Niq Global Intelligence Plc · NYSE:NIQ

Niq Global Intelligence — Earnings Presentation (December 2023)

25 slides from Niq Global Intelligence's earnings presentation, Dec 13, 2023

  1. Slide 1: State of Consumer Tech & Durables webinar: Black Friday Briefing 2023

    State of Consumer Tech & Durables webinar: Black Friday Briefing 2023 Get the latest sales performance insights across key markets, channels and categories Jan Lorbach Global Strategic Insights © GfK 1

  2. Slide 2: Black Friday calendar

    Black Friday calendar Previous years’ Black Friday dates Week 47 Week 48 Week 48 Week 47 Week 47 Week 47 23 November 29 November 27 November 26 November 25 November 24 November 2018 2019 2020 2021 2022 2023 Further peak season events: Amazon Prime day Cyber Monday Singles’ Day China June/October Fol

  3. Slide 3: Black Friday countries included in this report

    Black Friday countries included in this report Rationale for inclusion  Countries with Black Friday affinity  Largest EU countries  Most relevant available CEE countries  Representatives of BRIC states Cross-regional coverage of most relevant countries 13/12/2023 © GfK 3

  4. Slide 4: Key questions about Black Friday 2023

    Key questions about Black Friday 2023 Agenda 1 2 3 4 Can Black Friday Which countries and Is the level of promotion Is online retail also speed up stabilization? products prove to and discounting making staying ahead of the be successful? the difference? curve on Black Friday? 13/12/2023 © GfK 4

  5. Slide 5: Can Black Friday speed up stabilization?

    1 Can Black Friday speed up stabilization? © GfK 5

  6. Slide 6: Consumer tech and durables growth stabilizes in 2023

    Consumer tech and durables growth stabilizes in 2023 T&D witnessed unprecedented growth during the pandemic driven by @home trends Global (ex. North America) | Consumer Tech and Durables | Growth rate +/-% Pre - Covid Core COVID-19 Restriction Fade-out Normalization Q1- 40% Q1 Q2 Q3 Q3 2023 2023 202

  7. Slide 7: Stabilization, not normalization

    Stabilization, not normalization Different status of saturation leads to polarization! TCG Sales Revenue USD | Jan-Sep 2023 vs. Jan-Sep 2019 Polarization: While Technical Consumer Goods shows +3% increase – there are significant differences by sector 20% 15% 3% 1% -13% SDA IT MDA Telco CE 13/12/2023

  8. Slide 8: Black Friday results

    Black Friday results Is the promotion event following the key trends? 13/12/2023 © GfK 8

  9. Slide 9: CE is slowing the market while home appliances gain

    CE is slowing the market while home appliances gain EU5, CZ, HU, RU, TR, BR SDA adds 2 %-point market share vs 2022 -3% 1% 2% 1% 0% -1% 18% 15% 17% 16% Growth % vs Black w45-w47 2022 32% 34% CE IT Telco SDA MDA <OT> -18% -8% +2% +10% +2% 13% 15% 16% 17% 3% 3% W45 22- W45 23- W47 22 W47 23 Source: Gf

  10. Slide 10: SDA outperformance all categories in terms of growths

    SDA outperformance all categories in terms of growths But Black Friday has a high importance, too! EU5, CZ, HU, RU, TR, BR IT and CE see a higher YoY decline – however BF has also a higher importance. We can therefore emphasis that BF may not have supported the year-ends results. YoY USD +/-% TCG Av

  11. Slide 11: Black Friday week is still double the size of a normal week

    Black Friday week is still double the size of a normal week …but slightly declining EU5, CZ, HU, RU, TR, BR 12.000,0 +104% 10.000,0 Sales Value Mio. EUR 8.000,0 +107% 6.000,0 6.485,9 6.299,9 4.000,0 4.091,4 BLACK 4.177,6 BLACK 2.000,0 3.134,5 3.091,5 FRIDAY FRIDAY 2022 2023 0,0 Average: last Average

  12. Slide 12: Which countries and products prove to be successful?

    2 Which countries and products prove to be successful? © GfK 12

  13. Slide 13: Germany outperforms other European countries

    Germany outperforms other European countries Sales value EUR growth in % year-on-year (w47 2023 vs w47 2022) #1 in revenue Germany 5% #3 in revenue Great Britain 0% France -1% Italy -11% Spain 1% Czech Republic -1% Black Friday Hungary -1% Turkey 9% #2 in revenue Brazil -9% Source: GfK Market Intell

  14. Slide 14: Home appliances and entertainment drives sales on Black Friday

    Home appliances and entertainment drives sales on Black Friday Black Friday week 2023 vs average week (EUR sales growth) Deep Fryers AR/VR Glasses +216% +320% Shavers Mini Bluetooth +164% speakers +143% Entertain Home Appliances Vacuum Cleaners +142% PTV +164% Hot Beverage Maker +159% Source: GfK Ma

  15. Slide 15: Some products trigger consumers decision more by price discounts than others

    Some products trigger consumers decision more by price discounts than others – this has an effect on Black Friday! vs Avg 23 180 170 Shavers PTV/Flat 160 Hot Beverage Maker 150 Vacuum Cleaners 140 130 Headsets Food Preparation 120 Products that show a Mobile Computing higher importance for 110 price

  16. Slide 16: Is the level of promotion and discounting making the difference?

    3 Is the level of promotion and discounting making the difference? © GfK 16

  17. Slide 17: Promotions create a desire for consumers

    Promotions create a desire for consumers Sales are rather triggered by consumer upgrading than replacing! Survey Question: Did you buy it to…? Year End promotions are driven by products consumers “want” to have instead of “need”. Eventually innovative products could help to drive these promotions! 5

  18. Slide 18: Average price paid during Black Friday is clearly elevated

    Average price paid during Black Friday is clearly elevated compared to the average annual market price More expensive products are sold during the promotion Flat TV Black Friday1, 476 EUR 2023 Black Friday 444 EUR Refrigerator (W47) 575 EUR Smartphone 535 EUR 454 EUR Dental Care 469 EUR 37 EUR 24 EU

  19. Slide 19: More aggressive discounting in 2023 – especially in pre-Black Friday weeks

    More aggressive discounting in 2023 – especially in pre-Black Friday weeks! EU5, CZ, HU, RU, TR, BR, Price cut promotions, TCG total Sales Units share in % 30% of sold products discounted at 15% or more, 2% points more than in 2022 28% 15% 18% 2022 11% 11% 13% +2 % Price Cut of 15% +2 +3 +3 +2 +1 30

  20. Slide 20: Is online retail also staying ahead of the curve on Black Friday?

    4 Is online retail also staying ahead of the curve on Black Friday? © GfK 20

  21. Slide 21: E-commerce vs. traditional retail dynamics stabilize on post-COVID level

    E-commerce vs. traditional retail dynamics stabilize on post-COVID level reached – with strong regional peculiarities YoY growth TCG Value, % online sales Jan – Sept -4% 35.0% 2023 34.8% 2022 -6% +48% 34.9% 2021 +26% 33.1% 2020 +31% 24.2% 2019 13/12/2023 *All audited GfK countries (ex. North America

  22. Slide 22: Online channel revives on Black Friday

    Online channel revives on Black Friday Against the yearly trend EU5, CZ, HU, RU, TR, BR Trad Sales Internet Sales 46 46 45 44 46 47 46 47 +143% 49 48 53 49 51 55 Sales Value % vs. avg. week +70% vs. avg. week Average-> Average-> W42 22 W43 22 W44 22 W45 22 W46 22 W47 22 W42 23 W43 23 W44 23 W45 23 W

  23. Slide 23: Offline stays most relevant during the purchase journey

    Offline stays most relevant during the purchase journey But together with online channel! Survey Question: When you were actively researching which product to buy, where did you go for information? During promotional events online research becomes more prominent – but it’s especially the omnichannel

  24. Slide 24: Summary

    Summary  Black Friday’s TCG revenue slightly  Discounted sales are gaining –  Black Friday is becoming more and declined – however it is still consumers expect that they can more of an online event doubling the revenue of an save money during Black Friday  Consumers are able to compare average w

  25. Slide 25: Thank you very much!

    Thank you very much! gfk.com © GfK 25

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