Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... ·...

16

Transcript of Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... ·...

Page 1: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 2: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods

Carlo MOLTRASIO

ConsultantBAIN & COMPANY

Structural trends in the luxury goods market:

a call for sustainability

Page 3: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 4: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 5: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 6: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 7: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 8: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 9: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 10: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 11: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 12: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 13: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 14: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 15: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods
Page 16: Carlo MOLTRASIO Consultant - europeanflax.comeuropeanflax.com/app/webroot/img/pdf3s/Carlo... · 2019-2015 e REBOOT 2015-2016 CAGR Negative CAGR % winners Global personal luxury goods

Tomorrow Starts Here - Cisco...Services Market $95B CAGR 8.4% 2015-2018 $32B CAGR 6.4% 2015-2018 $63B CAGR 9.6% 2015-2018 . ... •Web (SaaS) Security Service Portfolio . Cisco Advisory

Tomorrow Starts Here - Cisco...Services Market $95B CAGR 8.4% 2015-2018 $32B CAGR 6.4% 2015-2018 $63B CAGR 9.6% 2015-2018 . ... •Web (SaaS) Security Service Portfolio . Cisco Advisory

1 The Middleby Corporation. 2 Financial Performance Sales ($ in millions) Gross Profit EBITDAEPS 30% CAGR 35% CAGR 45% CAGR 80% CAGR ($ in millions)

1 The Middleby Corporation. 2 Financial Performance Sales ($ in millions) Gross Profit EBITDAEPS 30% CAGR 35% CAGR 45% CAGR 80% CAGR ($ in millions)

Integrated Report 2018 - Ecsponent...Holdings 5 year CAGR 71% Return on equity 50% 5 year CAGR 82% Earnings per share (EPS) 12.9% 5 year CAGR 111% Headline earnings per share (HEPS)

Integrated Report 2018 - Ecsponent...Holdings 5 year CAGR 71% Return on equity 50% 5 year CAGR 82% Earnings per share (EPS) 12.9% 5 year CAGR 111% Headline earnings per share (HEPS)

3RD ANNUAL IMMUNO- ONCOLOGY: BD&L AND INVESTMENT …€¦ · 2014 2020 743 987 CAGR +4.8% 2014 2020 79 CAGR 153 +11.6% Colorectal 2Cancer Lung Cancer3 SCLC4 8.3 9.4 CAGR 2013 2020

3RD ANNUAL IMMUNO- ONCOLOGY: BD&L AND INVESTMENT …€¦ · 2014 2020 743 987 CAGR +4.8% 2014 2020 79 CAGR 153 +11.6% Colorectal 2Cancer Lung Cancer3 SCLC4 8.3 9.4 CAGR 2013 2020

GOLDBACH GROUP UNTERNEHMENSPRÄSENTATION › 56cca922ce8e1eec0c1...TV-GESCHÄFT SCHWEIZ 75 120 287 375 2001 2006 2011 2016 CAGR + 19% CAGR + 9.8% CAGR + 5.5% 8 Ausgewählte Referenzen

GOLDBACH GROUP UNTERNEHMENSPRÄSENTATION › 56cca922ce8e1eec0c1...TV-GESCHÄFT SCHWEIZ 75 120 287 375 2001 2006 2011 2016 CAGR + 19% CAGR + 9.8% CAGR + 5.5% 8 Ausgewählte Referenzen

Bristol Composites Institute Launch and ACCIS 10th ... · 2020: $4.3Bn CAGR 10.8% Glass Fibre 2017: $11.8 Bn 2020: $14.23Bn CAGR 6.4% Aramid Fibre 2017: $3.5 Bn 2020: $4.6Bn CAGR

Bristol Composites Institute Launch and ACCIS 10th ... · 2020: $4.3Bn CAGR 10.8% Glass Fibre 2017: $11.8 Bn 2020: $14.23Bn CAGR 6.4% Aramid Fibre 2017: $3.5 Bn 2020: $4.6Bn CAGR

Corporate Update · Corporate Update AEM US Equity CAGR 14.56% Gold Spot CAGR 9.38% XAU Index CAGR 4.46% Superior Share Performance Since 1998 Agnico Eagle Has Consistently Outperformed

Corporate Update · Corporate Update AEM US Equity CAGR 14.56% Gold Spot CAGR 9.38% XAU Index CAGR 4.46% Superior Share Performance Since 1998 Agnico Eagle Has Consistently Outperformed

Dream property for sale in Moltrasio - Lionard Real Estate

Dream property for sale in Moltrasio - Lionard Real Estate

Industry overview · Market 2021 US$ 302 billion CAGR : 12.9% CAGR : 2.8% CAGR : 1.3% Source: Zinnov Zones (R&D spend by Global 500 companies) GSPR 2016 Note: (1)Opportunity includes

Industry overview · Market 2021 US$ 302 billion CAGR : 12.9% CAGR : 2.8% CAGR : 1.3% Source: Zinnov Zones (R&D spend by Global 500 companies) GSPR 2016 Note: (1)Opportunity includes

FY12-Q3 INVESTOR PRESENTATIONmimage.opentext.com/alt_content/binary/ot/investor/... · 2010-2015 11.4% CAGR 2009 -2014 14.3% CAGR 2010 – 2015 15.9% CAGR Sources: • ECM, BPM: Gartner

FY12-Q3 INVESTOR PRESENTATIONmimage.opentext.com/alt_content/binary/ot/investor/... · 2010-2015 11.4% CAGR 2009 -2014 14.3% CAGR 2010 – 2015 15.9% CAGR Sources: • ECM, BPM: Gartner

September 2010 - National Exchange Carrier Association · 32 64 96 128 160 192 Subscribers s Down - Hi CAGR Down - Mid CAGR Down - Low CAGR Up - Hi CAGR Up - Mid CAGR Up - Low CAGR

September 2010 - National Exchange Carrier Association · 32 64 96 128 160 192 Subscribers s Down - Hi CAGR Down - Mid CAGR Down - Low CAGR Up - Hi CAGR Up - Mid CAGR Up - Low CAGR

Cagr workshop final

Cagr workshop final

Berlin, 18 June 2015 - Shw Automotive · 1.9%% 5.0 4.2 2014 2017 5.2 3.8 2016 2018 CAGR CAGR CAGR CAGR Light vehicle production (< 6 t) –China (m units) Light vehicle production

Berlin, 18 June 2015 - Shw Automotive · 1.9%% 5.0 4.2 2014 2017 5.2 3.8 2016 2018 CAGR CAGR CAGR CAGR Light vehicle production (< 6 t) –China (m units) Light vehicle production

Q2 2020 Financial Results · Gross profit, RUB bn Gross margin, % CAGR 2015- 2019: 21.0% CAGR 2017-2019: 15.7% CAGR 2015- ... weak consumer demand and uncertainty of recovery on the

Q2 2020 Financial Results · Gross profit, RUB bn Gross margin, % CAGR 2015- 2019: 21.0% CAGR 2017-2019: 15.7% CAGR 2015- ... weak consumer demand and uncertainty of recovery on the

Deutsche Bank Leveraged Finance Conference · 2019-09-24 · Market CAGR) 5.2% (2016-2021 Global HVAC Market Revenue CAGR) 1.8% (2017-2022 U.S. Market Consumption Volume CAGR) 1.4%

Deutsche Bank Leveraged Finance Conference · 2019-09-24 · Market CAGR) 5.2% (2016-2021 Global HVAC Market Revenue CAGR) 1.8% (2017-2022 U.S. Market Consumption Volume CAGR) 1.4%

Exchange Traded Funds (ETFs) - CFA Institute · Global ETF Market Growth (AUM & No. of Funds) US CAGR (2000-2007) = 36% Europe CAGR (2000- 2007) = 113% Global CAGR (2000-2007) = 37%

Exchange Traded Funds (ETFs) - CFA Institute · Global ETF Market Growth (AUM & No. of Funds) US CAGR (2000-2007) = 36% Europe CAGR (2000- 2007) = 113% Global CAGR (2000-2007) = 37%

November 5, 2018...We forecast revenue CAGR of 43.7%, EBITDA CAGR of 69.9%, and net profit CAGR of 69.4% in 2017-2019E. Despite its recent share price underperformance, we believe

November 5, 2018...We forecast revenue CAGR of 43.7%, EBITDA CAGR of 69.9%, and net profit CAGR of 69.4% in 2017-2019E. Despite its recent share price underperformance, we believe

Pumping 101: Things to Consider Documen… · Centrifu Positive Oth CAGR* 4.4% World of Pumps All Pumps‐$39 Billion Positive Displacement Pumps ... CAGR*4.8% CAGR* 3.6% CAGR* 4.3%

Pumping 101: Things to Consider Documen… · Centrifu Positive Oth CAGR* 4.4% World of Pumps All Pumps‐$39 Billion Positive Displacement Pumps ... CAGR*4.8% CAGR* 3.6% CAGR* 4.3%

Carlo Colantuoni carlo@illuminatobiotech

Carlo Colantuoni carlo@illuminatobiotech

PowerPoint Presentation · EXPORT SALES (RM) CAGR 2014-2018: 28.21% 3 DIVERSE REVENUE (RM) 7.69B CAGR 2014-2018: ANIMATION 100 Companies 1.55% JOBS CAGR 2014-2018: 1.32% NEW MEDIA

PowerPoint Presentation · EXPORT SALES (RM) CAGR 2014-2018: 28.21% 3 DIVERSE REVENUE (RM) 7.69B CAGR 2014-2018: ANIMATION 100 Companies 1.55% JOBS CAGR 2014-2018: 1.32% NEW MEDIA