Licensing Business in Europe

Sanrio’s Global Strategy Update
November 5, 2010
Sanrio Co., Ltd.
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Main Topics
 Small Gift Mobile Pop-up Tour
 Overseas Licensing Update
Licensing Business in Europe
Licensing Business in the U.S
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10
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Small Gift Mobile Pop-up Tour
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At Barker Hangar in Los Angeles
VIP party: Thursday, Nov. 11
Open to the public: Friday, Nov. 12 to Sunday, Nov. 21
Estimated number of participants: 100,000
Under the themes of the Japanese summer festival and the American carnival, 50 artists exhibit
their works, and a Ferris wheel, miniature golf, giant balloons, games, crafting, stalls, and gift
shops are operated for 10 days.
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Celebrity Coverage
Clockwise from top left: Hayden Panettiere, Miley & Noah Cyrus, Katie Holmes & Suri Cruise, Taylor Swift, Kimora Lee Simmons & daughters, Dakota
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Fanning, Alessandra Torresani, Heidi Klum & son, Matt Damon & daughter)
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Morocco/Casablanca
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Media Coverage
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Overseas Licensing Update
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Licensing Business in Europe
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《European market-2010》 First Half Sales of the Licensing Section
Licensing business: Sales surged from 1Q to 2Q
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Sales for the first half of FY03/2011 increased by 88.2% y-o-y.
(1Q: +100.5%,2 Q: +78.4%)
Sales of top licensees were on the increase.
Revenue from licenses of characters other than Hello Kitty increased.
The number of contracts increased +40.36% from 1Q to 2Q in FY03/2011.
[euro million]
40.0
35.0
22.27M
Up88.27％
30.0
25.0
2Q(July to September)
20.0
12.48M
15.0
20.10M
1Q(April to June)
10.0
5.0
0.0
10.02M
2009
2010
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《European market-2010》 Full-year Sales of the Licensing section
Licensing business recorded strong growth
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The number of Licensing categories, target countries, and licensees in Europe are on an
uptrend.
Acquisition of new licenses and large-scale transactions are pursued.
The strengthened marketing, branding, and sales systems turned out to be effective.
[euro million]
80.0
78.00M
（Forecast）
70.0
60.90M
60.0
50.0
80.00M
（Forecast）
上方
55M
余地
55M
40.0
33.26M
30.0
20.0
19.15M
予測
10.0
0.0
4.30M
2006
2007
2008
2009
2010
Within 3-5 years
* In local currency (euro); million; The values are based on the number of purchase orders (which is slightly different from the financial results).
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Licensing Business in the U.S.
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《U.S. market-2010》 First Half Sales of the Licensing Section
Licensing business: Sales surged from 1Q to 2Q
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Sales for the first half increased by 35.75% y-on-y.
(1Q: +27.47%, 2Q: +43.14%)
Sales of top licensees were on the increase.
Entry into new categories of baby and pet goods, etc.
(US$) [million]
$16.0
$14.0
Up35.75％
7.93M
$12.0
$10.0
5.54M
$8.0
2Q(July to September)
$6.0
$4.0
7.84M
6.15M
1Q(April to June)
$2.0
$0.0
2009
2010
* In local currency (US$) [million]
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《U.S. market-2010》 Full-Year Sales of the Licensing Section
Amid the downturn in the licensing business,
the performance of Hello Kitty is outstanding.
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The number of licensees for each category and each sales channel will increase.
Commemorating the 50th anniversary of foundation, business operation for
licensing for characters other than Hello Kitty will be strengthened.
Acquisition of new licenses and large-scale transactions are pursued.
Distribution and retailer networks are cultivated.
(US$) [million]
50.0
50M
40.0
32.73M
32M
30.0
20.0
21M
22.68M
25.25M
25.25M
29.69M
27M
10.0
予測
（Forecast）
0.0
2006
2007
2008
2009
2010
（Forecast）
Within 3-5 years
*2006 (Apr.-Mar.), 2007 (Apr.-Mar.), 2008 (Jan.-Dec.), 2009 (Jan.-Dec.)
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Thank You!
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