The Hut Group Investor Day Presentation Deck
October 2021, 54 slides
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a digital brand is terrifically complex and equally expensive with a high failure rate which is why so few brand owners have ever done it i i ingenuity ingenuity | The Hut Group
a owned brands tan sen ide mae con mes brown grant sons ingenuity | The Hut Group
i i a i i the genius of ingenuity making complex simple | The Hut Group
foe global delivery delivered pee fluently platform trading i marketing tech society fraud screening detect manual warehousing fir voyager digital techniques a global orbit ingenuity | The Hut Group
years in development billion invested capturing the majority of clients digital wallet year contracts a category and geography agnostic solution ingenuity assets ingenuity | The Hut Group
large market powering leading brands fully managed or headless option ingenuity ingenuity | The Hut Group
product information management system content management system promotional and product catalogue curation annual site visits ingenuity ingenuity | The Hut Group
proprietary engine proprietary influencer platform society content in society ingenuity ingenuity the detect | The Hut Group
payment integrations courier service integrations real time order tracking orders per hour in peak trading periods ingenuity ingenuity | The Hut Group
award winning effective order screening preventing order cancellation reduction in rate after rates reduced from to ingenuity | The Hut Group
sophisticated suite of payment options suited to a global market maintaining pace with innovation global payment options ingenuity tha detect ingenuity | The Hut Group
maintaining fast page load times whilst turning a cost into a profit cost prohibitive to scale on third party cloud based networks over global data ingenuity real world assets ingenuity | The Hut Group
fully driving and performance marketing upgrading functionality whilst turning a cost into a profit million words translated for in ingenuity real world assets ingenuity | The Hut Group
best in class product innovation best in class technical expediting speed to market production facilities globally brand complex ingenuity real world assets ingenuity | The Hut Group
proprietary warehouse management powering globally fir single cross border solution of warehousing globally cere me ingenuity real world assets ingenuity | The Hut Group
state of the art production capabilities licensing experience with direct agreements in place globally increased product margins supply chain agility low risk model ingenuity real world assets ingenuity | The Hut Group
internally built courier label library connecting to over final mile delivery solutions global cross border delivery ingenuity real world assets ingenuity | The Hut Group
proprietary customer service interface government accredited and award winning call covering over languages brand complex ingenuity real world assets ingenuity | The Hut Group
only solution provider who is also a brand builder digital marketing agency best in class content creation studios assets ingenuity | The Hut Group
ingenuity | The Hut Group
an all in one commerce solution client chance of success i i i i i removes a need for partner relations allows clients to quickly allows client to focus almost exclusively on their go to market strategy all core technology in house and fully integrated end to end model up front capital investments rapidly scalable due to capabilities in multiple territories enabling margin efficiency across the value chain integration costs from multiple providers removed efficient bundled service offering avoids unexpected costs flexible and fully integrated offering eliminates the integration risk of multiple providers one point of contact reduces management time and complexity i a a a i offers credibility to clients as a proprietary platform built by brand owners supporting a brand growth strategy through unique brand building for brand owners capabilities across marketing data content a year legacy in growing owned brands economically with a laser focus driving an integrated approach to test learn and refine strategies across on performance and data to do so the mix of services reduces execution risk by leveraging the platform that powers deployment of real time data to aid tactical and strategic decision making of revenue alignment of interests for mutual growth frictionless disruptive quick deploy peer peer tis we are builder ingenuity | The Hut Group
revolution ingenuity has been an incredible success we are now able to offer our revolution consumer locally revolution beauty products on new continents and resulting in triple digit growth alongside a experience and fast shipping for our consumer i a | The Hut Group
low acquisition cost and low churn in less than month churn growth verticals beauty food beverage nutrition wellness retail fashion home interest automotive garden machinery media entertainment fitness sport growth investment in digital talent geographical coverage product and service expansion powering fully sites for key global territories includes japan china and average solutions across our client base award winning detect society fir bundled with award winning orbit headless solutions expanding business development strategy and client services teams across continents partnering with global digital services providers growth delivers revenue growth via margin applied to payments and distribution plus revenue share increase in third party processed in mots ace is kore shelled con ingenuity | The Hut Group
our technology is already heavily invested with minimal variable costs to serve in either hosting or sales and marketing we remove the capital barriers to clients and still deliver a differentiated profit and loss profile our opportunity to build on that model via vertical territory product and growth is unique i i ingenuity | The Hut Group
ingenuity commerce markets core competencies markets a i i i a a i i a a a a a a i i a i | The Hut Group
leveraging a truly global network offering speed and efficiency content luxury hotel spa canada phoenix salt lake city integrated customer shipping new customers ingenuity new jersey japan chin sao chile | The Hut Group
the partnership with the hut group means that we have a scalable growth model that is light with a cost base that is directly variable with sales volume whilst we retain direct control of the brand the customer base and the strategy a hotel ingenuity | The Hut Group
value of ingenuity option and collaboration agreement beauty nutrition on demand other ingenuity affiliated companies a a a i a subscribed for of capital raise in granted the option of a investment into ingenuity implying an of for a equity interest for the purposes of the option ingenuity shall be separated from with separation of the other operating units to follow ingenuity will be to expedite the potential collaboration with appropriate affiliates ingenuity to be a separate legal entity separation to be effected within calendar months option to extend by up to a further calendar months discretion retained to separate ingenuity by way of sale process or other strategic options future proofing leading edge security infrastructure whilst providing another core competency for revenue generation from a service investment in global solutions to expedite delivery times generating year a to acquire new technology and functionality i services development of underpinning ingenuity as an influential and invaluable partner building on earnings enhancing recycling investments management | The Hut Group
ingenuity commerce is rapidly scaling i i yoy yoy ingenuity commerce ingenuity growth total confirmed sites net clients | The Hut Group
high retained revenue low cost to serve delivering strong margins a i i a i i a i i a i year year recurring revenues one off fees quarterly illustrative client maturity profile maturing cohort growth ingenuity | The Hut Group
intangible analysis efficient and in line with peer group technology spend of revenue platform carrying value of revenue staff costs of revenue assets not of technology spend in year not average of peers of peers average of peers of peers ingenuity lye | The Hut Group
delivering coca cola first full portfolio offering why ingenuity service composition offering a flexible and sophisticated platform to deliver a unique and enriched customer proposition across bundling gifting product adjacencies and more improving accessibility of less well known brands within their portfolio offering an owned shopping experience delivering accelerated through ingenuity unique model with laser focus on daily trade marketing performance eradicating friction points with seamless integrated and data support core commerce platform inclusive of payments proprietary fraud proprietary and customer service platform capability trading data services international including use of ingenuity proprietary warehouse management system order tracking in the long term this move will allow us to further our range across all of our customer channels strengthen consumer loyalty and help us to our potential as category leader strategic projects director min since | The Hut Group
delivering a major platform migration exceeding revenue targets by in launch week i i i a a a i i a i a why ingenuity service composition the consolidation of multiple solution providers core commerce platform inclusive of a across legacy technology brand building services offering an advanced solution whilst delivering substantial cost efficiencies across the full model quickly delivering a major digital transformation project in months bespoke product information management system payments fraud proprietary and customer service platform trading performance marketing services digital and data services annual creative content via studios uplift | The Hut Group
we know that many people get their initial ideas for home and garden updates or transformation projects which has a huge impact on how they then want to shop our new will make it even easier to be inspired and be supported by our stores which will show products in whole room sets to help them envisage how the look could fit in their own home a i i a ingenuity | The Hut Group
delivering in territories in under months i i a i a i a a a a i a a i a a a i why ingenuity service composition the strategic partner for international growth across core commerce platform inclusive of offering a and frictionless customer experience of elemis year digital plan in months quickly to drive incremental sales over the peak trading period offering additional support in product innovation manufacturing through ingenuity in house beauty manufacturing house payments proprietary fraud propriety influencer platform and customer service technology support trading performance marketing data services across all territories international including use of ingenuity proprietary warehouse management system order tracking product innovation manufacture increase since launch target | The Hut Group
ingenuity is a game changer in speed and cost efficiency to market service to end customers and delivering the dream of elemis in a box globally profitably and successfully for once a technology business partner who delivers what they promise i i i i on | The Hut Group
delivering high level strategic projects and driving execution with cross functional teams for clink a a a a a i a i a a a why ingenuity service composition strategic partner that will form a key part of digital transformation and commerce journey leveraged our end to end capabilities to scale internationally capture customer data and provide an platform help enable to become a more consumer centric business strategic advisory supported a range of high level strategy international expansion and customer data acquisition following the launch signed a strategic retainer with the digital strategy team to provide ongoing strategic support post launch for clink advisory services to help drive execution of key proposition initiatives by and creating implementation holistic strategy deliverable involving international growth advisory data acquisition strategy capabilities strategic governance being involved in the process to identify key strategic levers and initiatives for the upcoming quarter ingenuity strategy consulting services have been valuable in helping shape the strategic direction for clink and support driving the execution of key initiatives in particular the strategy consulting team supported overall strategy where to play and how to win international expansion analysis and helped develop the holistic customer data acquisition strategy the ongoing support has proved beneficial resource as part of the team grant sons assessed ache aval | The Hut Group
leader digital talent | The Hut Group
strategy | The Hut Group
strategy protecting climate and nature climate nature water empowering people and communities diversity inclusion employee communities leaving the world a better place than we found it strengthening our supply chain and circularity ethical supply chain zero waste planet earth nas planet earth lit i | The Hut Group
the goals for protecting climate and nature publish net zero aligned to science based targets in offset all direct historical emissions by of suppliers and ingenuity partners to set carbon reduction targets by planet earth | The Hut Group
the goals for strengthening our supply chain and circularity of own brand packaging to be or by zero waste to from own operations by of packaging from party brands to be or by planet earth | The Hut Group
the goals for empowering our people and communities achieve female representation and at least ethnic minority representation on the board and senior leaders by eliminate gender and pay gaps across all divisions by provide people within the community with technology and life skills training by raining | The Hut Group
strategy protecting climate and nature climate nature water empowering people and communities diversity inclusion employee communities leaving the world a better place than we found it strengthening our supply chain and circularity ethical supply chain zero waste planet earth planet earth lit i | The Hut Group
| The Hut Group
i i a i i the genius of ingenuity making complex simple | The Hut Group
a i he thank you | The Hut Group
a i appendix | The Hut Group
a certified end to end solution through ingenuity is investing in being a best in class platform end to end specialist capabilities carbon reduction solutions offsetting corporations carbon footprint hard to recycle consumer plastics solutions recycle me scheme more trees planting platform for customers at renewable energy solar roll out program sustainable products packaging deliveries accredited focus on ethical trade tie neutral | The Hut Group
a growing digital talent base of industry experts creative and technology specialists growth over years a i a i a i i a i a a performance and marketing talented long tenured team with a diverse trading client services data supply chain and operations business development executives and digital strategy combination of capabilities in system design and architecture and engineering and testing broad understanding of business analysis project management and data management differentiated know how on machine learning as a game changer in retail up to date with the latest coding practices developing repository top best big companies to work for structure sort cane chai do week awards game ingenuity | The Hut Group
ingenuity ingenuity commerce comprises high margin commerce services principally technology solutions digital content partnerships ingenuity also includes lower margin pass through commerce services and marketing hosting services headless provision to third parties fluently provision of language translation to third parties provision of services beauty new product development and contract manufacturing through in the is within ingenuity owing to third party contracts this will move out of ingenuity post the separation separation divisions do not pay to use ingenuity no charge to for the use of ingenuity technology solutions digital content solutions partnerships marketing recharges operations solutions hosting translation services beauty and manufacturing ate eta | The Hut Group
beauty operating model post separation has stated its intention to list beauty in by all beauty trade assets and employees will be owned and operated by beauty a wholly owned subsidiary of supported by an arm length ingenuity contract on market terms including a minimum fee all beauty trade assets including all beauty brands and supplier contracts transfers to beauty limited all beauty personnel transfer into beauty limited beauty related manufacturing is transferred into beauty limited beauty enters an arm length market terms ingenuity contract at a minimum take rate beauty dedicated services ingenuity services current operations labs labs as labs labs fluently detect society fluently detect society | The Hut Group
disclaimer i a i i a i i a i i a i a i a a i i this presentation may include forward looking statements in respect of the operations performance prospects and or financial condition of the company forward looking statements are sometimes but not always identified by their use of a date in the future or such words and words of similar meaning as anticipates aims due could may will should expects believes intends plans potential targets goal or estimates by their nature forward looking statements involve a number of risks uncertainties and assumptions and actual results or events may differ materially from those expressed or implied by those statements factors which may cause future outcomes to differ from those foreseen in forward looking statements include but are not limited to those identified in the risk management section of the company annual report accordingly no assurance can be given that any particular expectation will be met and reliance should not be placed on any forward looking statement additionally forward looking statements regarding past trends or activities should not be taken as a representation that such trends or activities will continue in the future except as required by any law or regulation no responsibility or obligation is accepted to update or revise any forward looking statement resulting from new information future events or otherwise past performance cannot be relied upon as a guide to future performance and persons needing advice should consult an independent financial adviser nothing in this presentation should be construed as a profit forecast this presentation does not constitute or form part of any offer or invitation to sell or any solicitation of any offer to purchase any shares or other securities in the company nor shall it or any part of it or the fact of its distribution form the basis of or be relied on in connection with any contract or commitment or investment decisions relating thereto nor does it constitute a recommendation regarding the shares or other securities of the company statements in this presentation reflect the knowledge and information available at the time of its preparation important notice subscribe for ingenuity | The Hut Group
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