Mogu, Inc. · NYSE:MOGU
Mogu — Investor Presentation (2021)
15 slides from Mogu's investor presentation, 2021
Slide 1: Company Overview
MOGU Company Overview @ mocu
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by MOGU Inc. (the “Company”) solely for information purpose. By viewing or accessing the information contained in this material, you hereby acknowledge and agree that no representations, warranties or undertakings, express or implied, are made by the Co
Slide 3: Our Mission: Make Fashion Accessible to Everyone
OUR MISSION Make Fashion Accessible to Everyone 3
Slide 4: MOGU at a Glance
MOGU at a Glance ACTIVE BUYERS ENGAGEMENT ARPU 3.5 mm 60 minutes 2918 Active Buyers of Live(1) for the Average Daily Time Spent on Average GMV per Active Buyers of Live for the twelve months ended Our Platform per Active Buyer twelve months ended Dec 31, 2020 of Live for the three months ended Dec 3
Slide 5: Who We Are
Who We are MOGU: A Pioneer in Live eCommerce 5
Slide 6: Evolution of Live eCommerce
Evolution of Live eCommerce Traditional eCommerce Live eCommerce Short Live Ø Mobile Ø Video presentation Ø Fragmented but lasting Pros Ø Extensive supply Ø Order aggregation Ø Easy to search and purchase Ø Companionship & interaction Ø Algorithm empowerment Ø Search-driven Ø Time consuming Ø Lack o
Slide 7: Different Experience
Different Experience Mobile Personal Access from Immersive Find hosts of the anywhere same body size Authentic experience from Live Feed Browse the feed to discover instead of traditional shopping through searching Video Interactive Innovative Short Live Immediate interaction with video with KOL’s h
Slide 8: Different Product
Different Product Order Aggregation Pre-sale Brand Flash Sales KOL Private Labels MANUFACTURERS LIVE HOSTS Aggregate orders Pre-sale model to reduce Flash sales filled with Build hosts’ personal brand simultaneously to achieve a inventory risks discounted brand products based on fan affection and lo
Slide 9: Different Community
Different Community User Generated Reviews Fan Club Gamification Fans Network referral referral referral Differentiated shopping • Interaction with hosts they Gamification experience to Leverage fans’ loyalty to acquire experience inspired by peer follow and trust encourage sharing new fans for the
Slide 10: Diverse Community of KOLs
Diverse Community of KOLs Chinese Classic Style Sales Champion Over-size Beauty Model Specialist White Boy Next Door Fortune Teller Collar Queer Makeup Artist 10
Slide 11: MOGU is a Street
MOGU is a Street MOGU provides community-based Live shopping experience similar to offline shopping where connections can be easily established Clothes & Shoes Jewelry Sports & Cosmetics & Shoes “The jewelry and “Check out this host cosmetics of this host’s and her Hanfu, it’s so own brand are amazi
Slide 12: Track Record of Strong Retention
Track Record of Strong Retention Live GMV by User-Cohort (RMB) 2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 12
Slide 13: Our Differentiated P2K2C Business Model
Our Differentiated “P2K2C” Business Model We focus on building a unique Provider-to-KOLs-to-Customers (“P2K2C”) model: Order aggregation to drive supply chain efficiency Attracts & Empowers Influence & Serve Provider Customers KOLs Branding & Selling Follow & Trust Unique products at lower price 13
Slide 14: How We Empower Our KOLs
How We Empower Our KOLs Users & Fans Integrated Supply Chain ü Tens of millions fashion-loving ü High quality & stable supply of products young women Empowering KOLs ü Across various categories ü Tailored traffic support Training & Incubation Diversified Marketing and Acquisition Tools ü Invest, inc
Slide 15: Summary of Differentiation
Summary of Differentiation Fashion Content Platform Traditional ECommerce Short Video Platform MOGU Shopping Mindset x √ x √ ECommerce Infrastructure x √ x √ KOL-centric Ecosystem √ x √ √ Supply Chain Empowerment x √ x √ 100% Live Exposure x x x √ 15