Baby Bunting Group Ltd. · ASX:BBN
Baby Bunting — Morgans Queensland Conference 2018
16 slides from Baby Bunting's conference presentation, Oct 11, 2018
Slide 1: Morgans Queensland Conference 2018 presentation
11 October 2018 ASX Market Announcements Office Australian Securities Exchange Baby Bunting Group Limited (ASX: BBN) Morgans Queensland Conference 2018 presentation Matt Spencer, CEO and Managing Director of Baby Bunting Group Limited, will today deliver a presentation at the Morgans Queensland Conf
Slide 2: Morgans Conference
the one stop baby ako. MORGANS CONFERENCE NI OCTOBER 2018 Matt Spencer Chief Executive Officer & Managing Director
Slide 3: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER This document is a presentation of general background information about the activities of Baby Bunting Group Limited (Baby Bunting) current at the date of the presentation (11 October 2018). The information contained in this presentation is for general background info
Slide 4: Our Vision
OUR VISION To be the most loved baby retailer for every family, everywhere OUR CORE PURPOSE To support new and expectant parents in navigating the early years of parenthood OUR VALUES Being Being Being Being Being Being Passionate Considerate Honest Positive Focused Bold OUR STRATEGY OUR CUSTOMER CO
Slide 5: Note: Refer to Forward looking statements section
• • • • • • • • • • • Note: Refer to “Forward looking statements” section on page 2 of this Investor Presentation (regarding the risks associated with forward looking statements). Please also refer to section 4 of the 2018 Directors’ Report (dated 10 August 2018) which describes some of the key risk
Slide 6: Specialty baby retailer store closures by state
Specialty baby retailer store closures by state (key competitors only) Key | Competitor Closure dates Estimated — Bubs ~Sep-17 @ Baby Bounce (WA) ~Nov-17 3 ~$5m @ Baby Bounce (NSW/Qld) ~Jun-18 10 ~$20m @ Baby Savings ~Jun-18 4 ~$6m © _ Toys R Us/Babies R Us ~Aug-18 45 ~$90m BBN store catchments $60m
Slide 7: The clear leader in specialty baby goods retail
THE CLEAR LEADER IN SPECIALTY BABY GOODS RETAIL : BBN estimated Large number of small, Baby goods se so.bn addressable market is specialty players & Sector consolidation $2.4bn department stores +7 7 49 - Specialty baby goods retailers in Australia Department stores in Australia 0 Number of Stores N
Slide 8: Growth Strategy - Grow Market Share
GROWTH STRATEGY - GROW MARKET SHARE 1 | Invest in digital to deliver the best possible customer experience across channels * — Engage and retain the customer through the customer journey and lifecycle * — Aiming for same day fulfillment for 90% of consumers * — Customer insights and loyalty * — Clic
Slide 9: Online & Digital Progression
ONLINE & DIGITAL PROGRESSION ©) Website replatform expected to complete late 2018, delivering a better online customer experience. The website will focus on content and consumer solutions Marketing Automation utilised with personalised communication to ~620,000 customers. CRM investment now converti
Slide 10: Investment in the Customer Experience Update
INVESTMENT IN THE CUSTOMER EXPERIENCE UPDATE Progress update * Net Promoter Score of 72 - reflects high engagement with brand Investment in the in-store customer experience * Team leadership and service training underway + In-store technologies to free up Team Member time to service the customer bet
Slide 11: Supply Chain Strategy Update
SUPPLY CHAIN STRATEGY UPDATE Supply chain evolution to lower our current cost model, improve the customer experience through speed to market and increased on-shelf stock availability * Store to door online fulfilment hubs identified and to be commissioned to facilitate same day delivery for online o
Slide 12: Private Label & Exclusive Products Update
PRIVATE LABEL & EXCLUSIVE PRODUCTS UPDATE * Leveraging scale to deliver improved ranging, service offers and profitability * Further evolution of private label program to introduce additional lines * Private label and exclusive products * Current performance YTD at 22.6% of total sales, represents s
Slide 13: New Stores Update
NEW STORES UPDATE Number of stores at year end 80 60 40 20 0 Building a network of 80+ stores 80+ 42 47 36 31 \s 19 21 23 Tee FY2009 FY2010. =~FY2011_ =«~FY2012.-—sFY2013.—«s FY2014_—«s FY2015_— FY2016-=—s-FY2017_—Ss- FY2018 c Network Plan 48" store opened in July 2018 (Toowoomba Qld), 49" store ope
Slide 14: Concept images of Chadstone
• • • • • • • • Concept images of Chadstone 13
Slide 15: Chadstone - Concept Images
CHADSTONE — CONCEPT IMAGES _—
Slide 16: Thank You!
Thank You!
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