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EMBRACING EVOLUTIONCUSTOMER ENGAGEMENT SUMMIT 2017
©2015
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OUR HERITAGE
1853: LS&Co. is founded 1873: The blue jean is born 1886: Two horse pull created 1918: First for women
1960: Integrated factories 1967: Summer of love 1991: Terms of Engagement 2011: Water<Less
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THE TURNAROUND
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LS&CO. FISCAL YEAR 2016
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REVENUE TREND FROM 1960s TO 2011*
*Represents numbers in reported dollars
STAGE 1:
HUBRIS
BORN OF
SUCCESS
STAGE 2:
UNDISCIPLINE
D PURSUIT OF
MORE
STAGE 3:
DENIAL OF
RISK AND
PERIL
STAGE 4:
GRASPING
FOR
SALVATION
STAGE 5:
CAPITULATION
TO
IRRELEVANCE
OR DEATH
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REVENUE SINCE 2011
Each year reflects constant-currency growth over the prior year, which is used to approximate financial performance without regard to the impact of
changing foreign currency exchange rates.
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GROSS DEBT
CASH ON HAND
NET DEBT
INTEREST EXPENSE
FCF**
FROM*(2011)
TO*(2016)
1,972
205
1,768
132
(158)
1,045
376
669
73
161
EBIT MARGIN8.5% 10.5%
CREDIT RATING VS. INVESTMENT GRADE4-5 NOTCHES BELOW
*Reported $s in MM
1 NOTCH BELOW
STRONGER FINANCIAL POSITION
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THE TURNAROUND IN EUROPE
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PICK A CARD, ANY CARD
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THE HORRIBLE NEW NORMAL
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EUROPEAN COMPETITIVE ENVIRONMENT
Premium
VISS
1st Brand of ChoiceAspirational & Democratic
Share of WALLET
Share of CLOSET
Consistent StrategyInnovative ProductPrice and PromotionCustomer ExperienceExecution ExcellenceHigh-Low Marketing
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OUR FLIGHT PATH
-5
0
5
10
15
20
+10.0%+6.9%+5.9%
-1.3%
+19.0%LSE Net Revenue Growth (%)
2017 YTDAcceleration
‘Our Restaurant’
2013Reconstruction Begins
2014Back on Offense
2015Momentum
2016Aspiration
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DENIM LEADERSHIP IS THE
STARTING GATE
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WOMEN’S RE-VOLUTION
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Category 1 Category 2 Category 3 Category 4
Series 1
Series 2
Series 3
(LIFESTYLE: Use a picture from the Levi’s 501 campaign that best
shows head to toe lifestyle. Caption “Lifestyle”)
CONSUMER’S PERMISSION TO
PLAY BEYOND MEN’S DENIM
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ROCK N’ROLL ON THE OUTSIDE…
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…SWISS WATCH ON THE INSIDE
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BUILDING BRIDGES TO NEW FANS
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INCREASED FUEL
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(Connecting the Dots)
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CONNECT THE DOTS
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140-YEAR-OLD START-UP
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TESTING MUSCLE
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EXPERIENCE
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CONSUMER EXPERIENCE EMPLOYEE EXPERIENCE
EXPERIENCE
&
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CUSTOMIZATION &
PERSONALIZATION
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LEVI’S MUSIC X COMMUNITY
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TAILOR SHOP ON TOUR
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“Yes, the planet got destroyed. But for a beautiful moment
in time we created a lot of value for shareholders.”
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MILLENIAL DEMAND FOR
CEO ACTIVISM SURGES
75%Expect employers to
take a stand on issues
89%would rather buy from a company
supporting social & environmental
issues vs. one that doesn’t.
63%Are hopeful that
businesses will take the
lead to drive social &
environmental change
moving forward, in the
absence of gov’t.
regulation76%will refuse to purchase from
a company upon learning it
supported an issue contrary
to their beliefs.
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RESPONDING TO THE ISSUES AND EVENTS OF OUR DAY
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THANK YOU