Adairs Ltd. · ASX:ADH
Adairs — Goldman Sachs Emerging Leaders Conference 2021
12 slides from Adairs's conference presentation, Apr 28, 2021
Slide 1: Release to the Australian Securities Exchange
Release to the Australian Securities Exchange For personal use only Adairs Limited Presentation to be made at the Goldman Sachs Emerging Leaders Conference Melbourne, 28 April 2021 Adairs Limited (ASX: ADH) Mark Ronan (Managing Director and CEO) will today present the attached slides at the Goldman
Slide 2: Goldman Sachs Emerging Leaders Conference April 2021
Adairs Limited Goldman Sachs For personal use only Emerging Leaders Conference April 2021 Mark Ronan Managing Director and Chief Executive Officer
Slide 3: Stores of the future - what retail futurists say
Stores of the future - what retail futurists say 1 Digital commerce will lead to a redesign of storefronts and service delivery For personal use only Store front ► Retailers will be able to send alerts to notify of new pricing, products or experiences to a consumer’s individual wearable or voice pla
Slide 4: The future of retailing – technology challenges
The future of retailing – technology challenges 2 Technology continues to advance at unparalleled speed and the technology landscape for retailers is complex For personal use only Near term (Now to 5 years) Longer term (5-10 years) New technologies (which will ultimately need integration) include: ►
Slide 5: Online retailing – where to from here?
Online retailing – where to from here? 3 Retail e-commence is growing steadily but not all categories sell easily online and, while COVID has helped, the next stage of evolution is likely to require substantial investment For personal use only E-commerce share of total global retail sales 22.0% Some
Slide 6: What a global retail sector investor has to say
What a global retail sector investor has to say 4 On omni-channel On COVID-19 beneficiaries For personal use only “The future was always going to be omni-channel. “I believe the biggest long-term beneficiaries Pundits have been prematurely predicting this for of COVID will prove to be category leadi
Slide 7: Adairs – What we learnt from COVID-19
Adairs – What we learnt from COVID-19 5 COVID-19 accelerated Adairs online penetration and growth rate with long term 1 Strong online customer growth For personal use only benefits as new customers acquired during COVID return and more customers shop both our channels ► It is the combination of stor
Slide 8: “Home” is better with Stores
For personal use only 6 “Home” is better with Stores Inspiration and discovery Customer service It’s the real thing ► Curating a home is a process of ► An experienced, customer-friendly store ► Being able to touch and feel a discovery, inspiration and change team can product is very important to man
Slide 9: Loyalty is important: 900k+ engaged Linen Lovers
Loyalty is important: 900k+ engaged Linen Lovers 7 Our Linen Lovers Club loyalty program is a fundamental growth platform - accounting for 75% of all sales (ex Mocka) with 900k+ highly engaged members and membership growing at a 14% (5-year CAGR) For personal use only ► Launched in 1995, Linen Lover
Slide 10: Omni – delivering customer preferences drives revenue
Omni – delivering customer preferences drives revenue 8 Omni is a true “customer-first” model where Customers that engage with Adairs on multiple channels: For personal use only retail is driven by customer preferences make purchases more often; and spend more with each purchase Channel Optimisa
Slide 11: Questions?
For personal use only QUESTIONS?
Slide 12: Disclaimer
For personal use only Strong Omni Channel Execution Disclaimer Some of the information contained in this presentation contains “forward-looking statements” which may not directly or exclusively relate to historical facts. These forward-looking statements reflect Adairs Limited current intentions, pl
Adairs — Goldman Sachs Emerging Leaders Conference 2021 on 6ix