Naked Brand — Investor Presentation (August 2016)
24 slides from Naked Brand's investor presentation, Aug 12, 2016
Slide 1: The Freedom to be You
1 NASDAQ: NAKD The Freedom to be You August 2016 NASDAQ: NAKD
Slide 2: Forward-looking statements
2 NASDAQ: NAKD This presentation contains forward - looking statements, which reflect the expectations of management of Naked with respect to potential future events . Forward - looking statements consist of statements that are not purely historical, including any statements regarding beliefs, plans
Slide 3: We Have Built the Foundation for Growth
3 NASDAQ: NAKD Growing Distribution Powerful Brand Outstanding Product & Impactful Marketing Proven Leadership We H ave Built the Foundation for Growth… Strong Operations & Capital Markets Platform
Slide 4: We are Naked
4 NASDAQ: NAKD We are Naked We are a Men’s and Women’s lifestyle brand based in New York that aspires to greatness. Our initial focus is on the $23B U.S. Innerwear market where we see enormous white space for our brand. We are committed to growth through product innovation and impactful customer eng
Slide 5: Our Mission
5 NASDAQ: NAKD Our Mission To create a new standard for how products worn close to the skin fit, feel and function.
Slide 6: Our Manifesto
6 NASDAQ: NAKD Our Manifesto Our products empower personal freedom. We believe that as every new day begins or ends, the foundation you wear closest to your skin should let the real you shine through. Because the real you is all that really matters.
Slide 7: In a Large Market Ripe for Innovation
7 NASDAQ: NAKD In a Large Market Ripe for Innovation… *2014 – NPD Group, Inc. • $23.1 Billion U.S . Innerwear Market in F2015* • Women are the key target customer • Intimates & sleepwear >75% of the market • Women drive >50% of men’s product spend • White Space Market Opportunities • Innovation @ pr
Slide 8: Carole Hochman, CEO & Chief Creative Officer
8 NASDAQ: NAKD Carole Hochman CEO & Chief Creative Officer Renowned designer and sleepwear pioneer, Carole is considered one of the single most influential women in the intimate apparel and sleepwear business in the United States. Proven Leadership
Slide 9: Accomplished Board of Directors
9 NASDAQ: NAKD Martha Olson Paul Hayes, CPA Accomplished Board of Directors Jesse Cole Andrew Kaplan Investor & Capital Markets Strategy David Hochman Vice Chairman
Slide 10: Strong Sales Growth
10 NASDAQ: NAKD Strong Sales Growth Q1 2017 (Calendar ‘16) Year - End Jan 31, 2016 (unaudited) Year - End Jan 31, 2015 (unaudited) Net Sales (1) $1,389,414 $557,212 Q1 Ending April 30, 2016 $447,627 $259,366 ① 149% YTD growth over 2015; 72% growth from Q1 2016 ② Positive margin vs. negative margin f
Slide 11: Progress Highlights - Quarter Ending April 2016
11 NASDAQ: NAKD Progress Highlights - Quarter Ending April 30 th 2016 26.2% 31.2% Gross Margin ↑ production efficiencies ↑ B2C sales $30K $105K Direct Online Sales 55% 45% Men's Women's New Men’s Distribution $250K Test Order $6 Million Joint Factoring Agreement Women’s Revenue Impact Women’s mid -
Slide 12: New, Highly Experienced Sales Team
12 NASDAQ: NAKD New, Highly Experienced Sales Team Pat Larkin VP of Sales Rocco Damiano National Sales Manager Jenn Gossweiler In - House Account Manager Iris Arenson In - House Account Manager Sara Belon In - House Account Manager Independent Reps Key Focus: grow women’s sales and expand distributi
Slide 13: For Her: Women's Intimates
13 NASDAQ: NAKD For Her Women’s Intimates
Slide 14: For Her: Women's Sleep & Loungewear
14 NASDAQ: NAKD For Her Women’s Sleep & Loungewear
Slide 15: For Him: Men's Underwear & Loungewear
15 NASDAQ: NAKD For Him Men’s Underwear & Loungewear
Slide 16: Naked Kudos
16 NASDAQ: NAKD NAKED KUDOS "Versatile and seamless, the lightweight Microfiber Brief from Naked will leave you feeling as if you aren’t wearing anything at all. It gives you minimal coverage with just the right amount of support." "Sony Pictures ordered 75 pairs [of Naked Microfiber] for Andrew Gar
Slide 17: Dwyane Wade Partnership
17 NASDAQ: NAKD Exclusive Endorsement • Dwyane will promote Naked brand and spearhead Naked Truth campaign Collaboration • Dwyane joined Advisory Board to help grow Naked business by sharing insights, contacts and relationships Exclusive License • Multi - year worldwide for innerwear • WADE x NAKED
Slide 18: WADE x NAKED September 2016
18 NASDAQ: NAKD WADE x NAKED SEPTEMBER 2016
Slide 19: Core Distribution is Expanding
19 NASDAQ: NAKD Core Distribution is Expanding Established Channels Key Targets in Discussion
Slide 20: New Growth Drivers: naked comfort
20 NASDAQ: NAKD New Growth Drivers: naked comfort Sub - Brand Positioning • Targeting Mid - Tier Price Point • 30 - 40% below current retail price Product Differentiation • High quality at affordable prices • Attractive prints & patterns • Size range up to 3XL Distribution Strategy • High Volume Cha
Slide 21: Growing Direct Internet Business
21 NASDAQ: NAKD Growing Direct Internet Business • Launched new site in May 2016 • Sales grew from 30K to 105K in Q1 • Facebook and email blast key drivers
Slide 22: Current Cap Table - Pro Forma
22 NASDAQ: NAKD Current Cap Table – Pro Forma As of May 25th, 2016 Total Shares Public Float ( non - affiliate) Issued & Outstanding 6,069,982 5,102,240 Value @ $1.65 $10 Million $8.4 Million (1) Management, Board & Affiliate Hold ~28% of Fully Diluted Ownership As of February 29, 2015 Total Shares
Slide 23: Key Accomplishments & 2016 Outlook
23 NASDAQ: NAKD Key Objectives Achieved Leverage Capital Markets Platform Improve Margins & Efficiency Focus on Revenue Growth Key Accomplishments & 2016 Outlook • Focus on increasing blended margin while maintaining quality • Shorten production lead times • Establish operational foundation for grow
Slide 24: Thank You
24 NASDAQ: NAKD THANK YOU! www. wearnaked .com
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