Yowie Group Ltd. · ASX:YOW
Yowie — Investor Presentation (July 2015)
42 slides from Yowie's investor presentation, July 2015
Slide 1: Breakfast Presentation
Breakfast Presentation Morgans Financial Ltd Perth W.A. July 2015 1 © Yowie Group Ltd
Slide 2: Disclaimer
Disclaimer This presentation (the “Presentation”) is confidential and its content may not be copied, reproduced, redistributed, quoted, referred to or otherwise disclosed, in whole or in part, directly or indirectly, to any third party, except with the prior written consent of Yowie Group Ltd (the “
Slide 3: Yowie Group Limited: A new global brand licensing company
Yowie Group Limited A new global brand licensing company 3 © Yowie Group Ltd
Slide 4: Capital Structure
Yowie Capital Structure Ordinary fully paid shares - Quoted 143,521,198 Total on issue 143,521,198 Listed Options (15/12/2015; 20 cents) - Quoted 24,177,077 Total on issue 24,177,077 Unlisted Options Director Options - 15/12/2015; 23 cents 2,500,000 - 30/06/2017; 28.5 cents 4,200,000 - 31/12/2017; 7
Slide 5: Shareholder Overview
Shareholder Overview Shares % Top 40 Shareholders 78,881,589 53.88 Top 5 Shareholders 34.649.307 24.52 National Nominees Limited 7,706.196 5.73 JP Morgan Nominees Australia Ltd 7,455,563 5.20 HSBC Custody Nominees (Australia) Ltd – A/c 2 7,356,528 5.13 K.P. Hudson 6,464,353 4.51 Abdullah Hani Abdall
Slide 6: Share Price Performance Review
Share Price Performance Review A3 A9 A13 A10 A14 A2 A8 A12 A6 A1 A11 A5 A7 A4 A1 Yowie secures National Convenience Account – 21 July 2014 A8 $10m Capital Raising to rollout Yowie in US – 30 January 2015 A2 Yowie goes on sale in Walmart Texas – 17 September 2014 A9 Appointment of Foster Stockbroking
Slide 7: Board & Management Team
Board & Management Team Executive Chair : Wayne Loxton 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 & commercialization of the Yo
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 Yowie No
Slide 9: YNA Organisational Structure
YNA Organisational Structure Yowie Group Ltd Board of Directors CEO YNA Vice President of Supply Yowie Group Accountant Manufacturing Logistics West Coast Sales Brand Development Chain and Logistics Director of Supply Whetstone Bookkeeping East Coast Sales Creative Director Chain and Logistics Choco
Slide 10: Key Objectives
Yowie Key Objectives 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 10 © Yowie Group Ltd
Slide 11: Key Achievements 2015
Yowie Key Achievements 2015 Completed A$10 million equity capital raise to fund rollout of Yowie in the US – 30 January 2015 Achieved National Ranging in 1318 US Safeway stores – 18 February 2015 Continued to grow national U.S. distribution and sales – see 18 March 2015 US Market Update Successful c
Slide 12: Key Objectives 2016
Yowie Key Objectives 2016 Permanent planogram fixture locations in store with priority Tier 1 retail Secure additional seasonal category retail program Achieve national U.S. distribution - breadth and depth Establish a fully optimized national U.S. broker distribution network Launch Series 2 Limited
Slide 13: Yowie: A new global brand licensing opportunity
Yowie A new global brand licensing opportunity 13 © Yowie Group Ltd
Slide 14: Brand Positioning
Yowie Brand Positioning 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 14 © Yowie Group Ltd
Slide 15: Brand Ownership
Yowie Brand Ownership 1992 Partnership formed between Kidcorp (brand creators) & Cadbury Cadbury owned parts of Asia Pacific (only) – excluding China/India from 1995 – 2004 when Yowie removed from shelves as Cadbury moved to global Cadbury owned core brand investment focus Kidcorp retained ownership
Slide 16: Brand Ownership by YGL
Yowie Brand Ownership by YGL In 2012 YGL secured full Yowie brand buyback 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 oppor
Slide 17: Brand History
Yowie Brand History First launched in ANZ market in 1995 65 million units sold in first full year ($100 million retail) Over 2 million Yowie children's books sold Yowie rolled out into Australia, New Zealand, Singapore, Japan & UK markets Extensive licensing program – across food & non-food Yowie se
Slide 18: An Award Winning Brand
Yowie - An Award Winning Brand 1998 Sial D’or International Industry Trade Show Best new global supermarket product Best new global confectionery product Australian Market Awards Best in the Business - Business Review Weekly Best New Aus. Supermarket Product Best New Product - Safeway Food Stores Mo
Slide 19: Six Yowie Characters
Six Yowie Characters Yowie are mythical creatures from the other side of sunset. Each Yowie character is a guardian of a natural domain. These natural domains are found on every continent to varying degrees; Boof: Pacific Rainforests & Rocky Mountains Squish: Great Lakes & Waterways Crag: Everglades
Slide 20: Global Brand Credentials
Yowie Global Brand Credentials International award winning brand Proven category performer over >10 years New consumer benefits have improved & strengthened brand Worldwide appeal across gender, age and culture Quality and safety brand hallmarks Cross category licensing opportunities in food and non
Slide 21: Consumer Benefits
Yowie Consumer Benefits Responsible ecology positioning ‘Save the Natural World’ 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 & CPSC compliant – not e
Slide 22: Confectionery Product
Yowie Confectionery Product Yowie confectionery was created to carry the message to the world educating children through play. ‘Save the Natural World’ 22 © Yowie Group Ltd
Slide 23: Character Foils
Yowie Character Foils 1 oz. of unique fun characters with strong visual impact 23 © Yowie Group Ltd
Slide 24: Collectables
Yowie Collectables Limited edition Yowie collectables 24 in Yowie U.S. Launch Series including six Yowie Natural replica animal inclusions Hand painted with food grade non toxic lead free paint Each premium quality, carefully detailed to exacting scientific specification Each with fun facts leaflet
Slide 25: Yowie North America: new category opportunity
Yowie North America new category opportunity 25 © Yowie Group Ltd
Slide 26: Unique Capsule Design
Yowie Unique Capsule Design US Patent protected Yowie capsule design Yowie exclusive U.S market patent licence valid until April 2018 Compliant with U.S FDA legislation as a non-embedded food Unique Yowie character design capsule Tamper proof safety locking device 26 © Yowie Group Ltd
Slide 27: U.S. Market Opportunity
Yowie U.S. Market Opportunity 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) 27 © Yowie Group Ltd
Slide 28: U.S. Market Opportunity: U.S. Population
Yowie U.S. Market Opportunity YOWIE U.S. market opportunity > 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 opportunity Population 320
Slide 29: Marketing Program
Yowie Marketing Program Yowie Marketing is Digital $2M+ digital marketing ongoing investment through YowieWorld.com including 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 Facebo
Slide 30: U.S. Market Retail Accounts Update
U.S. Market Retail Accounts Update Accounts by Trade Channel Mass Merchandiser: Walmart from successful trial to national rollout Drug: Tier 1 pharmaceutical retailer Fuel & Convenience: 2 national groups Grocery: Safeway national rollout in progress General Retail: Cost Plus World Market Distributo
Slide 31: U.S. Market General Update
U.S. Market General Update Consumer acceptance positive with consistent repurchasing 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. on schedule Tier 1 strategic approach to r
Slide 32: Walmart Update
Walmart Update National Rollout to 4300 Stores Yowie progressive rollout to 1505 stores is now complete In store modification was completed in April (post Easter) 100% of the 1505 stores achieved Yowie sales Consistent sales performance led to invitation for national rollout to 4300 stores Nationwid
Slide 33: In Store Merchandising
Yowie In Store Merchandising WALMART COST PLUS ST LOUIS ZOO 33 © Yowie Group Ltd
Slide 34: Off Location Display
Yowie Off Location Display WALMART FREEZER SECTION 34 34 © Yowie Group Ltd
Slide 35: In Store Merchandising
Yowie In Store Merchandising In store visibility is key WALGREENS WALGREENS 35 © Yowie Group Ltd
Slide 36: Impulse Display
Yowie Impulse Display LOLLI & POPS 36 36 © Yowie Group Ltd
Slide 37: Yowie World: Digital Revenue Stream
Yowie World Digital Revenue Stream 37 37 © Yowie Group Ltd
Slide 38: Yowie World has 4 Main Features
Yowie World has 4 Main Features AYowie Ranger ‘build your own’ avatar and gamification engine A suite of games aimed to engage and entertain A “virtual sticker book” that enables you to keep track of your Yowie collectables A 3D environment that brings Yowie World to life and provides learning oppor
Slide 39: Yowie: A new global brand licensing opportunity
Yowie A new global brand licensing opportunity 39 39 © Yowie Group Ltd
Slide 40: 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 opportunities Yowie confectionery wou
Slide 41: Licensing – Food & Non Food
Yowie Licensing – Food & Non Food Music Books CDs & Games Puzzles & Puzzles Games Pencil Cases & Bags Hats 41 © Yowie Group Ltd
Slide 42: Invest for success in Yowie today!
Invest for success in Yowie today! 42 © Yowie Group Ltd