Walmart announced a $16 billion investment in Flipkart Group, acquiring approximately 77% ownership. This positions Walmart for significant growth in India's fast growing eCommerce market. The transaction is expected to close later in the fiscal year, pending regulatory approval. While it will negatively impact Walmart's earnings per share in fiscal years 2019 and 2020, the company expects it to generate long-term value by strengthening its portfolio and executing on its international growth strategy in a critical high-growth market.
E-commerce giant Amazon is conducting a global media agency review.
It’s a huge piece of business. The firm spent more than $5 billion on advertising and promotional costs in 2016, according to the firm’s latest annual report. Of that total, more than $1 billion is estimated to be earmarked for measured media expenditures worldwide, most of it targeted to U.S. consumers.
It’s believed that most of the holding companies will participate in the review, although one exception is Omnicom, which handles competitor Google.
Flipkart - Analysis of Marketing Strategy and new Branding IdeasManeesh Garg
The analysis of Flipkart's old marketing strategy and new branding ideas for better sales and publicity.
To get a copy of this presentation, share your views about the presentation with your email id in Comments section... I keep on updating my presentations and documents. To ensure that you don't miss any update or new upload don't forget to press the "FOLLOW" and "LIKE" button
Walmart’s presentation below talks about the size of Indian economy and its retail market, its growth, and the vast opportunities it provide. The US-based company has gone into details about their strategy, internet penetration and the growing number of online shoppers in India, as well as the leadership and partners they gain from Flipkart.
From Bessemer Venture Partners, Partner Mary D'Onofrio releases the definitive benchmarking report on how cloud companies grow operationally efficient businesses and scale to $100 million in ARR (and beyond).
E-commerce giant Amazon is conducting a global media agency review.
It’s a huge piece of business. The firm spent more than $5 billion on advertising and promotional costs in 2016, according to the firm’s latest annual report. Of that total, more than $1 billion is estimated to be earmarked for measured media expenditures worldwide, most of it targeted to U.S. consumers.
It’s believed that most of the holding companies will participate in the review, although one exception is Omnicom, which handles competitor Google.
Flipkart - Analysis of Marketing Strategy and new Branding IdeasManeesh Garg
The analysis of Flipkart's old marketing strategy and new branding ideas for better sales and publicity.
To get a copy of this presentation, share your views about the presentation with your email id in Comments section... I keep on updating my presentations and documents. To ensure that you don't miss any update or new upload don't forget to press the "FOLLOW" and "LIKE" button
Walmart’s presentation below talks about the size of Indian economy and its retail market, its growth, and the vast opportunities it provide. The US-based company has gone into details about their strategy, internet penetration and the growing number of online shoppers in India, as well as the leadership and partners they gain from Flipkart.
From Bessemer Venture Partners, Partner Mary D'Onofrio releases the definitive benchmarking report on how cloud companies grow operationally efficient businesses and scale to $100 million in ARR (and beyond).
Inilah pitch deck dari raksasa media digital, Buzzfeed. Bagi kamu yang memiliki model bisnis yang serupa dengan BuzzFeed, mungkin kamu dapat terinspirasi dari pitch deck ini.
This was our final Series A deck. Read more about raising the round in this blog post:
https://medium.com/@DanielleMorrill/welcome-brad-feld-to-the-mattermark-team-announcing-our-6-5m-series-a-dd9532fc1b39
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In this webinar, Anne Reints, Senior Manager, Growth Analytics & Experimentation at Mailchimp, will discuss how Mailchimp is continuing to build a culture of experimentation and has leveraged testing across both their product and marketing teams.
Join this webinar and learn:
The history of growth and experimentation at Mailchimp
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About the launch of their internal Experimentation Resource Group
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@bdeeter
@kshenster
@annarchyy
About Bessemer Venture Partners:
Bessemer Venture Partners was born from innovations in steel that literally forged modern building and manufacturing. Today, we work with people who want to create revolutions of their own. We've been fortunate to be a part of over 120 IPOs in the last 50 years, including Shopify, Yelp, LinkedIn, Skype, LifeLock, Twilio, SendGrid, DocuSign, Wix, Box, and MindBody.
www.bvp.com
@BessemerVP
Everything has already been said about Uber. Or has it? Both fascinating and repulsive, closely watched by the media and politicians, the Californian unicorn’s growth model hasn’t been spared any sort of criticism.
And yet, valued at $68 billion, the firm mesmerizes VCs as never seen before and inspires every week countless articles, op-eds, infographics and columns – not including numerous bills… It’s because, just like the whole digital revolution, Uber questions every habit, system, model and belief.
In order to go beyond these debates, FABERNOVEL offers an analysis devoid of any political or ideological consideration, a study to understand Uber’s growth model – that we see as viral – and to delve as much as possible into its success factors.
If you’re interested in our work and you wish to organize a presentation for your team, just send us a message at hello at fabernovel.com
Inilah pitch deck dari raksasa media digital, Buzzfeed. Bagi kamu yang memiliki model bisnis yang serupa dengan BuzzFeed, mungkin kamu dapat terinspirasi dari pitch deck ini.
This was our final Series A deck. Read more about raising the round in this blog post:
https://medium.com/@DanielleMorrill/welcome-brad-feld-to-the-mattermark-team-announcing-our-6-5m-series-a-dd9532fc1b39
OpenView surveyed over 500 companies, from pre-revenue to $150M+ ARR publicly traded SaaS companies, about what does and doesn't work when it comes to scaling a business.
Mailchimp: Scaling Experimentation Across TeamsOptimizely
Mailchimp, an all-in-one marketing platform for small businesses, has built innovative, beautiful products that empower those businesses to scale. No longer just an email marketing tool--the shiny, new marketing platform’s mission is to empower the underdog to connect with their audiences and create the customer loyalty that’s needed to grow.
In this webinar, Anne Reints, Senior Manager, Growth Analytics & Experimentation at Mailchimp, will discuss how Mailchimp is continuing to build a culture of experimentation and has leveraged testing across both their product and marketing teams.
Join this webinar and learn:
The history of growth and experimentation at Mailchimp
How Mailchimp grew their experimentation program by 6,000%+ in 12 months, going from just 1 experiment to over 60
About the launch of their internal Experimentation Resource Group
How they created a data-driven decision-making framework across the company
What goes into building an enduring cloud business? Bessemer investors Byron Deeter, Kristina Sheen, and Anna Khan reveal the G.R.I.T. framework and ways for cloud founders to develop new levels of operational rigor. In this presentation, Bessemer unveils insights into the cloud industry, Good, Better, Best frameworks for SaaS startups, and the 2019 technology trends and predictions Bessemer is most excited about.
Follow the Bessemer Cloud Team on Twitter:
@bdeeter
@kshenster
@annarchyy
About Bessemer Venture Partners:
Bessemer Venture Partners was born from innovations in steel that literally forged modern building and manufacturing. Today, we work with people who want to create revolutions of their own. We've been fortunate to be a part of over 120 IPOs in the last 50 years, including Shopify, Yelp, LinkedIn, Skype, LifeLock, Twilio, SendGrid, DocuSign, Wix, Box, and MindBody.
www.bvp.com
@BessemerVP
Everything has already been said about Uber. Or has it? Both fascinating and repulsive, closely watched by the media and politicians, the Californian unicorn’s growth model hasn’t been spared any sort of criticism.
And yet, valued at $68 billion, the firm mesmerizes VCs as never seen before and inspires every week countless articles, op-eds, infographics and columns – not including numerous bills… It’s because, just like the whole digital revolution, Uber questions every habit, system, model and belief.
In order to go beyond these debates, FABERNOVEL offers an analysis devoid of any political or ideological consideration, a study to understand Uber’s growth model – that we see as viral – and to delve as much as possible into its success factors.
If you’re interested in our work and you wish to organize a presentation for your team, just send us a message at hello at fabernovel.com
Does Apple’s first quarter results are an indication of beneficial long term investments for investors? Know the views of Aranca investment research analyst.
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In this presentation, you will explore:
• The impact AI will have on the global economy
• The companies at the forefront of AI technology
• Why now is a good time to invest in AI technology
• An overview of some of the AI stocks in the portfolio
• Our stock selection criteria and research methodology.
The Macrovue Investment team has researched and constructed a portfolio focused on the five main AI technology systems in practice now.
These 10 companies are the early AI adopters that combine a strong digital capability with proactive strategies that have higher profit margins and are likely to widen the performance gap with other firms in the future.
Omni-channel as a market entry strategy in GCCRajan Gill
This has been a recent article in the Khaleej Times who quoted MPC’s business report and thought leadership, along with established consulting players such as KPMG and Strategy&.
http://www.khaleejtimes.com/gcc-retailers-need-omni-channel-strategy
The project analyses the mergers and acquisitions that have happened in the e-commerce industry and tries to comment on whether the valuations are justified. It also discusses the sustainability of the current discount model the industry is following.
This report includes market size, market segmentation by players, categories, geography and customers, profitability scenarios and business economics of the ecommerce industry in India.
Companies are increasingly focused on high-quality strategic transactions, with less time spent on investigating peripheral opportunities, according to our annual tracker of business leader M&A intentions.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
At a time when Flipkart is seeking a fresh round of funding, it has faced another valuation markdown by one of its mutual fund investors. Following last week’s Morgan Stanley’s plunging marked down of its holdings in Flipkart by about 38%, US-based investment firm Vanguard Group has marked down the value of its stake in Flipkart by 33%.
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For the second quarter this year, the number of deals stood at 111 with VC investments of $583 million while in January-March quarter this year, 126 deals took place and investments worth at $1.402 billion were done.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
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Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
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Kyiv PMDay 2024 Summer
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Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
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𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
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➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
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3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
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Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
2. 22
Forward Looking Statement
This presentation, and information discussed on the related webcast call with the investment community, contains statements as to Walmart
management's guidance regarding the earnings per share impact of Walmart’s investment in Flipkart for the fiscal year ending January 31, 2019,
and the subsequent fiscal year, revenue growth attributable to this investment, anticipated growth in eCommerce in India and other metrics for
growth in India, Flipkart’s future performance, and steps being undertaken to position the Walmart International business for future growth, as well as
statements by Walmart about its share buyback program and its credit profile. Walmart believes such statements are “forward-looking statements”
within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, that are intended to enjoy the protection of the safe harbor
for forward-looking statements in Section 21E of the Securities Exchange Act of 1934, as amended. Assumptions on which such forward-looking
statements are based are also forward-looking statements. Walmart's actual results may differ materially from the guidance provided as a result of
changes in circumstances, assumptions not being realized or other risks, uncertainties and other factors, including: the closing date for Walmart’s
investment in Flipkart; the level of Walmart’s investment in Flipkart from time to time; currency exchange rate fluctuations; changes in market interest
rates; competitive pressures and other economic, geo-political, capital markets and business conditions, trends and events in India; changes in
existing rules and regulations regarding foreign direct investment in the retail business in India; other changes in existing tax, labor or other law or
regulations in India; and other risks, uncertainties and factors relating to Walmart’s operations and financial performance discussed in its filings with
the SEC. You should read this presentation in conjunction with our Annual Report on Form 10-K for the year ended January 31, 2018, and our
subsequent filings with the SEC. You should consider all of the risks, uncertainties and other factors identified above and in those SEC reports
carefully when evaluating the forward-looking statements in this presentation. Walmart cannot assure you that the future results reflected in or
implied by any such forward-looking statement will be realized or, even if substantially realized, will have the forecasted or expected consequences
and effects for or on our operations or financial performance. Such forward-looking statements are made as of the date of this presentation, and
Walmart undertakes no obligation to update such statements to reflect subsequent events or circumstances.
4. 44
We Save People Money So They Can Live Better
Make every day easier
for busy families
Change how
we work
Deliver results and
operate with discipline
Be the most
trusted retailer
Service to the
customer
Respect for the
individual
Strive for
excellence
Act with
Integrity
Customers Associates Communities Shareholders
5. 55
Flipkart Group Investment Fits within Walmart’s International Strategy
Active portfolio management
Disciplined growth
through differentiated
customer proposition
Be the lowest
cost operator
Build strong
foundations
High Growth, Attractive Market
Opportunity with the Local Leader
Strong North
American Core
Mexico
Canada
Central America
Key Growth
Markets
China
India
Diversified Portfolio
Markets
Africa
Argentina
Brazil
Chile
Japan
UK
6. 66
Flipkart Group Transforms Our eCommerce Opportunity in a Critical Growth Market
Long-term value for shareholders, associates, Indian economy & communities
Management with strong in-country expertise
One of the world’s largest and fastest growing markets
$7.5 billion1 annual GMV and 54 million active customers
eCommerce growing 4x faster than retail industry
Attractive Market & Growth Opportunity
Accelerating eCommerce Environment
Creating Value for all Stakeholders
Experienced & Committed Management Team
The Local Leader
Strong Partnerships Strong shareholder partners with successful track records of investments in Asia
1. Gross Merchandise Value or GMV as defined by Flipkart represents the total dollar value of orders processed on its marketplaces in the period without reduction for returns.
MarketFlipkart
7. 77
India Is a Compelling Growth Market with Long-term Potential
1. Source: CAGR calculated from World Bank reported historical GDP data 2006 to 2016 (last reported)
2. Source: Goldman Sachs “India` Consumer Close-up” which cites Euromonitor; UN population estimates
3. Source: Internet Live Stats 2016 data in PlanetRetail RNG “Ecommerce & Digital Ecosystem Management;” India market size defined
by number of users
4. Source: Statcounter 2017 data in PlanetRetail RNG “Ecommerce & Digital Ecosystem Management”
5. Source: Deloitte “Digital Media: Rise of On-Demand Content”
35%
Percentage of population
using internet3; 2nd largest
internet market globally
Estimated smartphone
penetration by 2020 vs.
30% in 20175
58%79%
Mobile percentage of internet
traffic, vs. global average of
50%4
443M
Millennials plus
393M Generation Z,
or 66% of the population2
GDP CAGR over
past 10 years1
9.4%
8. 88
0.2% 0.3% 0.4%
1.0%
1.8% 1.8%
2.1%
6.2%
0%
1%
2%
3%
4%
5%
6%
7%
FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY23E
eCommercePenetration
India eCommerce Projected to Grow 4x Faster Than Total Retail over Next Five Years
India’s eCommerce vs. Total Retail Growth1
//
Sources: Bain & Company estimates based on primary and secondary sources, and shall not be construed as definitive predictions or forecasts
1. Excludes services
’18-23E
CAGR
eCom:
~36%
Total Retail:
~9% 4x
9. 99
Flipkart Group Is the Local Leader in India eCommerce
India’s Retail Landscape Derives
Support from Flipkart’s Ecosystem
PhonePe app facilitates
seamless payments
Technology that digital
consumers trust
Logistics arm Ekart - 500k
deliveries every day
Flipkart
Leading India’s
eCommerce transformation
Myntra and Jabong
India's leading online
fashion destination
Flagship Flipkart Businesses
10. 1010
Flipkart Group Is Positioned for Significant Growth
FY14 FY15 FY16 FY17 FY18 FY14 FY15 FY16 FY17 FY18
Gross Merchandise Value ($M)1 Active Customers (M)2
Flipkart Myntra and Jabong
Note: Exchange rate $ / INR 65; Fiscal year ends 31-Mar; FY2015 has 8 months of Myntra & FY2016 has 8 months of Jabong. FY 2018 does not include eBay
1. Gross Merchandise Value or GMV as defined by Flipkart represents the total dollar value of orders processed on its marketplaces in the period without reduction for returns.
2. Active customers are customers transacting at least once in the last 12 months. Total does not exclude customer overlap between entities
$7.5B1
Annual GMV
54M
Active customers
261M
Units sold in FY18
$7.5B
54M
11. 1111
Flipkart Group Maintains Leading Position in Fast Growth Categories with
Significant Upside
Fashion
#1
Mobile
#1
Electronics
#2
Large Appliances
#1
Flipkart Group
Category Rank by
GMV Share
Source: Wall Street analysts and Bain & Company estimates based on primary and secondary sources
and shall not be construed as definitive predictions or forecasts
12. 1212
Experienced and Committed Management Team with Strong Market and
eCommerce Expertise
Binny Bansal
CEO, Flipkart Group and
Co-Founder of Flipkart
2017 CEO of Flipkart Group
2016 CEO of Flipkart
2007-2016 COO of Flipkart
B. Tech in Comp. Engineering from IIT-
Delhi
Kalyan Krishnamurthy
CEO Flipkart
2017 CEO of Flipkart
2016 key positions with Flipkart
2006-2016 key positions with Tiger
Global Management and
eBay Asia-Pacific
MBA from AIM, Philippines
Sameer Nigam
Founder and CEO of PhonePe
2014-2017 Founder and CEO of
PhonePe
2011-2014 VP and SVP at Flipkart
2009-2012 Founded Mime360 as digital
distribution platform
MBA from Wharton Business School
Ananth Narayanan
CEO of Myntra and Jabong
2015-2017 CEO of Myntra
2000-2015 Director, Managing Partner,
McKinsey Chicago, Shanghai, Taipei,
India
MS from University of Michigan
14. 1414
Walmart and Flipkart Group Create Value for Everyone
Associates Communities ShareholdersCustomers
• Quality, affordable goods
• Easier and quicker ways
to shop
• Broad product assortment
• Job creation
• Support farmers and
develop supply chains
• Supports women
entrepreneurs
• Attractive growth market
• Strengthens global
portfolio
• Generates long-term
value
• Executes on committed
international strategy
• Better opportunities
• Stronger business
16. 1616
Transaction Overview and Financial Highlights
Transaction
Structure
• Walmart’s approximately $16 billion investment includes $2 billion of new equity funding, which will help Flipkart achieve
its growth potential.
• Walmart initial ownership stake of approximately 77%.
• Remainder of ownership held by Flipkart’s existing shareholders, including Flipkart co-founder Binny Bansal, Tencent
Holdings Limited, Tiger Global Management LLC, and Microsoft Corp.
• While the immediate focus will be on serving customers and growing the business, Walmart supports Flipkart’s ambition
to transition into a publicly-listed, majority-owned subsidiary in the future.
• Closing expected later in FY19, subject to regulatory approval.
Financing and
EPS Impact
• Finance the investment with a combination of newly issued debt and cash on hand.
• Flipkart’s financials will be reported as part of Walmart’s International business segment.
• Assuming the transaction closes at the end of the second quarter of this fiscal year, Walmart expects a negative impact
to FY19 EPS of approximately $0.25 to $0.30, which includes incremental interest expense related to the investment.
• In FY20, as we look to accelerate growth in this important market, Walmart anticipates an EPS headwind in total of
around $0.60 per share, comprised of:
o Operating losses of approximately $0.40 to $0.45 per share, assuming minimal tax benefit for the losses in the near
to mid term. This amount includes about $0.05 per share related to amortization of intangible assets and depreciation
of short lived assets resulting from purchase accounting, which will only last for a few years post-closing.
o Interest expense of approximately $0.15 per share.
• In the mid to long term, as the business scales and efficiencies are realized, we expect losses to decline and returns to
improve.
• Given Walmart’s financial strength, we anticipate the continuation of our current share buyback program, while
maintaining our strong credit profile.
17. 1717
Creates Significant Long-Term Value for Shareholders
Local talent with
global expertise
A leader in
eCommerce
Critical growth
market
Long-term
growth