Ddc Enterprise Limited · AMEX:DDC
Ddc Enterprise — IPO Roadshow (November 2023)
32 slides from Ddc Enterprise's IPO roadshow presentation, Nov 8, 2023
Slide 1: U.S. Corporate Presentation November 2023
U.S. CORPORATE PRESENTATION November 2023 Issuer Free Writing Prospectus Filed Pursuant to Rule 433 of the Securities Act of 1933, as amended Relating to Preliminary Prospectus dated November 7, 2023 Registration Statement No. 333 - 272689
Slide 2: Disclaimer
02 This document (“Document”) is being provided to recipients solely for use by potential investors for information purpose and it is not intended to form the basis of any investment decision or any decision in relation to a transaction involving DDC Enterprise Limited (the “Company”) and/or any of
Slide 3: Disclaimer (cont'd)
02 By accepting this Document, the recipient acknowledges and agrees (i) that if the recipient does not wish to pursue this matter, or at the request of the Company, the recipient will return or destroy this Document in accordance with the terms of the NDA ; and (ii) that the Group, and its sharehol
Slide 4: The Offering
4 The Offering DDC Enterprise Limited Issuer: IPO Type of Offering: 4,250,000 (100% Primary) Shares Offered: $9.50 - $11.50 Price Range: $44.6 million Gross Proceeds (mid - point): 13,520,879 (1 ) F/D Pre - Offering Shares Outstanding: 15% Over - Allotment: DDC/NYSE Symbol/Exchange: Business Expansi
Slide 5: Our Mission
to share the joy of Our Mission Asian cooking culture with the world.
Slide 6: Our Philosophy
6 Cook We want to inspire everyone to cook every day. Care Cooking is an act of care. Whether cooking a one - pot meal for yourself or preparing an extravaganza for your family, friends, and loved ones, cooking is the most direct way of showing care. Caring for what you feed yourself and caring for
Slide 7: Management team
7 Norma Chu Founder & Chief Executive Officer • Founded DayDayCook in 2012 and have since won numerous awards as visionary entrepreneur in the cooking and lifestyle community • Founder of Good Food Movement, a leading food - tech accelerator fund based in Hong Kong • Board Member of Young Presidents
Slide 8: Who We Are
8 • A leading food innovator with a growing portfolio of consumer brands offering Ready - to - Cook (RTC), and Ready - to - Heat (RTH) meal solutions using social content to reach and engage consumers • Initial focus on Asian Markets with expansion planned in North America and Europe • Completed fir
Slide 9: Investment Highlight
9 • Huge worldwide market for RTC and RTE Asian food products • Recent significant sales grow with positive EBITDA; potential future growth driven organically and via acquisitions • Quality investor base including Proterra Investment, K11 Investments, Talis Capital, 500 Startups and more • Uses of f
Slide 10: Compelling Market Dynamics
10 COMPELLING MARKET DYNAMICS KEY DRIVERS FOR GROWTH IN RTC SECTOR Supply Side Demand Side Supply chain • Longer shelf - life and transportation radius Data analytics • Precision marketing to consumers • Lower merchandise spoilage Sales channel • Online merge offline sales channels Increased disposa
Slide 11: Brand Portfolio
Brand vis Portfolio
Slide 12: Multi-Brand Strategies
MULTI - BRAND STRATEGIES • DDC has applied a multi - brand strategy in its portfolio with the aim to design, create, develop and market different brands and products • By having a portfolio of brands, DDC is able to address customer needs and provide them with diversity of choices by covering differ
Slide 13: Multi-Brand Strategies (cont'd)
MULTI - BRAND STRATEGIES (cont‘d) • Currently, DDC has four brands in its portfolio, namely: » DayDayCook – DayDayCook offers a delightful range of signature products that include Ready - to - Heat ( RTH ), Ready - to - Cook ( RTC ), and Plant - Based Meat . Together, this comprehensive selection em
Slide 14: Financial Performance
14 FINANCIAL PERFORMANCE 1. Amount is pro forma assuming 2022 acquisitions closed on January 1, 2022. 2. Amount is pro forma assuming 2023 acquisitions closed on January 1, 2023. 3. Calculated based on GAAP revenue. Six Months Ended June 30 Year Ended December 31 Change 2023/2022 2023 2022 2022 2021
Slide 15: DayDayCook Ecosystem
15 DAYDAYCOOK ECOSYSTEM Monthly Content E - Commerce Social Media Reach 24.5M Online Paid Customers 1000+ KOC & KOL 60M+
Slide 16: DayDayCook US Sales Network
16 DAYDAYCOOK US SALES NETWORK And more... Note: the above logos are the property of their respective owners and licensees and may be subject to copyright, trademark, s erv ice mark and other laws.
Slide 17: Our Social Media Coverage
17 OUR SOCIAL MEDIA COVERAGE We consistently work with a wide range of influencers for brand building, promotions, and new product launches across all relevant social media platforms.
Slide 18: Growth Strategy Overview
18 GROWTH STRATEGY OVERVIEW Internationalization Margin Improvement Multi - brand • Aim to design, create, develop and market different brands and products • Address customer needs and provide them with diversity of choices • Benefits including wider customer base and market segment, risk diversific
Slide 19: International Expansion
International | Expansion Pp:
Slide 20: M&A as Key Driver of Growth Globally
M&A AS KEY DRIVER OF GROWTH GLOBALLY • R&D innovation at lower cost • G&A, logistics efficiencies • Sales channel synergies • Cross selling opportunities • Improved marketing capabilities • Authentic founder story/brand positioning • Quality product portfolio (clean label) • Good sales momentum (20%
Slide 21: International Expansion Strategies
Completed Acquisitions in 2023 Acquired in Q3 2023, Nona Lim, a fresh, modern and clean - labeled Asian CPG brand. Nona Lim brings authentic and fresh Asian products made with clean - labeled ingredients into the grocery landscape. Starting with Asian bone broths and noodles, Nona Lim offers flavor,
Slide 22: International Market Opportunities
22 INTERNATIONAL MARKET OPPORTUNITIES • DDC sees a rising demand for Asian meal solutions in overseas markets, especially in the North American market • DDC considers international sales a great way to expand its customer base, grow its business geographically , and diversify the risk of sales conce
Slide 23: Production & Supply Chain
PRODUCTION & SUPPLY CHAIN 20 Supply Chain Partners 36 Active Reserve Suppliers Chongqing Sichuan Fujian Shanghai Zhejiang PRC On the back of a growing number of fan base and an asset - light supply chain model. DDC has built a reverse supply chain driven by C2M model with an understanding of end cus
Slide 24: Global Supply Chain Network
24 GLOBAL SUPPLY CHAIN NETWORK USA Singapore Strategic Co - Manufacturers Warehouses
Slide 25: Capitalization
25 Capitalization Outstanding As of IPO Security 11,222,649 Class A Ordinary Shares 1,542,874 Vested Employee Stock Options 509,964 Unvested Employee Stock Options 245,392 Warrant for Class A Ordinary Shares 13,520,879 Total 875,000 Class B Ordinary Shares (non - convertible, non - transferrable) No
Slide 26: Investment Summary
26 INVESTMENT SUMMARY x Convenient and Accessible x Brand for Gen Z and Millennials x Authentic, Delicious, and Health Conscious x Omni - Sales Channels x Integrated Supply Chain x Nimble Production Capabilities x Experienced Management Potential for high growth with strategy for ongoing profitabili
Slide 27: Board of Directors Post IPO
27 BOARD OF DIRECTORS POST IPO Chia Hung Yang Independent Director Nominee • 30+ years in capital market across the US and China, held C - level positions at several US - listed Chinese TMT companies. Former CFO of Tuniu , 51Talk, DangDang and AirMedia • Mr. Yang currently serves as an independent d
Slide 28: World Class Co-Brand Partners
WORLD CLASS CO - BRAND PARTNERS Strategic Partnerships
Slide 29: Nestlé x DDC
Nestlé x DDC First global partnership to develop shelf - stable PBM products for Nestle Hello TO OUR NEW SERIES FEATURING HARVEST GOURMET! Say “ ”
Slide 30: Oatly x DDC
OATLY First global partnership to bring Oatly into cooking / recipe application ” “ x DDC
Slide 31: Industry Comparables
31 INDUSTRY COMPARABLES Comparables Beyond Meat, Inc. CAVA Group, Inc. Celsius Holdings, Inc. Hostess Brands, Inc. Sweetgreen , Inc.
Slide 32: Investor & Media Relations
Investor & Media Relations: DayDayCook Kyle Guse , CLO, Head of IR kyle.guse@daydaycook.com CORE IR Matt Blazei mattb@coreir.com