Yowie Group Ltd. · ASX:YOW

Yowie — Canaccord Growth Conference 2016

54 slides from Yowie's conference presentation, August 2016

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 “
Slide 3: Executive Summary – The Yowie Appeal
Executive Summary – The Yowie Appeal Unique multi-category offer – confectionery, collectible, gift, associated branded merchandise Strong brand mission – save the natural world Collectibility and surprise Digital engagement, play and learn Premium price point Value for consumers – confectionery, pl
Slide 4: Executive Summary – Yowie Well Positioned for Strong Growth
Executive Summary – Yowie Well Positioned for Strong Growth Unique product and brand First mover advantage in US Significant white space growth opportunity for retailers Huge market opportunity – 320m population, estimated market opportunity 700-800m units, >$2bn estimated sales value Present in >40
Slide 6: Yowie Key Objectives
Yowie Key Objectives 1. Build a confectionery led global Yowie brand with focus on US and other Tier 1 International markets 2. Launch a broad range of Yowie branded licensed products worldwide into food & non food merchandising categories 3. Establish a commercially successful Yowie digital platfor
Slide 7: Growth Pillars
Yowie Growth Pillars SALES MARKETING PEOPLE DIGITAL LICENSING Channel Trial, test & Increase sales Unlock Food & expansion - learn strategy force growth Non-Food U.S market (as per sales) opportunity • • • business • Increased Build investment Strengthened model Publishing customer base based on res
Slide 8: Brand Positioning
Yowie Brand Positioning SAVE THE NATURAL WORLD TARGET MARKET Learn through Play – Educating Children, parents, guardians, children to protect the environment grandparents, family and friends – and endangered animals for treat and everyday gifting 8 © Yowie
Slide 9: Significant Year 1 Progress! 2016 Achievements
Significant year 1 progress! 2016 Achievements January - Category Success Yowie achieves success in US candy market Text & # 1 selling front end novelty candy item more text! # 8 selling item in total candy front end # 10 selling item in convenience with only 5.4% distribution (Nielsen 13 weeks endi
Slide 10: 2016 Achievements: May and June
Significant year 1 progress! 2016 Achievements May - Distribution Breadth & Depth Text & Successful capital raising AUD$32M to expand US operations Yowie signs Yo-kai Watch Licensing Agreement more text! Yowie purchases additional high speed wrapping machine to expand system capacity to 40 million u
Slide 11: U.S. Market Retail Accounts Update
U.S. Market Retail Accounts Update Mass Merchandiser: from successful trial to national rollout to over 4,500 stores Drug: national pharmaceutical retailer 6,500 stores Fuel & Convenience: 2 national groups Grocery: national grocer rollout to 1,318 stores General Retail: Cost Plus World Market Distr
Slide 12: Unit Volume Sales 2016 Versus 2015 by Quarter
Unit Volume Sales 2016 Versus 2015 by Quarter Seasonality FYE 30 June July 2016 Q1: Low Orders only Q2: High ~ Halloween, Thanksgiving, Christmas 3,000,000 Text & Q3: High ~ Easter Q4: Low need N more text! 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 Q1 (SEP) Q1 (SEP) Q1 (SEP) Q2 (DEC) Q2 (DEC
Slide 13: National Retailer: Yowie #1 novelty brand and growing
National Retailer: Yowie # 1 novelty brand and growing! #1 Ranked Novelty Candy Item on the Front-end #5 Ranked Chocolate Item on the Front-end Front-End Novelty Candy Total Sales $$$ Front-End Chocolate Total Sales $$$ $8.0m $7.2m $7.2m $7.0m Moved from #6 to #5 Maintaining #1! $6.0m over the past
Slide 14: YOWIE! #1 item in Total US
YOWIE! #1 item in Total US All Outlets Combined (excludes convenience) YOWIE! #1 performer in $ per store, per week over the past 13 weeks Almost 2x the productivity of Reese & Snickers King Size, in 34% of Stores (All Commodity Volume) Store Penetration 14 © Yowie Source: Nielsen Total US xAOC 13 W
Slide 15: YOWIE! Top Item in Total US Convenience
YOWIE! Top Item in Total US Convenience Yowie is a top 10 selling item in total US Convenience while currently available in only 5.4% of stores More productive than M&Ms Singles and Hershey Almond! A $2,100,000 Brand in Convenience for the past 52 weeks! Currently only 5.4% penetration of US C-Store
Slide 17: Key Objectives 2017
Yowie Key Objectives 2017 Outlook: Double revenue versus 2016 with breakeven profit within reach Text & more Strengthen brand awareness through aggressive text! marketing initiatives Permanent planogram placement at major US retailers Achieve breadth and depth national U.S. distribution Establish a
Slide 18: Off to a great start in first month of 2017!
Off to a great start in first month of 2017! July Text & Record number of sales orders received more text! Reached 20 million dollar sales since launch Continue to expand into new accounts in US Strong shipments of Series 2 for September launch Plans for international expansion underway Yowie World
Slide 19: Increased Marketing Investment in 2017
Increased Marketing Investment in 2017 Aggressive success driven marketing spend Text & $2M+ digital marketing ongoing investment through Yowieworld.com including FREE Yowie App more text! $1.5M+ in advertising support with kids making Yowie ads for kids Invitation to discover Yowieworld.com is in e
Slide 20: New US Manufacturing Plant
New US Manufacturing Plant State of the art chocolate molding and packaging Text & line supports significant expansion capability more text! 100 million units p.a. molding capacity Ability to optimize costs going forward Expansion to 40 million p.a. packaging by November 2016 Ability to quickly add
Slide 21: New Plant Provides Global Expansion Capability
New Plant Provides Global Expansion Capability Dedicated nut free manufacturing plant located in New York Text & High speed, high volume, automated, more text! robotically driven Capability to produce 100 million units for global expansion 21 © Yowie
Slide 22: Strong Balance Sheet
Strong Balance Sheet Text31,&2016 Net cash position at US$32.4 million on July No debt provides no interest charges more text! Working capital well managed Accounts receivable 98% current, collected within 30 days Building inventory in Q2 fiscal year to service expanding customer base 22 © Yowie
Slide 25: Publishing to launch in 2017 fiscal
Yowie Publishing to launch in 2017 fiscal Text & more text! Publishing 25 © Yowie
Slide 26: Animation & Film Development
Yowie Animation & Film Development Meetings progressing with animators, studios and distributors Studios and distributors are excited by the potential of the Yowie creative Yowie confectionery generates unique marketing opportunities through retail network distribution Currently in negotiation with
Slide 27: Hurry to collect all characters!
HURRY TO COLLECT ALL 12 CHARACTERS! SELLING FAST!
Slide 31: Board Team
Board Team Executive Chair : Wayne Loxton Text & Extensive corporate executive experience spanning over 30 years at Managing Director & Director level across companies, disciplinesmore text!markets. and international Executive Director : Patricia Fields Led the development & commercialization of the
Slide 32: New Global Management Team
New Global Management Team Chief Executive Officer : Bert Alfonso Text & Global senior executive with 30 years experience in improving more text! operating performance and meeting shareholder value Winning track record at Hershey, Cadbury Schweppes and Warner Lambert Accomplished in business turnaro
Slide 33: Key Management
Key Management Chief Executive Officer Yowie North America : Sal Alvarez Sal is Chief Executive Officer of Yowie North America since November of 2014, and brings more than 30 years experience in consumer sales, marketing and innovation to Yowie North America, having worked in confectionery (Cadbury
Slide 34: Group Organisational Structure
Group Organisational Structure BOARD of DRECTORS YOWIE GROUP LIMITED (YGL) Executive Chairman Text & Creative Advisor Bruce Davey Executive Director Group Accountant Non Executive Director more text! Company Secretary Brand Development YGL YGL Group CEO YGL Creative Consultant Corporate Accountant A
Slide 35: Capital Structure
Yowie Capital Structure Ordinary fully paid shares - Quoted 206,372,375 Total on issue 206,372,375 Performance Rights Achievement Award Performance Rights expiring 30 January 2017 2,991,324 LTI Award Performance Rights expiring 31 August 2017 320,499 LTI Award Performance Rights expiring 31 August 2
Slide 36: Shareholder Overview
Shareholder Overview Shares % Top 40 Shareholders 131,775,217 63.9 Top 5 Shareholders 41,631,026 24.4 HSBC Custody Nominees (Australia) Ltd 29,235,648 14.2 Citicorp Nominees Pty Ltd 16,026,990 7.8 JP Morgan Nominees Australia Ltd 11,161,947 5.4 National Nominees Ltd 8,387,017 4.0 BNP Paribas Noms Pt
Slide 37: Share Price Performance Review
Share Price Performance Review A1 A3 A10 A4 A2 A9 A11 A6 A8 A5 A7 A1 Full rollout to Walmart announced June 2015 A7 Bruce Davey appointed Global Creative Advisor – 5 April 2016 A2 Partnership with American Zoos Association SAFE Program – 30 June 2015 A8 Yowie #1 selling & fastest growing novelty can
Slide 39: U.S. Market Opportunity
Yowie U.S. Market Opportunity 2014 2014 GLOBAL EUROPE Population Population 7 Billion 495 Million FERRERO KINDER SURPRISE FERRERO KINDER SURPRISE 2014 Global Sales (est.) 2014 Europe Sales (est.) 2 Billion Units 1.2 Billion Units (= 60% of K.S. Global sales) 39 © Yowie
Slide 40: U.S. Market Opportunity
Yowie U.S. Market Opportunity YOWIE U.S. market opportunity > 320 million people YOWIE volume est. = 700-800m units YOWIE value est. > $2 billion US age demographic 0-14 Years = 63 million consumers New confectionery growth opportunity Rare ‘white space’ category opportunity U.S. 2015 Population 320
Slide 46: Discover Yowie World – Download Yowie App for Free!
Discover Yowie World – Download Yowie App for Free! 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 collectibles A 3D environment that brings Yowie World to life and pr
Slide 47: 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
Slide 48: Yowie - 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
Slide 49: Six Yowie Characters
Six Yowie Characters Each Yowie character is guardian of a natural habitat; Yowie are mythical creatures Boof: Pacific Rainforests & Rocky Mountains from the other side of sunset. Squish: Great Lakes & Waterways Crag: Everglades, Swamp & Backwater Nap: Treetops of the Northern Forests Ditty: Eastern
Slide 50: 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 Quality and safety brand hallmarks Cross category licensing opportunities in food and non
Slide 51: Consumer Benefits – Kids Love Yowie & so does Mum!
Consumer Benefits – Kids Love Yowie & so does Mum! Responsible ecology positioning ‘Save the Natural World’ Play & Learn proposition 100% all natural milk chocolate Chocolate made in the USA Nut, Gluten & GMO Free Kosher & Halal Certification No high fructose corn syrup or palm oil U.S FDA & CPSC co
Slide 52: Confectionery Product
Yowie Confectionery Product Yowie confectionery was created to carry the message to the world educating children through play. Save the Natural World chocolate wrapper leaflet collectible capsule free app yowieworld.com 52 © Yowie
Slide 53: Collectibles
Yowie Collectibles Limited edition Yowie collectibles 24 per Series Hand painted with food grade non toxic lead free paint Each premium quality, detailed to exacting scientific specification Each with Wow! fun facts leaflet including animals eco status Manufactured to international safety standards

Yowie Group — Canaccord Growth Conference 2016 on 6ix

Yowie — Canaccord Growth Conference 2016

Slide 1: Yowie Growth Roadmap

Slide 2: Disclaimer

Slide 3: Executive Summary – The Yowie Appeal

Slide 4: Executive Summary – Yowie Well Positioned for Strong Growth

Slide 5: A global brand licensing company

Slide 6: Yowie Key Objectives

Slide 7: Growth Pillars

Slide 8: Brand Positioning

Slide 9: Significant Year 1 Progress! 2016 Achievements

Slide 10: 2016 Achievements: May and June

Slide 11: U.S. Market Retail Accounts Update

Slide 12: Unit Volume Sales 2016 Versus 2015 by Quarter

Slide 13: National Retailer: Yowie #1 novelty brand and growing

Slide 14: YOWIE! #1 item in Total US

Slide 15: YOWIE! Top Item in Total US Convenience

Slide 16: Yowie Tier 1 Partners in the US-Today

Slide 17: Key Objectives 2017

Slide 18: Off to a great start in first month of 2017!

Slide 19: Increased Marketing Investment in 2017

Slide 20: New US Manufacturing Plant

Slide 21: New Plant Provides Global Expansion Capability

Slide 22: Strong Balance Sheet

Slide 23: Category Innovator

Slide 24: Publishing: Six New Books!

Slide 25: Publishing to launch in 2017 fiscal

Slide 26: Animation & Film Development

Slide 27: Hurry to collect all characters!

Slide 28: © Yowie

Slide 29: © Yowie

Slide 30: Corporate Profile

Slide 31: Board Team

Slide 32: New Global Management Team

Slide 33: Key Management

Slide 34: Group Organisational Structure

Slide 35: Capital Structure

Slide 36: Shareholder Overview

Slide 37: Share Price Performance Review

Slide 38: Brand Opportunities

Slide 39: U.S. Market Opportunity

Slide 40: U.S. Market Opportunity

Slide 41: In Store Merchandising

Slide 42: Off Location Display

Slide 43: In Store Merchandising

Slide 44: Impulse Display

Slide 45: Brand Proposition

Slide 46: Discover Yowie World – Download Yowie App for Free!

Slide 47: Brand History

Slide 48: Yowie - An Award Winning Brand

Slide 49: Six Yowie Characters

Slide 50: Global Brand Credentials

Slide 51: Consumer Benefits – Kids Love Yowie & so does Mum!

Slide 52: Confectionery Product

Slide 53: Collectibles

Slide 54: Invest for success in Yowie today!