Criteo SA · NASDAQ:CRTO

Criteo SA — Investor Day (September 2023)

38 slides from Criteo SA's investor day presentation, September 2023

  1. Slide 1: Welcome

    W/ele~onmne Megan Clarken, Chief Executive Officer

  2. Slide 2: Introducing the New Commerce Ecosystem

    INTRODUCING THE NEW COMMERCE ECOSYSTEM

  3. Slide 3: Uniting the Commerce Ecosystem

    Uniting wre Commerce Ecosystem

  4. Slide 4: Access to Commerce Data

    Access to Commerce Data

  5. Slide 5: We Partner with the Biggest Retailers in the World

    We Partner with the Biggest Retailers in the World *&macys CULTA, for Staples ‘O) frnac asos a r( 52 BEST Sob TARGET deliveroo Carrefour DELHAIZE) OUTDOOR & ADVENTURE LARE *. . ° Morrisons 120] meijer Shipt 3 SEPHORA @ zavvi (A) THE HUT. E.Lecierc@®) CAMPZ ' 1 Costco biamingdaoles Media§ Markt NORDS

  6. Slide 6: Commerce Max Enters GA

    COMMERCE MAX ENTERS GA Our DSP is Row OPEN TO ALL CYTES // COMMERCE MAX DSP for Brands + Agencies Retail Media Onsite and Offsite * Closed-Loop Measurement * Actionable Commerce Insights

  7. Slide 7: Commerce Max DSP for Brands and Agencies

    >See CITES // COMMERCE MAX DSP for Brands + Agencies = N * Retail Media Onsite and Offsite * Closed-Loop Measurement f\ | | * Actionable Commerce Insights

  8. Slide 8: Join us on the mission to achieve greater retail media success

    Join us on the mission to achieve greater retail media success through unification.

  9. Slide 9: Slide 9

  10. Slide 10: Years of Retail Media Evolution

    30 Years of Retail Media Evolution Promotions/Flyers/Coupons (1993-2000) OG Large Few Retailers WAL*MART SEARS ‘ToySM#US © TARGET Co-Marketing/In-Store (2000-2020) e700 All Large Retailers & eCommerce Walmart >< CVS/pharmacy amazon.com COSTCO Whigreent Retail Media Networks & Digital (2020-2023) e70

  11. Slide 11: Hyper Growth Comes with Growing Pains for Retailers

    Hyper Growth Comes with Growing Pains for Retailers Snapshot of Retail Media Network Pain Points Managing operational Competing complexity Fighting for with Amazon —_— incremental TT budgets = 7 EXCLUDING AMAZON & CHINA ecstnnal ee Upskilling @ effectiveness e@ and trust teams and of retail media wi

  12. Slide 12: Retail Media Growth: Where Will $42B Come From?

    Retail Media Growth: Where Will $42B Come From? Retail Media Networks Capture 60%-70% of Net New Media Budgets Outside of Amazon and China GLOBAL RETAIL MEDIA MARKET SOURCES OF GROWTH 2021-2025 << | | Retail Media Organic Shift from ittimicelit Shift in Trade Shift in Retail Media Spend in 2021 Grow

  13. Slide 13: Where Will Retail Media Budget Go?

    WwW he re Retail Media Buying Methods Retail Media Formats e Will Retail Media Budget Allocation $42B Go? |_-RETAIL MEDIA SPEND Fragmentation of Retail Media Buying Growing Complexity and Difficulty of Justification for Incremental Dollars Potential Loss of RMN ij Y Revenues Caused by Fragmentation

  14. Slide 14: When Unified, Everyone Wins

    When Untiitecl meio omar Everyone Wins a 640% 431% ay

  15. Slide 15: Customer outcomes and Criteo milestones

    skai EES wrhoucaroae ee ; er ea 7) / 298 BILLION sung cine a ea ge: i Se eee ce OUTCOMES @ deliveroo \ %~ = 2 1 CRITEO AASDA have pushed their RMP out to 100% of their online grocery traffic. -We're excited to work closely with Small Appliance Criteo to help retailers leverage the high-impact of pre

  16. Slide 16: Brand & Agency Solutions

    Srane! & AGency SOLMMORS Todd Parsons, Chief Product Officer

  17. Slide 17: Our DSP is Built for Commerce Across the Open Internet

    Our DSP is Built for Commerce Across the

  18. Slide 18: Driving More Transactions with Third-Party Demand & Agency Partners

    Driving More Transactions with Third-Party Demand & Agency Partners Agency Partners ASCENTIAL group™ PUBLICIS MEDIA dentsu o- ©PMG FORWARDPMX IPG VAYNERMEDIA OmnicomGroup fa havas #STABLE API Partners flywreel PACVUE PP perpetua Ww F ete CommercelQ@ ska tinuiti’ MINDSHARE Stackline Avarin tradeswell

  19. Slide 19: What is New and Unique in Commerce Max?

    Wheat is New ane Unicue in Commerce Max? Unifying the shopper journeys while driving measurable sales results Retail Media Onsite and Offsite Engage consumers across the entire buying journey with integrated workflows. Closed-Loop Measurement Understand the real value of your advertising dollars wit

  20. Slide 20: Commerce Max Engages Retailer Audiences Offsite

    Commerce Max Engages Retailer Audiences Offsite 1200+ +65 Direct Premium Publishers Marketplaces Dailyas Mail > ) discovery+ Insider Inc. “®ypenx #xandr Bustle Allantic “ay Google Adx SLATE Magnite CNN NBCUniversal The Washington Post Gddaian A\triplelift Index! Exchange WarnerMedia

  21. Slide 21: Standardizing Measurement in Retail Media

    Standardizing Measurement in Retail Media [AS= Bringing first-to-market product for standardized measurement of retail media metrics. Ad Fraud Leverage Al to prevent fraudulent impressions and invalid ad traffic. Brand Safety & Suitability Avoid association with harmful or inappropriate content and

  22. Slide 22: Leverage Actionable, Premium Commerce Insights

    Leverage Actionalole, Prennium Commerce Insights Optimize inventory to increase revenue Rate Card Optimization Brand Opportunity Reports C ) C D) Missed Opportunities Seasonal Marketing Insights C D) C D) Inventory Expansion >> Monetize valuable insights and drive brand dollar investments © Keyword

  23. Slide 23: Campaign Optimization through Commerce Insights

    Campaign Optimization through Commerce Insights Baby care brand boosts ROAS with keyword optimization

  24. Slide 24: Our Solutions Are Built On Years Of Advanced AI

    Our Solutions Are Built On 17 Years Of Advanced Al $1 100 $30 TRILLION MILLION BILLION eCommerce transactions Predictions made Criteo-driven sales across across our client base per second our partners’ network annually annually

  25. Slide 25: We're committed to your retail and commerce media success

    We're committed to your retail and commerce media success.

  26. Slide 26: Client Voices

    Client Wolees

  27. Slide 27: Introducing the New Commerce Ecosystem

    INTRODUCING THE NEW COMMERCE ECOSYSTEM

  28. Slide 28: Retailer Solutions

    Revetler SOUMONS Sherry Smith, General Manager, Global Enterprise

  29. Slide 29: Consumers at the Center

    Consumers at the Center NA secunrry BIN Teansrarency JESS / ES

  30. Slide 30: The Industry looks to Retail Media Leaders as Data-Driven Leaders

    The Industry looks to Retail Media Leaders as Data-Driven Leaders Data is better when it’s J COLLABORATIVE J SUPPORTING DAILY DECISIONS J PRIVACY-PRESERVING

  31. Slide 31: Retail Media 1.0 to Retail Media 2.0

    Retail e Media 10 Where retailer asset monetization meets the demand for first-party data & digital closed loop Triggered by Amazon ad revenues Retail e Media 20 About the convergence with other channels & incremental budget justifications Triggered by standardization, omnichannel attribution, in-st

  32. Slide 32: Fueling Retail Media 2.0 Growth

    Fueling Retail Media 2.0 Growth Criteo’s ee) iViStelsa'4i Seem: Your Ultimate Monetization Solutions COMMERCE YIELD COMMERCE YIELD COMMERCE YIELD RETAIL + ixsicsrs | MARKETPLACE | IN-STORE 360° physical and store-level digital media asset management and activation Self-service monetization Enterpris

  33. Slide 33: Retail Media Brand Activation and Experiences

    Digital Showroom Shoppable Video ee Retail Media a Video Brand Activation CREATIVE OFFSITE ONSITE BRAND INNOVATION BRAND EXPERIENCES EXPERIENCES Catalog Commerce Insights First-Party

  34. Slide 34: Client Voices

    Client Wolees

  35. Slide 35: Introducing the New Commerce Ecosystem

    INTRODUCING THE NEW COMMERCE ECOSYSTEM

  36. Slide 36: ALLS

    ALLS

  37. Slide 37: Ecosystem

    A ecosystem

  38. Slide 38: Retail Media: Introducing the New Commerce Ecosystem

    RETAIL MEDIA INTRODUCING THE NEW COMMERCE ECOSYSTEM

Criteo — Investor Day (September 2023) on 6ix