Nzme Limited · NZX:NZM
Nzme — Investor Presentation (2022)
38 slides from Nzme's investor presentation, 2022
Slide 1: NZME TelME 2022 Lifestyle Study
Slide 2: A lot changed during 2021, and it has impacted us in 2022
Slide 3: How we're doing
Slide 4: Contents
Contents How we feel - How ‘OK’ we are and what emotions are we experiencing. How we spend - How we use credit cards, pay for big ticket items. How we shop - Where we shop and how our shopping habits have changedin the past year. How we relax - How we are spending our downtime at home, are we exerci
Slide 5: How we feel
NZ
Slide 6: How we feel
NZ
Slide 7: Feeling less optimistic
Feeling less optimistic Our wellbeing index* shows that those of us who are feeling great has dropped by 20% to 39% of New Zealanders doing great and the percentage who are not doing well has increased by 63%. How we are feeling 25% 21% 17% 15% 16% (es = 11% 10% 10% 7% 7% 7% om 7% a E3 | 1 I'm reall
Slide 8: How we are feeling
How we are feeling Changes in New Zealanders’ feelings Emotions feeling more than a year ago Self-indulgent 89% . Happy 68% 69% ea Worried Generous 52% 53% > 49% 46% / ! , 28% Frustrated Optimistic i Anxious Angry Feeling lucky Looking outforthose More open with family More tolerant of others compar
Slide 9: How We Feel: Demographics
How We Feel: Demographics How we are Feeling by Age Group 100% 1 Imreally ' eres , | not ok S| = 2 E3 _ Compared to nation = <11% >2% 70% a 60% ; Ss 1am doing fine 50% 59% 4% 50% (47) mé 40% oa a ‘Compared tonation >2% >11% <1% a8 20% 9 , 5 10% . "'m noracing ok 12% 12% 12% =10 Im doing (Te) 0% grea
Slide 10: How we spend
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Slide 11: Financial stress is increasing
Financial stress is increasing Over a quarter of us are putting more money aside in case of emergencies. One in five 18-34yr-olds are thinking about buying a house, which indicates why they are more likely to be saving more than others. Kiwis still rely on credit cards for big ticket items. SOURCE:
Slide 12: How we feel about our finances
How we feel about our finances Financial changes compared to a year ago 36% 31% 20% 28% 25% 25% 22% 18% 12% 12% 10% og, 7% cd ce a |_| So I'mputtinglessinto I'msavingmore —I'mputtingmore |madeanotherbig My company/ —I'mworriedabout I'mnow seriously Iboughtanew _—thave taken a savings than | used mon
Slide 13: How We Spend: Demographics
How We Spend: Demographics Changes to finances compared to last year Sees we a = Worried about ———- anes rm worries coout noute prices Compared to nation >5% >5% <5% Imsnirgnoe money non eco °% I'm saving more 29% 32% 27% EE * I'm putting less into savings than | used to Compared to nation >1% >4% <
Slide 14: 31% of Kiwis have shares
31% of Kiwis have shares - "839 Where do we invest... 6.00, Shares Held
Slide 15: How we shop
NZ
Slide 16: How we shop
NZ
Slide 17: We are less impulsive when shopping
We are less impulsive when shopping Changes in shopping habits 46% 47% 46% 44% 38% ery 31% rs 26% 20% 23% 20% 19% eR I | ; i . . lam more ikelyto [take timeto think Ispendmore fme Ishoponiine moreto Ishopless inmails I find shopping less of_lamiless impulsive [figure out how! wil I'mmore impulsive.
Slide 18: How We Shop: Demographics
How We Shop: Demographics i i | | Auckland | Romeo Shopping habit changes compared to a year ago 60% Online - NZ 39% 39% 32% 50% Compared to nation >3% >3% <4% 40% Online - ou 18% 12% 8% 30% Compared to nation >4% >1% <3% 20% ° Malls/Shopping peinira 62% 49% 59% 10% | Compared tonation >9% <5% >6% O
Slide 19: How we relax
How we relax Hobbies took a back seat
Slide 20: How we relax
N ra
Slide 21: How we fill our spare time
How we fill our spare time Changes in how people spend their downtime 75% 7% 65% 61% 50% MBH IK 4% 4% 4% Bye Rae 41% 8% 0% 30% 26%7% — 24% 27% 26% ose ii | | I [ | l | ii tT WotchingTv/ frowsingme — Berising / Gomening Reoging Socicimedia Organising yourCooking/Soking DIY tos a Online Spending ime D
Slide 22: How We Relax: Demographics
How We Relax: Demographics ISRO SSSI AGL SLOG HIE aia Wellington = 80% Exercising 7% Compared to nation <2% <4% >9% 60% 50% Online Shopping 30% 39% 26% 40% Compared tonation = >9% <4% 20% Diy 32% 40% 33% 20% Compared to nation <4% >4% <3% oe Gardening 28% a 4% O% Bering / eI Reosng Dirtaxs — Hopbies
Slide 23: How we eat
How we eat more often with increases of bulk buying
Slide 24: How we eat
Z
Slide 25: Buying more groceries from supermarkets than before
Buying more groceries from supermarkets than before % shop more often (v2021) 21% 19% 16% 16% i; SEED SEE SE Gee EE reno emery Soe ore ae oes 21% of Kiwis visit supermarkets more often when physically shopping for groceries (v 2021), as compared to smaller or local stores. However, trends indicates
Slide 26: How We Eat: Demographics
How We Eat: Demographics Where they shop more often than last year Te Auckland Wellington Canterbury 3% Top up shopping 30% Compared to nation >4% <4% <3% 25% . Bulk buying 24% 26% 24% 2088 Compared to nation >1% >3% >1% 1% 5 Ordering Online 18% 23% ® es Compared tonation >2% >7% <7% * Il I bo Meal
Slide 27: How we work
N ra
Slide 28: How we work
NZ
Slide 29: Impacts of working from home
Impacts of working from home Impacts of working from home nia Less "About the Same more Sovng meney Spending mewihfomly Geting weredene/ Heuzeholdchores Spending “me wertng Seeing preducty ferrous rermurens /*oteoey= Sheppingenine —-Eotng cutencoter/ As we have seen work adjust over the last couple
Slide 30: How We Work: Demographics
How We Work: Demographics Current Working Arrangements || Avetiond | WEI 80% Full time at Merce 30% 24% 35% 70% lon Compared to nation <1% <7% >4% 50% Split days 14% 29% 13% ote Compared to nation <1% >16% = 30% >= Flexible hours 12% 5% 5% 10% i ho Hs : Compared to nation >3% <4% <4% % Full time at
Slide 31: Our future
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Slide 32: Our future
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Slide 33: Current perception of New Zealand
Current perception of New Zealand 2022 The change compared to 2021 42% Improve 32% 34% ‘Stay thesame 27% 18% Get worse 35% improve mStaythesame sGetworse mDon'tknow 2021 2022 Our optimism for the future of NZ has shifted down in the space of a year, with more of us feeling that things will get worse
Slide 34: Our Future: Demographics
Our Future: Demographics How we feel things will change in New Zealand over the next year % Improve 32% 34% WE Don'tknow Compared to nation = >2% <2% =Get worse Stay the same 28% 29% 23% Compared to nation >1% >2% <4% mStay the same Get worse 35% 29% 34% mimprove Compared to nation = <3% <1% Don't k
Slide 35: More freedom is upon us
SINT More freedom is upon us In the next year, will New Zealand.... Improve Worsen Where you can travel to / from 59% 14% Personal freedoms 53% 13% The global COVIDI9 pandemic 35% 21% Your personal finances 24% 26% New Zealanders’ overall health and wellbeing ist ae The economy 15% 58% Housing affor
Slide 36: Summary
Slide 37: Appendix
Appendix
Slide 38: Our methodology