GLOBAL FASHION GROUP S.A. #1
FASHION &
LIFESTYLE DESTINATION IN LATAM, SEA & ANZ
COMPANY OVERVIEW
April 2024
TABLE OF CONTENTS
WHO WE ARE | 3 |
THE OPPORTUNITY | 15 |
OUR FINANCIALS | 19 |
APPENDIX | 29 |
2 COMPANY OVERVIEW: APRIL 2024
WHO WE ARE
3 COMPANY OVERVIEW: APRIL 2024
WE OPERATE 3 FASHION & LIFESTYLE ECOMMERCE PLATFORMS ACROSS 11 COUNTRIES
LATIN AMERICA | SOUTHEAST ASIA | AUSTRALIA NEW ZEALAND | ||||||
BRAZIL | INDONESIA | AUSTRALIA |
COLOMBIA | PHILIPPINES | NEW ZEALAND |
CHILE | SINGAPORE | |
MALAYSIA | ||
TAIWAN | ||
HONG KONG |
4 COMPANY OVERVIEW: APRIL 2024
OUR VISION IS
TO BE THE #1
FASHION AND LIFESTYLE DESTINATION IN LATAM, SEA & ANZ
OUR PURPOSE IS TO ENABLE TRUE SELF-EXPRESSION
5 COMPANY OVERVIEW: APRIL 2024
WE HAVE ESTABLISHED LEADING MARKET POSITIONS
GROUP | LATAM | SEA | ANZ | |
2023 | ||||
NMV | 1,279 | 408 | 336 | 536 |
(€M) | ||||
ADJ. EBITDA MARGIN | (6.9) | (11.0) | (0.7) | (0.8) |
(%) | ||||
ORDERS | 20.8 | 8.4 | 6.8 | 5.6 |
(M) | ||||
ACTIVE CUSTOMERS | 8.8 | 4.4 | 2.4 | 2.0 |
(M) | ||||
NMV1 | ||
(€M) | +24% | |
1,143 | 1,279 | |
2019 | 2023 | |
MARKETPLACE SHARE OF NMV | ||
+20ppt | ||
38% | ||
18% | ||
2019 | 2023 |
- Growth rate is in constant currency. Bars are a graphical representation of values on a constant currency basis.
6 COMPANY OVERVIEW: APRIL 2024
HOW WE WIN
BEST-IN-CLASS | PARTNER OF CHOICE FOR BRANDS | PEOPLE & PLANET POSITIVE | ||
CUSTOMER EXPERIENCE | ||||
• Broad and relevant assortment | • | Unlocking complex markets | • | Climate action | |
• | Inspiring and seamless digital experience | • | Offering flexible business models | • | Circularity and conscious consumption |
• | Fast and convenient delivery | • | Unrivalled platform services | • Fair and ethical sourcing |
7 COMPANY OVERVIEW: APRIL 2024
WE OFFER CUSTOMERS A BROAD & RELEVANT ASSORTMENT
APPAREL | FOOTWEAR | SPORT | ACCESSORIES | OTHER |
34% | 13% | 26% | 13% | 14% |
6,000+
global and local brands
FASHION & LIFESTYLE
categories
OWN BRANDS
enrich the assortment
EXCLUSIVE
offerings
BROAD SEGMENTS
mainstream to premium
Note: Category mix represents % of FY2023 NMV excluding VAT / GST and delivery fees.
8 COMPANY OVERVIEW: APRIL 2024
APP FIRST STRATEGY DRIVES CUSTOMER ENGAGEMENT
APP SHARE OF NMV
62%
57%
46%
33%
90%
78%
2019 | 2023 |
49%
35%
CURATED CONTENT AT SCALE
33M+ SOCIAL MEDIA FOLLOWERS1
Regional Developments
new app interfaces to
LATAM drive customer engagement
paid subscription SEA programme with
personalised app journeys
brand awareness
GFG | LATAM | SEA | ANZ |
ANZ campaigns promoting app activity
(1) Social media follower count based on top five platforms across GFG markets.
9 COMPANY OVERVIEW: APRIL 2024
WE OFFER BRANDS FLEXIBLE BUSINESS MODELS
PLATFORM SALES
RETAIL
MARKETPLACE
Fulfilled by GFG
Cross-docking
Drop ship
PLATFORM
Connects a market of ~800m consumers to 6,000+ brands
PLATFORM SERVICES
OPERATIONS BY GFG
END-TO-END FULFILMENT SERVICES
Single Stock Solution, E-production, Customer Service
MARKETING⁰ BY GFG
BESPOKE 360 MARKETING SERVICES
Onsite & Performance Marketing, CRM, Social Media, Offline Events
DATA BY GFG
DATA-RICH, ACTIONABLE INSIGHTS
Competitive Benchmarks, Inventory, Customer & Product Analytics, Live Dashboards
10 COMPANY OVERVIEW: APRIL 2024
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Disclaimer
Global Fashion Group SA published this content on 29 April 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 29 April 2024 11:12:29 UTC.
