Allbirds Investor Presentation Deck
February 2022, 30 slides
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| Allbirds
legal disclaimer | Allbirds
| Allbirds
certified | Allbirds
our next generation operating model integrates product brand and distribution materials product innovation purpose driven brand global vertical retail distribution strategy | Allbirds
our customers are profitable from first purchase and growing in value profitable within initial month of purchase best in class of all cohorts have achieved contribution profit in excess of within the initial month of purchase net promoter score demonstrates that when customers get to know us they fall in love with us strong repeat rate with increased spend highly valuable channel customer of customers returned for second purchase returning customers spend more in their second year channel repeat customers spend more in net sales than single channel repeat customers | Allbirds
the customers span across all range of demographic and income | Allbirds
our product philosophy naturally derived innovation at the core | Allbirds
our material and innovation platform allows us to consistently deliver new and treading lighter on the planet this is how we win material innovation he a design philosophy product innovation | Allbirds
products | Allbirds
footwear difficult to make easy to merchandise the dasher | Allbirds
digitally led vertical retail distribution meet our customers where they are digital physical retail | Allbirds
physical retail is strong on a basis | Allbirds
we invested early in entering key markets with foundation established planning to grow in existing regions ape i | Allbirds
| Allbirds
environmental harm limited distribution massive market problem existing market provides significant for us to further impact if all pairs of shoes produced in pairs a number of brands | Allbirds
growth plan summary our strategic plan growth initiatives product brand community vertical retail infrastructure | Allbirds
innovate make great new products with natural sustainable materials new materials expand footwear broaden apparel | Allbirds
raise awareness grow our customer community we are still just saying hello only of the population know of continue to increase brand awareness consideration by telling our story building our community and launching new products | Allbirds
raise brand awareness and affinity through a channel marketing approach we have a highly considered creative and insight led approach to delivering communications that drive growth and build brand equity | Allbirds
deepen engagement and increase purchase frequency through the three product personalization | Allbirds
expand our store fleet while continuing to grow digital sales | Allbirds
commitment to profitable growth optimize unique and agile infrastructure a a from day one we built an agile global supply chain and made a significant investment in technology see gross margin improvement marketing efficiency improvement a greater awareness among operating expense improvement | Allbirds
the flock that will lead us there executive leadership team senior leadership industry non executive board of directors | Allbirds
growth accelerating strong improvement yoy despite difficult logistic environment continued revenue and gross margin expansion gross profit | Allbirds
hopes to deliver outstanding outcomes building on our already strong credentials indicative risk rating assessment the flight plan plan low risk category of all companies assessed of footwear companies carbon neutral since climate change by by reduction | Allbirds
i that our we make innovative products through customers love and deliver an incredible customer experience in a huge market via a modern vertical distribution model and we are doing so by building a brand platform soh important consumer trend of this generation jot | Allbirds
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| Allbirds
reconciliation of adjusted to its most comparable measure net loss net loss net loss margin add deduct stock based compensation including common stock warrant expense depreciation and amortization other expense income interest expense income tax provision benefit adjusted adjusted margin | Allbirds
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