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    ZO1   DE0005111702

ZOOPLUS AG

(ZO1)
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Zooplus : Q3 2021 Results Presentation

11/16/2021 | 01:46am EST

Q3 2021 RESULTS

INVESTOR & ANALYST PRESENTATION

November 16, 2021

SUCCESSFUL VOLUNTARY TAKEOVER OFFER BY ZORRO

BIDCO (H&F IN PARTNERSHIP WITH EQT)

Acceptance rate of almost 82%

Additional acceptance period

Public delisting tender offer at EUR 480

within regular acceptance period

until November 22, 2021

per zooplus share already announced

All regulatory clearances have

Settlement will take place shortly afterwards

Start of the acceptance period after

already been obtained

review of the offer document by BaFin,

probably at the end of November

The Strategic Partnership enables zooplus to fully seize long-term growth opportunities arising from an inflection point in the European pet market.

  • zooplus' shareholders benefitted - and can still benefit - from a remarkable premium of 85% to the unaffected 3-months VWAP
  • zooplus will benefit from the complementary strategic and digital expertise of both partners
  • As a private company with a stable ownership structure, zooplus will focus on substantial investments into the business (as opposed to short- and mid-term earnings) to win the European pet space which just started to become mainstream

ZOOPLUS: EUR 1.5 BN IN SALES IN 9M 2021

SALES

REVENUE

SUBSCRIBE & SAVE

OWN BRANDS SALES

GROWTH

RETENTION1

SHARE2

GROWTH3

17%

98%

54%

30%

(9M 2020: 18%)

(9M 2020: 97%)

(9M 2020: 51%)

(9M 2020: 32%)

Double-digit sales growth

Sustainable growth based on

Flagship Subscribe & Save

Share of Own brands business

across all European markets

loyal customer base

program gains further

continues to grow despite overall

significance

ongoing shortage of raw materials

and containers in the third quarter

of 2021

1) Revenue retention (net, fx adjusted)

2) Of zooplus active repeat sales

3) Including own brands pet care & accessories sales

3

STRATEGIC FOCUS ON CUSTOMER LOYALTY SERVES AS

SUSTAINABLE BASE FOR FUTURE GROWTH

INDUSTRY-LEADING

GROWTH IN ACTIVE

REVENUE RETENTION

REPEAT CUSTOMERS

98%

14%

99%

99%

(9M 2020: 97%)

(9M 2020: 15%)

(2019: 91%)

(2019: 91%)

Revenue retention of 98%

5.6m active repeat customers

confirms high customer loyalty

Number of active customers

Certain markets and older

increased to almost 9.1m (up

cohorts already performing

from 8.1m in 9M 2020)

above 100%

ALL-TIME HIGH IN SALES

PER ACTIVE REPEAT

CUSTOMERS

€ 393

€ 371

€ 361

JanMarSep

2019 20202021

  • Sales per active repeat customer increased to EUR 393 in September 2021 (based on LTM)

4

SUBSCRIBE & SAVE PROGRAM DRIVES CUSTOMER

LOYALTY AND LONG-TERM EARNINGS PERSPECTIVE

SHARE OF

SALES

SALES PER ACTIVE

SUBSCRIBE & SAVE

SALES1

GROWTH2

REPEAT ACCOUNT3

ACCOUNTS

54%

26%

€ 551

2.1m

(9M 2020: 51%)

Subscribe & Save

Growth outperforms

Subscribe & Save

As of end of 9M 2021

flagship loyalty program

total sales growth

generates 78% higher

(+29% vs. PY)

continuously increases

of 17%

sales per active repeat

significance

account

  1. Of zooplus active repeat customer sales (customers with at least two orders in 2020)
  2. Net sales of Subscribe & Save vs. PY quarter
  3. Gross sales, (based on z+ customers, LTM)

5

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

zooplus AG published this content on 16 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 16 November 2021 06:45:02 UTC.


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