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C A P I T A L M A R K E T S
D A Y 2 0 1 6
D I S T R I B U T E D
C O M M E R C E
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N I C O L A S B O R G
2
C O N N E C T I N G W I T H
C O N S U M E R S
W H E R E V E R T H E Y A R E
W H E N E V E R T H E Y W A N T
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U S E R F L O W E X A M P L E
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T H E C H A L L E N G E : O W N & O P E R A T E D S H O P P I N G A P P S
D O N O T F U L F I L L M - C O M M E R C E P O T E N T I A L
L I M I T E D R E A L E S T A T E
F O R R E T A I L E R S
A S A R E S U L T M O B I L E
C O M M E R C E I S L A G G I N G
D E S K T O P R E C I P E S
A R E N O T W O R K I N G
(1) App Annie.
(2) Monetate.
(3) eMarketer UK 2015.
(4) Euromonitor 2015 UK.
2015 global app downloads1 Online advertising conversion2 Time3 & money4 spent online
671m
378m
202m
189m
137m
111m
52m
Messenger
Snapchat
Amazon
eBay
3.6%
2.3%
Desktop Mobile
Mobile
28% Mobile
52%
Money spent Time spent
5
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T H E O P P O R T U N I T Y
F A S H I O N D I S C O V E R Y
E X P E R I E N C E S D I V E R S I F Y M A R K E T P O T E N T I A L I N E U R O P E
Source: eMarketer, Business Insider, Facebook annual report, Zalando internal estimates.
€8bn
€20bn
2016 2019
Social
networks
Fashion
discovery
apps
Product
search
Advertizing
Touch more user
segments
Address more purchase
occasions
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• Targeting
• Optimization
• Discovery,
inspiration
S O U R C I N G
• Brand relationships
• Inventory
management
T R A F F I C
G E N E R A T I O N
P A Y M E N T
C H E C K O U T
• Last-mile delivery
• Returns processing
I N V E N T O R Y
I N T E G R A T I O N
• Structured product
data
• Feeds / API
P O S T S A L E S
• Customer service
• Reactivation,
cross-selling
Z A L A N D O R E M A I N S T H E O W N E R O F T H E C U S T O M E R R E L A T I O N S H I P
F U L F I L L M E N T
• Payment processing
• Money transfer
• Order Interface
• Discovery,
inspiration
P R O D U C T
S E A R C H
A D V E R -
T I Z I N G
S O C I A L
N E T W O R K S
F A S H I O N
D I S C O V E R Y
A P P S
7
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Transaction convenience and safety
• Checkout optimization
• Safety and privacy
Access to the right offering, on the fly
• Extensive selection
• Structured catalogue
• Superior fashion transaction data
Z A L A N D O I S I N A G O O D P O S I T I O N T O B E S U C C E S S F U L
W I T H C O N S U M E R S W I T H P U B L I S H E R S W I T H B R A N D S
Solve conversion frictions with
mobile friendly purchase experience Solve complex mobile shopping channel
Build on existing relationships
• Proven ability to deliver sales volume
• Trusted to protect brand equity
Leverage the platform infrastructure
• Ease of integration
• Channel management / audience building
• Customer insights
Ability to deliver yield
• Access to brands budget
• Conversion uplift
Leverage the platform infrastructure
• Plug & Play integration based on
platform stack
• Engaging user experience
• Visitors insights
Solve mobile media monetization
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W E O N L Y G O T S T A R T E D
• H2/15: pitch, scope and plan
• Q1/16: initial team hires / 1 product
• Q2/16: iterate – test & learn
W H A T W E H A V E D O N E S O F A R
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2 0 1 6 P R I O R I T I E S
P I L O T I N G T H E S O L U T I O N E X P A N D T H E O F F E R B U I L D A B U S I N E S S
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P I L O T I N G T H E S O L U T I O N
S T R U C T U R E D C A T A L O G U E ,
R E A L T I M E A C C U R A C Y
O R D E R M A N A G E M E N T
S Y S T E M
A D A P T C H E C K O U T T O
I M P U L S E B U Y I N G
T E S T A N D L E A R N T O
I M P R O V E C O N V E R S I O N
F R I C T I O N L E S S L O G I N
S E C U R E O N E - T A P
P A Y M E N T
C O N N E C T T O P U B L I S H E R S O P T I M I Z E U S E R F L O W S O L V E I D E N T I F I C A T I O N
A N D P A Y M E N T
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E X P A N D T H E O F F E R
L A R G E S O C I A L
M E D I A A N D
S E A R C H P L A Y E R S
Ad hoc integration
M I D S I Z E D
F A S H I O N
D I S C O V E R Y A P P S
Standard but customizable
A la carte services
L O N G T A I L
A F F I L I A T E S
Standard package
Full plug & play solution
A D V E R T I Z I N G
Specific technical challenges
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Align targeting method
Maintenance / technical sales
Pick order management option
Pick inventory connection option
B U I L D A B U S I N E S S
S A L E S O U T R E A C H S U C C E S S M A N A G E M E N T T E C H N I C A L O N B O A R D I N G
Define monetization schemes
Secure Brands’ budgets
Acquire network participants Marketing objectives
Audience building
Targeting optimization
Feedback loop
13
C O N N E C T I N G W I T H
C O N S U M E R S
W H E R E V E R T H E Y A R E
W H E N E V E R T H E Y W A N T
14
Q U E S T I O N S ?
15
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These materials do not constitute an offer of securities for sale or a solicitation of an offer to purchase securities of Zal ando SE (together with its subsidiaries, the
“Company”) in any jurisdiction. The distribution of this presentation may be restricted by law in certain jurisdictions and p ersons into whose possession any
document or other information referred to herein comes should inform themselves about and observe any such restrictions. Any failure to comply with these
restrictions may constitute a violation of the securities laws of any such jurisdiction.
This presentation contains certain forward-looking statements relating to the business, financial performance and results of the Company and/or the industry in
which the Company operates. Forward-looking statements concern future circumstances and results and other statements that are no t historical facts, sometimes
identified by the words “believes”, “expects”, “predicts”, “intends”, “projects”, “plans”, “estimates”, “aims”, “foresees”, “ anticipates”, “targets”, and similar
expressions. The forward-looking statements contained in this presentation, including assumptions, opinions and views of the Com pany or cited from third party
sources, are solely opinions and forecasts which are uncertain and subject to risks. Actual events may differ significantly f rom any anticipated development due to a
number of factors, including without limitation, changes in general economic conditions, in particular economic conditions in Germany, changes affecting interest
rate levels, changes in competition levels, changes in laws and regulations, environmental damages, the potential impact of l egal proceedings and actions and the
Group’s ability to achieve operational synergies from past or future acquisitions. The Company does not guarantee that the as sumptions underlying the forward-
looking statements in this presentation are free from errors nor does it accept any responsibility for the future accuracy of the opinions expressed in this
presentation or any obligation to update the statements in this presentation to reflect subsequent events. The forward -looking statements in this presentation are
made only as of the date hereof. Neither the delivery of this presentation nor any further discussions of the Company with an y of the recipients thereof shall, under
any circumstances, create any implication that there has been no change in the affairs of the Company since such date. Conseq uently, the Company does not
undertake any obligation to review, update or confirm investors' expectations or estimates or to release publicly any revisio ns to any forward-looking statements to
reflect events that occur or circumstances that arise in relation to the content of the presentation.
This presentation contains summary information only and does not purport to be comprehensive and is not intended to be (and s hould not be used as) the basis of
any analysis or other evaluation. In addition, the information in this presentation is subject to change. No representation o r warranty (express or implied) is made as
to, and no reliance should be placed on, any information, including projections, estimates, targets and opinions, contained h erein, and no liability whatsoever is
accepted as to any errors, omissions or misstatements contained herein.
D I S C L A I M E R
i n v e s t o r . r e l a t i o n s @ z a l a n d o . d e
2 2 - 0 3 - 2 0 1 6
I N V E S T O R R E L A T I O N S