Mogu, Inc. · NYSE:MOGU
Mogu — Investor Presentation (2020)
12 slides from Mogu's investor presentation, 2020
Slide 1: Company Overview
MOGU Company Overview @® mocu
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by MOGU Inc. (the “Company”) solely for information purpose. By viewing or accessing the information contained in this material, you hereby acknowledge and agree that no representations, warranties or undertakings, express or implied, are made by the Co
Slide 3: KOL-driven Fashion & Lifestyle Destination
WE ARE KOL-driven Fashion & Lifestyle Destination OUR MISSION Make Fashion Accessible to Everyone 3
Slide 4: MOGU at a Glance
MOGU at a Glance ACTIVE BUYERS HOSTS REPURCHASE 3.6 mm 242 91% Active Buyers of LVB (1) for the Number of Established Hosts (2) as of 30-day Repurchase Rate(3) twelve months ended Mar 31, 2020 of Active Buyers of LVB for the three months ended Mar 31, 2020 Mar 31, 2020 ENGAGEMENT LIVE VIDEO BROADCAS
Slide 5: How We Differ
How We Differ A Pioneer in Live Video Broadcasting eCommerce 放KOL图片 5
Slide 6: Different Experience: Immersive, Personal and Entertaining
Different Experience: Immersive, Personal and Entertaining Authentic Experience Pre-sale Mobile Celebrity Fan Club • Authentic experience • Pre-sale model to • Live broadcast • Celebrities join to • Interaction with hosts from live showroom as reduce inventory risks anywhere from factory promote pro
Slide 7: Different Supply Chain: Unique Empowerment to KOLs
Different Supply Chain: Unique Empowerment to KOLs Manufacturers(C2M) Brands Flash Sales KOL Private Label MANUFACTURERS LVB HOSTS • Manufacturers work with • Platform work with brands to • Flash sale filled with • Products developed by hosts KOLs directly to ensure ensure systematic KOL discounted
Slide 8: Different Customer Acquisition: Diversified and Innovative Tactics
Different Customer Acquisition: Diversified and Innovative Tactics Branding Partnership WeChat Wallet Content Distribution Fans Network referral referral referral • Variety show campaign • Unique access point to • Distribute relevant content on • leverage fans’ loyalty to through Tencent cooperation
Slide 9: Our Differentiated P2K2C Business Model
Our Differentiated “P2K2C” Business Model We focus on building a unique Provider-to-KOLs-to-Customers (“P2K2C”) model: Order aggregation to drive supply chain efficiency Attracts & Empowers Influence & Serve Provider Customers KOLs Branding & Selling Follow & Trust Unique products at lower price 9
Slide 10: How We Empower Our KOLs
How We Empower Our KOLs Users & Fans Integrated Supply Chain ü Tens of millions fashion-loving ü High quality & stable supply of products young women Empowering KOLs ü Across various categories ü Tailored traffic support Training & Incubation Diversified Marketing and Acquisition Tools ü Invest, inc
Slide 11: Supply Chain Empowerment Drives KOLs' Growth
Supply Chain Empowerment Drives KOLs' Growth ü Customer feedback insight ü Direct access to supply chain and curation capability partners KOLs ü Product presentation to ü eCommerce operator attract customers empowerment ü Strong sales skills to KOLs ü Inventory clearing and new aggregate orders prod
Slide 12: Category Expansion to Take Over More Wallet Share
Category Expansion to Take Over More Wallet Share Apparel Maternity Sports J ewelry Cosmetics Home goods Appliances 12