Lightspeed Commerce Inc · TSX:LSPD
Lightspeed Commerce — Investor Day (November 2022)
23 slides from Lightspeed Commerce's investor day presentation, Nov 15, 2022
Slide 1: Lightspeed Restaurant CMD breakout
Lightspeed Restaurant CMD breakout November 15, 2022
Slide 2: Slide 2
Slide 3: Lightspeed Restaurant
Lightspeed Restaurant Peter Dougherty General Manager, Restaurant
Slide 4: Disclaimer
Disclaimer Cautionary Note Regarding Forward-Looking Information This presentation may include forward-looking information and forward-looking statements within the meaning of applicable securities laws (“forward-looking statements”). Particularly, information regarding Lightspeed’s customers, produ
Slide 5: Lightspeed Restaurants outperformed their peers by 68%
Lightspeed Restaurants outperformed their peers by 68% — Lightspeed State of the Industry Report In 2021, U.S.-based Lightspeed hospitality customers saw Same-Store GTV increase 52% versus the industry average sales growth of 31% for the same period. Same-Store GTV compares the GTV of global Lightsp
Slide 6: The global commerce platform for complex hospitality businesses
The global commerce platform for complex hospitality businesses Global Shopify Legacy POS US only Merchant complexity This chart outlines our view of our competitive landscape based on information with respect to other selected software as a service providers (the "comparables"). The information rel
Slide 7: The merchant landscape
The merchant landscape Best unit economics Growth potential The Ideal Lightspeed Customer Low Medium High Micro Enterprise Complexity Complexity Complexity GTV <$200K $200K-$500K $500K-$1M $1M-$100M $100M+ # Locations Part Time Single 1-15 16-150 150+ # Employees 1 to 5 5 to 10 10 to 150 150 to 500
Slide 8: The Lightspeed customer
The Lightspeed customer “How do I reduce my costs?” “What is the next step High Volume SMB to grow my business?” Full Service Growing into running a business rather than a restaurant Opening multiple locations Ezra Pound Powered by Lightspeed
Slide 9: The all-new Lightspeed Restaurant
The all-new Lightspeed Restaurant
Slide 10: How we win
How we win 1 Global Footprint Advanced Analytics Using data by tokenizing credit card, Lightspeed Analytics can derive which menu items drive the most repeat business. 3 Speed Stability Private blockchain technology underpins check syncing, compliance and security. Allows system to operate when Wifi
Slide 11: Update on the planned rollout of hospitality flagship
Update on the planned rollout of hospitality flagship FR DE AU CAN US CH UK NL BE Q4 FY22 Q3 FY23 Q4 FY23
Slide 12: Our global footprint: Europe
Our global footprint Europe A market leader with mature product-market fit ✔ Historical investments in a strong barrier to entry: fiscalization & localization are paying dividends. ✔ Brand presence and GTM efficiencies are in line with being a leader in the region; driving ideal-customer new location g
Slide 13: Our global footprint: Australia
Our global footprint Australia Strong fundamentals and Lightspeed Restaurant arriving to help lift ARPU ✔ Lightspeed Restaurant entered beta in September 2022, and is now in fine tuning of product-market fit, We believe it will lift ARPU and drive ideal-customer acquisition. ✔ Similar to EMEA, Lightsp
Slide 14: Slide 14
Slide 15: Our global footprint: North America
Our global footprint North America Focusing GTM investment on the new Flagship ✔ Canada and the U.S. represent smaller proportion of our hospitality Customer Locations ✔ Apply formula of focus on ideal-customer fit ✔ Confident to transition from selling non-flagship products to exclusively offering the
Slide 16: Advanced analytics
Advanced analytics Lightspeed merchants outperform their peers by 68% and now we’ve added Lightspeed’s Advanced Insights In 2021, U.S.-based Lightspeed hospitality customers saw Same-Store GTV increase 52% versus the industry average sales growth of 31% for the same period. Same-Store GTV compares t
Slide 17: I need you to tell me what to do
“ I am not a data scientist and I can’t afford to hire one. I need you to tell me what “ to do. Mark Smith, CEO, Honest Man Restaurant Group Powered by Lightspeed Coche Comedor Powered by Lightspeed
Slide 18: Front-of-house speed
Front-of-house speed Lightspeed Restaurant is on average 40% faster than other leading POS systems in North America*. * Based on internal testing in August 2022 of industry peer check management and other workflows. Lightspeed Restaurant POS requires on average 40% fewer clicks for completing check s
Slide 19: Lightspeed is that little bit extra that helps the server
“ Lightspeed is that little bit extra that helps the server handle that fifth table they might have… It just helps the flow and ability to turn “ tables faster. Jarred Drown, Owner & Operator, Fresh Water Tavern Powered by Lightspeed Fresh Water Tavern Powered by Lightspeed
Slide 20: Reliability & stability
Reliability & stability ✔ Fast, adaptable and easy to use ✔ Private blockchain technology underpins check syncing, compliance and security ✔ Designed to operate in the harsh restaurant environment, regardless of internet or wifi. ✔ Scalable, single platform built for the global hospitality market
Slide 21: As great as Lightspeed has been, we don't think about it
“ As great as Lightspeed has been, we don’t think about it day to day, it’s just one of our tools. It’s like picking up a knife in the kitchen, it does its job consistently, it does it well, and it helps us spend our time on what “ really matters for our business. Grant MacDonald, CCO, Kotsu Ramen P
Slide 22: Achieving profitable growth
Achieving profitable growth Innovating to continuously anticipate customer needs in the evolving market, we aim to achieve profitable growth through: Product features designed to Higher ARPU through reinforce our ability to attach Additional Modules Lightspeed Payments
Slide 23: Thank you
Thank you OLSTAN ® lightspeed