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
Of zooplus active repeat customer sales (customers with at least two orders in 2020)
Net sales of Subscribe & Save vs. PY quarter
Gross sales, (based on z+ customers, LTM)
5
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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.
Zooplus AG, also known as zooplus.de, is a Germany-based retailer of pet supplies. The Company markets products mainly through their online stores. It offers over approximately 8000 products, including dry and wet pet food and food supplements, accessories, including toys, care products, and hygiene products, scratching posts, dog baskets. The Company sells food and accessories for dogs, cats, small animals, birds, reptiles, fish and horses and delivers the goods to approximately20 countries. It also provides a range of free content and information accessible through Websites, such as veterinary and other animal-related advice, as well as interactive features, such as discussion forums and blogs.