Slide 1: M.Video-Eldorado 9M & 3Q 2020 Operating Results
M.Video-Eldorado 9M & 3Q 2020 Operating Results OCTOBER 27, 2020
Slide 2: Content & Liability Disclaimer
Content & Liability Disclaimer The information contained in this presentation or enclosed herewith is provided and intended for informational purposes only and should not be relied on for any investment decisions. The information provided in the presentation includes assumptions and financial inform
Slide 3: Key figures and highlights
Key figures and highlights 3Q’20 key figures Online growth driven by strong execution and market trends +141% +25% total online sales YoY net sales YoY Strong execution in logistics, fulfillment, stock management and IT/back office +1.3m 59% Cooperation with other players aided app installations
Slide 4: 9M 2020 – a much needed boost to online business
9M 2020 – a much needed boost to online business M.Video and Eldorado 73m +35% +80% average monthly online paid websites websites’ visitors in 9M traffic orders Mobile app development 4.9m x5 x1.3 M.Video(1) mobile growth checkout and ramp-up app installs in WAU completion rate Logistics and last x2
Slide 5: Online-driven Business Augmented by Extensive Footprint
Online-driven Business Augmented by Extensive Footprint (1) 1,039 stores in 252 Russian cities Inventory storage breakdown >US$2bn Unique and well-invested store-based Stores DCs Regional invested in stores and logistics infrastructure since 1993 infrastructure solving for last mile multiplatforms 1
Slide 6: 3Q 2020 Group & Brands' Net Sales
3Q 2020 Group & Brands’ Net Sales Better than expected 3Q’20 performance due to: Increase in average ticket due Somewhat stronger performance App-centric growth at to pent-up demand for LHA, of Eldorado on the back of M.Video and online catch- continued demand for home demand for DIY and electronic
Slide 7: 9M 2020 Group & Brands' Net Sales
9M 2020 Group & Brands’ Net Sales Better than expected 9M’20 performance due to: Increase in average order Somewhat stronger performance Fast-track scaling of value (ticket) and units per of Eldorado with footprint in smaller online sales with strong transaction even despite cities less affected by
Slide 8: 3Q 2020 Group & Brands' Total Online Sales (TOS)
3Q 2020 Group & Brands’ Total Online Sales (TOS) Better than expected 3Q’20 performance due to: Strong demand driven M.Video leads in online growth 4.5x growth in marketplace, back-to-school and WFH with 1m+ app installations as well vendor catalogue and categories with tailwinds as in-store online
Slide 9: 9M 2020 Group & Brands' Total Online Sales (TOS)
9M 2020 Group & Brands’ Total Online Sales (TOS) Better than expected 9M’20 performance due to: Strong execution in logistics, Urals (+136% YoY0, North-West, incl. Delivery and pick-up fulfillment, stock management St. Pete (+132%) and Volga turnover doubles YoY aided and IT/back office (+131%) regi
Slide 10: Contact information
Contact information PJSC M.VIDEO Address Listing 105066, Russia, Moscow Moscow Stock Exchange Nizhnaya Krasnoselskaya Str., 40/12 bld 20 Web-site Ticker mvideoeldorado.ru MVID Maxim Novikov Valeriya Andreeva For investors’ Maxim.Novikov@mvideo.ru For media +7 495 644 28 48 requests, requests, ext. 7