Lyst - NOAH16 London
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Transcript of Lyst - NOAH16 London
Noah London 16
GET YOUR TICKET TODAY!www.noah-conference.com
2-3Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
Lyst is a leading fashion shopping platform,
partnering with the world’s top brands & stores
E25-45Years Old
$500 - $1000Monthly Spend On Fashion
40% of timeShopping On Her Phone or Tablet
Meet Our Shopper
She lives in the city: NY, LA or London and loves
fashion but doesn’t have much time to shop.
She shops online during the week and
in-store on the weekend.
Search the Best Inventory in Fashion
Lyst also learns more about you every time you use it.
5
Rich Product Pages
The only site that shows
customers everywhere they
can get the fashion you love.
Customers ensure they
never overpay.
$300AOV. It’s luxury & contemporary fashion
+15,000Fashion brands, boutiques and
department stores including:
Burberry Saks Lane Crawford Alexander McQueen Alexander Wang Neiman Marcus Gucci Balenciaga Theory Dolce & Gabbana
55 millionAnnual Shoppers in the LTM
3 millionFashion Products. We NEVER hold inventory
$60 millionFunding: Accel, Balderton, DFJ Esprit, LVMH…
Facts and Figures
Revenue Growing Strongly Triple-digit Growth. US$
3000
6000
9000
12000
2011 2012 2013 2014 2015 2016e
Lyst’s Global GMV Breakdown (2016)
North America
52%
C. & S. America
<1%
Africa
<1%
Europe
32% APAC & RoW
15%
8
Owning the Vertical with Data
We’ve seen this before.
Fragmented Merchants Consumer Platform
Airlines, Hotel Operators
Artists, Record Labels
Film / TV Content Providers
Department Stores, Boutiques,
Fashion Brands, etc.
10
Online retailers/brands use Lyst as a
marketing platform, paying a %CPA
Structural advantage in customer acquisition:
300% CAC recovery in the first transaction
We neither carry Inventory nor perform
operations like photography, shipping…
Most of our team are engineers, building a
scalable tech business
Lyst’s Business Model
Universal Cart
Shop all your favourite stores
& brands in one place.
(like Booking.com)
Affiliate
Once you find something,
click out to buy it on that store.
(like Kayak)
vs.
Direct distribution and online are transforming Luxury
Source: Bain and Company - Luxury Goods Worldide Market Study
25
50
75
100
Monobrand Department Specialty Offprice Online Airport Total
25%
29%
23%
10%7%
6% $253b
Wholesale
66%
Retail
34%
Global luxury goods market by channel, 2015 ’15 growth
13
Growing awareness on pricing blurrinessLyst reflects pricing from all retailers
Consumers mix styles, brands, categoriesLargest assortment, from high end to high street
Capabilities to offer distributed commerce
Shopping intent happens everywhere in Digital
Lyst: uniquely positioned for the future
Industry shaping forces
Borderless consumersIncreasing Global reach to connect them with the right partner
Online demand for offline inventoryWorking in different ways to connect both
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
24 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
September 2015
December 2014
September 2014
October 2014
May 2014
Sale of a 70% stake in
to
Exclusive Financial Advisor to Drushim and its Shareholders
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 2016October 2016
May 2016
Investment in
by
Financial Advisor to Oakley Capital
Exclusive Financial Advisor to 10Bis and its Shareholders
®
Marco RodzynekManaging Director & Founder
Jan BrandesManaging Director
Justus LumpeManaging Director
The NOAH Advisors Core Banking Team
Nikhil ParmarDirector
10Bis Drushim
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
