Slide 1: RB Group owns and operates the leading global online marketplaces
RB Group owns and operates the leading global online marketplaces, hosted at Redbubble and TeePublic, powered by millions of independent artists, bringing more creativity into the world. *The financial results have been audited and are on a delivered basis (unless otherwise noted). Strategic and ope
Slide 2: Emerging winner in rapidly shifting landscape
Emerging winner in rapidly shifting landscape strengthening flywheel effects on-demand business strong, profitable growth
Slide 3: Emerging winner in rapidly shifting landscape
Emerging winner in rapidly shifting landscape jf Kosciuszko.Brumbies © by Esther Fallon Lau
Slide 4: Online retailers vs store-based retailers
● Online retailers ● Store-based retailers ● 60% 4
Slide 5: RB Group positioned to win as COVID-19 accelerates long-term retail trends
RB Group positioned to win as COVID-19 accelerates long-term retail trends Retail trends accelerating in 2020: Customers seeking more value within tight discretionary spending After this crisis, consumers will become much more discerning with discretionary purchasing. Their connection with brands wi
Slide 6: Source: RB internal data. 1. 4Q FY20 and July 2020 (unaudited) shown on paid
● ● Source: RB internal data. 1. 4Q FY20 and July 2020 (unaudited) shown on paid basis, and 2H FY20 is reported on a delivered basis. 6
Slide 7: Growth by region
ROW 1% 7% 24% AU/NZ 5% 24% 79% UK 10% 33% 124% EU 14% 30% 61% North 69% 53% 121% America Source: RB internal data. 7
Slide 8: Strengthening flywheel dynamics
Strengthening flywheel dynamics
Slide 9: 511,000 selling artists and 6.8 million customers on RB marketplaces
6.8 million customers bought from RB marketplaces 511,000 selling artists 41 fulfilment locations spending $474m GTV on RB marketplaces across global network Source: RB internal data. 9
Slide 10: RB Group is powered by a loyal and growing artist community
es) RB Group is powered by a loyal and growing artist community New artists are additive to marketplace growth, while older artists provide sustained revenue FY20 Focus Artist onboarding and engagement Artist shops IP protection Next Systems for stronger account management of artists Active outreach
Slide 11: ~511,000 artists made sales across RB Group marketplaces in FY20
~511,000 artists made sales across RB Group marketplaces in FY20 Selling artists ('000, FY16 - FY20) 67m paid to artists in FY20 (up 35% YoY) 511 339 222 From an Australian artist: “have been having some great sales success. 155 Prior to the March | would expect to earn $300 per month and am now reg
Slide 12: Source: RB internal data. 1. Based on marketing / advertising spend as % of
● ● Source: RB internal data. 1. Based on marketing / advertising spend as % of Marketplace Revenue or equivalent in the last fiscal year from publicly available information. 12
Slide 13: Loyalty is an area of opportunity with focus on building a global brand
Loyalty is an area of opportunity with focus on building a global brand Marketplace Revenue by purchase type (A$m, FY16 - FY20) 349 Repeat purchasing has remained strong during COVID-19. Apps have strong user engagement, conversion and repeat Repeat purchases aot DS) +36% CAGR Marketing diversifying
Slide 14: TeePublic and Redbubble mobile web and apps
TeePublic mobile web Redbubble Apps Redbubble mobile web 14
Slide 15: RB Group brands are emerging in mainstream press
RB Group brands are emerging in mainstream press REFINERY29 Redbubble is a sustainable and i S Here’s Where You Can Buy Non- socially conscious marketplace bs it nm for independent artwork — Medical Face Masks Online Right here's how it works Now Ha BUSINESS POPSUGAR. INSIDER Yay, David! Someone Des
Slide 16: Scaling on-demand fulfilment
Scaling on-demand fulfilment 5 oda © “by Rene Hamann
Slide 17: Market RB Group fulfillers
Market RB Group fulfillers (#, as at 30 June 2020 USA UK EU AU CA 17
Slide 18: Unique items sold
Unique items sold Unique images sold 18
Slide 19: Physical products currently on offer with many more to come
There are 117 physical products currently on offer with many more to come Added to collection of over 100 products in FY20 /FY21 Possible future additions Apparel Socks Kids Hoodie Toddler Hoodie Active T-Shirt Footwear Outerwear Recycled, Organic Swimwear Underwear Accessories Masks Duffle Bag Back
Slide 20: Growth accelerated across all product categories during COVID-19
During COVID-19, growth has accelerated across all product categories, driving further diversification Product contribution (% of Marketplace Revenue, FY16 - FY20) FY19-20 Q4 Category YoY YoY rr WURGR Homewares 63% 220% 7% % 9 tts 8% 8% 10% Artwork 68% 195% Tek 13% 13% Wes 12% Accessories 52% 273% O
Slide 21: Masks launched in record time in response to COVID-19
Masks were launched in record time in response to COVID-19, with rapid financial impact Ata glance Since late April launch to 30 June 2020: 741K $12.1m 10m $1.4m Masks sold Marketplace Revenue Designs enabled Artists earnings May-20 Face masks contribution to Group (% of monthly MPR, Apr-Jun 2020) J
Slide 22: Strong financials underpinned by operational performance
Strong financials underpinned by operational performance
Slide 23: Strong financial results underpinned by growth in core operational metrics
Strong financial results have been underpinned by growth in core operational metrics Marketplace Operating EBITDA Free Cash Revenue EBITDA Flow $349m $15.3m $5.1m $38m 4 36% floating * 141% 4 $71m + $38m 4% 29% cc First EBITDA profit since IPO First positive FCF since IPO Selling Unique Repeat New p
Slide 24: RB Group has a strong track record of delivering topline growth
RB Group has a strong track record of delivering topline growth Marketplace Revenue MPR per employee (A$m, FY16 - FY20) (A$ ‘000, FY16 - FY20) +32% +14% CAGR CAGR ‘76 946 FY16 FY17 FY18 = FY19 FY17 FY18 =-FY19.—-FY20 Source: RB internal data RB Group has a strong track record of growth e 5-year CAGR
Slide 25: Growth has also translated to margin, with increasing profitability
This growth has also translated to margin, with increasing profitability across the P&L GP (A$m, FY16 - FY20) +36% CAGR 64 39 FY16 =FYI7 FYI8 = FYI9.-FY20 GPAPA (A$m, FY16 - FY20) +32% CAGR 95 67 47 38 31 [ — 34 49 FY16 =FYI7 FYI8 = FYI9.-FY20 Operating EBITDA (A$m, FY16 - FY20) +141% YoY 153 63 FY1
Slide 26: RB Group take-rate
Inflows $100 $97.3 $29.3 GTV Received RB Group take-rate 0 13 days 2 weeks 4 weeks 3 months Outflows $2.7 $14.7 $44.1 $7.9 Payment Artist Fulfillers Tax platform Source: RB internal data. Analysis based on FY20 figures, on a shipped basis without delivery date adjustments. 26
Slide 27: 2021 is a year of opportunity for Redbubble Group
Wir Sans y T £ 7 & by 1 \, Artists & Loyal Fulfilment & Content Customers Operations Vy nu SY Discovery Service 2021 is a year of opportunity for Redbubble Group RB Group is positioned to build on a decade of momentum and aggressively pursue the global opportunity presented by the shift to online ac
Slide 28: Appendix
Appendix Island Lighthouse © by Lisafrancesjudd
Slide 29: P&L 4Q and FY20 vs FY19
YoY YoY 4Q 4Q FY20 v 4Q FY P&L A$M FY19 FY20 v FY19 FY19¹ FY20 Growth FY19¹ FY20 Growth Total Revenue 71.3 124.6 75% 307.0 416.3 36% Less: Artist Revenue 11.5 21.3 85% 50.1 67.4 35% Marketplace (MP Revenue 59.8 103.3 73% 256.9 348.9 36% Gross Profit 22.8 42.9 88% 94.5 134.4 42% GP % (
Slide 30: RB Group has a natural currency hedge in core geographies
RB Group has a natural currency hedge in core geographies FY2020 distribution of Marketplaces Revenue and costs by currency (A$m, FY20) Marketplace revenue Paid acquisition |) Opex { coGs 233 238 46 38 35 USD Rev USD costs EURRev EURCost AUD Rev AUD Cost GBP Rev GBPCost CAD Rev CAD Cost > Receipts f
Slide 31: Glossary
Glossary e. Marketplace Revenue: Total Revenue less Artist Revenue (i.e. margin) ° Gross Transaction Value (GTV): Gross Transaction Value less Taxes and Artist Revenue is equal to Marketplace Revenue. ° Constant currency: reflects the underlying growth before translation to Australian dollars for re
Slide 32: Q&A
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Slide 33: About Redbubble Group Disclaimer Forward-looking Statements
About Redbubble Group Disclaimer Forward-looking Statements 33