Articore Group Limited · ASX:ATG
Articore — Investor Presentation (April 2021)
12 slides from Articore's investor presentation, Apr 22, 2021
Slide 1: Letter to Shareholders
Letter to Shareholders Accompanying Investor Presentation 22 April 2021 Redbubble Group owns and operates the leading global online marketplaces, Redbubble.com and TeePublic.com, bringing more creativity into the world. The financial results are on a delivered basis (unless otherwise noted) and both
Slide 2: Our Mission sits at the centre of what we do
Our Mission sits at the centre of what we do Creating the Galaxies world’s largest by Elentori marketplace for independent artists 2
Slide 3: Our addressable market is ~US$300b in core geographies and product categories
Our addressable market is ~US$300b in core geographies and product categories eCommerce spend in addressable product categories1 US$b 9%pa Within our core market, 3540% customers are seeking something unique and meaningful This group is likely to outpace market growth as personalised products bec
Slide 4: RB Group is positioned to capitalise on macro trends
RB Group is positioned to capitalise on macro trends -> Structural shifts in 2020 to eCommerce expected to endure -> Increasing consumer demand for unique and meaningful Image TBD products -> Growing Creator Economy enables scalable, dynamic source of unique designs -> Sustainability and corporate
Slide 5: 2020 demonstrated the potential of the RB group business model
2020 demonstrated the potential of the RB group business model -> Strong growth across geographies and product categories demonstrated broad appeal of the marketplace offering Image TBD -> Resilient 3rd party supply chain showed their ability to scale rapidly -> Unit economics were maintained with
Slide 6: Over the medium term, our aspiration is to drive top-line growth
Over the medium term, our aspiration is to drive top-line growth enabling a step change in scale and artist impact Driving top line growth Scaling the network improves Delivering value to artists through customer acquisition the customer experience and inspires them to create and loyalty reinforces
Slide 7: The result of this is to create a step change in the scale of the business
The result of this is to create a step change in the scale of the business Medium Term Aspiration $1.25b $1.5b+ in Marketplace Revenue in Gross Transaction Value $250m in Artist Revenue We believe this is possible through organic investment and growth We will look for M&A opportunities that will hel
Slide 8: CY21 focus on four strategic themes to build foundations
CY21 focus on four strategic themes to build foundations Artist 1 Acquisition and engagement of artists to support growth and activation and improvement of the library of unique content retention Customer 2 Deeper understanding of customers and their behaviour to create more understanding, loyalty c
Slide 9: We will drive sales growth in CY22-24 through multiple phases of disciplined investment
We will drive sales growth in CY2224 through multiple phases of disciplined investment 1. Enhance the core customer experience - Improved digital and physical experience - Focus on loyalty and repeat purchases 2. Continue to earn growth in core markets - Consistent and selective addition of new phy
Slide 10: Building margin and bottom line improvement as the business scales
Building margin and bottom line improvement as the business scales CY20 CY24 Implications Artist Revenue 98.6 $250m+ Step change in value for Artists Marketplace Revenue 521.7 $1.25b+ Grow MPR at CAGR of 2030% Grow the product portfolio while GP % of MPR 40.7% 4042% maintaining similar margin s
Slide 11: Q&A
Q&A Leopards Playing among Plants, Communication, Jungle Sisters by SunLee Art 11
Slide 12: About Redbubble Group
About Redbubble Group Founded in 2006, the Redbubble Group incorporates Redbubble Limited and its subsidiaries, including TP Apparel LLC TeePublic). The Redbubble Group owns and operates the leading global online marketplaces, Redbubble.com and TeePublic.com. The Redbubble Group’s community of pass