Temple & Webster Group Ltd · ASX:TPW
Temple & Webster — Investor Presentation (May 2022)
13 slides from Temple & Webster's investor presentation, May 4, 2022
Slide 1: Investor Presentation: The Launch of The Build
For personal use only Investor Presentation: The Launch of The Build | May 2022 1
Slide 2: Welcome to The Build by Temple & Webster
Welcome to The Build by Temple & Webster | www.thebuild.com.au For personal use only Purpose built site Asset light model, focused on the home with hundreds of suppliers improvement market (in and thousands of products scope categories >$16b) across multiple categories First-stop shop Targeting reno
Slide 3: Australia is a nation of home renovators
Australia is a nation of home renovators For personal use only 9+ million homes, with 40-60% home owners undertake 66% owner-occupier or plan to undertake a design project each year >$1b approved renovations occur Projects include minor repairs, each month nationally (based on painting, new bathroom
Slide 4: The Home Improvement market is a massive market, with more than $16B in scope
The Home Improvement market is a massive market, with more than $16B in scope For personal use only $26b Categories within scope – “front of wall” $16b in scope market opportunity Plumbing fixtures Window furnishings Flooring Garden & landscaping Blinds & awnings Tiles Online 4% Paint & supplies Too
Slide 5: Australian online penetration in Home Improvement is much lower than overseas
Australian online penetration in the Home Improvement market is much lower than overseas For personal use only Estimated online penetration in the Home Improvement market, selected countries 50%+ Penetration nearly doubled 40% in 5 years 30% 2020e: 29% (bathroom and bathroom accessories) 2022e: 25%
Slide 6: The Build will provide an online-only renovation first-stop shop
And while there are many players operating in the space, The Build will provide a compelling online-only renovation first-stop shop For personal use only Example Players – not exhaustive Comprised of BUNNINGS WAREHOUSE ONLINE-ONLY traditional bricks and Broad mortar stores that MITRE 10 IKEA WITH LA
Slide 7: The Build is a natural extension for Temple & Webster
The Build is a natural extension for Temple & Webster For personal use only Ecommerce Expertise Famous for the Home Data & Cross-sells Leveraging Core Capabilities • Ecommerce experts having • Temple & Webster is already • Natural cross-sell opportunities • Existing capabilities around already built
Slide 8: The Build aligns with the existing strategy and vision
The Build aligns with the existing strategy and vision of Temple & Webster For personal use only Our Core Belief Our Vision Our Mission Our Goal We believe everyone Our vision is to make the world Our mission is to deliver beautiful We believe if we can deliver on our wants to live more more beautif
Slide 9: The Build's Growth Strategy
The Build’s Growth Strategy For personal use only Optimise retargeting and Add depth and breadth cross sell opportunities Build out the pre and post across current and future across T&W and The Build sales customer service categories - become to increase share of our to provide industry experts in “
Slide 10: Things are moving quickly...
Things are moving quickly... For personal use only >20k >200 • Investment across FY22-23 of ~$10m, further funding subject to milestone achievement Products live on site Suppliers live on site • Targeting material revenue contribution and EBITDA positive business in FY26 • Investment and Group’s 39
Slide 11: Your Renovation Destination
The Build by Temple & Webster | www.thebuild.com.au For personal use only YOUR RENOVATION DESTINATION Purpose built site focused Asset light model, Core pillars of large range, Natural extension for Temple & on the home improvement first-stop shop for home great value, inspirational Webster and leve
Slide 12: Disclaimer
For personal use onl Disclaimer This presentation (Document) has been prepared by Temple & Webster Group Limited ACN 608 595 660 (T&W Group or the Company) This Document is a Presentation to provide background information on the Company and its subsidiaries and is not an offer or invitation or recom
Slide 13: For personal use only
For personal use only build ty TEMPLE €SWEBSTER
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