Temple & Webster Group Ltd · ASX:TPW
Temple & Webster — Macquarie Australia Conference 2021
11 slides from Temple & Webster's conference presentation, May 5, 2021
Slide 1: Presentation at Macquarie Australia Conference
For personal use only TEMPLE & WEBSTER GROUP LTD Unit 1, 1-7 Unwins Bridge Road ABN 69 608 595 660 St Peters NSW 2044 ASX ANNOUNCEMENT 5 May 2021 Presentation at Macquarie Australia Conference Temple & Webster Group Ltd attaches the presentation on 5 May at the Macquarie Australia Conference. This d
Slide 2: Macquarie Australia Conference May-21
For personal use only Macquarie Australia Conference May-21 Mark Coulter CEO Mark Tayler CFO Page 1
Slide 3: Overview
Overview For personal use only • Temple & Webster is the leading >750k Active 55% Brand pure-play online retailer for Customers Awareness furniture & homewares in Australia >700 ~500 • Our mission is to make the Suppliers Employees world more beautiful, one room at a time • We are profitable, rapidl
Slide 4: Core B2C furniture and homewares market undergoing structural shift online
Our core B2C furniture and homewares category is a ~$16b market, undergoing a structural shift towards online For personal use only Hypothetical adoption curve for online penetration in the Furniture & Homewares market Aus US % 50%+ Online market penetration 40% 30% Short-Med term 2020e: 21% 20% 201
Slide 5: Scale increases operating leverage, allowing accelerated investment in growth
Scale increases our operating leverage, allowing us to accelerate investment in future growth and take market share For personal use only REINVEST FOR GROWTH STRONG CONSUMER PROPOSITION Use cash flows generated to reinvest in marketing, Trusted brand, large range of quality products and technology d
Slide 6: Our B2C Growth strategy
Our B2C Growth strategy For personal use only RANGE INSPIRATION EXPERIENCE Customer Value Pproposition Biggest and best range in Most inspirational Best delivery experience & our category content and services customer service Add depth and breadth More video, editorial, Data integrations with across
Slide 7: Trade & Commercial (B2B) division is an emerging growth horizon
Our Trade & Commercial (B2B) division is an emerging growth horizon For personal use only 1 T&C Revenue is growing strongly 3 Our strategy to step change the $’000s. B2B division $6,000 ● Leverage the range, platform, $5,000 brand and logistics capabilities $4,000 $3,000 of the B2C division $2,000 ●
Slide 8: Trading update & outlook
Trading update & outlook As announced on the 20th April, trading continues to exceed For personal use only expectations, despite the fact that prior comparable periods now include the impact of the COVID-19 lockdowns: ● Q3 FY21 Revenue up 112% vs pcp ● Active customers reached ~750k at the end of Q3
Slide 9: Q&A
For personal use only Q&A Page 8
Slide 10: Disclaimer
Disclaimer This presentation (Document) has been prepared by Temple & Webster Group Limited ACN 608 595 660 (T&W Group or the Company). This Document is a presentation to provide background information on the Company and its subsidiaries and is not an offer or invitation or recommendation to subscri
Slide 11: For personal use only
For personal use only Page 10
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