Yowie Group Ltd. · ASX:YOW
Yowie — Shareholder Meeting (November 2014)
31 slides from Yowie's shareholder meeting presentation, Nov 27, 2014
Slide 1: 2014 Annual General Meeting
2014 Annual General Meeting Thursday November 27th 2014 1 © Yowie Group Ltd
Slide 2: Disclaimer
Disclaimer This Presentation (the “Presentation”) has been prepared for use by prospective acquirers in considering their interest in an investment (the “Transaction”) in Yowie Group Ltd (or the “Company”). By accepting a copy of this Presentation, the recipient acknowledges and agrees as follows: •
Slide 3: Yowie Capital Structure
Yowie Capital Structure Ordinary fully paid shares - Quoted 93,782,846 - Restricted (Escrowed until 21/12/2014) 24,124,353 Total on issue 117,907,199 Listed Options (15/12/2015; 20 cents) - Quoted 15,036,399 - Restricted (Escrowed until 21/12/2014) 13,754,677 Total on issue 28,791,076 Unlisted Optio
Slide 4: Shareholder Overview
Shareholder Overview Shares % Top 40 Shareholders 69,789,925 59.19 Top 5 Shareholders 28,197,673 23.93 K.P. Hudson 12,034,353 10.21 Abdullah Hani Abdallah 5,666,667 4.81 National Nominees Limited 3,650,698 3.10 Daleford Way Pty Ltd 3,500,000 2.97 HSBC Custody Nominees (Australia) Pty Ltd 3,345,955 2
Slide 5: Share Price Performance Review
Share Price Performance Review A3 A4 A6 A7 A11 A8 A10 A5 A9 A2 A1 A1 Yowie Ready for World Stage – 15 January 2014 A7 Yowie goes on sale in Walmart Texas – 17 September 2014 A2 Yowie World Digital Launched – 14 February 2014 A8 Yowie US Market Update – 24 September 2014 A3 Production achieves target
Slide 6: Yowie Group Limited
Yowie Group Limited A global brand owner and licensing company 6 © Yowie Group Ltd
Slide 7: Board & Management Team
Board & Management Team Executive Chair : Wayne Loxton Extensive corporate executive experience spanning over 30 years at M.D. & Director level across companies, disciplines and international markets. Executive Director : Patricia Fields Led the development & commercialization of the Yowie brand for
Slide 8: Key Management Yowie North America
Key Management Yowie North America Chief Executive Officer : Sal Alvarez Well positioned and qualified to become Chief Executive Officer of a new brand confectionery led company in the biggest consumer market in the world Sal brings 32 years’ experience in consumer sales and marketing to YNA having
Slide 9: YNA Organisational Structure
YNA Organisational Structure Yowie Group Ltd Board of Directors WL, MA, *TF CEO YNA Salvador Alvarez Vice President of Supply Yowie Group Accountant Chain and Logistics Manufacturing Logistics SVP Sales Brand Development Kris Adrian (JCG Global) Rick Thorpe Mike Shinkwin *Trish Fields Scott Goetsch
Slide 10: Key Objectives
Yowie Key Objectives 1. Build a confectionery led global Yowie brand 2. Launch a broad range of Yowie licensed products worldwide 3. Establish a commercially successful Yowie digital platform 10 © Yowie Group Ltd
Slide 11: Key Objectives 2015
Yowie Key Objectives 2015 • Permanent planogram fixture locations in store • Secure additional seasonal category retail program • Total U.S. States distribution - breadth and depth • Fully optimized national broker distribution network • Launch Series 2 Limited Edition Yowie Collectables • National
Slide 12: Key Achievements 2014
Yowie Key Achievements 2014 • Secured trial in two Tier 1 national retail chains including Walmart with a third retailer pending • Secured listing in biggest consumer market in the world in record time with all new customers successfully retained • Gained listing in 19 customer groups and over 1641
Slide 13: Customer Overview
Yowie Customer Overview Retail Channel # Customer # Stores Total # Customer Trading Brand Groups Product Available Per Channel Ranged Stores Mass Merchandising 1 50 4116+ • Walmart Texas Drug 1 60 8217 • Walgreen N/E region • Cost Plus World Market • Unified Grocers Distributor Grocery • Hy Vee 6 61
Slide 14: Walmart Trial Update
Walmart Trial Update • Yowie successfully achieved Walmart required sales targets by Week 3 of 5 Week trial (awaiting final sales analysis by store) • Yowie was successful even when ranged across multiple locations in store including planned aisle end cap • Sales momentum built progressively over ea
Slide 15: Broker National Sales Network
Yowie Broker National Sales Network New Hampshire Washington Vermont BURDETTE Maine Montana North BECKMAN Minnesota Dakota Oregon CARLIN ESM Massachusetts Idaho O’BRIEN Wisconsin South Rhode Island Dakota Wyoming Michigan Connecticut TPG Iowa CARLIN New Jersey Nevada Nebraska O’BRIEN Pennsylvania Oh
Slide 16: YNA Distribution by Number of Customers
YNA Distribution by Number of Customers New Hampshire Washington 14 Vermont Maine Montana North Minnesota 3 Dakota 4 Oregon 7 South Wisconsin Massachusetts Idaho Dakota 4 2 Rhode Island Wyoming 2 Michigan Connecticut 6 Iowa New Jersey Pennsylvania Nevada Nebraska 2 5 4 Indiana Ohio Utah Illinois 10
Slide 17: In Store Merchandising
Yowie In Store Merchandising WALMART COST PLUS ST LOUIS ZOO 17 © Yowie Group Ltd
Slide 18: In Store Merchandising
Yowie In Store Merchandising WALGREENS WALGREENS ST LOUIS ZOO 18 © Yowie Group Ltd
Slide 19: Impulse Display
Yowie Impulse Display WALMART COST PLUS LOLLI & POPS C 19 © Yowie Group Ltd
Slide 20: Off Location Display
Yowie Off Location Display WALMART FREEZER SECTION 20 © Yowie Group Ltd
Slide 21: Trade Promotion
Yowie Trade Promotion Sweets & Snacks Expo May 2014 21 © Yowie Group Ltd
Slide 22: Happy Customers
Yowie Happy Customers I 22 © Yowie Group Ltd
Slide 23: Supply Chain
Yowie Supply Chain 23 © Yowie Group Ltd
Slide 24: Yowie World
Yowie World • Over 7,500 user sessions since the site launched • Visitors from 77 countries around the world • Spending on average 4 mins 46 seconds on the site • Over 700 registered users • 87 animals unlocked from code in product • Recent YouTube promotion aligned to new distribution outlets 24 ©
Slide 25: Yowie World App
Yowie World App • 381 downloads of the app so far • A 4.7/5 rating on Google Play puts it better than 97% of the top 100 selling games of all time • Comments include “Very informational on many different species.” “Great fun.” • Additional promotion planned to capitalise on assets 25 © Yowie Group L
Slide 26: Yowie World has 4 Main Features
Yowie World has 4 Main Features • A Yowie Ranger avatar and gamification engine to retain and build loyalty • A suite of games aimed to engage and entertain • A “virtual sticker book” that enables you to keep track of your inclusion collection • A 3D environment that brings the world of Yowie to lif
Slide 27: Animated Film Development
Yowie Animated Film Development • Meetings have been held with several top Hollywood film studios and distributors • Interest expressed in seeing feature film script • Hollywood studios and distributors are excited by the potential of the Yowie creative • Plus marketing platform the Yowie confection
Slide 28: Brand Profile
Yowie Brand Profile • International award winning brand • Best in class creative • Global market potential • Worldwide appeal across gender, age and culture • Cross category licensing opportunities • Relevant and timely ecology/environmental positioning – ‘Save the Natural World’ • Premium brand pos
Slide 29: Brand Ownership
Yowie Brand Ownership • Secured full Yowie brand buyback in 2012 with Kraft takeover of Cadbury • YGL now owns 100% global rights to Yowie brand worldwide • YGL now pursuing Yowie global brand potential – led by a worldwide confectionery rollout with extensive licensing, digital and other opportunit
Slide 30: Investment Opportunity
Yowie Investment Opportunity • Yowie is a significant value creating growth opportunity • Exclusive patent rights to US market – biggest consumer market in the world • YowieWorld digital platform including stickers, games, virtual collectables plus a FREE Yowie mobile app! • Global brand licensing o
Slide 31: Invest for continued success in Yowie today!
Invest for continued success in Yowie today! 31 © Yowie Group Ltd