Yowie Group Ltd. · ASX:YOW

Yowie — Investor Presentation (April 2015)

51 slides from Yowie's investor presentation, April 2015

1. Slide 1: Investor Presentation New York U.S.A

   Investor Presentation New York U.S.A April 2015 1 © Yowie Group Ltd

2. Slide 2: Disclaimer

   Disclaimer This presentation (the “Presentation”) is confidential and its content may not be copied, reproduced, redistributed, quoted, referred to or otherwise disclosed, in whole or in part, directly or indirectly, to any third party, except with the prior written consent of Yowie Group Ltd (the “

3. Slide 3: Yowie Group Limited: A new global brand owner and licensing company

   Yowie Group Limited A new global brand owner and licensing company 3 © Yowie Group Ltd

4. Slide 4: Capital Structure

   Yowie Capital Structure Ordinary fully paid shares - Quoted 139,145,199 Total on issue 139,145,199 Listed Options (15/12/2015; 20 cents) - Quoted 27,553,076 Total on issue 27,553,076 Unlisted Options Director Options - 15/12/2015; 23 cents 3,500,000 - 30/06/2017; 28.5 cents 4,200,000 - 31/12/2017; 7

5. Slide 5: Shareholder Overview

   Shareholder Overview Shares % Top 40 Shareholders 72,120,317 51.83 Top 5 Shareholders 28,474,949 20.46 HSBC Custody Nominees (Australia) Ltd – A/c 2 6,466,855 4.65 K.P. Hudson 6,464,353 4.65 HSBC Custody Nominees (Australia) Ltd 5,792,971 4.16 Abdullah Hani Abdallah 5,666,667 4.07 National Nominees

6. Slide 6: Board & Management Team

   Board & Management Team Executive Chair : Wayne Loxton Extensive corporate executive experience spanning over 30 years at Managing Director & Director level across companies, disciplines and international markets. Executive Director : Patricia Fields Led the development & commercialization of the Yo

7. Slide 7: Key Management Yowie North America

   Key Management Yowie North America Chief Executive Officer : Sal Alvarez Well positioned and qualified to become Chief Executive Officer of a new brand confectionery led company in the biggest consumer market in the world, Sal brings 32 years’ experience in consumer sales and marketing to Yowie Nort

8. Slide 8: Key Objectives

   Yowie Key Objectives 1. Build a confectionery led global Yowie brand 2. Launch a broad range of Yowie branded licensed products worldwide – food & non food 3. Establish a commercially successful Yowie digital platform 8 © Yowie Group Ltd

9. Slide 9: Key Objectives 2015

   Yowie Key Objectives 2015 Permanent planogram fixture locations in store with priority Tier 1 retail Secure additional seasonal category retail program Achieve national U.S. distribution - breadth and depth Establish a fully optimized national U.S. broker distribution network Launch Series 2 Limited

10. Slide 10: YNA Organisational Structure

    YNA Organisational Structure Yowie Group Ltd Board of Directors WL, *TF, TA CEO YNA Salvador Alvarez Vice President of Supply Yowie Group Accountant Chain and Logistics Manufacturing Logistics SVP Sales Brand Development (JCG Global) (& West Coast Sales) Kris Adrian Rick Thorpe *Trish Fields Scott G

11. Slide 11: Key Achievements 2014

    Yowie Key Achievements 2014 Secured trial in two Tier 1 national retail chains including Walmart, with a third Tier 1 retailer pending Secured listing in biggest consumer market in the world in record time with all new customers successfully retained Gained listing in 26 customer groups and over 5,0

12. Slide 12: Yowie: A new global brand licensing opportunity

    Yowie A new global brand licensing opportunity 12 © Yowie Group Ltd

13. Slide 13: Brand Positioning

    Yowie Brand Positioning Save the Natural World Helping children know, understand and experience the wonders of the natural world learning through play Target market Kids, parents, guardians, grandparents, family and friends – for treat and everyday gifting 13 © Yowie Group Ltd

14. Slide 14: Brand Ownership

    Yowie Brand Ownership 1992 Partnership formed between Kidcorp (brand creators) & Cadbury Cadbury owned parts of Asia Pacific (only) – excluding China/India from 1995 – 2004 when Yowie removed from shelves as Cadbury moved to global Cadbury owned core brand investment focus Kidcorp retained ownership

15. Slide 15: Brand Ownership by YGL

    Yowie Brand Ownership by YGL In 2012 YGL secured full Yowie brand buyback with Kraft takeover of Cadbury YGL now owns 100% global rights to Yowie brand worldwide YGL now pursuing Yowie global brand potential – led by a worldwide confectionery rollout with extensive licensing, digital and other oppor

16. Slide 16: Brand History

    Yowie Brand History First launched in ANZ market in 1995 65 million units sold in first full year ($100 million retail) Over 2 million Yowie children's books sold Yowie rolled out into Australia, New Zealand, Singapore, Japan & UK markets Extensive licensing program – across food & non-food Yowie se

17. Slide 17: An Award Winning Brand

    Yowie - An Award Winning Brand 1998 Sial D’or International Industry Trade Show Best new global supermarket product Best new global confectionery product Australian Market Awards Best in the Business - Business Review Weekly Best New Aus. Supermarket Product Best New Product - Safeway Food Stores Mo

18. Slide 18: Six Yowie Characters

    Six Yowie Characters Yowie are mythical creatures from the other side of sunset. Each Yowie character is a guardian of a natural domain. These natural domains are found on every continent to varying degrees; Boof: Pacific Rainforests & Rocky Mountains Squish: Great Lakes & Waterways Crag: Everglades

19. Slide 19: Global Brand Credentials

    Yowie Global Brand Credentials International award winning brand Proven category performer over >10 years New consumer benefits have improved & strengthened brand Worldwide appeal across gender, age and culture Cross category licensing opportunities Unique, relevant and timely positioning – ‘Save th

20. Slide 20: Consumer Benefits

    Yowie Consumer Benefits Responsible ecology positioning ‘Save the Natural World’ Play & Learn proposition 100% all natural milk chocolate Chocolate made in the USA Nut & Gluten Free Kosher & Halal Certification No high fructose corn syrup or palm oil Patent protected U.S FDA & CPSC compliant – not e

21. Slide 21: Yowie = Outstanding Value for Money

    Yowie = Outstanding Value for Money 21 © Yowie Group Ltd

22. Slide 22: Confectionery Product

    Yowie Confectionery Product Yowie confectionery was created to carry the ‘Save the Natural World’ message to the world educating children through play. 22 © Yowie Group Ltd

23. Slide 23: Character Foils

    Yowie Character Foils 1 oz. of unique fun characters with strong visual impact 23 © Yowie Group Ltd

24. Slide 24: Collectables

    Yowie Collectables Limited edition Yowie collectables – 24 in Yowie U.S. Launch Series Natural replica animal inclusions Hand painted with food grade non toxic lead free paint Each premium quality, carefully detailed to exacting scientific specification Each with fun facts leaflet including animals

25. Slide 25: Supply Chain

    Yowie Supply Chain Legal Compliance Collectable & Capsule FDA & CPSC approved for sale in US Produced to Age ‘0’ international market – no embedded & no small parts safety standards Chocolate & Foil Prominently labelled ‘Not suitable for 100% all natural Milk Chocolate children under 3 Years’ Chocol

26. Slide 26: Supply Chain

    Yowie Supply Chain 26 © Yowie Group Ltd

27. Slide 27: Manufacturing

    Yowie Manufacturing Nut Free factory Rasch manufactured high speed Yowie dedicated frozen cone foiling & wrapping manufacturing plant Current capacity 20 million units Dedicated factory in Florida with room for fast expansion to 40 million and beyond 27 © Yowie Group Ltd

28. Slide 28: Yowie North America: new category opportunity

    Yowie North America new category opportunity 28 © Yowie Group Ltd

29. Slide 29: Unique Capsule Design

    Yowie Unique Capsule Design US Patent protected Yowie capsule design Yowie exclusive U.S market patent licence valid until April 2018 Compliant with U.S FDA legislation as a non-embedded food Unique Yowie character design capsule Tamper proof safety locking device 29 © Yowie Group Ltd

30. Slide 30: U.S. Market Opportunity

    Yowie U.S. Market Opportunity 1995 - 2005 Yowie F.Y. 1998 sales = 65M Units YOWIE 3:1 per head population 1998 sales 65M units Australia 1998 Population 18 million 30 © Yowie Group Ltd

31. Slide 31: U.S. Market Opportunity

    Yowie U.S. Market Opportunity Ferrero Kinder Surprise Ferrero Kinder Surprise 2014 2014 GLOBAL EUROPE Population Population 7 Billion 495 Million 2014 Global Sales (est.) 2014 Europe Sales (est.) 2 Billion Units 1.2 Billion Units (= 60% of K.S. global sales) 31 © Yowie Group Ltd

32. Slide 32: U.S. Market Opportunity

    Yowie U.S. Market Opportunity YOWIE U.S. market opportunity > 320 million people U.S. YOWIE volume est. = 700-800m units YOWIE value est. > $2 Billion 2015 US age demographic 0-14 Years = 63 million consumers New confectionery growth opportunity Rare ‘white space’ category opportunity Population 320

33. Slide 33: Marketing Program

    Yowie Marketing Program YOWIE MARKETING IS DIGITAL $2 mill+ digital marketing ongoing investment through YowieWorld.com including FREE Yowie App to download Invitation to discover Yowieworld.com is in every Yowie candy Yowieworld.com is underpinned by Yowie social media activities Yowie Facebook; Yo

34. Slide 34: U.S. Market Retail Accounts Update

    U.S. Market Retail Accounts Update NEW ACCOUNTS BY TRADE CHANNEL Mass Merchandiser: Walmart from successful trial to rollout Drug: 2 x Tier 1 pharmaceutical retailers Fuel & Convenience: 4 groups Grocery: Safeway rollout in progress General Retail: Cost Plus World Market Distributors: 6 Distributors

35. Slide 35: U.S. Market General Update

    U.S. Market General Update Consumer acceptance positive with consistent repurchasing Early engagement with quality of Yowie collectables very positive Current production capacity 20 million units p.a. with growth capacity available to 100 million units p.a. on schedule Tier 1 strategic approach to r

36. Slide 36: Market Share

    Yowie Market Share Inaugural Yowie U.S confectionery category *IRI market share measure achieved From supermarket chain operating 130 stores in California and Nevada areas Yowie distribution was listed as available in 79.7% of stores Yowie ranked 50 of 1877 products putting it in top 3% of sales per

37. Slide 37: Walmart Update

    Walmart Update TEXAS 50 STORE TRIAL Yowie successfully achieved Walmart required sales targets by Week 3 of 5 Week in 50 store trial Yowie was successful even when ranged across multiple locations in store including planned aisle end cap Sales momentum built progressively over each week Individual s

38. Slide 38: Walmart Update

    Walmart Update NATIONAL ROLLOUT TO 1505 STORES Yowie progressive rollout to 1505 stores now in progress All are Walmart SuperCentres across all states Yowie will be ranged on 10 checkouts stands per store In store modification scheduled for listing early April (post Easter) Some stores already have

39. Slide 39: Customer Overview

    Yowie Customer Overview # Customer Groups #Stores Product Total # Available Retail Channel Per Channel Ranged Stores MASS MERCHANDISER 1 1505 4300 DRUG 2 110 10,000+ GROCERY 6 1721 4998 FUEL & CONVENIENCE 4 572 6500+ GENERAL RETAIL 1 288 288 DISTRIBUTORS 6 738 3225 SPECIALIST CANDY 4 153 1108 LEISUR

40. Slide 40: In Store Merchandising

    Yowie In Store Merchandising WALMART COST PLUS 40 © Yowie Group Ltd

41. Slide 41: Off Location Display

    Yowie Off Location Display WALMART FREEZER SECTION 41 © Yowie Group Ltd

42. Slide 42: In Store Merchandising

    Yowie In Store Merchandising In store visibility is key WALGREENS WALGREENS 42 © Yowie Group Ltd

43. Slide 43: Impulse Display

    Yowie Impulse Display LOLLI & POPS 43 © Yowie Group Ltd

44. Slide 44: Yowie World: Digital Revenue Stream

    Yowie World Digital Revenue Stream 44 © Yowie Group Ltd

45. Slide 45: Yowie World has 4 Main Features

    Yowie World has 4 Main Features A Yowie Ranger ‘build your own’ avatar and gamification engine A suite of games aimed to engage and entertain A “virtual sticker book” that enables you to keep track of your Yowie collectables A 3D environment that brings Yowie World to life and provides learning oppo

46. Slide 46: Yowie: A new global brand licensing opportunity

    Yowie A new global brand licensing opportunity 46 © Yowie Group Ltd

47. Slide 47: Animated Film Development

    Yowie Animated Film Development Meetings have been held with several top Hollywood film studios and distributors Interest expressed in seeing feature film script Hollywood studios and distributors are excited by the potential of the Yowie creative Plus marketing opportunities Yowie confectionery wou

48. Slide 48: Licensing – Non Food

    Yowie Licensing – Non Food Music CDs & Games Puzzles & Games Pencil Cases & Bags Hats Garden Seeds Body Boards Puzzles Children's Underpants & Socks Books Bubble Bath & Shampoo 48 © Yowie Group Ltd

49. Slide 49: Licensing - Food

    Yowie Licensing - Food 49 © Yowie Group Ltd

50. Slide 50: Investment Opportunity

    Yowie Investment Opportunity Yowie is a significant value creating growth opportunity Exclusive patent rights to US market – biggest consumer market in the world YowieWorld digital platform including stickers, games, virtual collectables plus a FREE Yowie mobile app! Global brand licensing opportuni

51. Slide 51: Invest for success in Yowie today!

    Invest for success in Yowie today! 51 © Yowie Group Ltd

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