Yowie Group Ltd. · ASX:YOW
Yowie — Investor Presentation (September 2018)
17 slides from Yowie's investor presentation, Sep 18, 2018
Slide 1: FY2018 Investor Review
For personal use only FY2018 Investor Review September, 2018 Mark Schuessler, CEO 1 © Yowie
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Yowie Group Limited (ASX: YOW) (“Yowie” or the “Company”) in order to provide a high level overview of the Company. This presentation should not be considered as an offer or invitation to subscribe for or purchase any shares in Yowie or as an inducem
Slide 3: For personal use only
3 For personal use only © Yowie
Slide 4: Yowie Re-Set Complete
Yowie Re-Set Complete Yowie has re-tooled to focus on growth with a more efficient and effective organization. For personal use only US Sales returning to growth Exceeding category growth at retail across all channels Distribution continues to grow monthly across all channels Annualized significant
Slide 5: Reset complete: focussed for growth
Reset complete: focussed for growth With our aligned structure and a refocused organisation, the business made progress on our sales guidance, distribution goals, cost cutting and improving our brand strength For personal use only December 2017 Re-set the Organisation Result A Status • Broad vision
Slide 6: Reset complete: Encouraging early results
Reset complete: Encouraging early results Group Net Sales • Flat sales after Q4 rebound. For personal use only US$8,000,000 • Aggressive competitor launch in US impacted Q3 Q1 Q2 Q3 Q4 • Q4 +18% due to increased US$6,000,000 distribution in the Food, Drug and Convenience US$4,000,000 channels offset
Slide 7: 2018 Performance Highlights
2018 Performance Highlights Underlying shows flat growth, strong performance in Gross Margin and an increase in EBITDA loss, driven by one-time charges (stock adjustment claim & inventory write-down) offset by reductions in Marketing and Admin For personal use only FY18 FY18 US$ / YoY growth excl. o
Slide 8: 2018 Performance Highlights
2018 Performance Highlights The business continues to have a very strong balance sheet with US$19.5m net cash For personal use only Consolidated US$ 2018 2017 Cash Flow Waterfall (US$m) Current Assets Cash and cash equivalents 19.5 26.9 40 Trade and other receivables 2.9 1.5 10.3 Prepayments 1.6 1.2
Slide 9: 2018 Notable Achievements
2018 Notable Achievements 2018 saw strong progress on the expansion of distribution channels globally. The business successfully navigated significant but necessary governance and management changes. For personal use only 2018 Achievements 1 People & Appointment of Mark Schuessler as Global CEO Lead
Slide 10: US distribution expanding, increasing market share
US distribution expanding, increasing market share We are seeing continued distribution growth in the momentum in sales growth after stabilization of largest customer. For personal use only Yowie’s US – Distribution Momentum and Penetration Opportunity Since refocusing the sales team in August 2017
Slide 11: ANZ growth
ANZ growth Initial launch has been received well, with national chain ranging impact ahead of us For personal use only Series 1 sell through has been very good in regional chains (Big W, K Mart, Target, Reject Shops), independents and convenience chains Series 2 Ranger Series launched in time for Ea
Slide 12: Building the Yowie Brand – Social Media
Building the Yowie Brand – Social Media We continue to strengthen and broaden recognition of the Yowie Brand via our social media strategy which to-date is proving impactful For personal use only Results: Continued growth in brand Social Media Strategy presence Global and Local community reach with
Slide 13: Building the Yowie Brand – Publishing
Building the Yowie Brand – Publishing We have achieved a number of significant milestones in our longer-term publishing strategy with launches of the book and webisode series in H2 FY2018 For personal use only Educational Marketing – Book Series Cartoon Webisode Series Launch of first series of Yowi
Slide 14: FY19 Outlook
FY19 Outlook Yowie poised for sales growth and profitablity For personal use only US Sales returning to growth Largest customer stabilized and Yowie continues to be critical player at check lanes Exceeding category growth at retail across all channels Distribution continues to grow monthly across al
Slide 15: Keys to Growth
Keys to Growth Expanded distribution and brand building initiatives are the way to growth For personal use only US Distribution runway is still substantial with major opportunity accounts in all channels Current distribution at 45.4%*; with over 60k outlets still not tapped (compared to 36.7% in Jan
Slide 16: Keys to Growth: New Product Development and Brand Awareness
Keys to Growth New Product Development and Brand Awareness For personal use only Confectionary 2 Global Yowie Series per year New front end confection offerings consistent with our Save the Natural World mission and digital experience Publishing Joint Confection and Book retailing US/AUS Expanded Bo
Slide 17: For personal use only
17 For personal use only © Yowie