Articore Group Limited · ASX:ATG

Articore — Investor Presentation (February 2021)

15 slides from Articore's investor presentation, Feb 16, 2021

  1. Slide 1: Redbubble Group owns and operates the leading global online marketplaces

    Redbubble Group owns and operates the leading global online marketplaces, Redbubble.com and TeePublic.com, bringing more creativity into the world. The financial results have been subject to audit review (unless stated otherwise) and are on a delivered basis. Accompanying strategic and operational m

  2. Slide 2: 1H FY21 headline growth metrics

    ↑ 96% floating ↑ 105% cc1 ↑ 118% floating ↑ 127% cc ↑ $44m ↑ $72m Source: RB internal data. All numbers are on a delivered basis. Refer to the accompanying ASX release for paid equivalent. 1. Constant currency basis. 2

  3. Slide 3: Emerging winner in rapidly shifting landscape

    Emerging winner in rapidly shifting landscape strengthening flywheel effects on-demand business strong growth

  4. Slide 4: 6.2 million customers, 572,000 selling artists, 41 fulfilment locations

    6.2 million customers bought from RB marketplaces 572,000 selling artists 41 fulfilment locations spending $442m GTV on RB marketplaces across global network Source: RB internal data. 4

  5. Slide 5: ~572,000 artists made sales across both marketplaces in 1H FY21

    ~572,000 artists made sales across both marketplaces in 1H FY21 Selling artists (000, FY17 - 1H FY21) - $65m paid to artists in 1H FY21 (up 95% YoY) From an artist: 911 339 I'm on Redbubble every day. For 222 someone who never dreamed of 155 doing anything creative, it was a wonderful way into the i

  6. Slide 6: Marketing spend relative to peers

    ● ● Source: RB internal data. 1. Based on marketing / advertising spend as % of Marketplace Revenue or equivalent in the last reported period from publicly available information. 6

  7. Slide 7: Loyalty remains an area of opportunity with focus on building a global brand

    Loyalty remains an area of opportunity with focus on building a global brand Repeat purchasing remained strong, growing Marketplace Revenue by purchase type a, : (A$m, 1H FY20 - 1H FY21) 98% YoY in line with overall growth rates % of total 1H 1H MPR FY20 FY21 353 The split of revenue from first time

  8. Slide 8: TeePublic and Redbubble mobile web and apps

    TeePublic mobile web Redbubble apps Redbubble mobile web 8

  9. Slide 9: Growth by region

    ROW 1% 35% 52% AU/NZ 6% 73% 92% UK 11% 91% 105% EU 14% 67% 86% North 69% 84% 89% America Source: RB internal data. 9

  10. Slide 10: LTM YoY and 1H FY21 YoY

    LTM YoY 1H FY21 YoY Source: RB internal data. 10

  11. Slide 11: YoY 2Q and 1H P&L

    YOY YOY 2Q 2Q FY21 v 2Q 1H 1H FY21 v 1H P&L A$M FY20 FY20 FY20 FY21 Growth FY20 FY21 Growth Total Revenue 131.4 241.8 84% 213.5 417.6 96% Less: Artist Revenue 19.6 36.5 86% 33.3 64.8 95% Marketplace (MP Revenue 111.7 205.3 84% 180.2 352.8 96% Gross Profit 40.2 79.5 97% 66.1 144.0 118%

  12. Slide 12: 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 Redbubble is positioned to build on a decade of momentum and aggressively pursue the global opportunity presented by the shift to online a

  13. Slide 13: Glossary

    Glossary e Marketplace Revenue: Total Revenue less Artist Revenue (i.e. margin) e Gross Transaction Value (GTV): Gross Transaction Value less Taxes and Artist Revenue is equal to Marketplace Revenue e GPAPA: Gross Profits After Paid Acquisition e Constant currency: reflects the underlying growth bef

  14. Slide 14: Q&A

    Q&A Leopards Playing among Plants, © Communication, Jungle Sisters by SunLee Art

  15. Slide 15: About Redbubble Group, Disclaimer, Forward-looking Statements

    About Redbubble Group Disclaimer Forward-looking Statements 15

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