Alibaba Group Holding Limited · NYSE:BABA
Alibaba — Investor Day (2018)
26 slides from Alibaba's investor day presentation, Sep 22, 2018
Slide 1: TMALL - Empower Brands
TMALL - Empower Brands Jet Jing, President of TMALL
Slide 2: 2018 Investor Day: Transform All
2018 INVESTOR “RANSFOR.
Slide 3: TMALL GMV Growth, Cross-border Market Share, Revenue Growth
45% TMALL Physical Goods # 1 TMALL Global 55% China Commerce Retail GMV Growth [1] Cross-border Market Share [2] Revenue Growth [1] Notes: 1. FY18 YoY Growth 3 2. In China, <China Cross-border E-Commerce 2Q18 Market Update> published by Analyses on Aug 21, 2018
Slide 4: YoY GMV Growth in FY2018 - Tmall vs National Average
YOY GMV GROWT H IN FY2018 - TMA LL VS NATIONAL AVE RAGE APPAREL CO N S U M E R E L E C T R O N I C S FMCG HOME GOODS N AT I O N AL N AT I O N AL NAT ION AL NAT ION AL 4 Source National Bureau of Statistics
Slide 5: Brands and Consumers
2018 INVESTOR Dey BRANDS “TMA CONSUMERS
Slide 6: Brand partner testimonials
"In March both H&M and H&M Home launched successfully on Tmall in mainland China. We had high expectations but we exceeded the high expectations, so it was a fantastic O "we are in about 118 cities with our physical distribution in China today across all our launch" th brands. Obviously. There is an
Slide 7: Leading Growth Engine for China and Global Brand Companies
Lead ing Growth En gine for both Chi na a nd Gl obal Brand Companies 76% 70%+ 50%+ 24% China Listed Consumer & TOP20 11% Retail Companies (1) Global Strategic Partners Have Presence On 2017 Overall 2017 Same Brand 2017 Overall 2017 Same Brand (2) (3) (4) Revenue Growth Paid GMV Growth on TMALL Reven
Slide 8: Why Brands Embrace Tmall
INVESTOR Why Brands Embrace \ ALi ?
Slide 9: Enable Brands by Leveraging the Alibaba Ecosystem
ENABLE BRANDS BY LEVERAGING T HE AL IBABA ECO SYS TEM 9
Slide 10: Leveraging the Alibaba Ecosystem
E-MARKETING OMNI-CHANNEL E-DISTRIBUTION ENABLE BRANDS BY LEVE RAGING TH E ALI BABA ECOSYSTEM INFRASTRUCTURE 10 * Suning, RT-Mart, Bailian Group, Sanjiang, Easyhome, Ant Financial, Tao Piao Piao and Weibo are non-consolidated businesses.
Slide 11: Suning JV Digital Transformation of Brand Physical Stores
Suning JV Digital Transformation of Consumer Electronics Fashion & Department Stores FMCG & Supermarkets Home Decoration Local Services Less Developed Areas Neighborhood Stores Upgrade Brand Physical Stores 11
Slide 12: The Way to Run a Brand Company
PRODUCT INNOVATION BRAND BUILDING the Way to Run a Brand Company CO N S U M E R A S S E T M A N AG E M E N T C H A N N E L M A N AG E M E N T 12
Slide 13: Enable Digital Transformation for All Departments of Brand Companies
CONSUMER INSIGHTS DEPARTMENT CONSUMER SERVICES R&D ENABLE DIGITAL TRANSFORMATION FOR DEPARTMENT DEPARTMENT ALL DEPARTMENTS OF BRAND COMPANIES SUPPLY CHAIN MARKETING DEPARTMENT DEPARTMENT SALES DEPARTMENT 13
Slide 14: Stephane Rinderknecht, CEO of L'Oreal China
S t e p h a n e R i n d e r k n e c h , C E O O F L’ O R E A L C H I N A 14
Slide 15: Product Innovation
BRAND 15 * CONSUMER INSIGHTS DEPARTMENT T M A L L I N N O VAT I O N C E N T E R Categories MARKET SURVEY NEW PRODUCT HATCHING TARGETED SAMPLING TMALL NEW LAUNCH R&D DEPARTMENT PRODUCT + 70 * I N N OVAT I O N Partners MARKETING DEPARTMENT E-COMMERCE DEPARTMENT 600+ Brands * *From September 2017 to Au
Slide 16: Brand Building
BRAND MARKETING DEPARTMENT NEW PRODUCT LAUNCH BRAND CAMPAIGN CONSUMER ENGAGEMENT FESTIVAL MARKETING U BRAND MEDIA DEPARTMENT + BUILDING E-COMMERCE DEPARTMENT 16
Slide 17: Brand Building: Smart Retail Tools
BRAND MARKETING SMART SALESPERSON ONLINE BEAUTY ADVISOR AUTOMATIC SAMPLE DISTRIBUTOR VENDING MACHINE VIRTUAL FITTING ROOM MAGIC MIRROR CLOUD SHELVES DEPARTMENT MEDIA DEPARTMENT BRAND + BUILDING SALES DEPARTMENT E-COMMERCE DEPARTMENT 17
Slide 18: Channel Management
BRAND MARKETING DEPARTMENT BRAND MEMBERSHIP OFFLINE EXPERIENCE SHOPPING GUIDE STORE OPERATION iSTORE 800+ Partner Brands* CHANNEL SALES DEPARTMENT + 100,000+ MANAGEMENT iStores* E-COMMERCE DEPARTMENT 180,000+ Salespersons* * As of August 31, 2018 18
Slide 19: Channel Management: iStore and Smart Supply Chain
BRAND i STORE SMART SUPPLY CHAIN SALES DEPARTMENT TMALL Supermarket TMALL Global Rural TAOBAO Lingshoutong CHANNEL SUPPLY CHAIN DEPARTMENT + MANAGEMENT E-COMMERCE DEPARTMENT 19
Slide 20: Consumer Asset Management
BRAND AWARE INTEREST PURCHASE LOYALTY CONSUMER INSIGHTS DEPARTMENT R&D DEPARTMENT CO N S U M E R A S S E T + MANAGEMENT MARKETING DEPARTMENT CONSUMER SERVICES DEPARTMENT 20
Slide 21: Brands and Consumers: New Demand, New Market, New Experience
NEW DEMAND BRAND BUILDING PRODUCT INNOVATION CHANNEL MANAGEMENT BRANDS CO N S U M E R S NEW MARKET NEW EX PERIENCE CONSUMER ASSET MANAGEMENT 21
Slide 22: Drivers of Consumption Upgrade
DRIVERS OF CONSUMPTION UPGRADE 22
Slide 23: New Demand, New Market, New Experience
D R I V E R S O F C O N S U M P T I O N U P G R A D E NE W DEMAND NEW MARKET NEW EXPERIENCE NEW CATEGORIES NEW PRODUCTS IMPORT PRODUCTS TMALL WORLDWIDE LESS DEVELOPED AREAS OMNI-CHANNEL CREDIT+FINANCING NAT IONWIDE 100+ CONSUMER SERVICES SHOPPING SMART LOGISTICS 6 200 29 700 Global Procurement Cente
Slide 24: Brands and Consumers: #1 Choice Worldwide
BRANDS CO N S U M E R S #1 BUSINESS PA RTNER #1 SHOPP ING DESTINATION revenue, consumer engagement, digital transformation anything, anytime, anywhere #1 CHOICE WORLDWIDE 24
Slide 25: Transform All 2018 Investor Day
2018 INVESTOR “RANSFOR.
Slide 26: Thank You
THANK YOU X