Societe Bic Sa · EURONEXT:BB
Societe Bic Sa — BIC — Merger or Acquisition (January 2022)
28 slides from Societe Bic Sa's merger presentation, Jan 18, 2022
Slide 1: Investor Presentation – 18 January 2022
Investor Presentation – 18 January 2022
Slide 2: Transaction Overview
TRANSACTION OVERVIEW Consistent with Horizon Plan Use of Cash Policy ✓ Acquisition of 100% of INKBOX ✓ 65 million USD upfront payment (57 million euros) ▪ Deferred consideration determined by INKBOX's future sales growth and profitability ✓ Closing expected in Q1 2022 2
Slide 3: INKBOX: Redefining self expression for the next generation
BOx’ REDEFINING SELF EXPRESSION FOR THE NEXT GENERATION ne ELI
Slide 4: ... On Paper
SELF EXPRESSION HAS BEEN A PART OF THE HUMAN EXPERIENCE SINCE THE BEGINNING OF TIME … ON ROCKS ...ON PAPER 4
Slide 5: ... And On Skin
SELF EXPRESSION HAS BEEN A PART OF THE HUMAN EXPERIENCE SINCE THE BEGINNING OF TIME ... AND ON SKIN 5
Slide 6: Today, consumer attitudes are evolving quickly
TODAY, CONSUMERS ATTITUDES ARE EVOLVING QUICKLY... Creativity Individuality Authenticity Sustainability Self-Expression Fluidity 6
Slide 7: The body is becoming a canvas for creativity and self-expression
... AND THE BODY IS BECOMING A CANVAS FOR CREATIVITY AND SELF-EXPRESSION « Have at least one tattoo » 48% 47% 46% 43% 43% 42% 41% 40% 37% 36% 36% 36% Italy Sweden United Australia Argentina Spain Denmark United Brazil France Germany Greece States Kigdom Statista / n=9,054 internet users in 18 countr
Slide 8: Permanent tattoos remain lifetime choices
ALTHOUGH PERMANENT TATTOOS ARE AN ANCESTRAL MEANS OF SELF EXPRESSION... ... THEY REMAIN LIFETIME CHOICES 8
Slide 9: Temporary tattooing solutions exist
TEMPORARY TATTOOING SOLUTIONS EXIST HOMEMADE... ...OR POOR QUALITY 9
Slide 10: 2015 - Two brothers and a vision
2015 - TWO BROTHERS AND A VISION REIMAGINE TATTOOS TO UNLOCK THE BODY AS A CANVAS FOR CREATIVITY, AND REDEFINE SELF-EXPRESSION FOR THE NEXT GENERATION 10
Slide 11: 2021 - Setting the standards for the semi-permanent tattoo market
2021 - SETTING THE STANDARDS Net Revenues (est.) FOR THE SEMI-PERMANENT 27M USD TATTOO MARKET 2019-2021 CAGR +44% 154 employees Breakdown by Geography Patented plant-based skin-safe Rest of ink formula the World 33% Made-to-Order DTC business model Vertically integrated supply-chain North > 60% Gros
Slide 12: A unique product offering
A UNIQUE PRODUCT OFFERING ... A catalog of 10,000+ tattoos designed by a community of Tattoo artists Self-designed tattoos via custom online software Freehand Tattoo Marker launched in September 2021 An online subscription offer to be launched in 2022 12
Slide 13: Simple and easy to apply
SIMPLE AND EASY TO APPLY Develops over 24h as the plant- based ink reacts with the proteins and collagen in the skin Last up to 2 weeks, then gradually fade as the skin exfoliates Waterproof 13
Slide 14: 800,000 active customers
800,000 ACTIVE CUSTOMERS1 Today, mostly Generation Z and Millennials females looking for products that highlight who they are, and match with what they think 25% 75% Fashion Beauty Travel Creative Expression 1: Last 24 months 14
Slide 15: 800,000 active customers
800,000 ACTIVE CUSTOMERS1 Tomorrow, anyone willing to express itself through its body... without any commitment 1: Last 24 months 15
Slide 16: A unique digital and social media engagement strategy
A UNIQUE DIGITAL AND SOCIAL MEDIA ENGAGEMENT STRATEGY 1.5 million Instagram followers 20K+ 12th largest beauty 5-Star Reviews brand on Tiktok 4.4/5 21.4 million average star rating visitors on INKBOX.com 16
Slide 17: Exclusive partnerships with recognized international artists
EXCLUSIVE PARTNERSHIPS WITH RECOGNIZED INTERNATIONAL ARTISTS Exclusive Collections, including • Officially licensed collection by BTS K-Pop Group • Creative Collaboration with the Canadian “Instapoet” Rupi Kaur • Collaboration with the estate of Jean Michel Basquiat 17
Slide 18: A further step in BIC's transformation into a fast-moving consumer-centric company
A FURTHER STEP IN BIC'S TRANSFORMATION INTO A FAST-MOVING CONSUMER-CENTRIC COMPANY 18
Slide 19: Horizon Plan
HORIZON PLAN Reframing Historical Categories to Accelerate Growth Stationery Lighters Shavers Human Expression Flame For Life Blade Excellence 19
Slide 20: Human Expression
HUMAN EXPRESSION Beyond traditional writing to meet changing consumer habits and accelerate growth Core Stationery Creative Expression Digital Expression 20
Slide 21: Human Expression
HUMAN EXPRESSION A vibrant and innovative portfolio of Consumer brands Core Stationery Creative Expression Digital Expression 21
Slide 22: Skin Creative
SKIN CREATIVE Addressing consumer desires to express themselves on their body ENTERTAINING AFFIRMATION BEAUTY CELEBRATION STATEMENT AFFILIATION FUN 22
Slide 23: Skin Creative global market today
SKIN CREATIVE Global Market Today (est.) Total « Do It Yourself »: >400M USD Permanent Harder Tattoos 6Bn USD Henna Tattoos Ease of Application Semi-permanent Tattoos Temporary App. Tattoo 150M USD Markers Temporary App. Decals 10M USD Easier Retail Sales for Skin Creative Segments 2021 estimates (i
Slide 24: Do-it-yourself Skin Creative
DO-IT-YOURSELF SKIN CREATIVE Global Market in 10 years (est.) 2031 Total market 1.5Bn USD (est.) 2021 ✓ Increased awareness Temporary Tattoos Markers ✓ Innovation: Products & 120M USD Services +25% CAGR >400M USD (est.) ✓ New Brands Semi-permanent Tattoos Total ✓ Continuous enhancement of 490M USD +
Slide 25: BIC's positions in Skin Creative today
BIC’S POSITIONS IN SKIN CREATIVE TODAY Self-applied at home or on the go Requires professional application in studio Temporary Temporary Semi- Semi-perm Studio Permanent Permanent Decal Henna Applied Tattoos Makeup Tattoo Tattoo Marker perm Tattoo 3 days 7 days 14 days 14 days 9-15 months 1-2 years
Slide 26: A compelling acquisition consistent with BIC's Horizon Plan
A COMPELLING ACQUISITION CONSISTENT WITH BIC’S HORIZON PLAN The leading Creative Skin platform for the next generation consumers Global Innovative Omnichannel Products Distribution Direct to Expert Marketing Consumer Teams Capabilities Manufacturing Loyal and Engaged Expertise Consumer Base 26
Slide 27: Forward Looking Statement
FORWARD LOOKING STATEMENT This document contains certain forward-looking statements concerning SOCIETE BIC. Such forward-looking statements represent trends or objectives and cannot be construed as constituting forecasts regarding the future SOCIETE BIC’s results or any other performance indicator.
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