Slide 1: Investor Presentation ASX Disclosure
Bubs Australia Limited ACN 060 094 742 2-4/6 Tilley Lane, Frenchs Forest NSW 2086 Australia 1800 2827 2878 (1800 BUBS AUST) info@bubsaustralia.com For personal use only ASX DISCLOSURE: Bubs Australia Limited (ASX:BUB) INVESTOR PRESENTATION Sydney 9 August 2017: Bubs Australia Limited attaches a copy
Slide 2: Investor Briefing August 2017
For personal use only INVESTOR BRIEFING AUGUST 2017 PRESENTATION TITLE TITLE PRESENTATION
Slide 3: Disclaimer
DISCLAIMER For personal use only This presentation and any materials provided (materials) have been prepared by Bubs Australia Limited (Bubs) and contains general information about Bubs activities. By accepting the Materials and attending the Bubs’ presentation, you agree to be bound by the below te
Slide 4: Bubs Australia (ASX: BUB)
BUBS AUSTRALIA (ASX:BUB) For personal use only Bubs® is in the business of developing, marketing and selling premium infant nutrition products in targeted domestic and international markets. Providing premium infant nutrition products for over a decade Scalable business serving the domestic market w
Slide 5: Our Vision
OUR VISION For personal use only To inspire new generations of happy, healthy bubs
Slide 6: Our Values
OUR VALUES For personal use only Goodness Honesty Wholesome, healthy food and a 100% transparency, this is ‘clean’ positive approach to life. food from a brand you trust. Very Best Playfulness Being thorough and We believe in the joy of family time, uncompromising, sticking to the pleasure of sharin
Slide 7: Strategic Priorities
STRATEGIC PRIORITIES For personal use only Four key pillars critical to delivering the future growth of the business: Increased Enhanced Domestic Market Asian Penetration Focus Brand Innovation Awareness & Product & Impact Development
Slide 8: Increased Market Penetration
INCREASED MARKET PENETRATION For personal use only Store count has doubled since listing Jan’17, improving availability of Bubs® products through key domestic grocery and pharmacy retailer accounts Q4 gross revenue was $1.41 million, up 19% on Q3 & 35% on same period the previous year Domestic sales
Slide 9: Brand Awareness & Impact
BRAND AWARENESS & IMPACT For personal use only Bubs® has the second largest social community of any Australian baby food or formula brand; with over 80,000 Facebook & Instagram followers Refined marketing communications underpins Bubs unique point of difference: Premium - Purity – Provenance ‘Projec
Slide 10: Product Innovation & Development
PRODUCT INNOVATION & DEVELOPMENT For personal use only Bubs® continues to innovate to cater for all stages of development during the first 1,000 days of mum’s journey to nourish their baby, from newborn to toddler. Engaged & secured key production partners to meet our innovation manufacturing requir
Slide 11: China Update
CHINA UPDATE For personal use only A focus on Asia has been a key strategic pillar critical to delivering the future growth of the business Brilite partnership Value Share % By Channel Goat IMF Segment Bubs® Key Differentiator Key Sales Channels Regulatory Progress
Slide 12: Brilite Partnership
BRILITE PARTNERSHIP For personal use only The first step to achieving success was to secure the right partner & Brilite gives Bubs® a strategic advantage to execute our distribution strategy in Mainland China Brilite Nutritionals has been appointed as Bubs® exclusive partner and an authorised distri
Slide 13: Key Sales Channels
KEY SALES CHANNELS For personal use only Mother & Baby stores & B2C eCommerce value share of the infant formula category sales in China continue to grow, driven by sales in second, third & fourth tier cities Value Share % by Channel Value Share % by City Tiers for total IMF category in China for tot
Slide 14: Goat Formula in Rapid Growth
GOAT FORMULA IN RAPID GROWTH For personal use only Despite the goat milk formula segment representing only 5% share of the market; it experiences significantly less competition, greater growth & premium average pricing ¥10.0bn (A$1.9bn) ¥7.0bn (A$1.3bn) +43% ¥5.2bn (A$975m) ¥4.0bn ¥3.2bn (A$750m) +3
Slide 15: Premium Formulation & Provenance
PREMIUM FORMULATION & PROVENENCE For personal use only Bubs® premium formulation & Australian provenance is a key differentiator to existing market offerings. Quality whole goat milk & goat whey protein + DHA, ARA & Prebiotics. Premium & super premium offerings have grown from 5% to 93% of the China
Slide 16: E-Commerce
E-COMMERCE For personal use only Bubs® continues to build strategic relationships with leading eCommerce platforms seeking to offer premium international baby food & formula brands. eCommerce represents circa 33% of value sales B2C continues to grow as C2C value share contracts Bubs® has made strong
Slide 17: Mother & Baby Stores
MOTHER & BABY STORES For personal use only Mother & Baby Stores (MBS) share of category value sales continues to grow and is key to the success of Bubs® or any baby formula products in China. MBS represent 49% of IMF value sales 61% of all Goat Formula is purchased in MBS Sales in Tier 1 cities cont
Slide 18: Regulatory Progress
REGULATORY PROGRESS For personal use only Brilite and advisors to manage & facilitate regulatory approval process with application on track for lodgment by end of Q2 CFDA registration required for products imported from 1 January 2018, with inventory received prior may continue to be sold Facility f
Slide 19: Strategic Messages
STRATEGIC MESSAGES For personal use only A measured approach underpins our focus on our Four Pillars for Growth strategy Continue to experience strong demand domestically +37% vs PY Continuing to drive awareness to support growth Brilite gives Bubs® a strategic advantage to execute China strategy De
Slide 20: For personal use only
For personal use only PRESENTATION TITLE TITLE PRESENTATION