Briscoe Group Limited logo

Full Year Results Announcement

Full Year Results15 March 2022BGPConsumer Discretionary

Results announcement




Results for announcement to the market

Name of issuer BRISCOE GROUP LIMITED

Reporting Period Full Year (52 weeks) – 1 February 2021 to 30 January 2022

Previous Reporting Period Full Year (53 weeks) – 27 January 2020 to 31 January 2021

Currency New Zealand Dollars

Amount (000s) Percentage change

Revenue from continuing operations $744,450 +6.1%

Total Revenue $744,450 +6.1%

Net profit/(loss) from continuing

operations

$ 87,909 +20.1%

Total net profit/(loss) $ 87,909 +20.1%

Final Dividend

Amount per Quoted Equity Security $ 0.15500000

Imputed amount per Quoted Equity

Security

$ 0.06027778

Record Date 24 March 2022

Dividend Payment Date 31 March 2022

Current period Prior comparable period

Net tangible assets per Quoted Equity

Security

$ 1.3334 $ 1.1482

A brief explanation of any of the

figures above necessary to enable the

figures to be understood

Please refer to the Commentary and the audited financial

statements released in conjunction with this announcement.


Earnings before interest and tax (EBIT) is a non-GAAP measure.

Authority for this announcement

Name of person


authorised to make

this announcement

Geoff Scowcroft

Contact person for this announcement Rod Duke

Contact phone number + 64 9 815 3737

Contact email address rod.duke@briscoegroup.co.nz

Date of release through MAP


16/03/2022


Audited financial statements accompany this announcement.

---

Briscoe Group Posts Record Profit and Sales

Briscoe Group Limited (NZX/ASX code: BGP)


Highlights for the full year ended 30 January 2022:

• Total sales $744.4 million, +6.08%

• Gross profit $340.6 million, +10.92%

• Gross profit margin 45.76% vs 43.76% last year

• Online sales growth, +21.01%

• Online sales as mix of total Group sales, 21.47%

• Net profit after tax (NPAT) $87.9 million, +20.10%

• Final Dividend 15.5 cps

• Total Dividend for the year 27.0 cps,+20.0% (excluding the special dividend paid in December

2020).


The directors of Briscoe Group Limited announce a record net profit after tax (NPAT) of $87.91 million for

the year ending 30 January 2022, a 20.10% increase on the $73.20 million reported for the previous year.


Board Chair, Dame Rosanne Meo announced that the directors have resolved to pay a final dividend of

15.5 cents per share (cps). The dividend is fully imputed and, when added to the interim dividend of 11.5cps,

brings the total dividend for the year to 27.0cps, an increase of 20.00% on the previous year (excluding the

special dividend paid in December 2020). The final dividend will be paid on 31 March 2022. The share

register will close to determine entitlements to the dividend at 5pm on 24 March 2022. The Company’s

dividend policy is to pay out at least 60% of NPAT when calculated on a full-year basis. “We were delighted

to be able to reward our shareholders by increasing our interim dividend earlier this year and also now with

this final dividend announcement.


“The results the team continue to produce are quite remarkable. Their ability to navigate the business

through the ongoing uncertainty and disruption this year has been exemplary and has certainly differentiated

Briscoe Group from other retailers.”


Rod Duke, Group Managing Director, said: “We’re thrilled to announce record sales and profit for Briscoe

Group in a year which has, incredibly, proved just as tumultuous as the previous. After posting very strong

first-half results, it was extremely pleasing to be able to consolidate the full year with a solid second-half

performance. Not only were our Auckland stores shut for a total of 84 days during this period (and all others

for at least 21), but last year’s second half also contained an additional week of trading as well as

experiencing a resurgence in sales from the retail recovery post the first national lockdown.


“I’m immensely proud of the commitment and effort shown by the entire Briscoe Group team. We have a

strong core business and with our strategic plan initiatives now contributing to profitability, we have a solid

foundation to continue the strong performance achieved this year.”


The earnings were generated on sales revenue of $744.4 million, an increase of 6.08% on the $701.8 million

generated for the previous year which included an additional week of trading. Adjusting for this additional

week, Group sales grew by 7.97% for the year ended 30 January 2022.


2

Gross Margin dollars increased 10.92% for the period with gross margin percentage increasing from 43.76%

to 45.76%. Rod Duke said, “To improve again on last year’s step-change in gross margin percentage is a

massive highlight for us and a result of both external conditions and internal initiatives. As previously

reported, the disruptions to trading from the pandemic accelerated our plans in relation to optimising margin

and these combined with the opportunities identified from our ongoing strategic programme have

significantly enhanced the Group’s margin performance. We have made significant improvements in relation

to optimising ordering as well as the allocation of inventory and its flow into and through our stores.”


This year’s result includes $1.7 million (after tax) of dividends received from the Group’s investment in

Kathmandu Holdings Limited. No dividend was received last year as a result of Kathmandu’s response to

the COVID-19 situation


Inventories totaled $119.51 million at year-end, $28.04 million higher than the $91.47 million reported for

last year reflecting both cost and volume increases. Rod Duke said, “Part of this year’s success has been

our focus on ensuring the business has had sufficient inventory to satisfy demand. With the uncertainty

around national and international supply chains we committed to a strategy of securing product often months

in advance of traditional timings, to minimise the wide-spread and widely reported, supply chain disruptions.

This deliberate approach has resulted in a high level of inventory being carried during the year and we

expect this to continue throughout 2022, but it has unquestionably delivered in terms of sales and profit.

This was particularly true during this fourth quarter which contained the significant Black Friday and

Christmas promotional events which produced very pleasing results. Having sufficient inventory in the

current retail environment is a distinct competitive advantage, as is the strength of our supplier relationships

which have significantly assisted us to secure supply of product.


During the year $19.90 million of capital investment was made by the Group of which $9.66 million

represents development of property owned by the Group in Auckland and Silverdale. The balance of the

capital investment was for the fit-out of new and refurbished stores, online platform improvements, security

system upgrades and enhancements to system software and hardware.


Work also continued on a number of projects in relation to Group owned properties. The construction of a

new concept Briscoes Homeware store at 36 Taylors Road, Auckland was completed and the store opened

in early March. This allowed the introduction in April of a brand-new Rebel Sport store in the retail space on

the ground floor of the Support Office building at 1 Taylors Road, Morningside.


In addition, the Group’s development at Silverdale was completed and the new Briscoes Homeware and

Rebel Sport stores opened in November. Rod Duke said, “Trading results from both the Silverdale stores

have significantly exceeded expectations and feedback has been overwhelmingly positive. We’re extremely

pleased with all of the new stores opened this year and their success gives us confidence for further network

growth opportunities in relation to the refurbishment and/or establishment of new stores. In fact, work has

now started on upgrades to our Rebel Sport stores in Te Rapa and Albany which will incorporate many of

the ideas and concepts introduced in the new generation Silverdale and Morningside stores.


The Group’s online business again experienced significant growth especially with the move to the second

national lockdown in August and the subsequent prolonged closure of Auckland, Northland and Waikato

stores. During the second half of the year with the disruption of store closures, online sales represented

26.39% of total Group sales compared to 16.16% for the first half. Online sales for the full year accounted

for 21.47% of total Group sales, 21.01% above those for the previous year. Rod Duke said, “While the full

year mix was clearly influenced by store closures, we are confident that the “normalised” online portion of

our business is continuing to increase. This year we have implemented a number of system developments

and process improvements which have significantly improved both our fulfilment productivity and front-end

functionality.


“We continue to focus on progressing our strategic initiatives, which we see as critical to protecting the

foundation for growth moving forward. The programme of work focused on supply chain improvements has

progressed well this year with benefits to gross margin percentage very evident in this year’s result.

Optimising quantity and frequency of ordering, redirection of imported product landings between North and

South Island ports as well as smarter and more efficient reallocation of slow-moving product are all

examples of initiatives focused on optimising the availability and flow of the Group’s inventory.


“During the year we continued and commenced a number of other projects which have also contributed to

this year’s result. In relation to our online business, stage one of our digital picking initiative has significantly

improved the efficiency of in-store fulfilment and the introduction of the Emarsys customer engagement

platform has allowed us communicate in a much more personalised way with our online customers.


“Extending our product range with the introduction of new online products which are shipped direct from

suppliers has now been introduced across 15 suppliers. We are excited about the growth potential of this

initiative and the opportunity for us to offer additional products not held in-store or part of our traditional

range.


“The introduction of givex gift cards late last year replaced our paper-based gift card system giving us

greater flexibility and control around our gift card offer, including online redemption and also e-voucher

deployment. We have seen incremental sales of gift cards since their introduction. Easy-to-use in-store

kiosks have enabled customers to purchase products online that may be out of stock in-store and the

introduction of queue-busting mobile cashiers in stores during big sales events have been a welcome

addition to assisting customers to minimise their checkout wait-time.


“With the Omicron variant of COVID-19 now widespread throughout New Zealand we have seen a recent

decrease in footfall across our bricks and mortar network. As expected, we have also seen a significant

increase in the mix of Group sales being fulfilled online, although the transfer to online has not entirely

matched the decline experienced in our store network. However, from previous experiences, pandemic-

related constraints on trading have invariably led to a strong recovery from pent-up consumer demand and

we have no reason to believe that this won’t be the case again as the Omicron variant subsides.


“New Zealand retail in general remains highly sensitive to ongoing uncertainty and disruption whether it be

fallout from the ongoing pandemic, supply chain delays, currency fluctuations, interest rate hikes, labour

shortages, unpredictable consumer confidence etc. However, what is certain is the talent of our leadership

team and its focus on the continued success of the business. Notwithstanding the challenges ahead I’m

confident that we have the right programmes, initiatives and team in place to do just that.”


Group Chair Dame Rosanne Meo said, “Briscoe Group has proved its ability to navigate these uncertain

times, producing incredible results while at the same time balancing the interests of its team, customers,

suppliers and shareholders alike. This year’s results highlight yet again the Group’s ability to perform and

deliver improved performance during difficult trading conditions. On behalf of the Board, I would like to

acknowledge the great work done by the entire Briscoe Group team.”


Wednesday 16 March 2022

Contact for enquiries:


Rod Duke

Group Managing Director

Tel: + 64 9 815 3737













Briscoe Group Limited is a company incorporated in New Zealand and registered in Australia as a foreign company under the name Briscoe Group

Australasia Limited (ARBN 619 060 552). It is listed on the NZX Main Board and also the Australian Securities Exchange as a foreign exempt entity.

(NZX/ASX code: BGP).

---

Briscoe Group Limited
For the 52 week period ended 30 January 2022














Briscoe Group Limited



Consolidated Financial Statements


For the period ended 30 January 2022

Briscoe Group Limited
Introduction and Table of Contents

For the 52 week period ended 30 January 2022

1


Introduction

These financial statements have been presented in a style which attempts to make them less

complex and more relevant to shareholders.

We have grouped the note disclosures into six sections:

1. Basis of Preparation

2. Performance

3. Operating Assets and Liabilities

4. Investments

5. Financing and Capital Structure

6. Other Notes

Each section sets out the accounting policies applied to the relevant notes.

The purpose of this format is to provide readers with a clearer understanding of the financial affairs of

the Group.

Accounting policies have been shown in shaded areas for easier identification.

Briscoe Group Limited
Introduction and Table of Contents

For the 52 week period ended 30 January 2022


2


Table of Contents


Consolidated Financial Statements


4


Consolidated Income Statement 5


Consolidated Statement of Comprehensive Income 6


Consolidated Balance Sheet 7


Consolidated Statement of Cash Flows 8


Consolidated Statement of Changes in Equity 10



Notes to the Consolidated Financial Statements:


1. Basis of Preparation 11

1.1 General Information 11

1.2 General Accounting Policies 11


2. Performance 13

2.1 Segment Information 13

2.2 Income and Expenses 15

2.3 Taxation 16

2.3.1 Taxation Income statement 16

2.3.2 Taxation Balance sheet 17

2.3.3 Imputation credits 18

2.4 Earnings Per Share 18


3. Operating Assets and Liabilities 19

3.1 Working Capital 19

3.1.1 Cash and cash equivalents 19

3.1.2 Trade and other receivables 19

3.1.3 Inventories 20

3.1.4 Trade and other payables 20

3.2 Property, Plant and Equipment 22

3.3 Intangible Assets 23

3.4 Leases 24

3.4.1 Right-of-use assets 25

3.4.2 Lease liabilities 25

3.4.3 Lease liabilities maturity analysis 26

3.4.4 Lease related expenses included in the income statement 26

3.4.5 Lease payments included in the cashflow statement 26


4. Investments 27

4.1 Investment in Equity Securities 27

Briscoe Group Limited
Introduction and Table of Contents

For the 52 week period ended 30 January 2022

3




5. Financing and Capital Structure 28

5.1 Interest Bearing Liabilities 28

5.2 Financial Risk Management 28

5.2.1 Derivative financial instruments 28

5.2.2 Credit risk 29

5.2.3 Interest rate risk 29

5.2.4 Liquidity risk 29

5.2.5 Market risk 31

5.2.6 Sensitivity analysis 32

5.3 Equity 33

5.3.1 Capital risk management 33

5.3.2 Share capital 34

5.3.3 Dividends 34

5.3.4 Reserves and retained earnings 35


6. Other Notes 36

6.1 Related Party Transactions 36

6.1.1 Parent and ultimate controlling company 36

6.1.2 Key management personnel 36

fees and dividends 37

6.2 Employee Equity-Based Remuneration 38

6.2.1 Equity-settled performance rights 38

6.2.2 Equity-based remuneration reserve 40

6.3 Contingent Liabilities 40

6.4 Covid-19 40

6.5 Events After Balance Date 41

6.6 New Accounting Standards 41



Independent Auditors Report 42




Briscoe Group Limited
Consolidated Income Statement

For the 52 week period ended 30 January 2022

5




Period ended Period ended

30 January 2022 31 January 2021

Notes $000 $000

Sales revenue 744,450 701,797

Cost of goods sold (403,808) (394,681)

Gross profit 340,642 307,116

Other operating income 2.2 3,571 139

Store expenses (116,366) (110,845)

Administration expenses (91,379) (80,524)

Earnings before interest and tax 136,468 115,886


Finance income 399 421

Finance cost

(14,495) (14,888)

Net finance cost 5.1 (14,096) (14,467)


Profit before income tax 122,372 101,419

Income tax expense 2.3.1 (34,463) (28,220)

Net profit attributable to shareholders 87,909 73,199


Earnings per share for profit attributable to

shareholders:


Basic earnings per share (cents) 2.4 39.5 32.9


Diluted earnings per share (cents) 2.4 39.4 32.8






The above consolidated income statement should be read in conjunction with the accompanying notes.

Briscoe Group Limited
Consolidated Statement of Comprehensive Income

For the 52 week period ended 30 January 2022


6


Period ended Period ended

30 January 2022 31 January 2021

Notes $000 $000

Net Profit attributable to shareholders 87,909 73,199


Other comprehensive income:



Items that will not be subsequently reclassified to

profit or loss:


Change in value of investment in equity securities 4.1 2,880 (92,174)


Items that may be subsequently reclassified to profit

or loss:


Fair value loss/(gain) recycled to income statement from

cashflow hedge reserve 2,912 (608)


Fair value gain/(loss) taken to the cashflow hedge

reserve 3,812 (2,084)

Deferred tax on fair value (loss)/gain taken to income

statement from cashflow hedge reserve 2.3.2 (816) 170

Deferred tax on fair value (gain)/loss taken to cashflow

hedge reserve

2.3.2


(1,067)


584

Total other comprehensive income/(loss) 7,721 (94,112)

Total comprehensive income/(loss) attributable to

shareholders 95,630 (20,913)


The above consolidated statement of comprehensive income should be read in conjunction with the accompanying notes.

Briscoe Group Limited
Consolidated Balance Sheet

As at 30 January 2022



7



30 January 2022 31 January 2021

Notes $000 $000


ASSETS


Current assets

Cash and cash equivalents 3.1.1 102,481 100,417

Trade and other receivables 3.1.2 5,082 3,534

Inventories 3.1.3 119,514 91,473

Derivative financial instruments 5.2.5 3,137 32

Total current assets 230,214 195,456


Non-current assets

Property, plant and equipment 3.2 125,897 117,397

Intangible assets 3.3 2,563 3,608

Right-of-use assets 3.4.1 250,789 255,850

Deferred tax 2.3.2 14,184 14,750

Investment in equity securities 4.1 64,810 61,930

Total non-current assets 458,243 453,535


TOTAL ASSETS 688,457 648,991


LIABILITIES


Current liabilities

Trade and other payables 3.1.4 80,785 80,952

Lease liabilities 3.4.3 19,025 19,277

Taxation payable 2.3.2 18,266 12,413

Derivative financial instruments 5.2.5 - 3,378

Total current liabilities 118,076 116,020


Non-current liabilities

Trade and other payables 3.1.4 875 930

Lease liabilities 3.4.3 270,193 272,994

Total non-current liabilities 271,068 273,924


TOTAL LIABILITIES 389,144 389,944


NET ASSETS 299,313 259,047


EQUITY


Share capital 5.3.2 61,992 61,839

Cashflow hedge reserve 5.2.5 2,384 (2,457)

Equity-based remuneration reserve 6.2.2 566 444

Other reserves 5.3.4 (23,043) (25,923)

Retained earnings 257,414 225,144

TOTAL EQUITY 299,313 259,047


The above consolidated balance sheet should be read in conjunction with the accompanying notes.

Briscoe Group Limited
Consolidated Statement of Cash Flows

For the 52 week period ended 30 January 2022

8



Period ended Period ended

30 January 2022 31 January 2021

Notes $000 $000

OPERATING ACTIVITIES



Cash was provided from


Receipts from customers


744,320 701,574

Rent received

25 15

Dividends received

2,407 3

Interest received 342 450

Insurance recovery

135 22


747,229 702,064

Cash was applied to


Payments to suppliers


(487,274) (450,182)

Payments to employees

(90,413) (80,006)

Interest paid

(14,495) (14,889)

Net GST paid (28,683) (27,508)

Income tax paid

(29,868) (22,913)


(650,733) (595,498)

Net cash inflows from operating activities


96,496 106,566


INVESTING ACTIVITIES


Cash was provided from

Proceeds from sale of property, plant and equipment


22 1,996


22 1,996

Cash was applied to


Purchase of property, plant and equipment


3.2

(18,157) (25,540)

Purchase of intangible assets (1,740) (1,889)

Investment in equity securities 4.1

- -

(19,897) (27,429)


Net cash outflows from investing activities


(19,875) (25,433)


FINANCING ACTIVITIES


Cash was provided from


Issue of new shares 5.3.2

- 919

Net proceeds from borrowings - -


- 919


Cash was applied to

Dividends paid 5.3.3 (55,639) (33,370)

Lease liability payments (19,159) (15,588)

(74,798) (48,958)


Net cash outflows from financing activities


(74,798) (48,039)


Net increase in cash and cash equivalents


1,823 33,094


Cash and cash equivalents at beginning of period


100,417 67,414


Effect of exchange rate changes on cash and cash equivalents


241 (91)

Cash and cash equivalents at period end

3.1.1 102,481 100,417



Briscoe Group Limited
Consolidated Statement of Cash Flows (continued)

For the 52 week period ended 30 January 2022

9



RECONCILIATION OF NET CASH FLOWS FROM

OPERATING ACTIVITIES TO REPORTED NET PROFIT



Period ended Period ended


30 January 2022

31 January 2021


$000

$000



Reported net profit attributable to shareholders

87,909 73,199



Items not involving cash flows

Depreciation and amortisation expense 32,904 31,845

Bad debts and movement in doubtful debts

(69) (40)

Inventory adjustments

4,857 1,563

Amortisation of equity-based remuneration

217 183

(Gain)/loss on disposal/surrender of assets

(768) 501


37,141 34,052


Impact of changes in working capital items

Decrease (increase) in trade and other receivables (1,479) 39

Decrease (increase) in inventories

(32,898) (5,622)

Increase (decrease) in taxation payable

5,853 7,518

Increase (decrease) in trade payables (6,875) (9,974)

Increase (decrease) in other payables and accruals

6,845 7,354


(28,554) (685)


Net cash inflow from operating activities


96,496 106,566



NET DEBT RECONCILIATION

Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Cash and cash equivalents

Cash and cash equivalents at beginning of period 100,417 67,414

New increase in cash and cash equivalents 1,823 33,094

Effect of exchange rate changes 241 (91)


Cash and cash equivalents at period end


102,481


100,417



Lease liabilities

Opening value (292,271) (296,408)

Cash flows 19,159 15,588

Lease acquisitions (19,350) (13,126)

Lease surrenders 3,244 1,675


Total lease liabilities at period end


(289,218)


(292,271)


Net debt reconciliation


(186,737)


(191,854)


The above consolidated statement of cash flows should be read in conjunction with the accompanying notes.

Briscoe Group Limited
Consolidated Statement of Changes in Equity

For the 52 week period ended 30 January 2022

10



Notes Share Cashflow Equity-Based Other Retained Total

Capital Hedge Remuneration Reserves Earnings Equity




Reserve Reserve




$000 $000 $000 $000 $000 $000

Balance at 26 January 2020


60,752 (519) 841


66,251


184,794 312,119

Net profit attributable to shareholders for the period


- - - - 73,199


73,199

Other comprehensive income:



Change in value of investment in equity securities

4.1

- - - (92,174) - (92,174)

Net fair value loss taken through cashflow hedge reserve


- (1,938) - - - (1,938)

Total comprehensive (loss)/income for the period


- (1,938) -


(92,174) 73,199 (20,913)

Transactions with owners:



Dividends paid

5.3.3

- - - - (33,370) (33,370)

Performance rights charged to income statement

6.2.1

- - 183 - - 183

Share options exercised

5.3.2/6.2

1,087 - (168) - - 919

Transfer for share options lapsed and forfeited

6.2.2

- - (521) - 521 -

Deferred tax on equity-based remuneration

2.3.2/6.2.2

- - 109 - - 109




Balance at 31 January 2021


61,839 (2,457) 444 (25,923) 225,144 259,047

Net profit attributable to shareholders for the period


- - - - 87,909 87,909

Other comprehensive income:



Change in value of investment in equity securities

4.1

- - - 2,880 - 2,880

Net fair value loss taken through cashflow hedge reserve


- 4,841 - - - 4,841




Total comprehensive (loss)/income for the period


- 4,841 - 2,880 87,909 95,630

Transactions with owners:



Dividends paid

5.3.3

- - - - (55,639) (55,639)

Performance rights charged to income statement

6.2.1

- - 217 - - 217

Performance rights vested

5.3.2/6.2

153 - (153) - - -

Deferred tax on equity-based remuneration

2.3.2/6.2.2

- - 58 - - 58

Balance at 30 January 2022


61,992 2,384 566 (23,043) 257,414 299,313


The above consolidated statement of changes in equity should be read in conjunction with the accompanying notes.



Briscoe Group Limited
Notes to the Consolidated Financial Statements

1. Basis of Preparation

For the 52 week period ended 30 January 2022


11


This section presents a summary of information considered relevant and material to assist the

reader in understanding the foundations on which the financial statements as a whole have been

compiled. Accounting policies specific to notes shown in other sections are included as part of

that particular note.


1.1 General Information


Briscoe Group Limited (the Company) and its subsidiaries (together the Group) is a retailer of homeware and

sporting goods. The Company is a limited liability company incorporated and domiciled in New Zealand and is listed

on the New Zealand Stock Exchange (NZX). Briscoe Group Limited is registered under the Companies Act 1993

and is an FMC Reporting Entity under Part 7 of the Financial Markets Conduct Act 2013. The address of its

registered office is 1 Taylors Road, Morningside, Auckland. The Company is registered in Australia as a foreign

company under the name Briscoe Group Australasia Limited and is listed on the Australian Securities Exchange as

a foreign exempt entity. (NZX / ASX code: BGP).


The financial statements of the Group have been prepared in accordance with the requirements of Part 7 of the

Financial Markets Conduct Act 2013 and the NZX Main Board Listing Rules.


These audited consolidated financial statements have been approved for issue by the Board of Directors on 16

March 2022.


1.2 General Accounting Policies


These consolidated financial statements have been prepared in accordance with Generally Accepted Accounting

Practice (GAAP). They comply with New Zealand equivalents to International Financial Reporting Standards (NZ

IFRS) and other applicable Financial Reporting Standards, as appropriate for for-profit entities. The consolidated

financial statements also comply with International Financial Reporting Standards (IFRS).


The consolidated financial statements are presented in New Zealand dollars which is t

currency and thtion currency. All financial information has been presented in thousands, unless

otherwise stated.


The principal accounting policies adopted in the preparation of the financial report are set out below. These policies

have been consistently applied to all the periods presented, unless otherwise stated.


Entities reporting

The consolidated financial statements reported are for the consolidated Group which is the economic entity

comprising Briscoe Group Limited and its subsidiaries. The Group is designated as a for-profit entity for the

purposes of complying with GAAP.


Reporting period

These consolidated financial statements are in respect of the 52-week period 1 February 2021 to 30 January 2022

and provide a balance sheet as at 30 January 2022. The comparative period is in respect of the 53-week period 27

January 2020 to 31 January 2021. The Group operates on a weekly trading and reporting cycle resulting in 52

weeks for most years with a 53-week period occurring once every 5-6 years.


Principles of consolidation

Subsidiaries are all entities over which the Company has control. The Company controls an entity when the

Company is exposed to, or has rights to, variable returns from its involvement with the entity and has the ability to

affect those returns through its power over the entity. Subsidiaries are fully consolidated from the date on which

control is transferred to the Company. They are deconsolidated from the date that control ceases.


Briscoe Group Limited
Notes to the Consolidated Financial Statements

1. Basis of Preparation

For the 52 week period ended 30 January 2022


12


Intercompany transactions, balances and unrealised gains or losses on transactions between Group companies are

eliminated. Accounting policies of subsidiaries are changed when necessary to ensure consistency with the policies

adopted by the Company.



Subsidiaries Activity 2022 Interest 2021 Interest

Briscoes (New Zealand) Limited Homeware retail 100% 100%

The Sports Authority Limited (trading as Rebel Sport) Sporting goods retail 100% 100%

Rebel Sport Limited Name protection 100% 100%

Living and Giving Limited Name protection 100% 100%


All companies above are incorporated in New Zealand and have a balance date consistent with that of the

Company as outlined in the accounting policies.


Historical cost convention

These financial statements have been prepared under the historical cost convention, as modified by the revaluation

of certain assets as identified in specific accounting policies detailed throughout these financial statements.


Critical accounting judgements and estimates

In the process of applying the Gaccounting policies and the application of accounting standards, a number of

estimates and judgements have been made. The estimates and underlying assumptions are based on historical

experience and adjusted for current market conditions and other factors, including expectations of future events

that are considered to be reasonable under the circumstances. If outcomes within the next financial period are

significantly different from assumptions, this could result in adjustments to carrying amounts of the asset or liability

affected. Further explanation as to estimates and assumptions made by the Group can be found in the notes to the

financial statements:


Areas of judgement and estimation Note

Inventories 3.1.3

Leases 3.4


Foreign currency translation

Foreign currency transactions are translated into the functional currency using the exchange rates prevailing at the

dates of the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions

and from the translation at period-end exchange rates of monetary assets and liabilities denominated in foreign

currencies are recognised in the income statement, except when deferred in which case they are recognised in

other comprehensive income as qualifying cash flow hedges.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

2. Performance

For the 52 week period ended 30 January 2022


13


This section reports on the results and performance of the Group, providing additional

information about individual items, including performance by operating segment, revenue,

expenses, taxation and earnings per share.


2.1 Segment Information


An operating segment is a component of an entity that engages in business activities which earns revenue and

incurs expenses and for which the chief operating decision maker (CODM) reviews the operating results on a regular

basis and makes decisions on resource allocation. The Group has determined its CODM to be the group of

executives comprising the Managing Director, Chief Operating Officer and Chief Financial Officer.


The Group is organised into two reportable operating segments, namely homeware and sporting goods, reflecting

the different retail sectors within which the Group operates. The Company is considered not to be a reportable

operating segment. Eliminations and unallocated amounts as shown below are primarily attributable to the

Company. There were no inter-segment sales in the period (2021: Nil).


Information regarding the operations of each reportable operating segment is included below. Segment profit

represents the profit earned by each segment and is extracted from the income statements associated with the two

trading subsidiary companies, Briscoes (New Zealand) Limited and The Sports Authority Limited (trading as Rebel

Sport). Earnings before interest and tax (EBIT) is a non-GAAP measure and used by CODM to assess the

performance of the operating segments. This measure should not be viewed in isolation, nor considered as a

substitute for measures reported in accordance with NZ IFRS. This non-GAAP financial measure may not be

comparable to similarly titled amounts reported by other companies.

For the period ended 30 January 2022




Homeware


Sporting

goods

Eliminations/

Unallocated

Total Group




$000 $000 $000 $000


INCOME STATEMENT

Total sales revenue


460,887 283,563 - 744,450


Gross profit


208,440 132,202 - 340,642




Earnings before interest and tax


73,771 57,687 5,010 136,468




Finance income


96 281 22 399


Finance cost


(9,569) (4,804) (122) (14,495)

Net finance costs


(9,473) (4,523) (100) (14,096)




Income tax expense


(18,171) (14,889) (1,403) (34,463)


Net profit after tax


46,127 38,275 3,507 87,909


BALANCE SHEET ITEMS:

Assets


385,205 246,514 56,738

1.

688,457


Liabilities


266,122 141,074 (18,052) 389,144

Briscoe Group Limited
Notes to the Consolidated Financial Statements

2. Performance

For the 52 week period ended 30 January 2022


14




OTHER SEGMENTAL ITEMS:


Acquisitions of property, plant and equipment,

intangibles and investments


15,019 4,878 - 19,897




Depreciation and amortisation expense


21,170 11,734 - 32,904


$000


1. Investment in equity securities

67,593


Intercompany eliminations

(27,524)


Other balances

16,669



56,738





For the period ended 31 January 2021








Homeware




Sporting

goods

Eliminations/

Unallocated


Total Group




$000 $000 $000 $000

INCOME STATEMENT



Total sales revenue


439,234


262,563 - 701,797


Gross profit


192,293 114,823 - 307,116




Earnings before interest and tax


66,979 46,495 2,412 115,886


Finance income


72 333 16 421

Finance cost


(9,851) (4,925) (112) (14,888)

Net finance costs


(9,779) (4,592) (96) (14,467)




Income tax expense


(15,821) (11,736) (663) (28,220)


Net profit after tax


41,379


30,167 1,653


73,199


BALANCE SHEET ITEMS:

Assets 363,231 217,358 68,402

1.

648,991


Liabilities


254,506 135,178 260 389,944


OTHER SEGMENTAL ITEMS:

Acquisitions of property, plant and equipment,

intangibles and investments


23,497 3,931 - 27,428

Depreciation and amortisation expense


20,333 11,512 - 31,845


$000

1. Investment in equity securities 61,930

Intercompany eliminations (2,193)

Other balances 8,665

68,402


Briscoe Group Limited
Notes to the Consolidated Financial Statements

2. Performance

For the 52 week period ended 30 January 2022


15



2.2 Income and Expenses


Revenue recognition

Revenue comprises the fair value of consideration received or receivable for the sale of goods and services, net of

Goods and Services Tax (GST), and discounts and after eliminating sales within the Group. Revenue is recognised

as follows:


Sales of goods - retail

For all sales, control is considered to pass to the customer at the point when the customer can use or otherwise

benefit from the goods and services. For in-store sales, control passes to the customer at point of sale. For

online sales, the order along with delivery to the customer are considered to comprise a single performance

obligation, therefore control is considered to pass to the customer on delivery of the goods. Retail sales are

predominantly by credit card, debit card or in cash.


Rental income

Rental income (net of any incentives given to lessees) is recognised on a straight-line basis over the period of

the lease.


Interest income

Interest income is recognised on a time-proportionate basis using the effective interest method.


Dividend income

Dividend income is recognised when the right to receive the dividend is established.



Profit before income tax includes the following specific income and expenses:


Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Income


Rental income 25 15

Dividends received 2,407 3

Insurance recovery 135 22

Gain on lease surrender 1,005 99


Expenses


Depreciation of property, plant and equipment 9,398 8,400

Amortisation of software costs 1,334 1,745

Depreciation of right-of-use assets 22,172 21,700

Interest on leases 14,218 14,772

Operating lease rental expense 129 27

Wages, salaries and other short-term benefits 93,069 85,352

Equity-based remuneration (refer also Note 6.2) 217 183

Amounts paid to auditors:

Statutory Audit 134 108

Half year review 33 26

Other services - -



Briscoe Group Limited
Notes to the Consolidated Financial Statements

2. Performance

For the 52 week period ended 30 January 2022


16



2.3 Taxation


Current and deferred income tax

The income tax expense for the period is the tax payable on tincome based on the

income tax rate adjusted by changes in deferred tax assets and liabilities attributable to temporary differences

between the tax bases of assets and liabilities and their carrying amounts in the financial statements.


The current income tax charge is calculated on the basis of the tax laws enacted or substantively enacted at the

balance sheet date in New Zealand, being the country where the Group operates and generates taxable income.

The Group periodically evaluates positions taken in tax returns with respect to situations in which applicable tax

regulation is subject to interpretation. It establishes provisions where appropriate on the basis of amounts expected

to be paid to the tax authorities.


Deferred income tax is provided in full, using the liability method, on temporary differences arising between tax

bases of assets and liabilities and their carrying amounts in the consolidated financial statements. Deferred income

tax is determined using tax rates (and laws) that have been enacted or substantially enacted by the balance sheet

date and are expected to apply when the related deferred income tax asset is realised or the deferred income tax

liability is settled.


Deferred income tax assets are recognised to the extent that it is probable that future taxable profit will be available

against which the temporary differences can be utilised.


Deferred tax assets and liabilities are offset when there is a legally enforceable right to offset current tax assets and

liabilities and when the deferred tax balances relate to the same taxation authority. Current tax assets and liabilities

are offset when the entity has a legal enforceable right to offset and intends either to settle on a net basis or to

realise the asset and settle the liability simultaneously.


Goods and Services Tax (GST)

The income statement, statement of comprehensive income and statement of cash flows have been prepared so

that all components are stated exclusive of GST. All items in the balance sheet are stated net of GST, with the

exception of trade receivables and trade payables, which include GST invoiced.


2.3.1 Taxation Income statement

The total taxation charge in the income statement is analysed as follows:


Period ended Period ended

30 January 2022 31 January 2021

$000 $000

(a) Income tax expense

Current tax expense:

Current tax 34,669 30,311

Adjustments for prior periods 1,052 120

35,721 30,431

Deferred tax expense:

Decrease in future tax benefit current period (205) (1,408)

Tax effect of disposal of buildings - (203)

Tax effect of legislative changes - (478)

Adjustments for prior periods (1,053) (122)

(1,258) (2,211)

Total income tax expense 34,463 28,220

Briscoe Group Limited
Notes to the Consolidated Financial Statements

2. Performance

For the 52 week period ended 30 January 2022


17


(b) Reconciliation of income tax expense to tax rate applicable to profits

Profit before income tax expense 122,372 101,419

Tax at the corporate rate of 28% (2021: 28%) 34,264 28,397

Tax effect of amounts which are either non-deductible or non-

assessable in calculating taxable income: 200 506

Tax effect of disposal of buildings - (203)

Tax effect of legislative changes - (478)

Prior period adjustments (1) (2)

Total income tax expense 34,463 28,220

The Group has no tax losses (2021: Nil) and no unrecognised temporary differences (2021: Nil).


2.3.2 Taxation Balance sheet

(a) Deferred Taxation


(b) Taxation payable

The following is the analysis of the movements in the taxation payable balance during the current and prior period:


Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Movements:

Balance at beginning of period (12,413) (4,895)

Current tax (35,721) (30,431)

Tax paid 29,488 22,675

Foreign investor tax credit (FITC) 380 238

Balance at end of period (18,266) (12,413)


The following are the major deferred taxation liabilities and assets recognised by the Group and movements

thereon during the current and prior period:

Depreciation Provisions

Derivative

financial

instruments

Net lease

liability Total

$000 $000 $000 $000 $000




At 26 January 2020 (98) 3,058 202 8,514 11,676

Credited to the income statement 188 339 - 1,684 2,211

Credited to equity - 109 - - 109

Net credited to other comprehensive income - - 754

1.

- 754

At 31 January 2021 90 3,506 956 10,198 14,750

Credited to the income statement 94 602 - 562 1,258

Credited to equity - 58 - - 58

Net credited to other comprehensive income - - (1,882)

1.

- (1,882)

At 30 January 2022


184


4,166 (926)


10,760


14,184


1. Net credited to other comprehensive income comprises deferred tax on fair value loss taken to income statement

of $815,392 (2021: deferred tax on fair value gain of $170,211) and deferred tax on fair value gain taken to cash

flow hedge reserve of $1,067,056 (2021: deferred tax on fair value loss of $583,545).


Briscoe Group Limited
Notes to the Consolidated Financial Statements

2. Performance

For the 52 week period ended 30 January 2022


18



2.3.3 Imputation credits

Period ended Period ended

30 January 2022 31 January 2021

$000 $000


Imputation credits available for use in

subsequent accounting periods 123,557 107,174


The above amounts represent the balance of the imputation account as at the end of the reporting period, adjusted

for:

Imputation credits that will arise from the payment of the provision for income tax,

Imputation debits that will arise from the payment of dividends recognised as liabilities at the reporting date, and

Imputation credits that will arise from the receipt of dividends recognised as receivables at the reporting date.


The consolidated amounts include imputation credits that would be available to the Company if subsidiaries paid

dividends.



2.4 Earnings Per Share


Earnings per share (EPS) is the amount of post-tax profit attributable to each share.


Basic EPS is computed by dividing the net profit attributable to shareholders by the weighted average number of

ordinary shares on issue during the period.


Diluted EPS adjusts for any commitments the Group has to issue shares in the future that would decrease the Basic

EPS. These are in the form of performance rights. Diluted EPS is therefore computed by dividing the net profit

attributable to shareholders by the weighted average number of ordinary shares on issue during the period, adjusted

to include the potentially dilutive effect if performance rights to issue ordinary shares were exercised and converted

into shares.



Period ended Period ended

30 January 2022 31 January 2021

Net profit attributable to shareholders

$000 87,909 73,199


Basic

Weighted average number of ordinary shares on issue (thousands) 222,549 222,340

Basic earnings per share 39.5 cents 32.9 cents


Diluted

Weighted average number of ordinary shares on issue adjusted for

performance rights issued but not exercised (thousands) 222,837 223,142

Diluted earnings per share 39.4 cents 32.8 cents

Briscoe Group Limited
Notes to the Consolidated Financial Statements

3. Operating Assets and Liabilities

For the 52 week period ended 30 January 2022


19


This section reports the assets used to generate the Grou performance and the

liabilities incurred as a result. Liabilities relating to the Grouping activities are addressed

in note 5. Assets and liabilities in relation to deferred taxation and taxation payable are shown in

note 2.3. The carrying amounts of financial assets and liabilities are equivalent to their fair value

unless otherwise stated.


3.1 Working Capital


Working capital represents the assets and liabilities the Group generates through its trading activity. The Group

therefore defines working capital as cash, trade and other receivables, inventories and trade and other payables.


3.1.1 Cash and cash equivalents

Cash and cash equivalents include cash on hand, deposits held at call with financial institutions and other short-

term, highly liquid investments with original maturities of three months or less, that are readily convertible to known

amounts of cash and that are subject to an insignificant risk of changes in value.



Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Cash at bank or in hand 102,481 100,417




As at 30 January 2022 the Group held foreign currency equivalent to NZ$2.541 million (2021: NZ$0.735 million)

which is included in the table above. The foreign currency in which the Group deals primarily is the US Dollar.




3.1.2 Trade and other receivables

Trade receivables arise from sales made to customers on credit or through the collection of purchasing rebates

from suppliers not otherwise deducted from supplie payable accounts. Trade receivables are recognised initially

at the value of the invoice sent to the customer (fair value) and subsequently at the amounts considered

recoverable (amortised cost). Trade receivable balances are reviewed on an on-going basis.


Period ended Period ended

30 January 2022 31 January 2021

$000 $000


Trade receivables 426 431

Prepayments 2,520 1,937

Other receivables 2,136 1,166

Total trade and other receivables 5,082 3,534


No interest is charged on trade receivables.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

3. Operating Assets and Liabilities

For the 52 week period ended 30 January 2022


20


3.1.3 Inventories

Inventories are stated at the lower of cost and net realisable value. Cost is determined using a weighted average

method and includes expenditure incurred in acquiring the inventories and bringing them to their existing location

and condition. Net realisable value is the estimated selling price in the ordinary course of business, less the

estimated costs necessary to make the sale.


Following the publication of IFRS Interpretations Committee (IRFRIC) agenda decision on Costs Necessary to Sell

Inventories, in June 2021, the Group has reconsidered its accounting treatment in relation to which costs to include

when determining the net realisable value of inventory. The Groups reconsideration of this accounting treatment

has not resulted in any adjustment to how it determines net realisable value.


The Group assesses the likely residual value of inventory. Stock provisions are recognised for inventory which is

expected to sell for less than cost and also for the value of inventory likely to have been lost to the business

through shrinkage between the date of the last applicable stocktake and balance date. In recognising the provision

for inventory, judgement has been applied by considering a range of factors including historical results, current

trends and specific product information from buyers.




Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Finished goods 125,109 96,027

Inventory provisions and adjustments (5,595) (4,554)

Net inventories 119,514 91,473


During the period the group recognised $394.4 million (2021: $385.6 million) of inventory as an

expense within cost of goods sold.




3.1.4 Trade and other payables

Trade and other payable amounts represent liabilities for goods and services provided to the Group prior to the

end of a financial period, which are unpaid.


Trade payables

Trade payables are recognised at the value of the invoice received from a supplier (fair value). The carrying value

of trade payables is considered to approximate fair value as the amounts are unsecured and are usually paid within

60 days of recognition.


Employee entitlements

Wages and salaries, annual leave and sick leave

Liabilities for wages and salaries, including non-monetary benefits, annual leave and accumulating sick leave

expected to be settled within 12 months of the reporting date are recognised in other payables in respect of

employees' services up to the reporting date and are measured at the amounts expected to be paid when the

liabilities are settled. Liabilities for non-accumulating sick leave are recognised when the leave is taken and

measured at the rates paid or payable. The liability for employee entitlements is carried at the present value of the

estimated future cash flows.


Bonus plans

A liability is recognised for bonuses payable to employees where a contractual obligation arises for an agreed level

of payment dependent on both company and individual performance criteria.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

3. Operating Assets and Liabilities

For the 52 week period ended 30 January 2022


21



Long service leave

The liability for long service leave is recognised as a non-current liability and measured as the present value of

expected future payments to be made in respect of services provided by employees up to the reporting date using

the projected unit credit method. Consideration is given to expected future wage and salary levels, history of

employee departure rates and periods of service. Expected future payments are discounted using market yields at

the reporting date on government bonds with terms to maturity that match, as closely as possible, the estimated

future cash outflows.


Provisions

A provision is recognised if, as a result of a past event, the Group has a present legal or constructive obligation that

can be estimated reliably, and it is probable that an outflow of economic benefits will be required to settle the

obligation.


Provisions relate to returns in relation to sales of goods directly imported by the Group and are expected to be fully

utilised within the next twelve months. Provisions relating to inventory, receivables and employee benefits have

been treated as part of those specific balances. There are no other provisions relating to these financial statements.



Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Trade payables 43,585 50,460

Employee entitlements 18,465 15,809

Other payables and accruals 19,458 15,516

Provisions 152 97

Total trade and other payables 81,660 81,882




Shown in balance sheet as:



Current liabilities


80,785 80,952

Non-current liabilities


875 930

Total trade and other payables 81,660 81,882


Briscoe Group Limited
Notes to the Consolidated Financial Statements

3. Operating Assets and Liabilities

For the 52 week period ended 30 January 2022


22



3.2 Property, Plant and Equipment


All property, plant and equipment is stated at historical cost less depreciation and any impairment adjustments.

Historical cost includes expenditure that is directly attributable to the acquisition of property, plant and equipment.

Costs are included in an asount or recognised as a separate asset, as appropriate, only when it is

probable that future economic benefits associated with an item will flow to the Group and the cost of an item can be

measured reliably.


ual values and useful lives are reviewed, and adjusted if appropriate, at each balance date.


carrying amount is written down immediately to its recoverable amount if its carrying amount is greater

than its estimated recoverable amount.


Gains and losses on disposals of assets are determined by comparing proceeds with carrying amounts. These

gains and losses are included in the income statement.


Land is not depreciated. Depreciation on other assets is calculated using the straight-line method to allocate their

cost, net of their estimated residual values, over their estimated useful lives, as follows:

- Freehold buildings 33 years

- Plant and equipment 3 - 15 years


Property, plant and equipment is reviewed whenever events or changes in circumstances indicate that the carrying

amount may not be recoverable. An impairment loss is recognised for the amount by which an

amount exceeds its recoverable amount. The recoverable amount is the higher of an assetir value less costs to

sell, or value in use.

The Group assesses whether there are indications, for example loss-making stores, for certain trigger events which

may indicate that an impairment in property, plant and equipment values exist at balance date.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

3. Operating Assets and Liabilities

For the 52 week period ended 30 January 2022


23





Land and

buildings

Plant and

equipment Total



$000 $000 $000

At 26 January 2020



Cost


74,853 85,857 160,710

Accumulated depreciation


(5,603) (57,842) (63,445)

Net book value


69,250 28,015 97,265

Period ended 31 January 2021



Opening net book value


69,250 28,015 97,265

Additions


18,504 7,036 25,540

Disposals


(263) (155) (418)

Reclassified as held-for-sale asset


3,410 - 3,410

Depreciation charge


(1,842) (6,558) (8,400)

Closing net book value


89,059 28,338 117,397

At 31 January 2021



Cost


96,010 89,175 185,185

Accumulated depreciation


(6,951) (60,837) (67,788)

Net book value


89,059 28,338 117,397

Period ended 30 January 2022

Opening net book value 89,059 28,338 117,397

Additions 9,658 8,499 18,157

Disposals - (259) (259)

Depreciation charge (2,324) (7,074) (9,398)

Closing net book value 96,393 29,504 125,897

At 30 January 2022

Cost 105,668 91,268 196,936

Accumulated depreciation (9,275) (61,764) (71,039)

Net book value 96,393 29,504 125,897


Capital commitments Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Capital commitments in relation to property, plant and

equipment at balance date not provided for in the

financial statements 3,913 7,458

1.



1. $6.5 million relates to building contracts for the development and construction of new retail premises at 36 Taylors Road, Auckland and also

at Silverdale, North Auckland.




3.3 Intangible Assets


Intangible assets are non-physical assets used by the Group to operate the business. Software costs have a finite

useful life. Software costs are capitalised and amortised on a straight-line basis over the estimated useful economic

life of 2 to 5 years.


Briscoe Group Limited
Notes to the Consolidated Financial Statements

3. Operating Assets and Liabilities

For the 52 week period ended 30 January 2022


24





Software as a Service:

The Group previously capitalised costs incurred in configuring or customising certain suppliers application software

in certain computing arrangements as intangible assets as the Group considered that it would benefit from those

costs over the expected term of the computing arrangements.


Following the publication of IFRS Interpretations Committee (IFRIC) agenda decision on Configuration or

Customisation Costs in a Cloud Computing Arrangement in March 2021 (and ratified by the International

Accounting Standards Board (IASB) in April 2021, the Group has reconsidered its accounting treatment in relation

to capitalising certain software and adopted the guidance set out in the IFRIC agenda decision, which is to

recognise those costs as intangible assets only if the activities create an intangible asset that the Group controls

and the intangible asset meets the recognition criteria. Costs that are not capitalised as intangible assets are

expensed as incurred unless they are paid to the supplier of the cloud-based software to significantly customise the

cloud-based software in which case the cost paid upfront is recorded as a prepayment for services and amortised

over the expected term of the cloud computing arrangements.


As a result of this change in accounting policy, the Group has determined that certain costs relating to the

implementation or development of certain software should be expensed when they were incurred as the amounts

paid did not create separate intangible assets controlled by the Group. The change in treatment has not been

applied retrospectively and has not had a material effect on these financial statements.

Software is the only intangible asset recorded in the financial statements. All software has been acquired externally.


3.4 Leases


Right-of-use assets and lease liabilities arising from a lease are initially measured on a present value basis. Lease

liabilities include the net present value of the remaining lease payments. Lease payments to be made under

reasonably certain extension options are also included in the measurement of the liabilities.


Right-of-use assets are initially recognised on commencement of lease at cost, comprising the initial amount of the

lease liabilities less any lease incentives received. Right-of-use assets are subsequently depreciated using the

straight-line method from the commencement date to the end of the lease term. In considering the lease term, the

Group applies judgement in determining whether it is reasonably certain that an extension or termination option will

be exercised.


Both right-of-use assets and lease liabilities are discounted applying interest rate implicit in the lease, or if this

cannot be determined, the incremental borrowing rate at the commencement of the lease. To determine the

incremental borrowing rate the Group have applied a blended secured and unsecured borrowing rate. For the

secured rate the Group have utilised third party financing options and adjusted for an appropriate credit spread.


Extension options are included in a number of property leases across the Group. These are used to maximise

operational flexibility in terms of managing the assets used in the Grooperation. Extension options held are

exercisable only by the Group and not by the respective lessor. During the period the Group recognised all

extension options (2021: all recognised).







Briscoe Group Limited
Notes to the Consolidated Financial Statements

3. Operating Assets and Liabilities

For the 52 week period ended 30 January 2022


25




The following tables show the movements and analysis in relation to the right-of-use assets and lease liabilities,

created on the adoption of NZ IFRS 16:


3.4.1 Right-of-use assets:


Land and Buildings

$000


Period ended 31 January 2021

Opening carrying amount 266,001

Additions 13,126

Surrender (1,577)

Depreciation for the period (21,700)

Closing carrying amount 255,850


At 31 January 2021

Cost 296,491

Accumulated depreciation (40,641)

Carrying amount 255,850

Period ended 30 January 2022

Opening carrying amount 255,850

Additions 19,350

Surrender (2,239)

Depreciation for the period (22,172)

Closing carrying amount 250,789


At 30 January 2022

Cost 313,602

Accumulated depreciation (62,813)

Carrying amount 250,789



3.4.2 Lease liabilities:


As at As at

30 January 2022 31 January 2021

$000 $000

Opening value 292,271 296,408

Additions 19,350 13,126

Surrender (3,244) (1,675)

Interest for the period 14,218 14,772

Lease payments made (33,377) (30,360)

Total lease liabilities 289,218 292,271








Briscoe Group Limited
Notes to the Consolidated Financial Statements

3. Operating Assets and Liabilities

For the 52 week period ended 30 January 2022


26



3.4.3 Lease liabilities maturity analysis:


Minimum lease payments Interest Present value

$000 $000 $000

Within one year 33,246 (14,221) 19,025

One to five years 126,185 (47,588) 78,597

Beyond five years 253,026 (61,430) 191,596

Total 412,457 (123,239) 289,218


Current 19,025

Non-current 270,193

Total 289,218



3.4.4 Lease related expenses included in the income statement:




Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Depreciation 22,172 21,700

Short-term leases 129 27

Interest on leases 14,218 14,772

Total 36,519 36,499



3.4.5 Lease payments included in the cashflow statement:





Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Total cash outflow in relation to leases 33,377 30,360




Briscoe Group Limited
Notes to the Consolidated Financial Statements

4. Investments

For the 52 week period ended 30 January 2022

27


This section explains how the Group records investments made in listed securities.

4.1 Investment in Equity Securities

During 2015, 2018 and 2019 Briscoe Group Limited acquired a total of 48,007,465 shares in Kathmandu

Holdings Limited (KMD) for a cost of $87,853,048. This holding represented a 6.77% ownership in Kathmandu

as at 30 January 2022.

These shares are equity investments, quoted in the active market, which the Group has elected to designate as

a financial asset at fair value through other comprehensive income (FVOCI). An adjustment was made at period

end to reflect the fair value of these shares as at 30 January 2022

1.

.

$000

At 26 January 2020 154,104

Additions -

Change in fair value credited to other reserves (92,174)

At 31 January 2021 61,930

Additions -

Change in fair value credited to other reserves 2,880

At 30 January 2022 64,810

1. Fair value determined to be $1.35 per share as per NZX closing price of Kathmandu Holdings Limited as

at 28 January 2022 (2021: $1.29) (Level 1 in the fair value hierarchy).

Briscoe Group Limited
Notes to the Consolidated Financial Statements

5. Financing and Capital Structure

For the 52 week period ended 30 January 2022


28


This section reports on the Group funding sources and capital structure, including its balance

sheet liquidity and access to capital markets.


5.1 Interest Bearing Liabilities


Borrowings are initially recognised at fair value, net of transaction costs incurred. Borrowings are subsequently

measured at amortised cost. Any difference between the proceeds (net of transaction costs) and the redemption

amount is recognised in the income statement over the period of the borrowings using the effective interest method.

Borrowings are classified as current liabilities unless the Group has an unconditional right to defer settlement of the

liability for at least 12 months after the balance sheet date.


The Group has an unsecured facility with the Bank of New Zealand for $30 million. Any drawdowns are repayable

in full on expiry date of the facility being 20 September 2022. Interest is payable based on the BKBM rate plus

applicable margin. The facility is sufficiently flexible that the amounts can be drawn down and repaid to

accommodate fluctuations in operating cash flows within overall limits, without the need for prior approval of the

bank. The facility was not drawn down during the period.


The covenants entered into by the Group require specified calculations of Groups earnings before interest, tax,

depreciation and amortisation (EBITDA) plus lease rental costs to exceed total fixed charges (net interest expense

and lease rental costs) at the end of each half during the financial period. Similarly, EBITDA must be no less than a

specified proportion of total net debt at the end of each half. The Group was in compliance with the covenants

throughout the period.


There were no amounts repayable under the facility as at 30 January 2022 (2021: Nil).



Net finance income / (costs)

Period ended Period ended

30 January 2022 31 January 2021

$000 $000


Interest income 399 421

Interest expense - leases (14,218) (14,772)

Interest expense - other (155) (4)

Other finance cost (122) (112)

Net finance cost (14,096) (14,467)



5.2 Financial Risk Management


The Groupactivities expose it to various financial risks including credit risk, liquidity risk and market risk (such as

currency risk and equity price risk). Therall risk management programme seeks to minimise potential

adverse effects on the Grous financial performance. The Group uses certain derivative financial instruments to

hedge certain risk exposures.


5.2.1 Derivative financial instruments


Derivatives are recognised initially at fair value on the date a derivative contract is entered into and are

subsequently re-measured to their fair value. The method of recognising the resulting gain or loss depends on

whether the derivative is designated as a hedging instrument, and if so, the nature of the item being hedged. The

Group designates certain derivatives as hedges of highly probable forecast transactions (cash flow hedges).

Briscoe Group Limited
Notes to the Consolidated Financial Statements

5. Financing and Capital Structure

For the 52 week period ended 30 January 2022


29




At the inception of a transaction the economic relationship between hedging instruments and hedged items, and the

risk management objective and strategy for undertaking various hedge transactions, are documented. An

assessment is also documented, both at hedge inception and on an on-going basis, of whether the derivatives that

are used in hedging transactions have been and will continue to be effective in offsetting changes in fair values or

cash flows of hedged items.


Cash flow hedge

The effective portion of changes in the fair value of derivatives that are designated and qualify as cash flow hedges,

is recognised in other comprehensive income. The gain or loss relating to the ineffective portion is recognised

immediately in the income statement within cost of goods sold.


Amounts accumulated in other comprehensive income are recycled in the income statement in the periods when

the hedged item will affect profit or loss (for instance when the forecast purchase that is hedged takes place).

However, when a forecast transaction that is hedged results in the recognition of a non-financial asset (for example,

inventory) or a non-financial liability, the gains and losses previously deferred in other comprehensive income are

transferred from other comprehensive income and included in the measurement of the initial cost or carrying

amount of the asset or liability.


When a hedging instrument expires or is sold or terminated, or when a hedge no longer meets the criteria for hedge

accounting, any cumulative gain or loss existing in other comprehensive income at that time remains in other

comprehensive income and is recognised when the forecast transaction is ultimately recognised in the income

statement. When a forecast transaction is no longer expected to occur, the cumulative gain or loss that was

reported in other comprehensive income is immediately transferred to the income statement within cost of goods

sold.


Derivatives that do not qualify for hedge accounting

Certain derivative instruments do not qualify for hedge accounting. Changes in the fair value of these derivative

instruments are recognised immediately in the income statement within administration expenses.


5.2.2 Credit risk

Credit risk refers to the risk of a counterparty failing to discharge an obligation. In the normal course of its business,

Briscoe Group incurs credit risk from trade receivables and transactions with financial institutions. The Group

places its cash, short-term investments and derivative financial instruments with only high-credit-rated, Board-

approved financial institutions. Sales to retail customers are settled predominantly in cash or by using major credit

cards. Less than 1% of reported sales give rise to trade receivables. The Group holds no collateral over its trade

receivables.


5.2.3 Interest rate risk

The Group has no long-term interest-bearing liabilities but does have interest rate risk exposure from periodic short-

term drawdowns of established funding facilities and placements of short-term deposits, as operating cash flows

necessitate. The Groupto medium term liquidity position is monitored daily and reported to the Board

monthly.


5.2.4 Liquidity risk

Liquidity risk is the risk that an unforeseen event or miscalculation in the required liquidity level will result in the

Group foregoing investment opportunities or not being able to meet its obligations in a timely manner, and therefore

gives rise to lower investment income or to higher borrowing costs than otherwise. Prudent liquidity risk

management includes maintaining sufficient cash, and ensuring the availability of adequate amounts of funding

from credit facilities.


The Guidity exposure is managed by ensuring sufficient levels of liquid assets and committed facilities are

maintained based on regular monitoring of a rolling 3-month daily cash requirement forecast. The Gr liquidity

Briscoe Group Limited
Notes to the Consolidated Financial Statements

5. Financing and Capital Structure

For the 52 week period ended 30 January 2022


30


position fluctuates throughout the period, being strongest immediately after the end of the period. The months

leading up to Christmas trading put the greatest strain on Group cash flows due to the build-up of inventory as well

as the interim dividend payment. The Group operates well within its available funding facilities.


The table below analyses the Gros financial liabilities and gross-settled forward foreign exchange contracts into

relevant maturity groupings based on the remaining period from the balance sheet date to the contractual maturity

date. The cash flow hedge outf amounts disclosed in the table are the contractual undiscounted cash flows

liable for payment by the Group in relation to all forward foreign exchange contracts in place at balance date. The

cash flow h amounts represent the corresponding injection of foreign currency back to the Group as a

result of the gross settlement on those contracts, converted using the forward rate at balance date. The carrying

value shown is the net amount of derivative financial liabilities and assets as shown in the balance sheet. Changes

in the carrying value affect profit when the underlying inventory to which the derivatives relate, is sold.


Trade and other payables are shown at carrying value in the table. No discounting has been applied as the impact

of discounting is not significant.


An analysis detailing remaining contractual maturities for lease liabilities is shown in Note 3.4.3.



As at 30 January 2022

3 months

or less


3 6

months


6 9

months


9 12

months



Total


Carrying

Value

$000 $000 $000 $000 $000 $000


Trade and other payables


(60,085)


-


-


-


(60,085)


(60,085)

Forward foreign exchange contracts

Cash flow hedges:

- outflow (16,564) (14,507) (9,165) (760) (40,996)

- inflow 17,855 15,601 9,912 765 44,133

- Net 1,291 1,094 747 5 3,137 3,137



As at 31 January 2021

3 months

or less


3 6

months


6 9

months


9 - 12

months



Total


Carrying

Value

$000 $000 $000 $000 $000 $000


Trade and other payables


(63,195)


-


-


-


(63,195)


(63,195)

Forward foreign exchange contracts

Cash flow hedges:

- outflow (22,359) (17,787) (19,481) (1,739) (61,366)

- inflow 20,971 16,777 18,524 1,748 58,020

- Net (1,388) (1,010) (957) 9 (3,346) (3,346)


The cash flow hedges inflow amounts use the forward rate at balance date.








Briscoe Group Limited
Notes to the Consolidated Financial Statements

5. Financing and Capital Structure

For the 52 week period ended 30 January 2022


31


5.2.5 Market risk


Equity price risk


The Group is exposed to equity price risk arising from the investment held in Kathmandu Holdings Limited,

classified in the balance sheet as investment in equity securities. (Refer note 4.1).


Foreign exchange risk


The Group is exposed to foreign exchange risk arising from currency exposures primarily to the US dollar, in

respect of purchases of inventory directly from overseas suppliers.


The Groups foreign exchange risk is managed in accordance with Board-approved Group Treasury Risk

Management Policies. The current policy requires hedging of both committed and forecasted foreign currency

payment levels across the current and subsequent three calendar quarters. The policy is to cover 100% of

committed purchases and lower levels of forecasted purchases depending on which quarter the forecasted

exposure relates to. Hedging is reviewed regularly and reported to the Board monthly.


The Group uses forward foreign exchange contracts and maintains short-term holdings of foreign currencies in

foreign denominated currency bank accounts, with major financial institutions only, to hedge its foreign exchange

risk in anticipation of future purchases.


The following table shows the fair value of forward foreign exchange contracts held by the Group as derivative

financial instruments at balance date:

Period ended Period ended

30 January 2022 31 January 2021

$000 $000

Current assets

Forward foreign exchange contracts 3,137 32

Total current derivative financial instrument assets 3,137 32


Current liabilities

Forward foreign exchange contracts - 3,378

Total current derivative financial instrument

liabilities -


3,378


The contracts are subject to an enforceable master netting arrangement, which allows for net settlement of the

relevant assets and liabilities. For financial reporting purposes these are not offset.


Forward foreign exchange contracts cash flow hedges

Where forward foreign exchange contracts have been designated and tested as an effective hedge the portion of

the gain or loss on the hedging instrument that is determined to be an effective hedge is recognised directly in other

comprehensive income. These gains or losses are released to the income statement at various dates over the

subsequent financial period as the inventory for which the hedge exists, is sold.


The fair value of these contracts is determined by using valuation techniques as they are not traded in an active

market. The valuation techniques maximise the use of observable market data where it is available and rely as little

as possible on entity specific estimates. The fair value is determined by mark-to-market valuations using forward

exchange. These derivatives have been determined to be within level 2 of the fair value hierarchy as all significant

inputs required to ascertain their fair value are observable.


Forward foreign exchange contracts are used for hedging committed or highly probable forecast purchases of

inventory for the ensuing financial period. The contracts are timed to mature when major shipments of inventory are

scheduled to be dispatched and the liability settled. The cash flows are expected to occur at various dates within

one year from balance date.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

5. Financing and Capital Structure

For the 52 week period ended 30 January 2022


32


At balance date these contracts are represented by assets of $3,137,409 (2021: $32,361) and liabilities of $429

(2021: $3,378,483) and together are included in equity as part of the cash flow hedge reserve, net of deferred tax,

as a net gain of $2,258,626 (2021: net loss $2,409,208). The cash flow hedge reserve also consists of gains and

losses, net of deferred tax, from foreign currencies used as hedges, as a net gain of $125,434 (2021: net loss of

$47,826). The total of these net gains and losses amount to a net loss of $2,384,060 (2021: net loss $2,457,034).


When forward foreign exchange contracts are not designated and tested as an effective hedge, the gain or loss on

the forward foreign exchange contract is recognised in the income statement.


At balance date there are no such contracts in place (2021: Nil).



5.2.6 Sensitivity analysis

Based on historical movements and volatilities and review of current economic commentary the following

movements are considered reasonably possible over the next 12 month period:

A shift of -10% / +10% (2021: -10% / +10%) in the NZD against the USD, from the period-end rate of 0.6576

(2021: 0.7168),

A shift of -0.25% / +1.25% (2021: -0.25% / +0.25%) in market interest rates from the period-end weighted

average deposit rate of 1.13% (2021: 0.35%),

A shift of -10% / +20% (2021: -10% / +20%) in the NZX share price of Kathmandu Holdings Ltd from the

period-end closing share price of $1.35 (2021: $1.29).


If these movements were to occur, the positive / (negative) impact on consolidated profit after tax and consolidated

equity for each category of financial instrument held at balance date is presented below.



As at 30 January 2022


Interest rate Foreign exchange rate Equity price

Carrying -0.25% +1.25% -10% +10% -10% +20%

amount Profit Equity Profit Equity Equity Equity Equity Equity

$000 $000 $000 $000 $000 $000 $000 $000 $000

Financial Assets:

Cash and cash

equivalents

1.


102,481 (180) (180) 899 899 203 (166) - -

Derivatives designated

as cashflow hedges

(Forward foreign

exchange contracts)

2.





3,137




-




-




-




-




3,486




(2,842)




-




-

Investment in equity

securities

3.



64,810


-


-


-


-


-


-


(6,481)


12,962


Financial Liabilities:

Derivatives designated

as cashflow hedges

(Forward foreign

exchange contracts)

2.





-




-




-




-




-




31




(25)




-




-


Total increase /

(decrease)

(180) (180) 899 899 3,720 (3,033) (6,481) 12,962


Receivables and payables have not been included above as they are denominated in NZD and are non-interest

bearing and therefore not subject to market risk.



Briscoe Group Limited
Notes to the Consolidated Financial Statements

5. Financing and Capital Structure

For the 52 week period ended 30 January 2022


33



As at 31 January 2021

Interest rate Foreign exchange rate Equity price

Carrying -0.25% +0.25% -10% +10% -10% +20%

amount Profit Equity Profit Equity Equity Equity Equity Equity

$000 $000 $000 $000 $000 $000 $000 $000 $000

Financial Assets:

Cash and cash

equivalents

1.


100,417 (179) (179) 179 179 59 (48) - -

Derivatives designated

as cashflow hedges

(Forward foreign

exchange contracts)

2.





32




-




-




-




-




306




(254)




-




-

Investment in equity

securities

3.



61,930


-


-


-


-


-


-


(6,193)


12,386


Financial Liabilities:

Derivatives designated

as cashflow hedges

(Forward foreign

exchange contracts)

2.





3,378




-




-




-




-




4,296




(3,579)




-




-


Total increase /

(decrease)

(179) (179) 179 179 4,661 (3,881) (6,193) 12,386


Receivables and payables have not been included above as they are denominated in NZD and are non-interest

bearing and therefore not subject to market risk.


1. Cash and cash equivalents include deposits at call which are at floating interest rates.


2. Derivatives designated as cashflow hedges are foreign exchange contracts used to hedge against the NZD:USD foreign

exchange risk arising from foreign denominated future purchases. There is no profit or loss sensitivity as the hedges are

100% effective.


3. Investment in equity securities represents shares held in Kathmandu Holdings Ltd. There is no profit or loss sensitivity as

impacts from changes in KMDce are accounted for through equity.



5.3 Equity


5.3.1 Capital risk management


Tapital comprises contributed equity, reserves and retained earnings.


The Group objective when managing capital is to achieve a balance between maximising shareholder wealth and

ensuring the Group is able to operate competitively with the flexibility to take advantage of growth opportunities as

they arise. In order to meet these objectives the Group may adjust the amount of dividend payments made to

shareholders and/or seek to raise capital through debt and/or equity. There are no specific banking or other

arrangements which require the Group to maintain specified equity levels.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

5. Financing and Capital Structure

For the 52 week period ended 30 January 2022


34



5.3.2 Share capital


Share capital comprises ordinary shares only. Incremental costs directly attributable to the issue of new shares or

options are shown in equity as a deduction, net of tax, from the proceeds.


All shares on issue are fully paid. All ordinary shares rank equally with one vote attached to each fully paid ordinary

share and have equal dividend rights and no par value.



Contributed equity ordinary shares

No. of authorised shares Share capital

Period ended Period ended Period ended Period ended

30 January 2022 31 January 2021 30 January 2022 31 January 2021

Shares Shares $000 $000


Opening ordinary shares 222,466,000 222,188,500 61,839 60,752


Issue of ordinary shares arising from the

exercise of options/ vesting of performance

rights 90,300 277,500 153

1.



1,087

1.


Balance at end of period 222,556,300 222,466,000 61,992 61,839


1. When options are exercised or when performance rights vest, the amount in the equity-based remuneration reserve

relating to those options exercised or performance rights vested, together with the exercise price paid by the employee,

is transferred to share capital. The amounts transferred for the 90,300 shares issued during the period ended

30 January 2022 were $nil and $153,376 respectively (2021: $168,415 and $918,525 respectively for the 277,500

shares issued).



5.3.3 Dividends


Provision is made for the amount of any dividend declared on or before the balance date but not distributed at

balance date.

Period ended Period ended Period ended Period ended

30 January 2022 31 January 2021 30 January 2022 31 January 2021

Cents per share Cents per share $000 $000


Interim dividend for the period ended 30 January 2022 11.50 - 25,594 -

Final dividend for the period ended 31 January 2021 13.50 - 30,045 -

Special dividend for the period ended 31 January 2021 - 6.00 - 13,348

Interim dividend for the period ended 31 January 2021 - 9.00 - 20,022

Final dividend for the period ended 26 January 2020

1.

- - - -

25.00 15.00 55,639 33,370


1. The final dividend of 12.50 cps for year ended 26 January 2020 announced on 16 March 2020 was cancelled on 23 March

2020 as a result of potential impact of Covid-19.


All dividends paid were fully imputed (refer also to Note 2.3.3 for imputation credits available for use in subsequent

periods). Supplementary dividends of $380,308 (2021: $238,416) were provided to shareholders not tax resident in

New Zealand, for which the Group received a Foreign Investor Tax Credit entitlement.


On 16 March 2022 the Directors resolved to provide for a final dividend to be paid in respect of the period ended 30

January 2022. The dividend will be paid at a rate of 15.50 cents per share for all shares on issue as at 24 March

2022, with full imputation credits attached.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

5. Financing and Capital Structure

For the 52 week period ended 30 January 2022


35


5.3.4 Reserves and retained earnings


Cashflow hedge reserve

The hedging reserve is used to record gains and losses on a hedging instrument in a cash flow hedge that are

recognised directly in other comprehensive income, as described in the accounting policy in section 5.2. The

amounts are recognised as profit or loss when the associated hedged transaction affects profit or loss. (Refer also

to the consolidated statement of changes in equity).


Equity-based remuneration reserve

The equity-based remuneration reserve is used to recognise the fair value of performance rights granted but not

exercised, lapsed or forfeited. Amounts are transferred to share capital when vested performance rights are

exercised. (Refer also to the consolidated statement of changes in equity and note 6.2).


Other reserves

Other reserves represents the adjustment made at balance date to reflect the fair value of the investment in

Kathmandu Holdings Limited. (Refer also to the consolidated statement of changes in equity and note 4.1).

Briscoe Group Limited
Notes to the Consolidated Financial Statements

6. Other Notes

For the 52 week period ended 30 January 2022


36


6.1 Related Party Transactions


6.1.1 Parent and ultimate controlling party

Briscoe Group Limited is the immediate parent, ultimate parent and controlling party for all companies in the

Group.


During the period the Company advanced and repaid loans to its subsidiaries by way of internal current

accounts. In presenting the financial statements of the Group, the effect of transactions and balances

between fellow subsidiaries and those with the Company have been eliminated. No interest is charged on

internal current accounts. All transactions with related parties were in the normal course of business and

were provided on normal commercial terms.


The Group undertook transactions with the following related parties as detailed below:

The RA Duke Trust, of which RA Duke is a trustee, as owner of the Rebel Sport premises at Panmure,

Auckland, received rental payments (net of rental relief) of $597,226 (2021: $613,663) from the Group,

under an agreement to lease premises to The Sports Authority Limited (trading as Rebel Sport). The

remaining non-cancellable term of this lease is 1.2 years (2021: 2.2 years) with a payment

commitment of $787,365 (2021: $1,462,249).

Kein Geld (NZ) Limited, an entity associated with RA Duke, received rental payments (net of rental

relief) of $501,999 (2021: $520,001) as owner of the Briscoes Homeware premises at Wairau Park,

Auckland, under an agreement to lease premises to Briscoes (NZ) Limited. The remaining non-

cancellable term of this lease is 0.1 years (2021: 1.1 years) with a payment commitment of $47,273

(2021: $614,547).

The RA Duke Trust (including RA Duke Limited) received dividends of $42,891,596 (2021:

$25,714,289).

P Duke, spouse of RA Duke, received payments of $65,000 (2021: $65,000) in relation to her

employment as an overseas buying specialist with Briscoe Group Limited, and rental payments (net of

rental relief) of $816,254 (2021: $918,570) as owner of the Briscoes Homeware premises at Panmure,

Auckland under an agreement to lease premises to Briscoes (NZ) Limited. The remaining non-

cancellable term of this lease is 9.3 years (2021: 10.3 years) with a payment commitment of

$9,237,756 (2021: $10,160,148).




6.1.2 Key management personnel

Key management includes the Directors of the Company and those employees who the Company has

deemed to have disclosure obligations under subpart 6 of the Financial Markets Conduct Act 2013, namely

the Chief Financial Officer, the Chief Operating Officer and the General Manager Human Resources.


Key management compensation was as follows:

Period ended Period ended

30 January 2022 31 January 2021

$000 $000


Salaries and other short-term employee benefits 4,199 2,854

Equity-based remuneration 128 100

Directos 391


293

Total benefits 4,718


3,247

Briscoe Group Limited
Notes to the Consolidated Financial Statements

6. Other Notes

For the 52 week period ended 30 January 2022


37



Key management did not receive any termination benefits during the period (2021: Nil).

Key management did not receive and are not entitled to receive any post-employment or long-term benefits

(2021: Nil).

Executives included in key management received dividends of $250,195 (2021: $143,151) in relation to

Briscoe Group shares held.



6.1.3 Directors fees and dividends


Directors received direes and dividends in relation to their personally held shares as detailed below:


Period ended

30 January 2022

Period ended

31 January 2021

Directors Dividends Directors fees Dividends

$000 $000 $000 $000

Executive Director

RA Duke - - - -


Non-Executive Directors

eo 148 - 132 -

AD Batterton 82 - 78 -

RAB Coupe 85 3 77 2

HJM Callaghan

1.

76 - 6 -

391 3 293 2



The following Directors received dividends in relation to their non-beneficially held shares as detailed below:


Period ended

30 January 2022

Period ended

31 January 2021

$000 $000

Executive Director

RA Duke 42,892 25,714


Non-Executive Directors

RPO Meo 25 15

AD Batterton 5 3

RAB Coupe - -

HJM Callaghan

1.

- -


1. Mark Callaghan was appointed by the Board as a Director effective from 1 January 2021.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

6. Other Notes

For the 52 week period ended 30 January 2022


38



6.2 Employee Equity-Based Remuneration


6.2.1 Equity settled performance rights


The Senior Executive Incentive Plan grants Group employees performance rights subject to performance

hurdles being met. The fair value of rights granted is recognised as an employee expense in the income

statement with a corresponding increase in the employee share-based payment reserve. The fair value is

measured at grant date and amortised over the vesting periods. When performance rights vest, the amount in

the share-based payments reserve relating to those rights are transferred to share capital. There is no

exercise price for these performance rights and there is no right to dividends during the vesting periods.


On 26 March 2019 the Board approved the Briscoe Group Senior Executive Incentive Plan to grant

performance rights to key senior management personnel as a long-term incentive programme. The third

tranche of performance rights were issued under this programme during the period.


Performance rights granted are summarised below:




Tranche




Grant Date


Balance at

start

of period

(number)

Granted

during

the period

(number)

Vested

during

the period

(number)

Lapsed

during

the period

(number)

Balance at

the end

of period

(number)

1 15 Apr 2019 90,300 - (90,300) - -

2 26 Jun 2019 89,286 - - - 89,286

3 30 Jul 2020 136,218 - - - 136,218

4 15 Jun 2021 - 83,334 - - 83,334

315,804 83,334 (90,300) - 308,838


In each tranche the performance rights are subject to a combination of an absolute Total Shareholder Return

(TSR) growth hurdle and/or an EPS growth hurdle. EPS growth hurdle is considered a non-market condition.

The relative hurdle weighting for unvested tranches is shown in the table below:


Tranche Grant Date TSR Weighting EPS Weighting

2 26 Jun 2019 50% 50%

3 30 Jul 2020 50% 50%

4 15 Jun 2021 50% 50%


The proportion of performance rights subject to the absolute TSR growth hurdle which may vest is dependent

on Briscoe Group Limiteds TSR compound annual growth rate (CAGR) across a 3-year measurement

period. For each tranche that vests the rights are awarded on a straight-line basis dependent on the TSR

CAGR achieved. The percentage of TSR related performance rights vest according to the following

performance criteria for each unvested tranche:


% Vesting Tranche 2 Tranche 3 Tranche 4

0% < 10.1% CAGR < 12.4% CAGR < 5.0% CAGR

50% = 10.1% CAGR = 12.4% CAGR = 5.0% CAGR

51% - 99% (Straight-

line prorata)


> 10.1%, < 13.0% CAGR


> 12.4%, < 16.0% CAGR


> 5.0%, < 5.5% CAGR

100% => 13.0% CAGR => 16.0% CAGR => 5.5% CAGR


The TSR performance is calculated across the following periods:

Briscoe Group Limited
Notes to the Consolidated Financial Statements

6. Other Notes

For the 52 week period ended 30 January 2022


39


Tranche Performance Period

2 Announcement date of FY 2018/19 Result to announcement date of FY 2021/22 Result

3 Announcement date of FY 2019/20 Result to announcement date of FY 2022/23 Result

4 Announcement date of FY 2020/21 Result to announcement date of FY 2023/24 Result


The fair value of the TSR performance rights have been valued under a variant of the dividend adjusted

Binomial Options Pricing Model (BOPM). The fair value of TSR performance rights, along with the

assumptions used to simulate the future share prices are shown below:


Tranche 2 Tranche 3 Tranche 4

Fair value of TSR performance rights $22,813 $47,200 $97,501

Current price at grant date $3.30 $3.37 $5.75

Risk free interest rate 1.71% 0.30% 0.60%

Expected life (years) 2.75 2.63 2.75

Expected share volatility

1.

16%

1.

24%

2.

24%

3.


1. Volatility represents the volatility of the Briscoe Group (BGP) NZD share price over the two-year period

to February 2019.

2. Volatility represents the volatility of the Briscoe Group (BGP) NZD share price over a five-year period to

July 2020.

3. Volatility represents the volatility of the Briscoe Group (BGP) NZD share price based on the average 90

day volatility for the past 3 years (measured on a daily basis).



The estimated fair value for each tranche of performance rights issued is amortised over the vesting period

from the grant date.


The proportion of performance rights subject to the EPS growth hurdle which may vest is dependent on

Briscoe Group Limiteds EPS compound annual growth rate (CAGR) across a 3-year measurement period.

For each tranche that vests the rights are awarded on a straight-line basis dependent on the EPS CAGR

achieved. The percentage of EPS related performance rights vest according to the following performance

criteria:


% Vesting Tranche 2 Tranche 3 Tranche 4

0% < 0.8% CAGR < 1.8% CAGR < 2.5% CAGR

50% = 0.8% CAGR = 1.8% CAGR = 2.5% CAGR

51% - 99% (Straight-

line prorata)


> 0.8%, < 2.6% CAGR


> 1.8%, < 4.6% CAGR


> 2.5%, < 4.6% CAGR


100% => 2.6% CAGR => 4.6% CAGR => 4.6% CAGR


The EPS performance is calculated across the following periods:


Tranche Performance period

2 FY 2021/22 EPS relative to FY 2018/19 EPS

3 FY 2022/23 EPS relative to FY 2019/20 EPS

4 FY 2023/24 EPS relative to FY 2020/21 EPS


The fair value of the EPS performance rights have been assessed as the Briscoe Group Limiteds share price

as at grant date less the present value of the dividends forecast to be paid prior to each vesting date. The fair

value of each EPS unvested performance right has been calculated to be $2.79, $2.76 and $5.75 for tranche

2, tranche 3 and tranche 4, respectively.


The estimated fair value for each tranche of performance rights issued is amortised over the vesting period

from grant date.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

6. Other Notes

For the 52 week period ended 30 January 2022


40



Vesting of performance rights also requires the employee to remain in employment with the Company during

the performance period. The Company has expensed in the income statement $217,148 (2021: $182,969) in

relation to performance rights.


6.2.2 Equity-based remuneration reserve


Period ended

30 January 2022

Period ended

31 January 2021

$000 $000

Balance at beginning of period 444 841

Current period amortisation 217 183

Options forfeited and lapsed transferred

to retained earnings


-


(521)

Options exercised transferred to share capital - (168)

Performance rights vested transferred to share capital (153) -

Deferred tax on performance rights 58 109


Balance at end of period 566 444


6.3 Contingent Liabilities


There were no contingent liabilities as at 30 January 2022 (2021: Nil).



6.4 COVID-19


COVID-19 has brought disruptions and uncertainties to businesses and economies globally. These

disruptions have impacted on the operations of Briscoe Group through-out the last two financial years.

Firstly, during the first half of the February 2020 January 2021 financial year when Level 4 and 3 lockdowns

saw all bricks and mortar stores cease trading for 50 days. Then during the most recent financial year from

18 August 2021 when the NZ Government announced a further nationwide Level 4 lockdown. Most disruption

was felt throughout our Auckland store network with those stores shut for a period of 84 days before

reopening on 10 November 2021. All other stores were also impacted at varying times through this period.


As was the same for previous lockdown disruptions, the Groups online operation performed significantly well

assisting to mitigate some of the negative impact from store closures.


Recent developments in relation to the Omicron variant highlight the uncertainty of Covid-19 impacts into the

future and the Board and management continue to monitor the situation closely.


The Board note the high level of business uncertainty that continues to exist in relation to the impacts of the

Covid-19 pandemic including the possibility of supply chain disruption, erosion of consumer spending and

further government-imposed lockdowns. Other than minor immaterial inventory adjustments for a few

impacted categories, there are no other provisions in these statements for the period ended 30 January 2022

for financial impacts of Covid-19.

Briscoe Group Limited
Notes to the Consolidated Financial Statements

6. Other Notes

For the 52 week period ended 30 January 2022


41





6.5 Events After Balance Date


On 16 March 2022 the Directors resolved to provide for a final dividend to be paid in respect of the period

ended 30 January 2022. The dividend will be paid at a rate of 15.50 cents per share for all shares on issue as

at 24 March 2022, with full imputation credits attached (Note 5.3.3).




6.6 New Accounting Standards


There were no new standards applied during the period.


Certain new accounting standards, amendments to accounting standards and interpretations have been

published that are not mandatory for the 30 January 2022 reporting period and have not been early adopted

by the Group. These standards, amendments or interpretations are not expected to have a material impact

on the entity in the current or future reporting periods and on foreseeable future transactions.

PricewaterhouseCoopers, PwC Tower, 15 Customs Street West, Private Bag 92162, Auckland 1142 New Zealand
T: +64 9 355 8000, www.pwc.co.nz

To the shareholders of Briscoe Group Limited

Our opinion

In our opinion, the accompanying consolidated financial statements of Briscoe Group Limited (the

Company), including its subsidiaries (the Group), present fairly, in all material respects, the financial

position of the Group as at 30 January 2022, its financial performance and its cash flows for the period

then ended in accordance with New Zealand Equivalents to International Financial Reporting

Standards (NZ IFRS) and International Financial Reporting Standards (IFRS).

What we have audited

The Group's consolidated financial statements comprise:

the consolidated balance sheet as at 30 January 2022;

the consolidated income statement for the period then ended;

the consolidated statement of comprehensive income for the period then ended;

the consolidated statement of changes in equity for the period then ended;

the consolidated statement of cash flows for the period then ended; and

the notes to the consolidated financial statements, which include significant accounting policies

and other explanatory information.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (New Zealand) (ISAs

(NZ)) and International Standards on Auditing (ISAs). Our responsibilities under those standards are

further described in the s responsibilities for the audit of the consolidated financial statements

section of our report.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis

for our opinion.

Independence

We are independent of the Group in accordance with Professional and Ethical Standard 1

International Code of Ethics for Assurance Practitioners (including International Independence

Standards) (New Zealand) (PES 1) issued by the New Zealand Auditing and Assurance Standards

Board and the International Code of Ethics for Professional Accountants (including International

Independence Standards)issued by the International Ethics Standards Board for Accountants (IESBA

Code), and we have fulfilled our other ethical responsibilities in accordance with these requirements.

Other than in our capacity as auditor we have no relationship with, or interests in, the Group.

Key audit matters

Key audit matters are those matters that, in our professional judgement, were of most significance in

our audit of the consolidated financial statements of the current period. These matters were addressed

in the context of our audit of the consolidated financial statements as a whole, and in forming our

opinion thereon, and we do not provide a separate opinion on these matters.

PwC
Description of the key audit matterHow our audit addressed the key audit matter

Inventory existence and valuation

At January 202, the Group held

inventories of $119.5 million. Given the

value of inventories relative to the total

assets of the Group, and the judgements

applied in provisioning against inventory

shrinkage, slow moving and obsolete

inventory, this has been considered a key

audit matter.

As described in note 3.1.3 to the

consolidated financial statements,

inventories are stated at the lower of cost

and net realisable value.

The Group has sophisticated inventory

systems in place to accurately record and

report inventory movements and the value

of inventory on hand.

Cyclical counts of inventories are

performed at various times throughout the

period which includes an assessment of

slow moving and obsolete stock. The

cyclical counts provide management with

evidence over quantity and quality of

inventory on hand.

Management applies judgement in

determining inventory valuation, in

particular the level of provisions for

inventory which is expected to sell for less

than cost due to obsolescence or damage,

adjustments for unearned rebate income

and inventory shrinkage since the last

stock count.

Our audit procedures included:

gaining an understanding of inventory processes

and assessing the design and implementation of

certain inventory controls, particularly controls over

the cyclical counting process.

selected locations throughout the period and

undertaking our own test counts. For those

locations not visited, on a sample basis, inspecting

the results of stock counts and confirming stock

count variances were appropriately adjusted.

on a sample basis, testing the cost of inventory to

supplier invoices and contracts providing evidence

to support the accuracy of inventory costing.

we corroborated our understanding of the

inventory provisioning process with merchandising

personnel outside of the finance function.

testing that period-end inventory is carried at lower

of cost and net realisable value by testing a

sample of inventory items to the most recent retail

price less costs to sell.

on a sample basis, testing unearned rebate

income to supplier contracts.

assessing the shrinkage provision by testing the

shrinkage rate used to calculate the provision

since the last store stock counts. This includes

comparing the rate used to the actual shrinkage

rates previously observed and reviewing the level

of actual inventory shrinkage recorded during the

current period.

performing substantive analytical procedures over

all material inventory provisions to assess

adequacy.

From the procedures performed we have no matters to

report.

PwC
Our audit approach

Overview

Overall group materiality: $6,100,000, which represents approximately 5% of

profit before tax.

We chose profit before tax as the benchmark because, in our view, it is the

benchmark against which the performance of the Group is most commonly

measured by users, and is a generally accepted benchmark.

We performed a full scope audit over the consolidated financial

information of the Group.

As reported above, we have one key audit matter, being:

Inventory existence and valuation

As part of designing our audit, we determined materiality and assessed the risks of material

misstatement in the consolidated financial statements. In particular, we considered where

management made subjective judgements; for example, in respect of significant accounting estimates

that involved making assumptions and considering future events that are inherently uncertain. As in all

of our audits, we also addressed the risk of management override of internal controls, including among

other matters, consideration of whether there was evidence of bias that represented a risk of material

misstatement due to fraud.

Materiality

The scope of our audit was influenced by our application of materiality. An audit is designed to obtain

reasonable assurance about whether the consolidated financial statements are free from material

misstatement. Misstatements may arise due to fraud or error. They are considered material if,

individually or in aggregate, they could reasonably be expected to influence the economic decisions of

users taken on the basis of the consolidated financial statements.

Based on our professional judgement, we determined certain quantitative thresholds for materiality,

including the overall Group materiality for the consolidated financial statements as a whole as set out

above. These, together with qualitative considerations, helped us to determine the scope of our audit,

the nature, timing and extent of our audit procedures and to evaluate the effect of misstatements, both

individually and in aggregate, on the consolidated financial statements as a whole.

How we tailored our group audit scope

We tailored the scope of our audit in order to perform sufficient work to enable us to provide an

opinion on the consolidated financial statements as a whole, taking into account the structure of the

Group, the accounting processes and controls, and the industry in which the Group operates.

Other information

The Directors are responsible for the other information. The other information comprises the

information included in the Annual report but does not include the consolidated financial statements

and our auditor's report thereon. The Annual report is expected to be made available to us after the

date of this auditor's report.

Our opinion on the consolidated financial statements does not cover the other information and we will

not express any form of audit opinion or assurance conclusion thereon.

In connection with our audit of the consolidated financial statements, our responsibility is to read the

other information and, in doing so, consider whether the other information is materially inconsistent

with the consolidated financial statements or our knowledge obtained in the audit, or otherwise

appears to be materially misstated.

PwC
When we read the other information not yet received, if we conclude that there is a material

misstatement therein, we are required to communicate the matter to the Directors and use our

professional judgement to determine the appropriate action to take.

Responsibilities of the Directors for the consolidated financial statements

The Directors are responsible, on behalf of the Company, for the preparation and fair presentation of

the consolidated financial statements in accordance with NZ IFRS and IFRS, and for such internal

control as the Directors determine is necessary to enable the preparation of consolidated financial

statements that are free from material misstatement, whether due to fraud or error.

In preparing the consolidated financial statements, the Directors are responsible for assessing the

concern and using the going concern basis of accounting unless the Directors either intend to liquidate

the Group or to cease operations, or have no realistic alternative but to do so.

Our objectives are to obtain reasonable assurance about whether the consolidated financial

statements, as a whole, are free from material misstatement, whether due to fraud or error, and to

but is not a guarantee that an audit conducted in accordance with ISAs (NZ) and ISAs will always

detect a material misstatement when it exists. Misstatements can arise from fraud or error and are

considered material if, individually or in the aggregate, they could reasonably be expected to influence

the economic decisions of users taken on the basis of these consolidated financial statements.

A further description of our responsibilities for the audit of the consolidated financial statements is

https://www.xrb.govt.nz/assurance-standards/auditors-responsibilities/audit-report-1/

Who we report to

report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume

audit work, for this report or for the opinions we have formed.

The engagement partner on the audit resulting in t

Senaratne (Indy Sena).

For and on behalf of:

Chartered AccountantsAuckland

16 March 2022

---

Full Year

52 week period ended 30 January 2022

2.
Contents

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

Highlights
Growth Equation

Sales

Gross Profit Margin %

Net Profit After Tax

Online Performance

Online Experience

Customer Satisfaction

Team

ESG

Strategy

Moving Forward

Financial Summary

3.
Highlights Year ended 30 January 2022

Record Sales
●Group sales +6.08% to $744.4m

●Homeware sales +4.93% to $460.9m

●Sporting goods sales +8.00% to $283.5m

Online Performance Improvement

●Online sales growth +21.01%

●Online sales 21.47% of total Group sales

●Front-end improvements enhance

customer experience

●Personalisation functionality introduced

●Back-end productivity and process

improvements

Record NPAT

●NPAT up 20.10% to $87.9m

Strong Balance Sheet

●Net cash at period end $102.5m

●Increased inventories to meet ongoing

consumer demand with uncertain

global supply chain

●15.5 cents per share final dividend to be

paid 31 March 2022

Continued Gross Profit Performance

●Gross Profit % up to 45.76% from 43.76%

●Gross Profit $ +10.92% to $340.6m

●Multiple supply chain initiatives in place to

protect margin gains

Strategic Initiatives contributing to

increased profitability

●Improved customer experience delivered

from customer personalisation

●Extended range building new revenue

momentum

4.
Sustainable

Business Growth

●Over 3,000 new

products live

from 15 suppliers

with Drop ship

●New store

formats

performing

ahead of

expectations

●Multi-year store

refurbishment

program in

place

Future

Supply

Chain

Strategic Programme

●Global premium brands

●Relevant product markets

●Proven resilience in

challenging environments

●Proven multi channel

capabilities

●Strong balance sheet

●Lean operating model

delivers agility

●Strong growth in customer

base.

●Sales
●Gross

Profit

●NPAT

●Product availability
improvements

implemented

●Hybrid Online

fulfilment pilot live

●Online Digital

picking phase 2

live

●Online fulfilment

speed increasing

YOY

New

Revenues

The Growth Equation

Solid Foundations

●Record NPS

achieved in both

Briscoes and Rebel

●Strong Increase in

customer

database

engagement

●Personalised

comms driving

increased

customer lifetime

value

5.
Sales

Year-on-year sales

increases pre and post

lockdowns.

Continuing strong

growth across both

segments.

Core business, new stores,

online and strategic

initiatives driving growth.

48 Homeware and

42 Rebel Sport

stores.

6.
First Half Gross

Profit Margin %

●Strong margin gains across both Homewares and

Sporting Goods.

●Step-change increase in Group GP% driven by:

○Post lockdown increased consumer demand.

○Enhanced analysis and management of

promotional activity.

●Supply chain initiatives to optimise:

○Ordering.

○Allocations.

○Speed-to-shelf.

○Stock levels.

○Clearance product.

○Redirection of inventory

between North and South.

Gross Profit Margin %

6.

●Continued strong margin growth across

both Homewares and Sporting Goods

●Online GP% differential has narrowed

with a focus on wider story telling

alongside promotions

●Step-change increase in Group GP%

driven by:

○Post lockdown increased consumer

demand

○Enhanced analysis and management

of promotional activity

●Wide range of Supply chain initiatives

implemented:

○Data driven order and allocation

profiles

○Inventory between North and South

Islands

○Buying enhancements to the

replenishment algorithms

○Significant product size availability

improvements on Rebel Sport

7.
Net Profit After Tax

(NPAT)

7.

Significant increase in NPAT driven by:

●Lifestyle choice in relation to time at home and personal

well-being

●Increased active customer base through leveraging customer
segmentation insights

●Enhanced analysis and construction of promotional activity

●Ongoing focus on robust cost control

●Supply chain initiatives delivering incremental profitability

●Online growth as a result of:
○Post lockdown step-change to online usage

○Back-end and front-end system and process enhancements

1.

1. Includes $2.4M negative impact from adoption of NZ IFRS 16: Leases

8.
Online Share of Sales

Significant growth in online

sales enhanced by further

lockdowns.

Step change also driven by:
●Increased digital media

budget to drive up traffic to

the site - more than 50 million

total combined sessions

●Personalisation programme

embedded - now accounting

for approximately 20% of

online email revenue

●New promotional cadence

and merchandising strategy

embedded

●Enhanced online order

fulfilment routing

implemented

8.

9.
Enforced store closures due to

lockdowns spiked online mix

2020/21.

Post COVID-19 step-change in

online mix further enhanced

by:

●All stores achieving online

fulfilment capability.

●Nationwide roll-out of 'Click
and Collect'.

●Digital picking initiative

introduced.

●Phase 1 of personalisation

functionality launched

●Enhanced search

capability.

●Store stock availability
indicator developed.

9.

Relentless focus on online

customer experience

Fulfilled
1,863,032

ORDERS THIS YEAR

>22,500

ORDERS PER

WEEK BRISCOES

>14,923

ORDERS PER

WEEK REBEL

INCREASE IN ONLINE AVAILABILITY

40

AT THE

START OF 2021

STORES

FULFILLING

90


WE NOW

HAVE ALL

STORES AND DC

FULFILLING

FAR GREATER

AVAILABILITY

WITH A

SIGNIFICANT

REDUCTION IN

OUT-OF-STOCK

DESPITE EXTENSIVE LOCKDOWN DISRUPTION,

SPEED TO DESPATCH IMPROVED 21% ON LAST YEAR

2.4

YE JAN 2021

AVG DAYS

TO PICK &

DESPATCH

1.9
YE JAN 2022

AVG DAYS

TO PICK &

DESPATCH

10.
First Half Gross

Profit Margin %

●Strong margin gains across both Homewares and

Sporting Goods.

●Step-change increase in Group GP% driven by:

○Post lockdown increased consumer demand.

○Enhanced analysis and management of

promotional activity.

●Supply chain initiatives to optimise:

○Ordering.

○Allocations.

○Speed-to-shelf.

○Stock levels.

○Clearance product.

○Redirection of inventory

between North and South.

Customer

Satisfaction

●Despite significant global supply

chain disruption, we maintained very

strong customer scores

10.
●Customer sensitivity was

heightened during FY22 due to

prolonged lockdowns - focus on

fulfilment and post purchase

experience

NPS Trend - Last Three Years

11.
11.

Team

Despite all of the challenges associated
with Covid-19, our business maintained the

investment in our people, including

introducing a wide array of new tools and

processes to make team members’ roles

easier and to enhance the focus on our

customers.

RECRUITMENT &

RESOURCING

●Covid-19 required us to swiftly move over
500 interviews to an online process for

managers and candidates to scale up for

peak seasonal recruitment.

>500

HEALTH, SAFETY

& WELLBEING

●18% reduction year on year of our Total

Recordable Injury Frequency Rate (TRIFR). A

testament to our ongoing commitment and

focus on team member health, safety and

wellbeing.

18%

SCHOLARSHIPS

●Including the three new scholarships awarded

in 2021, Briscoe Group, in partnership with the

RA Duke Trust has provided 31 scholarships

through First Foundation since participation

began in 2013.

31

ENHANCEMENT

OF SYSTEMS

●2021 saw the introduction of Contractor

Management within our ecoPortal Health

& Safety management system.

100%

LEARNING &

DEVELOPMENT

●40% of our Retail Management team

completed or commenced our bespoke

Management and Leadership program. We

are well on track to have all participants

through the program over our 3 year horizon.

40%

12.
12.

13.
Multi-Year

Strategic Initiatives


CUSTOMER

Attract

Retain

Grow

FUTURE

SUPPLY

CHAIN

NEW

REVENUES

Customer segmentation and

personalised comms embedded

Automated Email platform driving

increased customer lifetime value

In store digital tools implemented

Online parcel digital picking live

2021

Online UX enhancements

Drop ship 15 suppliers live - over 3000

new products online

Accelerated new store concept

refurbishment plan

Enhanced Product availability

Hybrid Online fulfilment model live

Further enhanced buy and

promotional execution

Enhanced data collection to step

change Database growth

In store digital price and promotion

labels

Future supply chain network design

New product categories

launched direct-to-customer

2022 & 2023

Express online fulfilment &

premium delivery options

Increased North and South

island distribution capability

14.
Building on our

position of strength

14.
●Continued excellent trading performance in both

Homewares and Sporting goods

●Strategic plan is delivering ahead of expectations and now

contributing significant incremental profit

●Continued to leverage enhanced promotional analytics to

step change product margin

●Significant growth in customer database and engagement

levels from customer service improvements

●Healthy inventory position will help protect from supply chain

volatility

●Internal digital resources significantly enhanced

●Strong balance sheet provides financial protection and

ability to fund strategic investment if required

●Experienced team across the business

●Business has proven record of performing well in times of

economic uncertainty (GFC, COVID-19)

15.
Financial Summary

 FY Jan 18FY Jan 19FY Jan 20FY Jan 21FY Jan 22
Homeware revenue $000385,217 403,159 410,908 439,234 460,887

Sporting Goods revenue $000219,919 228,760 242,109 262,563 283,563

Group Total Revenue $000605,136 631,919653,017701,797744,450

Online Mix of sales %8.2%10.0%11.3%18.8%21.5%

Group Gross Margin $000241,894 253,355 257,502 307,116 340,642

Group Gross Margin %40.0%40.1%39.4%43.8%

45.8%
Group EBIT $00083,364 85,995 97,223

1

115,886 136,468

Group EBIT % to sales13.8%13.6%14.9%16.5%18.3%

Group NPAT $00061,325 63,393 62,583 73,199 87,909

Group NPAT % to sales10.1%10.0%9.6%10.4%11.8%
  

Free cash flow $000 (Operating Cash Flow less Capex)55.5 49.0 60.381.1 76.6

Dividends per share cps19.020.08.5

2

28.5

3

27.0

Earnings per share cps27.8 28.728.232.939.5

Net debt /cash position $00078.2 80.8 67.4 100.4 102.5

Inventory turnover Xp.a. (COGS divided by average inventory) 4.74.94.74.43.8

1 Includes impact of adoption of NZ IFRS 16: Leases

2 Final dividend of 12.5cps cancelled as a result of COVID-19 pandemic

3. includes special dividend of 6cps paid December 2020

16.

---

Distribution Notice




Please note: all cash amounts in this form should be provided to 8 decimal places


Section 1: Issuer information

Name of issuer Briscoe Group Limited

Financial product name/description Ordinary Shares

NZX ticker code BGP

ISIN (If unknown, check on NZX

website)

NZBGRE0001S4

Type of distribution

(Please mark with an X in the

relevant box/es)

Full Year X Quarterly

Half Year Special

DRP applies

Record date 24/03/2022

Ex-Date (one business day before the

Record Date)

23/03/2022

Payment date (and allotment date for

DRP)

31/03/2022

Total monies associated with the

distribution

1


$ 34,496,226.50000000

Source of distribution (for example,

retained earnings)

Retained Earnings

Currency NZD

Section 2: Distribution amounts per financial product

Gross distribution

2

$0.21527778

Gross taxable amount

3

$0.21527778

Total cash distribution

4

$0.15500000

Excluded amount (applicable to listed

PIEs)

$-

Supplementary distribution amount $0.02735294

Section 3: Imputation credits and Resident Withholding Tax

5


Is the distribution imputed Fully imputed X

Partial imputation

No imputation


1

Continuous issuers should indicate that this is based on the number of units on issue at the date of the form

2

“Gross distribution” is the total cash distribution plus the amount of imputation credits, per financial product, before the deduction of

Resident Withholding Tax (RWT).

3

“Gross taxable amount” is the gross distribution minus any excluded income.

4

“Total cash distribution” is the cash distribution excluding imputation credits, per financial product, before the deduction of RWT.

This should include any excluded amounts, where applicable to listed PIEs.

5

The imputation credits plus the RWT amount is 33% of the gross taxable amount for the purposes of this form. If the distribution is

fully imputed the imputation credits will be 28% of the gross taxable amount with remaining 5% being RWT. This does not constitute

advice as to whether or not RWT needs to be withheld.

If fully or partially imputed, please
state imputation rate as % applied

6


28%

Imputation tax credits per financial

product

$0.06027778

Resident Withholding Tax per

financial product

$0.01076389

Section 4: Distribution re-investment plan (if applicable)

DRP % discount (if any)

%

Start date and end date for

determining market price for DRP


Date strike price to be announced (if

not available at this time)


Specify source of financial products to

be issued under DRP programme

(new issue or to be bought on market)


DRP strike price per financial product

$

Last date to submit a participation

notice for this distribution in

accordance with DRP participation

terms


Section 5: Authority for this announcement

Name of person


authorised to make

this announcement

Geoff Scowcroft

Contact person for this

announcement

Geoff Scowcroft

Contact phone number +64 275633167

Contact email address geoff@briscoes.co.nz

Date of release through MAP


16/03/2022






6

Calculated as (imputation credits/gross taxable amount) x 100. Fully imputed dividends will be 28% as a % rate applied.

Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.

Other issuers discussed similar conditions around this time

Matched by meaning across NZX announcement text, not keywords — based on our semantic index of announcement bodies.