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BY MERCHANDISE CATEGORY ■ Shoes are the most important part of Tod’s product portfolio, making up ~79% of total sales. ■ Roger Vivier continues to add to overall shoes sales, while other categories have been weak in the last few years.

■ Again, weakness outside shoes is one of the reasons why Alessandra Facchinetti stepped down as the

creative director of Tod’s after three years, as she was unable to grow categories outside shoes (leather goods, ready-to-wear, etc.).

■ The Company has now reverted back to create products with an in-house design team that embed Tod’s DNA, its identity: Made in Italy, Italian quality and Italian lifestyle.

TOTAL SALES BY MERCHANDISE SINCE 2006 €1,200M

SHOES LEATHER GOODS APPAREL OTHER

€1,000M

Total Sales

€$800M

€$600M

€400M

€200M

€0M 2006

2007 2008

2009

2010 2011

2012

2013

2014 2015

2016

2017

TOTAL SALES BY MERCHANDISE SINCE 2006 100%

SHOES LEATHER GOODS APPAREL OTHER

90% 80% As a % of Total Sales

70% 60% 50% 40% 30% 20% 10% 0% 2006

396

Source: Tod’s SpA Annual Reports

2007 2008

2009

2010 2011

2012

2013

2014 2015

2016

2017

Profile for Richard

Elevation Capital Research Annual 2018  

Elevation Capital Research Annual 2018