Yowie Group Ltd. · ASX:YOW

Yowie — Shareholder Meeting (November 2015)

47 slides from Yowie's shareholder meeting presentation, Nov 23, 2015

1. Slide 1: Annual General Meeting

   Annual General Meeting November 23rd 2015 1 © Yowie Group Ltd

2. 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: •

3. Slide 3: A global brand owner and licensing company

   A global brand owner and licensing company 3 © Yowie Group Ltd

4. Slide 4: Capital Structure

   Yowie Capital Structure Ordinary fully paid shares - Quoted 158,238,332 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 2,000,000 Employee/Cons

5. Slide 5: Shareholder Overview

   Shareholder Overview Shares % 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 Abdallah 5,666,667 3.58

6. Slide 6: Share Price Performance Review

   Share Price Performance Review Current: 1.140 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 to market Rollout to ov

7. Slide 7: 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 7 © Yowie Group Ltd

8. Slide 8: 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

9. Slide 9: Key Management Yowie North America

   Key Management Yowie North America 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 including confectionery an

10. Slide 10: A new global brand licensing opportunity

    A new global brand licensing opportunity 10 © Yowie Group Ltd

11. Slide 11: 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 11 © Yowie Group Ltd

12. Slide 12: Six Yowie Characters

    Six Yowie Characters 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 & Waterways Crag: Everglad

13. Slide 13: 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 are brand hallmarks Unique, relevant and timely positioning – ‘Save th

14. Slide 14: 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

15. Slide 15: Message … 'Save the Natural World'

    Yowie Message … ‘Save the Natural World’ Yowie chocolate candy was created to carry the save the natural world message globally - educating children through play. 15 © Yowie Group Ltd

16. Slide 16: Character Foils

    Yowie Character Foils 1 oz. of unique fun characters with strong visual impact 16 © Yowie Group Ltd

17. Slide 17: U.S Market Update

    U.S Market Update 17 © Yowie Group Ltd

18. Slide 18: 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) 18 © Yowie Group Ltd

19. Slide 19: U.S. Market Opportunity

    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

20. Slide 20: Global Confectionary Market

    Global Confectionary Market US is the largest confectionary market in the world ($31B, 20% of the global market) with the 2nd highest per capita consumption (after W. Europe) 2014 Confectionary Market Size (US$B) Kg Per Capita 35 Global growth drivers: 14 • Premium (especially tablets1) 30 • Strong

21. Slide 21: US Chocolate Market

    US Chocolate Market Out of the $21B US chocolate market ~$13B is most relevant for Yowie 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 growing faster - 2x the si

22. Slide 22: Customer Focus

    Yowie Customer Focus 19 core accounts cover ~70% of the market - Mass and Drug channel highly concentrated 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 Walgreens 76 32% 1 8,2321 •

23. Slide 23: 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) 23 © Yowie Group Ltd

24. Slide 24: 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. remains on schedule Tier 1 strategic appro

25. Slide 25: YNA Revenue Growth Trend 2014-15

    YNA Revenue Growth Trend 2014 - 15 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

26. Slide 26: Cash Flow Trend 2014-15

    Yowie Cash Flow Trend 2014-15 YGL (Consolidated) 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

27. Slide 27: YNA Sales Performance Overview 2014-15

    YNA Sales Performance Overview 2014 -15 35,000,000 AUD$30 Million Retail Sales in 16 months! 30,000,000 25,000,000 20,000,000 USD$ Gross Wholesale Sales USD$ Retail Sales Value (*Averaged) 15,000,000 AUD$ Retail Sales Value (^Converted) 10,000,000 5,000,000 0 June – Dec 2014 Jan – Oct 2015 Cumulativ

28. Slide 28: Fastest Growing Novelty Brand in the US!

    Fastest Growing Novelty Brand in the US! 28 © Yowie Group Ltd

29. Slide 29: Yowie: #6 in Convenience Channel

    Yowie : #6 in Convenience Channel 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 measurement company. 2

30. Slide 30: Yowie: #10 in Grocery Channel

    Yowie : # 10 in Grocery Channel 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 *The Nielsen Company,

31. Slide 31: National U.S Availability – Active Accounts

    Yowie National U.S Availability – 47 Active Group & Individual Accounts including… 31 © Yowie Group Ltd

32. Slide 32: Tier 1 Acct - Novelty Front End Sales

    Tier 1 Acct - Novelty Front End Sales Highlights  #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% distribution)  #3 Sal

33. Slide 33: Tier 1 Acct - Chocolate Front End Sales

    Tier 1 Acct - Chocolate Front End Sales Highlights  #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 chocolate unit sales YTD with

34. Slide 34: Walmart Update

    Walmart Update Yowi e progressive rollout to 4500+ stores is now complete 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 Markets av. 8 per store and

35. Slide 35: Seasonal Foils – Christmas 2015

    Yowie Seasonal Foils – Christmas 2015 I A Yowie world first - exclusively for Walmart! 35 © Yowie Group Ltd

36. Slide 36: In Store Merchandising

    Yowie In Store Merchandising In store visibility & stock weight are key to growth 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 locking device Configur

37. Slide 37: Product Development & Marketing

    Product Development & Marketing 37 37 © Yowie Group Ltd

38. Slide 38: New Collectables Launch 2016

    Yowie New Collectables Launch 2016 All Americas Series! …Bonus American Eagle!  ‘All Americas’ Collectables  ‘All Americas’ Poster  New design Yowie leaflets 38 © Yowie Group Ltd

39. Slide 39: Marketing

    Yowie Marketing 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; Instagram and a Yowie

40. Slide 40: Yowie World Main Features

    YOWIE WORLD 4 Main Features 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 Aparent section, outlining t

41. Slide 41: Yowie World & Social Media Update

    Yowie World & Social Media Update  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 users return month-on-mon

42. Slide 42: Licensing

    Licensing 42 42 © Yowie Group Ltd

43. Slide 43: Global Brand Vision

    Yowie Global Brand Vision 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

44. Slide 44: New Sony produced movie to launch

    New Sony produced movie to launch • 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 games of all time • Over

45. Slide 45: Licensing – Food & Non Food

    Yowie Licensing – Food & Non Food Books Music CDs & Games Pencil Cases & Bags Hats Puzzles 45 © Yowie Group Ltd

46. Slide 46: Animation & Cartoon Series Development

    Yowie Animation & Cartoon Series Development 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 creative An experienced H

47. Slide 47: Invest for success today!

    Invest for success today! 47 © Yowie Group Ltd

Yowie Group — Shareholder Meeting (November 2015) on 6ix