4imprint Group Plc · LSE:FOUR
4imprint — Investor Presentation (2015)
12 slides from 4imprint's investor presentation, Sep 5, 2015
Slide 1: Direct Marketing Background Information
Direct Marketing Background Information
Slide 2: Direct Marketing
Direct Marketing 1. Promotional Products and the market 2. 4imprint unique model 3. Consistent organic growth 1
Slide 3: Promotional products
Promotional products • Merchandise custom printed with the logo or name of an organisation to promote a brand, service or product • Purchased by individuals in organisations and businesses of all sizes • Vast product range 2
Slide 4: One Pen. Many Uses
One Pen. Many Uses Marketing Director – “Tradeshow Giveaway” HR Director – “Item For Our New Starter Kit” Sales Director – “Client Thank You” Executive Assistant – “Meeting Materials” Safety Director – “Safety Reminder” Office Manager – “Office Supply” Recruiter – “Promo Giveaway” Store Manager – “F
Slide 5: The Promotional Products Market
The Promotional Products Market Promotional Products Sales ($ billions) 30 25 20 UK & Ireland Canada 15 US 10 5 0 2010 2011 2012 2013 2014 Well established, highly fragmented market – >23,000 total distributors, more than 20,500 distributors with sales < $2.5m Market size data source: ASI State of t
Slide 6: Industry Structure
Industry Structure Supplier Distributor Customer/User Direct-to-Customer •Purchases by individuals in businesses and •Manufacturer or organisations of all sizes •Multinational to sole trader importer of blank •Large number of modest product size transactions •Non-profits, education, •Custom imprints
Slide 7: Unique Model
Unique Model Millions of individual customers with wide ranging tastes, objectives, timescales and artwork. 4imprint invests in a unique combination of marketing, service and technology to interface this need. …hundreds of thousands of products requiring rapid customisation of styles, colours and im
Slide 8: Innovative Marketing Techniques
Innovative Marketing Techniques Customer Acquisition • Catalogue circulation drives new individual customers to the telephone and web creating demand. • Internet search marketing captures demand. • Prospective customers sign up to receive relevant marketing e-mails. Catalogues Search Internet Sample
Slide 9: Innovative Marketing Techniques
Innovative Marketing Techniques Customer Retention • Targeted Blue Box® sample mailings ‘deliver the showroom to the customer’. • Specific ‘mini-catalogues’ and targeted emails. • Key account management and telephone contact based on purchasing history. Blue Boxes ® E-Mail Telephone Internet 8
Slide 10: Growth History – 4imprint Revenue vs. Industry
Growth History – 4imprint Revenue vs. Industry Growth History - 4imprint v Market 440 40 415.8 420 38 400 36 380 4imprint US & Canada Revenue ($m) 34 360 32 Market Size ($bn) 340 332.9 30 320 28 300 290.8 27.0 26 280 25.7 254.7 24 260 24.4 23.2 240 22 220 20 2011 2012 2013 2014 4imprint Group Revenu
Slide 11: Direct Marketing Summary
Direct Marketing Summary • Large fragmented market • Unique operational model • Largest direct marketer of promotional products, consistent market share gains • Investment in marketing spend, together with scale, technology and expertise drive double digit organic growth 10
Slide 12: Promotional product range
Promotional product range 4imprint Direct Marketing Revenue by Product Category Toys & Novelties 2% Misc Food & Candy Wellness & Safety 4% 1% 1% Bags Awards & Office 19% 4% Technology 5% Trade Show and Signage 5% Auto Home & Tools Writing 5% 14% Outdoors & Leisure 6% Stationery Apparel 8% 14% Drinkw