Privalia - NOAH12 London

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Champion League - Presentation by Lucas Carne, Co-Founder & CEO of Privalia at the NOAH 2012 Conference in London, Old Billingsgate on the 6th of November 2012.

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Privalia - NOAH12 London

  1. 1. Company Highlights November 6, 2012
  2. 2. DISCLAIMERThis confidential document has been prepared by Privalia Venta Directa S.A. (the “Company”) for information purposes only to assist the recipient in deciding whether it wishes toproceed with a further investigation of the Company. This document is not intended to form the basis of any investment decision and should not be considered as a recommendationby the Company or any other person in relation to the Company. This document does not constitute an offer to sell or an invitation to purchase or tender for the Company.None of the information contained in this document has been verified by the Company or any other person and none of the Company or any other person makes any representationsor warranties, express or implied, as to the adequacy or accuracy of any statement or other information contained herein or in any other oral or written information furnished or madeavailable. No party shall have any right of action against the Company or any other person in relation to the accuracy or completeness of the information contained in this document orany other written or oral information made available to it in connection with the Company or its business. Any simulations, projections, valuations and statistical analyses containedherein have been provided to assist the recipient in the evaluation of the matters described herein. Such simulations, projections, valuations and analyses may be based on subjectiveassessments and assumptions and may utilise one or more methodologies that produce differing results. Accordingly, such simulations, projections, valuations and statistical analyses(historical or otherwise) are not to be viewed as facts and should not be relied upon as an accurate representation of future events. Past performance is not indicative of future results.This document does not constitute or form, and should not be construed as constituting or forming an invitation or inducement to engage in investment activity. This document shallnot constitute an offer to sell or the solicitation of an offer to sell or the solicitation of an offer to buy any securities in the Company, nor shall there be any sale of securities in anyjurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. Neither this document noranything contained in it shall form the basis of any contract or commitment on any party whatsoever.This document has been delivered to interested parties for information purposes only and upon the express understanding that such parties will use it only for the purpose set outabove. The distribution of this document in or from certain jurisdictions may be restricted or prohibited by law. Recipients are required to inform themselves of, and comply with, allrequirements, restrictions or prohibitions in such jurisdictions. The Company accepts no liability to any person in relation to the distribution or possession of this document or copiesthereof in or from any jurisdiction where the distribution of such a document is prohibited or requires special authorisation or any regulatory consent or approval. By accepting thisdocument the recipient has agreed, upon request, to return promptly all material received from the Company (including this document) without retaining any copies.The recipient agrees not to approach any officer or employee of the Company without the express permission of the Company and to keep confidential any written or oral informationcontained herein or otherwise made available in connection the Company or in connection with any further investigation. This document must not be copied, reproduced, distributedor passed to others at any time without the prior written consent of the Company.In furnishing this document, the Company undertakes no obligation to provide the recipient with access to any additional information or to update this document or additionalinformation or to correct any inaccuracies therein which may become apparent.The Company reserves the right in their sole and absolute discretion, at any time without notice and in any respect, to change the procedure for any proposed transaction or terminatenegotiations. 2 30/10/2012
  3. 3. WE CONNECT FASHION BRANDS TO SMART SHOPPERS ACROSS KEY FASHION MARKETS 56.1m unique Mexico–5.6m1 visitors worldwide Brazil–20.1m1 Germany–3.6m1 Italy – 10.7m1 Spain–16.2m1 We connect mainstream fashion brands to smart shoppers through multiple channels¹ Unique visitors accumulated from July 2011 to June 2012. Source: Google AdPlannerNote: Unique visitors worldwide do not precisely match the sum of individual countries’ unique visitors due to rounding 3 10/30/2012
  4. 4. THE LOCAL APPROACH IS THE SECRET SAUCE OF OUR SUCCESS 1 2 Locally organized brands Local sourcing team Strong localized relationships with suppliers Selects best local products 5 3 Local distribution centers Key differentiation and local sales force Local showroom factor vs. our Strong local flavor Provide a differentiated service competitors 4 Local CRM and Social Media presence To stay close to our customers Nearly 70% of both sales and our catalogue come from local brands1Source: Privalia1. 2011, local includes both brands that only have a local awareness and international brands that make the distribution decision at a local level 4
  5. 5. WE CAN REACH OUR CLIENTS WHEREVER THEY ARE Mobile is driving explosive growth (1) (1) 31% 16%Source: Privalia, Facebook1. Refers to Privalia markets where mobile applications are available2. Aggregate fan base data as of June 11, 2012 5
  6. 6. UNPRECEDENTED MULTI-LOCAL LEADERSHIP Brazil Mexico #1 in Unique Visitors1 (m) #1 in Unique Visitors1 (m) 5.6 20.1 12.8 0.6 Leadership positions in Privalia Comp #1 Privalia Comp #1 all of our Online Flash Spain markets Italy #1 in Unique Visitors1 (m) #1 in Unique Visitors1 (m) 16.2 10.7 12.1 7.6 Privalia Comp #1 Privalia Comp #1¹ Unique visitors accumulated from July 2011 to June 2012. Source: Google AdPlanner 6 30/10/2012
  7. 7. SIGNIFICANT REVENUE GROWTH ACHIEVED OVER LAST THREE YEARS Full Year Net Revenues (€m) 281 09-11 H1’11-H1’12 CAGR Growth (%) (%) 388% 90% 131 95% PF / 57 57% 31% PF (1) excluding DfL 2009 2010 2011PF (1) Europe Dress-for-Less (all Europe) LatamSource: Privalia1. Pro Forma as if DfL acquisition had taken place on January 1, 2011 7 30/10/2012
  8. 8. HUGE MARKET OPPORTUNITY IN CUSTOMERS AND MONETIZATION Customers1 Fashion1 +109 MM $10 Bn Online Online Fashion Buyers Market +259 MM $42 Bn 24% Penetration 51% Penetration Internet Online Retail (US: 15%) Users (US: 81%) Market +500 MM $1.8 Tr Population Retail Market (+310 MM in the US)Source: IDC and Euromonitor 20121. In countries in which Privalia operates i.e. Brazil, Germany, Italy, Mexico and Spain 8 30/10/2012
  9. 9. WE HAVE SEVERAL LEVERS TO CONTINUE GROWING OUR BUSINESS Continue Growing Our Customer Base Further Develop All Increase, Improve and Distribution Channels (web, Segment the Offer mobile, social) Improve Customer Expand Into New Geographies Experience 9
  10. 10. THANK YOU. 30/10/2012 10
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