PowerPoint Presentation · PowerPoint Presentation Author: Eddie Breidenbach Created Date:...

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LTV

CAC

Total Return

$0

$0

$0

$1

$1

$1

$1

LTV

CAC

Total Return

$0

$0

$0

$1

$1

$1

$1

LTV

CAC

Total Return

$0

$0

$0

$1

$1

$1

$1

< 650

>= 650

Retail Trade

Construction

Accommodation & Food Services

Wholesale Trade

Manufacturing

Health Care & Social Assistance

Professional, Scientific, Technical Services

Other Services

Transportation & Warehousing

Other

5.5%

9.0%

6.4%

4.4%

5.5%

6.8% 6.9% 7.0%6.7%

8.0%

5.8%

7.0%

6.2%

5.6%

3.7%

1.2%

0.0%

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 1Q19 2Q19 3Q19 4Q19 1Q20

9.6 11.1 8.8 7.5 8.7 9.2 10.0 11.2 12.4 13.2 12.1 11.8 11.7 12.2 13.5 13.2 13.3

0.6% 3.3% 12.9% 34.7% 62.3% 88.1%

($11) ($17)($24) ($19)

($1)

($83)

($12)

$27 $28

$( 52)

$( 42)

$( 32)

$( 22)

$( 12)

$( 2)

$8

$18

$28

2011 2012 2013 2014 2015 2016 2017 2018 2019

$44 $91$223

$504 $553

$1,001 $953$1,169 $1,265

$-

$200

$400

$600

$800

$1, 000

$1, 200

2011 2012 2013 2014 2015 2016 2017 2018 2019

$11 $26 $65$158

$255 $291$350

$398$444

$-

$50

$100

$150

$200

$250

$300

$350

$400

$450

2011 2012 2013 2014 2015 2016 2017 2018 2019

$312$333 $333

$311

$227

25%27% 26%

24%

17%

0%

5%

10%

15%

20%

25%

30%

$0

$100

$200

$300

$400

$500

1Q '19 2Q '19 3Q '19 4Q '19 1Q '20

Equity

Equity/Assets

$60 $59 $59 $56

$121

1Q '19 2Q '19 3Q '19 4Q '19 1Q '20

1

2

3

Quarter Ended Year Ended

Quarter Ended Year Ended

Quarter Ended Year Ended

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