Luxury & Fashion - Presentation by Tarek Müller, Co-Founder & MD of ABOUT YOU at the NOAH Conference Berlin 2017, Tempodrom on the 23rd of June 2017.

1. 1
ABOUT YOU | Tarek Müller
Berlin, June 2017
NOAH Conference

2. GET YOUR TICKET TODAY!
www.noah-conference.com
2-3
Tempodrom, BerlinOld Billingsgate, London
NOV2017 6-7 JUN2018
SAVE THE DATE

3. 2
We target a huge opportunity in impulse-buying online
Online
~12%
Offline
~88%
European fashion market
Source: Euromonitor; AT Kearney; Deloitte; AY Research
Total [~400 bn. EUR] Offline [~350 bn. EUR] Online [~50 bn. EUR]
Impulse
~60%
Planned
~40%
Impulse
~25%
Planned
~75%
Stable
EatingEating

4. 3
Personalization, inspiration & mobile are our core drivers
Personalization Inspiration Mobile
ABOUT YOU shopping experience in a nutshell
Not one but a million
online shops
Unique influencer and
content network
Mobile-born,
not Mobile-centric

5. 4
We grew to >250 mn. net revenue in year-4 after launch
ABOUT YOU net revenue [EUR mn.; after returns; excl. VAT]
275
137
62
22
2015
ACTUAL
2016
ACTUAL
2017
FORECAST
2014
ACTUAL
>2x
Launch
ABOUT YOU

6. 5
Growth is fueled by outstanding customer unit economics
17
25
9
-11
-25
Customer
Acquisition
Costs1)
Contribution per
Transaction (net
revenue less
variable costs)2)
14
20
Net Contribution
after 360 Days
per Customer
Net Contribution
after first
Transaction per
Customer
Contribution
from follow-on
Transaction
next 360 Days
(Ø 1,4x)3)
100% ROI after 720 Days36% ROI after 360 Days
Net Contribution
after 720 Days
per Customer
Contribution
from follow-on
Transaction
next 360 Days
(Ø 1,2x)3)
1) ∑ Marketing Spending per Period / ∑ New Customers same Period; 2) Gross basket value less returns less COGS less fulfillment and service costs;
3) Calculated as Contribution per Transaction (14 EUR) * Transactions per Period per Customer (x)
Customer Unit Ecomonics ABOUT YOU Germany [EUR; Excl. VAT; HGB]

7. 6
Online retail is a great business when executed right
ABOUT YOU business model ambition level
EV/Sales Multiples [x] Multiple drivers in business model
3,0
2,3
1,1
0,9
0,5
0,2
Metro AG ZooplusWalmart AmazonYOOXAOWorld
Plain offline
retail
Plain online
retail
Online retail with
multiple revenue
streams
Core retail
business
New service
business
• Customer acquisition
• Assortment
• Fulfillment
• Advertising
• Software
• Analytics
ScaleYield
• Data
• Tech
• Infrastructure
• Margin
• Growth funds
• Liquidity

8. 7
We will continue to grow in multiple dimensions
ABOUT YOU roadmap
Core retail business New service business
Grow ABOUT YOU to become a profitable >1 bn. EUR business
• Push mobile product development
• Enlarge international footprint
• Expand assortment and categories
• Grow advertising business
• Develop Tech & Analytics products
• Venture into new service areas

9. Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online
verticals, a broad range of over 500 investors
as well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes
management distraction
NOAH Advisors is globally well connected
and has direct access to virtually all key
players in the industry
Knowledge of and strong relationships with
potential buyers’ key decision makers
Proactively finds and unlocks attractive
investment opportunities for leading investors
Annual NOAH Conference in its 8th year
Over 40 years of combined relevant M&A
experience
Routine execution of M&A and financing
transactions with sizes of several billion euros
30 successfully completed NOAH Advisors
transactions underline successful transfer of
M&A competencies to the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures
align interests of clients and NOAH Advisors, and
demonstrate conviction to deliver top results
Creative deal solutions
December 2014
September 2014
October 2014
May 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
Sale of controlling stake in
to
Exclusive Financial Advisor to
Facile.it and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2
and its Shareholders
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE
September 2016
December 2016 October 2016
May 2016
Investment in
by
Financial Advisor to Oakley Capital
Exclusive Financial Advisor to
10Bis and its Shareholders
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
Justus Lumpe
Managing Director
justus.lumpe@noah-advisors.com
The NOAH Advisors Core Banking Team
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com
10Bis
Acquisition of a Majority Stake in
by
from
at a valuation of €300m
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
Financial Advisor to Silver Lake
Investment in
by