Baby Bunting Group Ltd. · ASX:BBN
Baby Bunting — Morgans Queensland Conference 2017
15 slides from Baby Bunting's conference presentation, Oct 11, 2017
Slide 1: Morgans Queensland Conference 2017 presentation announcement
11 October 2017 ASX Market Announcements Office Australian Securities Exchange For personal use only Baby Bunting Group Limited (ASX: BBN) Morgans Queensland Conference 2017 presentation Matt Spencer, CEO and Managing Director of Baby Bunting Group Limited, will today deliver a presentation at the M
Slide 2: Baby Bunting Group Limited business update
For personal use only Baby Bunting Group Limited business update Morgans Conference 11 October 2017 Matt Spencer Chief Executive Officer & Managing Director
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer This document is a presentation of general background information about the activities of Baby Bunting Group Limited (Baby Bunting) current at the date of the presentation. The information contained in this presentation is for general background information and does n
Slide 4: Our Vision
For personal use only Our Vision 3
Slide 5: Growth strategies
Growth strategies Multiple drivers of organic growth For personal use only 1 Growth from new store roll-out • Disciplined roll out of 80 plus stores in identified trade catchments with a target of 4 to 8 new store openings each year 2 Growth from existing stores and online • 46% of stores are less t
Slide 6: Baby Bunting is well positioned for future growth
Baby Bunting is well positioned for future growth For personal use only Clear leader in a large and highly fragmented baby goods market Baby goods is a unique retail category in Australia Meaningful / highly valued relationships with customers Baby goods demand customer service Customer insights and
Slide 7: Store network across Australia with roll-out potential to over 80 stores
Baby Bunting’s store network update 43 stores across Australia, with significant roll-out potential to over 80 stores For personal use only Queensland Helensvale Fortitude Valley North Lakes Capalaba Kawana Macgregor Burleigh Waters Townsville Booval New South Wales and ACT Penrith Auburn Campbellto
Slide 8: Recent changes in the baby goods market
Recent changes in the baby goods market • Since August 2017, a number of competitor stores have closed and some competitors have ceased trading (eg Bubs Baby Shops) For personal use only • Single stores have a national reach in the digital age – distressed specialty stores are focussing on core top
Slide 9: Competitor physical store closures
Competitor physical store closures A selection of recent actual or announced store closures Bubs • Aspley ○ For personal use only Key • Fortitude Valley ● • Located in proximity to BBN store ● • Helensvale ● • Logan ○ • Not located in proximity to BBN store ○ • Maroochydore ● • Kawana Waters ● • Noo
Slide 10: Our Core Purpose
For personal use only Our Core Purpose
Slide 11: Operational update – progress made
Operational update – progress made For personal use only Supply Chain review commenced Focus on value EDLP launch tracking well NPS improvement and now stands at 66 We are progressing key initiatives Thomastown store refurbishment nearly Commercial activity from CRM & Marketing 2nd Employee Engageme
Slide 12: Proactive investment addresses new market entrants
Proactive investment addresses new market entrants Investing in future online fulfilment Investment in digital For personal use only Online fulfilment and supply chain opportunities: Staying ahead of our customers’ expectations across all channels is an investment priority: • Click & Collect – lever
Slide 13: Investment update
Investment update Capital and operating expenditure plan FY2018 • Investment in new stores and refurbishments, plus ~$4 million capital for infrastructure and capability to deliver For personal use only growth: • In store customer experience projects • CRM & Marketing Automation • Systems & the repl
Slide 14: Outlook
Outlook FY2018 guidance • As stated on 11 August 2017, EBITDA expected to be in the range of $25.3 million to $27.0 million, representing For personal use only growth of between 10% to 17%. • As at 8 October 2017 YTD comp sales are now 0% (flat year-on-year) improving from -4% as at 6 August 2017 (n
Slide 15: Thank You
For personal use only Thank You
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