
asked to talk to you a little bit
beyond what will happen without
could happen tomorrow in terms of
consumption
we talk a lot about the way rebels
2 c of these connected objects and we get
often ask the question is what
genuinely cwa rebels will flood
our everyday life
and why, and above all , what is it
will change we realize today
that more and more companies are
put to the example that you have there
it’s kevin plank it’s the see you the
boss of a well- known sports brand
in the united states which is in the process of
shadowing an acquired
others called under armor and him
announced at the last WSB in Las Vegas
last January that all products
of the brand will be connected in 2019
it’s a few tens of millions
of articles and you will understand why
he decided to take this turn
before absolutely everyone forward
haiti before a candidate is a lot
others today 20 not just in by
example in shoes it sells a little
more than twenty 20 billion pairs of
shoes a year and according to experts
in 2020 5% these shoes will be
connected which already represents a
billion of shoes that will be
connected in a horizon of not even
not even 5 years that’s why it’s
yeah rebels
this movement is absolutely
irreversible there are some reasons he
there are three to summarize this is
not a fashion, it’s a movement
societal
today we can see that more and
more people are using
actually smartphones and
connects everyone wants to
connected and the generation that comes
only lives to connect more and more
we spoke ten years ago we talked
phone in person never
heard of smartphones ten years ago
you were still very young
today we only talk about
smartphones and tomorrow we will only talk about
of smart things for example but and of
smart tee shirts and and other things
so that’s a reality
the other the other reason it’s
the user will pick you all
today a little more things
sophisticated things more comfortable
things that speaks to you that you
say things and we see for example
in the shoes it’s up to the 15
recent years we have seen
brands absolutely unknown crocs I know
not if you know crocs and a
it’s a mark of two little tonguans
plastic sealed big flip flops in
ugly plastic with holes on it and
except that yvan of 20 million pairs
per year and the reason is that it’s
very comfortable birkenstock which
return to fashion is comfortable
geox the shoe that breathes so the
consumer looking for functions and
it’s true that the web brings
functions more and more functions
we actually imagine products
who can we have presented our
latest csa las vegas shoes
who are flashing alone you press
your phone
she hurts herself I have to foot
heating soles
I have cold feet I choose my
temperature and she starts to heat
and there are others
applications that are much more
still interesting in the field of
public health for example that
allows to measure one works
currently with bouygues on the measure
the hardness of the workstation
so we put weeks with
sensors manages to measure the
the difficulty of, for example, a
job
the the
the third reason
which is probably the one that is going
really boosted the market
it’s every pair where every t-shirt
every product wall album that sells
allows the brand to get a minimum
information in any case the
coordinates of his client
the data when you download
the application to run your
t-shirt or your jacket
we can imagine we even presented
a heated heating parka that
measure the distances of not
calories and that you can heat to
instead of having a thick parka like
it will be all film and it is more
you choose the temperature that you
want to different places of the
parka and love to have that you
are obliged to download a
application and the application you will
are obliged to them
give your email your name
some information but largely
sufficient in any case for the marks
to can
well know at least where you are and
who you are and that’s an element
absolutely fundamental in the industry
and that’s an element that will change the
competitiveness of all brands and
so brands will be forced to
also put
what will this change
then you will see that there is
a whole sector
it goes from the manufacturer to
end-user through the
brands by distributors
and finally for the client and you go
see that each level there is a
upheaval that is in the process of
operate because of the web
but when I say an upheaval
it’s really a revolution it’s
completely changing the
business models for manufacturers
so the advent of geese the album are going
having to transform their business
there is no and not long
two months ago to Beijing with foxconn
Foxconn is the manufacturer of iphone and
obviously they are very interested
by shoe technologies because
that for them
something that is happening and
they know and they even confessed to me that
electronics is in the process of
actually drop the sales of
smartphones tablet sales them
sales of computers and I told them
something he obviously knew
otherwise he would not have me they would not have me
received the electronics of tomorrow this is
not at all what you’re trying
to manufacture electronics today
of tomorrow and there was a vice president
who was right in front of me he had
glasses I tell him the electronics
of tomorrow it’s your glasses your
t-shirt your jacket your pants your
shoes your socks that’s it
the electronics of tomorrow you are not going
more manufactures you will manufacture
maybe still smartphones 7 but
the bulk of the volume
that’s what you’re going to have
to make textile will be obliged
to make shoes you go
to be forced to make a lot of
things you do not know how to make
but that represents volumes
absolutely staggering
how many iphone how many phones
or smartphone how many you have
pairs of shoes you have at home
so it’s tens of billions of
shoes I do not talk about tee shirt
two bags of everything you want
it’s a market that will absolutely
revolutionized the industry finally the
manufacture of electronic items
because it will not be the same
electronic items that you
know today it’s really
something else so the particular foxconn
but like their competitors
with whom we work are absolutely
aware of that and they think
how they will be able to adapt
what do they know they need to
change
I had arrived at so two months ago
they showed me a whole chain of
production of nokia that they were in
stopped and said we were
huge sheds and we do not know what
put in and that’s what we want
put his but we do not have the
technology we want to know how we
can manufacture whether it’s
shoes or others so they seek
they are really on the lookout and that’s
in the process of changing what is
interesting also is that they will
change
even the manufacture I’m talking to you about
shoes that it was a craft that
I know it well
they will change even the way of
make the shoes because for
them it is out of the question to manufacture
shoes as we do
today ie often from
almost craft way for them that
must be absolutely automated as
are the phones and others
so that will also bring a lot
a lot of changes on that plane
so they will have to rethink all
production lines so here is a
true revolution among manufacturers
which is going on so the trades are going
change and so him the electronics that
do you they are going to be forced to
make jerseys t-shirts
pants and shoes the
brands then marks
which is interesting with the brands
it is obviously there is a competition
of competition that’s pretty huge
with the marks and game I have the chance
to discuss often with brands and
especially
I was chatting with the caterpillar CEO
he said to me but karim you know we
sells 10 million pairs of shoes
per year if all our shoes were
connected it means that have this
we know where they are and are
10 million customers
and there obviously if he knows they are
and how he can contact them
what do you mean
that means he’ll be able to
resell live it will not go out of
all by stores that go him
take margins today for you
give an idea a pair of shoes
who go
that can sell for 30 dollars goes
sell at 100 bucks so here they
will be able to sell it for $ 100
directly if they want they do not
will communicate more of the same
way rather than taking dice
to advertise the 4 by 3 bit
everywhere they will be able to communicate
with their live customers they know
what they are they will be able to increase
their community they will be able
improve their products
because they will have in return customer
direct the r & d and therefore have products
much more sophisticated and able
answer and improve their products
almost in real time and it will touch
everyone so from there there
it’s more of a
it’s not even an interest by
relation to the functions at the limit
yes shoes that does this that makes
that’s interesting but the simple
touching the business model and
tell them there you’re going to do more than
margin
there you will earn more money there
you will be able to communicate a lot
better in a much more efficient way
it alas changes all the brands
the first brand that makes it will compel
the competitor to do it otherwise she is
dead because if one of the few deaths has it
does I come back then to the example of a
rare death is not crazy when he has
been see his board of directors
saying I’m going to invest 2 billion
of dollars to get me in there the
the main argument that put him on the
table is yes but here I go
do two live sales campaigns
and in three years I get the money back
so he has he understood very well and in
more of that he’ll build himself a date
who will be the first because
alas suddenly it made everything tremble
the world today is all
brands are straightening out of
make up for the delay they have on
especially under armor to try to
connect so that’s it’s not even
a
brands do not have a choice
today nobody has any other choice
than go to connect the game
was doing a lecture there is no
long time
I was asked the question in relation to
fashion in people yes fashion
we do not need fashion technology
louis vuitton or chanel or other non
we are rather on products
nobles etc and I would have said yes
probably you may not have
need technology the only
technology that you will have to have
it’s the data is just for that
like everyone else you’ll be there
even if the function
features do not interest you
the simple act of connecting your products
so know jean movie and you tell him
if you know who your customers are
around the world
you know they are the Russians who
buy who are the Japanese who
buy on the Chinese who buy
it’s the Europeans the Americans
and you can contact them
live and the guests in your
shops etc etc
it’s going to change completely upset
your business model so everyone
will do it
that’s for the brands the
distribution then the distribution is
this is a real revolution judge
by the two a quick example we
We currently distribute
soles of connected soles she stands
sell or at bakery stores
that allegedly said that
electronics stores would sell
shoes we will have some
shoes soles best buy at
easter united states is equivalent
darty darty too you know it wants
to say what does it mean that the product
traditional we know them
shoes or the garment is no longer
manufactured will no longer be manufactured by
the same and it will no longer distribute
in the same way the distribution
was completely boiling
currently they are asking questions
they even asked us the question
but we want to happen there because in
does this insole connected what is it
it’s a week when it’s an object
electronics enough both and after
and who even asks the question but
where to put it in our shelves is
because we put it next to TVs
2d fridge we do not know so this is
really a deep reflection so that
means that the stores
of electronics will start to sell
clothes
shoes shops
shoes will put themselves before
electronics
finally, there is a complete overhaul
of the cast I was invited to
do a lecture at phoenix there is
not long by the associations
it’s the retailers association
Americans who asks me so he me
asked a little to tell them
what is happening with
connected shoes and what is it
that will happen in their craft them
who are retailers and he’s getting
was complaining a lot so there was
some lectures that I have
followed and they say and today we
is being killed by amazon
among others and so all that is
online sale it was falling badly because
I was going to announce another
bad news and I told them yes
amazon bah it’s nothing compared to this
who does not expect what you are going
see with the arrival the advent of
connected objects the steps that do not
will even go over by you they are going
to be able to sell even live because
that they will know their customers so
there is an obligation to laugh at you
think and review your job
the retailer who sells shoes does not
will sell never again than shoes he
will be obliged to the voices we start to
see today tobacco shops
which serve as package deposit etc
so today there is obligatorily
businesses give away stores that
are going to be multi-product stores
probably but there is in any case a
true reflection that the
distribution is leading and this
which means that there will be
probably new trades that
are going to come out of all this
either at the distribution level or
same production and others for the
consumer and would end up his for the
consumer for you what is it
will change obviously you’re going to have
shoes that know who own
who who tell you this is who you
say you’re tired
you are careful you are tired
slow down you’re going to have a
injury and it’s good there is a lot
of things just an anecdote we’re going
present to cs
from las vegas there in january have
represented among others a whole an
collection but a shoes for
women with telescopic talent wants
to say what does it mean that the heel
you press the button and hop you
will take 2 3 cm if you him if you
so you want it so that’s it
always there are plenty of made
children’s shoes that will be able
to detect malformations in
children when children walk us
have you all today a
imbalance in the way in your
markets but it’s you have it
have that since you were a kid and
you do not know it’s when you
have a child with crooked teeth
you take him to hear their rates
dentist but the feet you do not know
not what happens then that
obviously we all have a problem
malformations so here we will present
first shoes that go
detect as soon as there is
imbalances and leave
parents who will receive the application
to tell you and your kids at the
podologist because there and at a
malformation and to prevent him from having
flat feet or high production
to speculation but the good news
for you it is that and would not end
to rehash that a connected object and
connected shoes I give you
it’s also adata that means that
produced today we have one or more
discussions with companies
who are very interested
by the data is to say there is
an experiment that was done there is no
not long with a refrigerator
I think it was in the United States and
we said to customers here we are you
give the fridge free
but the refrigerator is shielded from
sensors if you let us use
the data ie to know
she and gold had to eat
what fruits what meat does this
is the only one to eh ben you have the egg
the free fridge but we
you leave us the data that wants
to say what does it mean that tomorrow we are going
probably give some products
against data there is a change
societal me I also think about the poor
because people who do not have the
means but who may be able to
have products just for
dates to the data becomes something
extremely able
extremely important and so we’re going
can I be convinced that in
a few years we will even give
some shoes have legs to
take it for example in the
field of work because we are
interested in the data if you
give the opportunity to use your
dates to eybens in return you
take the shoe for free so
that means it’s going to lower prices
it’s c
but give you something else than
today you did not think you had
but if you have today
data of great interest to
world be it in the industry or
in insurance to others here
thank you for your attention here it was
just to give you this this guy
of information
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