jo presentation template - johnson outdoors · bcd ever. 2. jout:nasdaq | 8. humminbird ® helix ®...

May 2019

Company Snapshot

Our History

Why Johnson Outdoors?

• Leading Brands• Innovation• Strategic Priorities• Strong Financial Performance

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AGENDA

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Johnson Outdoors is a family of core brands preferred by consumers for creating the best possible outdoor experience. Through innovative, top-quality products, we earn industry awards, customer loyalty, and above all, consumer trust.

EMPLOYEES

1,200PRODUCT

CATEGORIES

16FACILITIES

WORLDWIDE

21MILLION

NET SALES(FY2018)

$544MILLION

OPERATING PROFIT(FY2018)

$63COUNTRIES80

C O M PA N Y S N A P S H OT

Founded by Sam Johnson• IPO 1987

Helen Johnson-LeipoldJOUT 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 Johnson-Leipold, Chairman & CEO

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O U R H I STO RY

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

WHY JOHNSON OUTDOORS?

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$391.1 MFY2018 NET SALES

Fishing motorsFishfindersDownriggersShallow water anchorsDigital charts & maps

$78.9 MFY2018 NET SALES

RegulatorsBuoyancy compensatorsDive computersMasks/fins/snorkelsDivewear

$36.3 MFY2018 NET SALES

Kayaks & canoesFishing craftPersonal flotation devicesPaddles & accessories

$37.8MFY2018 NET SALES

TentsSleeping bags & padsPersonal & family cooking systemsCamp furniture & accessories

CAMPING & HIKINGDIVINGFISHING

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WATERCRAFT RECREATION

AND MARKET POSITIONS IN FOUR ATTRACTIVE BUSINESSESLEADING BRANDS1.

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INNOVATIONMARKET-LEADINGCONSUMER-FOCUSED

Minn Kota® Ultrex®

The most technologically advanced cable steer motor, giving anglers all our breakthrough steering and navigational features at the tap of a foot

Humminbird® Helix®

Mega Imaging™+ GPSTakes fish finding into the megahertz frequency by extending the depth range and expanding the side coverage areas, all while improving the crystal-clear imagery

Jetboil® Flux-ring™

TechnologyMakes it possible to heat a conveniently shaped vessel with extremely high efficiency

Old Town® Patented PDL™

Pedal DriveThe most advanced and reliable kayak pedal-propulsion technology on the market

Scubapro® Hydros® Buoyancy CompensatorThe moldable Monprene®, adjustable fit and multi-attachment points combine to make this the most customizable and comfortable BCD ever

2.

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Humminbird® Helix® 10SI

Best Electronics 2016

Humminbird® Solix® 15 CHIRP MEGA SI™

Best Electronics 2017 Best of Show 2017

Minn Kota® Ulterra®

Best of Show 2016

Minn Kota® Ultrex® Minn Kota® Built-in MEGA Down Imaging

Best of Show 2018

INNOVATIONAWARD-WINNING

3.

RICHER CONSUMER INSIGHTS

Implementing cutting-edge techniques, methods and

analytic tools to understand evolving consumer trends, needs and expectations

ENHANCED INNOVATION PROCESS

Product development process to consistently

deliver greater new product successes

DIGITAL SOPHISTICATION

Transforming the consumer’s experience online to build stronger,

deeper relationships

STRATEGIC

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PRIORITIES

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STRONG FINANCIAL

PERFORMANCE

Sales ($, M)

425.4

430.5

433.7

490.6

544.32018

2017

2016

2015

2014

Cash from Ops ($, M)

33.2

18.1

43.4

46.4

63.4

Operating Margin (%)

3.9

4.1

5.3

9.3

11.6

4.

2%

4%

6%

8%

10%

12%

Mar-18Sep-17Mar-17Sep-16Mar-16Sep-15Mar-15

EBIT %

Peer Group Median JOUT

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Peer Group: AMEAS, BC, CLAR, ELY, ESCA, GRMN,MBUU, MPX, NLSSource: NASDAQ IR Insight

PEER GROUP COMPARISON

U S E O F CAS H INSPIRD TALENT

• Invest organically in the business• Committed to a meaningful

dividend each year• Targeting enhanced technology

and innovation with M&A

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