Temple & Webster Group Ltd · ASX:TPW
Temple & Webster — Shareholder Meeting (October 2024)
13 slides from Temple & Webster's shareholder meeting presentation, Oct 28, 2024
Slide 1: FY24 Annual General Meeting
FY24 Annual General Meeting 28 OCTOBER 2024
Slide 2: TPW's Acknowledgement of Country
TPW's Acknowledgement of Country Temple & Webster Group acknowledges the Traditional Owners and Custodians of Country throughout Australia. We recognise their enduring connection to the lands, the waterways, and the skies. We acknowledge the Gadigal and Wangal people, on whose lands our corporate he
Slide 3: Chair's report
Chair’s report Stephen Heath Page 3
Slide 4: FY24 delivered ~$500m in revenue, up YOY 26%, on track to our $1b+ target
FY24 delivered ~$500m in revenue, up YOY 26%, on track to our $1b+ target Overview • Australia’s leading pure-play online retailer for furniture and FY24 Revenue $498m homewares1 • TPW market share of the total Furniture & Homewares market is now 2.3%2, up 31% year on year (‘yoy’) • Profitable, cash
Slide 5: Our business model is driving market share gains
Our business model is driving market share gains ↑13% TPW share of the total Australian Furniture Growth & market share gains driven by: and Homewares market1 We have one of the best and largest ranges of quality TPW market share furniture & homewares items surpasses COVID peak 2.5% (up 31% yoy) COV
Slide 6: Our strategy is to take advantage of a "once in a generation" structural change
Our strategy is to take advantage of a “once in a generation” structural change to build a platform for growth ↑13% We believe that now is the time to accelerate our market share growth, with the ultimate goal of becoming the largest retailer of furniture & homewares in Australia Millennials/Gen Z c
Slide 7: Governance updates in FY24
Governance updates in FY24 Board of Directors Stephen Heath Conrad Yiu Belinda Rowe Melinda Snowden Mark Coulter Independent NED, NED, Deputy Chair Independent NED & Independent NED & Managing Director Chair Chair of N&RC Chair of A&RC and CEO Policy updates In FY24, we amended our Securities Dealin
Slide 8: CEO's report
CEO’s report Mark Coulter Page 8
Slide 9: FY24 Key Performance Indicators
FY24 Key Performance Indicators 1Active customers are the RECORD ACTIVE CUSTOMERS1 ORDERS FROM BOTH REPEAT2 & NEW 12-MONTH MARKETING ROI3 IN number of all unique CUSTOMERS GROWING STRONGLY LINE WITH EXPECTATIONS customers who have transacted in the last twelve 1094k months (‘LTM’). Non-brand 941k Fi
Slide 10: Update on our strategic goals
Update on our strategic goals Ahead of target On target In progress 01 • FY24 was a year of experimentation (at scale) to get a statistically significant read on the benefit of adding Become the top-of-mind incremental marketing channels (TV, online video, OOH, audio, print, cinema and paid social)
Slide 11: Trading update & outlook
Trading update & outlook Trading update Marketing update Outlook • The Group continues to • Media mix modelling • We expect the November deliver significant market analysis on our FY24 and Black Friday sale share gains1 in the face of brand investment period to keep increasing in the current cost-of
Slide 12: Disclaimer
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 recommendation to subscri
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TEMPLE WEBSTER
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