Cnova NV — Investor Presentation (June 2023)
8 slides from Cnova NV's investor presentation, Jun 26, 2023
Slide 1: June 26th, 2023
June 26th, 2023
Slide 2: Safe harbor - Cnova
Safe harbor - Cnova The following pages are an extract of the Cnova/Cdiscount figures published on June 26* by the Casino Guichard Perrachon Group Some figures are at Casino consolidation group level and therefore might appear as different compared to previous Cnova publications at its standalone co
Slide 3: Cnova - Excerpt of Casino slides, June 2023
Cnova - Excerpt of Casino slides June 2023
Slide 4: Disclaimer
Cnova - Excerpt of Casino slides DISCLAIMER = This presentation has been prepared by Casino, Guichard-Perrachon (“Casino” or the “Company’) in the context of the discussions and negotiations between it and certain of its creditors and other stakeholders in respect of a potential restructuring of its
Slide 5: A highly differentiated player to capture profitable growth (2/2)
Cnova - Excerpt of Casino slides A HIGHLY DIFFERENTIATED PLAYER TO CAPTURE PROFITABLE GROWTH (2/2) Cdiscount 12% of sales! Cdiscount Breadth of assortment is key Technological differentiation of essence Critical size of essence (logistics, etc.) Largest independent French ecommerce player First move
Slide 6: Leadership in non-food ecommerce with Cdiscount
Cnova - Excerpt of Casino slides LEADERSHIP IN NON-FOOD ECOMMERCE WITH CDISCOUNT Active clients & ow The #2 ecommerce player in France Online retail market shares in France’ v 21.8% stennocen pres Sm Marketplace contribution to total GMV (%) Y anil Y 2019 2022 2023 2025 amazon S Dzalando Veepee) zee
Slide 7: Management's comments Cdiscount
Cnova - Excerpt of Casino slides Cnova management's comments discount equivalent to the "shipped" Cdiscount.com product GMV, ie adding up Direct Sales GMV and Marketplace GMV (excl. B2C services, Cdiscount Advertising, B2B businesses and other revenues) model based on the development of marketplace,
Slide 8: Management's comments
Cnova - Excerpt of Casino slides Cnova management's comments GMV (comparable) (15.0)% (18.99% (16.9)% (12.4% 0.2% QI, April and May are presented as shipped GMV figures (as per ‘0/w Direct GMV (1P) (32.59% (32.39% (26.79% (26.79% (17.29% Cnova's usual communication, ie. after order cancellations) ‘o