Kinnevik Ab Class A · OMXSTO:KINV_A

Kinnevik Ab Class A — Namshi — Investor Day (May 2014)

12 slides from Kinnevik Ab Class A's investor day presentation, May 2014

  1. Slide 1: Kinnevik Rocket Capital Markets Day

    Kinnevik Rocket Capital Markets Day May 2014

  2. Slide 2: Disclaimer

    Disclaimer The information contained in this presentation is public information only, but it does not necessarily represent all information related to the issues discussed or presented herein, or all views of the company. The information has been researched by the company with due care and all and a

  3. Slide 3: Namshi: fashion ecommerce market leader in the Middle East

    Namshi: fashion ecommerce market leader in the Middle East  Largest in-season fashion ecommerce player in the Middle East  Current focus on 6 energy-rich countries of the Gulf Cooperation Council (GCC): Saudi Arabia, United Arab Emirates, Kuwait, Qatar, Bahrain, Oman  200 employees across offices

  4. Slide 4: USD 3b GCC fashion ecommerce market by 2018

    USD 3b GCC fashion ecommerce market by 20181  Namshi’s current focus is the GCC Gulf Cooperation Council (GCC) region, which represents USD 1.6tr GDP and a population of 50m with ~4-5% GDP growth2  Clear opportunity for fashion retail: AT Kearney ranks 3 GCC countries in top 10 countries globally

  5. Slide 5: E-Commerce well poised to circumvent many challenges of offline fashion retail in the Middle East

    E-Commerce well poised to circumvent many challenges of offline fashion retail in the Middle East Underdeveloped retail infrastructure Cultural Monobrand retail challenges culture Fragmented Hiring challenges markets 5

  6. Slide 6: Namshi provides broad & differentiated assortment, with strong private label

    Namshi provides broad & differentiated assortment, with strong private label and over 70% of brands sourced internationally Exit Price SS14 Revenue Split 20% 40% 40% Accessories & Bags Entry Clothing Price Shoes Basic Style 6

  7. Slide 7: Middle East offers many opportunities for those that can manage the operational challenges

    Middle East offers many opportunities for those that can manage the operational challenges…  Low credit card penetration & high COD  Underdeveloped delivery  Poor customer experience infrastructure: lack of street from other international addresses and qualified 3rd party and local competitors pr

  8. Slide 8: Namshi has overcome challenges through own warehouse, own last-mile, and technology

    … which Namshi has overcome through own warehouse, own last- mile, & strong technology-driven processes Operate own Own last-mile delivery Strong technology warehouse based in in UAE to deliver platform & India UAE to control critical flawless end-to-end backoffice to manage fulfillment and quality

  9. Slide 9: Strong online marketing presence & recently introduced TV

    Strong online marketing presence & recently introduced TV Strong online marketing Recently started offline presence with excellent marketing, including TV, payback on customer focused on building the Namshi acquisition brand and customer trust ~600k fans ~400k subscribers #1 lifestyle app in KSA & U

  10. Slide 10: Mobile-optimized website and apps drive 60% of user sessions

    Mobile-optimized website and apps drive 60% of user sessions  Share of mobile phone traffic has tripled year-over-year  Goal is to provide optimized experiences for all major platforms: desktop, mobile & tablet on both web and app  iOS universal app launched in March, Android coming in June 10 10

  11. Slide 11: At end of 2013, over 100k customers with high loyalty & growth

    At end of 2013, over 100k customers with high loyalty & growth, as well as unique assortment and ops platform poised for growth  Served over 100k customers to date, with over 90k active in last 12 months Customer base 000s  Over 150k orders in 2013 100 at high average order 30 value  Best ecommer

  12. Slide 12: Namshi's leadership team

    Namshi’s leadership team Hosam Arab Founder & MD Buying Faraz Khalid Founder & MD Operations Hisham Zarka Founder & MD Marketing 12

Namshi — Investor Day (May 2014) on 6ix