544.3 63.4 11.6 2017 490.6 46.4 9.3 2016 433.7 43.4 5.3 2015 430.5 18.1 4.1 2014 425.4 33.2 3.9 JOUT:NASDAQ | 10
Slide 11: Peer Group Comparison
PEER GROUP COMPARISON 12% EBIT % 10% 8% 6% 4% Peer Group Median JOUT 2% Mar-15 Sep-15 Mar-16 Sep-16 Mar-17 Sep-17 Mar-18 Peer Group: AMEAS, BC, CLAR, ELY, ESCA, GRMN,MBUU, MPX, NLS Source: NASDAQ IR Insight JOUT:NASDAQ | 11
Slide 12: Use of Cash
USE OF CASH INSPIRD TALENT • Invest organically in the business • Committed to a meaningful dividend each year • Targeting enhanced technology and innovation with M&A JOUT:NASDAQ | 12
Slide 13: JOUT:NASDAQ | 13
JOUT:NASDAQ | 13