Yowie Group Ltd. · ASX:YOW
Yowie — Shareholder Meeting (November 2015)
48 slides from Yowie's shareholder meeting presentation, Dec 1, 2015
Slide 1: AGM Presentation Correction
ABN 98 084 370 669 For personal use only 1 December 2015 ASX Market Announcements ASX Limited 20 Bridge Street Sydney NSW 2000 AGM PRESENTATION CORRECTION Yowie Group Ltd (ASX: YOW, OTC ADR: YWRPY) advises that due to an extrapolation error, slide 27 of the AGM presentation released on 23 November 2
Slide 2: Annual General Meeting
For personal use only Annual General Meeting November 23rd 2015 1 © Yowie Group Ltd
Slide 3: Disclaimer
Disclaimer This Presentation (the “Presentation”) has been prepared for use by prospective acquirers in considering their interest in an investment For personal use only (the “Transaction”) in Yowie Group Ltd (or the “Company”). By accepting a copy of this Presentation, the recipient acknowledges an
Slide 4: A global brand owner and licensing company
For personal use only A global brand owner and licensing company 3 © Yowie Group Ltd
Slide 5: Capital Structure
Yowie Capital Structure Ordinary fully paid shares - Quoted 158,238,332 For personal use only Total on issue 158,238,332 Listed Options (15/12/2015; 20 cents) - Quoted 12,687,737 Total on issue 12,687,737 Unlisted Options Director Options - 30/06/2017; 28.5 cents 4,200,000 - 31/12/2017; 76.6 cents 2
Slide 6: Shareholder Overview
Shareholder Overview Shares % For personal use only Top 40 Shareholders 93,273,750 58.94 Top 5 Shareholders 39,980,563 25.27 HSBC Custody Nominees (Australia) Ltd 14,532,725 9.18 Citicorp Nominees Pty Ltd 7,500,605 4.74 K.P. Hudson 6,420,000 4.06 National Nominees Ltd 5,860,566 3.70 Abdullah Hani Ab
Slide 7: Share Price Performance Review
Share Price Performance Review Current: 1.140 For personal use only A6 A5 A2 A4 A3 A1 A1 Yowie goes on sale in Second Tier 1 US retail chain – 12 Nov 2014 A4 Successful Middle East Yowie Supermarket Trial – 23 April 2015 A2 Successful Yowie Walmart Trial Leads to US Rollout – 10 Feb 2015 A5 Advice t
Slide 8: Key Objectives
Yowie Key Objectives For personal use only 1. Build a confectionery led global Yowie brand 2. Launch a broad range of Yowie branded licensed products worldwide – food & non food 3. Establish a commercially successful Yowie digital platform 7 © Yowie Group Ltd
Slide 9: Board & Management Team
Board & Management Team Executive Chair : Wayne Loxton For personal use only Extensive corporate executive experience spanning over 30 years at Managing Director & Director level across companies, disciplines and international markets. Executive Director : Patricia Fields Led the development & comme
Slide 10: Key Management Yowie North America
Key Management Yowie North America For personal use only Chief Executive Officer : Salvador Alvarez Chief Executive Officer of YNA since November 2014 , Sal brings over 30 years’ experience in consumer sales and marketing to Yowie North America having worked in pharmaceutical, consumer products incl
Slide 11: A new global brand licensing opportunity
For personal use only A new global brand licensing opportunity 10 © Yowie Group Ltd
Slide 12: Brand Positioning
Yowie Brand Positioning For personal use only Save the Natural World Helping children know, understand and experience the wonders of the natural world learning through play Target market Kids, parents, guardians, grandparents, family and friends – for treat and everyday gifting 11 © Yowie Group Ltd
Slide 13: Six Yowie Characters
Six Yowie Characters For personal use only Mythical creatures from the other side of sunset. Each Yowie character is a guardian of a natural domain. These natural domains or habitats are found on every continent to varying degrees: Boof: Pacific Rainforests & Rocky Mountains Squish: Great Lakes & Wa
Slide 14: Global Brand Credentials
Yowie Global Brand Credentials International award winning brand For personal use only Proven category performer over >10 years New consumer benefits have improved & strengthened brand worldwide appeal across gender, age and culture Quality and safety are brand hallmarks Unique, relevant and timely
Slide 15: Consumer Benefits
Yowie Consumer Benefits Responsible ecology positioning ‘Save the Natural World’ For personal use only Play & Learn proposition 100% all natural milk chocolate Chocolate made in the USA Nut & Gluten Free Kosher & Halal Certification No high fructose corn syrup or palm oil Patent protected U.S FDA &
Slide 16: Message: Save the Natural World
Yowie Message … ‘Save the Natural World’ For personal use only Yowie chocolate candy was created to carry the save the natural world message globally - educating children through play. 15 © Yowie Group Ltd
Slide 17: Character Foils
Yowie Character Foils For personal use only 1 oz. of unique fun characters with strong visual impact 16 © Yowie Group Ltd
Slide 18: U.S Market Update
For personal use only U.S Market Update 17 © Yowie Group Ltd
Slide 19: U.S. Market Opportunity
Yowie U.S. Market Opportunity For personal use only Ferrero Kinder Surprise Ferrero Kinder Surprise 2014 2014 GLOBAL EUROPE Population Population 7 Billion 495 Million 2014 Global Sales (est.) 2014 Europe Sales (est.) 2 Billion Units 1.2 Billion Units (= 60% of K.S. global sales) 18 © Yowie Group Lt
Slide 20: U.S. Market Opportunity
Yowie U.S. Market Opportunity YOWIE U.S. market opportunity For personal use only > 320 million people U.S. YOWIE volume est. = 700-800m units YOWIE value est. > $2 Billion 2015 US age demographic 0-14 Years = 63 million consumers New confectionery growth opportunity Rare ‘white space’ category oppo
Slide 21: Global Confectionary Market
Global Confectionary Market US is the largest confectionary market in the world ($31B, 20% of the global market) with the 2nd highest per capita consumption (after W. Europe) For personal use only 2014 Confectionary Market Size (US$B) Kg Per Capita 35 Global growth drivers: 14 • Premium (especially
Slide 22: US Chocolate Market
US Chocolate Market Out of the $21B US chocolate market ~$13B is most relevant for Yowie For personal use only 2014 US Chocolate Market1 (USD $B) 25 $21.1B • Chocolate market is growing: Sugar Free 20 - Expected to grow 2-3% p.a. over the next 5 years with some sub- Chocolate > 3.5 oz. segments grow
Slide 23: Customer Focus
Yowie Customer Focus 19 core accounts cover ~70% of the market - Mass and Drug channel highly concentrated For personal use only Top 3 Players 2014 Channel Channel # US Geographic US Sales Share Rank Stores Footprint ($B) Walmart 288 77% 1 45001 • National Mass Target 73 19% 2 1,790 • National Walgr
Slide 24: Geographic Focus
Yowie Geographic Focus Given concentration of target consumer demand, Yowie will initially focus resources on targeting consumers in five key states (and regions they fall in) For personal use only 23 © Yowie Group Ltd
Slide 25: U.S. Market General Update
U.S. Market General Update Consumer acceptance positive with consistent repurchasing For personal use only Early engagement with quality of Yowie collectables very positive Current production capacity 20 million units p.a. with growth capacity available to 100 million units p.a. remains on schedule
Slide 26: YNA Revenue Growth Trend
YNA Revenue Growth Trend 2014 - 15 For personal use only Revenue Growth 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 31-Dec-14 31-Mar-15 30-Jun-15 30-Sep-15 Number of Units Sold Net Sales (USD$) 25 © Yowie Group Ltd
Slide 27: Cash Flow Trend 2014-15
Yowie Cash Flow Trend 2014-15 YGL (Consolidated) For personal use only Cash Flow Trend $8,000,000 $6,000,000 $4,000,000 $2,000,000 $0 31-Dec-14 31-Mar-15 30-Jun-15 30-Sep-15 ($2,000,000) ($4,000,000) All currency: USD$ 26 © Yowie Group Ltd
Slide 28: YNA Sales Performance Overview 2014-15
YNA Sales Performance Overview 2014 -15 AUD$17 Million Retail Sales in 16 months For personal use only $18,000,000 $16,000,000 $14,000,000 $12,000,000 $10,000,000 USD$ Gross Wholesale Sales USD$ Retail Sales Value (*Averaged) $8,000,000 AUD$ Retail Sales Value (^Converted) $6,000,000 $4,000,000 $2,0
Slide 29: Fastest Growing Novelty Brand in the US!
Fastest Growing Novelty Brand in the US! For personal use only 28 © Yowie Group Ltd
Slide 30: #6 in Convenience Channel
Yowie : #6 in Convenience Channel For personal use only Retail Value Equal to Mars M&M’s Peanut King Size Source: *Nielsen Total US Convenience Latest 13 Weeks ending Sept 5 2015 / Single Serve, Non Seasonal Items/ Excludes Walmart sales *The Nielsen Company, a leading global information and market
Slide 31: Grocery Channel Performance
Yowie : # 10 in Grocery Channel For personal use only Outperforming Nestle Kit Kat King Size, Hershey King Size and Hershey Ice Breakers on a $ per store, per week basis Source: *Nielsen Total US Convenience Latest 13 Weeks ending Sept 5 2015/ Single Serve Non-Seasonal Items/ Excludes Walmart sales
Slide 32: National U.S Availability – Active Accounts
Yowie National U.S Availability – 47 Active Group & Individual Accounts including… For personal use only 31 © Yowie Group Ltd
Slide 33: Tier Account - Novelty Front End Sales
Tier 1 Acct - Novelty Front End Sales Highlights For personal use only #1 New novelty item sales value performer in front end #2 Novelty item sales in front end per store/per week over 13 weeks ending 5/9/2015 with only 40% distribution (see graph below - Note: top selling novelty line has 100%
Slide 34: Tier Account - Chocolate Front End Sales
Tier 1 Acct - Chocolate Front End Sales Highlights For personal use only #1 New chocolate item sales value performance in front end (see graph below) #13 chocolate unit sales value in front end per store/per week over 13 weeks ending 5/9/2015 with only 40% distribution #37 Sales value chocolat
Slide 35: Walmart Update
Walmart Update Yowi e progressive rollout to 4500+ stores is now complete For personal use only 100% of the 4500+ stores have achieved Yowie sales Some newly expanded stores are outselling previous best selling Yowie stores Yowi e is ranged on 16 checkout stands average per store (Neighborhood Marke
Slide 36: Seasonal Foils – Christmas 2015
Yowie Seasonal Foils – Christmas 2015 For personal use only I A Yowie world first - exclusively for Walmart! 35 © Yowie Group Ltd
Slide 37: In Store Merchandising
Yowie In Store Merchandising In store visibility & stock weight are key to growth For personal use only A permanent Yowie branded in store display unit Minimal footprint/maximum stock weight Maximise volume in high traffic store opportunities Connector tray builds an entire system through a unique l
Slide 38: Product Development & Marketing
For personal use only Product Development & Marketing 37 37 © Yowie Group Ltd
Slide 39: New Collectables Launch 2016
Yowie New Collectables Launch 2016 All Americas Series! …Bonus American Eagle! For personal use only ‘All Americas’ Collectables ‘All Americas’ Poster New design Yowie leaflets 38 © Yowie Group Ltd
Slide 40: Marketing
Yowie Marketing For personal use only Digital $2M+ ongoing investment through YowieWorld.com including a FREE Yowie App to download Invitation to discover Yowieworld.com is in every Yowie chocolate candy Yowieworld.com is underpinned by Yowie social media activities Yowie Facebook; YouTube; Twitter;
Slide 41: Yowie World Main Features
YOWIE WORLD 4 Main Features For personal use only Yowie Ranger ‘build your own’ avatar & gamification engine And 4 sub features A suite of games aimed to engage and entertain The partner section, linking to Yowie approved partners A“virtual sticker book” that enables you to keep track of your Aparen
Slide 42: Yowie World & Social Media Update
Yowie World & Social Media Update For personal use only Yowie World has consistently generated around 10% growth in visits each month since launch October highest traffic month since launch in line with expanded product distribution Consumer experience remains positive with over 20% of web use
Slide 43: Licensing
For personal use only Licensing 42 42 © Yowie Group Ltd
Slide 44: Global Brand Vision
Yowie Global Brand Vision For personal use only CONFECTIONERY DIGITAL LICENSING SCREEN Licensing Food Non - Food Yowie Yowie Social Film Animation YOW Brands Ltd World Media (U.S.) Angry Birds 43 © Yowie Group Ltd
Slide 45: New Sony produced movie to launch
New Sony produced movie to launch For personal use only • One of the world’s biggest entertainment brands • #1 paid App of all time • Angry Bird Toons has over 5 million video views • Angry Birds series reached over *3 billion downloads across all platforms • Highest downloaded freemium series of ga
Slide 46: Licensing – Food & Non Food
Yowie Licensing – Food & Non Food For personal use only Books Music CDs & Games Pencil Cases & Bags Hats Puzzles 45 © Yowie Group Ltd
Slide 47: Animation & Cartoon Series Development
Yowie Animation & Cartoon Series Development For personal use only Animation of a new 3 minute Yowie Story in 3D format tailored for US market has commenced replicating the original Yowie Magic Kingdom story of the 90’s Hollywood Studios and Distributors are excited by the potential of the Yowie cre
Slide 48: Invest for success today!
For personal use only Invest for success today! 47 © Yowie Group Ltd