EX-99.2 3 ex992q32021cfopresentati.htm EX-99.2
Exhibit 99.2

DTC DTC.com DTC B&M y/y U.S. LAAP EMEA SG&A EPS bps direct-to-consumer DTC e-commerce DTC brick & mortar year-over-year United States Latin America and Asia Pacific Europe, Middle East and Africa selling, general & administrative earnings per share basis points “+” or “up” “-” or “down” LSD% MSD% HSD% LDD% low-20% mid-30% high-40% increased decreased low-single-digit percent mid-single-digit percent high-single-digit percent low-double-digit percent low-twenties percent mid-thirties percent high-forties percent “$##M” “$##B” c.c. M&A FX ~ in millions of U.S. dollars in billions of U.S. dollars constant-currency Mergers & acquisitions Foreign Exchange approximately

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• • • Q3'21 Q3'20 Change Net sales $804.7 $701.1 +15% Gross margin 50.7% 48.9% +180 bps SG&A percent of net sales 34.8% 37.3% -250 bps Operating income $133.5 $85.6 +56% Operating margin 16.6% 12.2% +440 bps Net income $100.6 $62.8 +60% Diluted EPS $1.52 $0.94 +62% (dollars in millions, except per share amounts)

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