The most Inspiring and Personal Fashion Online Shop in Europe

E V E R Y C AT C H Y O U R P E R F E C T M AT C H • A B O U T Y O U . D E

275

137

62

22

2015Actual

2016Actual

2017Forecast

2014Actual

ABOUT YOU Launch

Fastest Growing

E-Commerce Startup in

Europe38m GMV

166m GMV

350m GMV

900m GMV

(275m IFRS net revenue)

5 5 % O W N S T O C K ( S H O R T - TA I L ) , 4 5 % M A R K E T P L A C E

The European Fashion Market TodayTotal ~400 bn EUR

Offline89 %

Online11 % ~43,6 bn EUR

The European Fashion Market TodayTotal ~400 bn EUR

Konservative Forecast 2021Total ~400 bn EUR

Offline89 %

Online11 %

Offline85 %

Online15 %

+ 14,7 bn EUR

~43,6 bn EUR ~58,3 bn EUR

Why do people spend money on fashion (online)?

Finding Fashion„I am looking for the perfect jeans“

Discover Fashion„I want a new outfit“

Buying Fashion„I need the Levis 501 in 27/30“

Segment growth

Segment leader

ABOUT YOU is leading the growing Market of Online Fashion Discovery. So far, fashion discovery happened offline. Now it happens on the smartphone - on ABOUT YOU.

ABOUT YOU Shopping Experience in a Nutshell

Content- & Influencer-Network

Exklusive cooperations with the largest Fashion-Influencer, Celebs,

Brand, Magazines etc

Personalization

Personalized content increases relevance and user interaction

Smartphone

Smartphone traffic share at 70% and users have 2x higher CLV

Covering the fashion massmarket, without being

too much in the risk

More than 120.000 Products from more than 1.000 Brands:

•20% of assortment on own stock doing 55% of revenue

•80% of assortment through marketplace (longtail)

F A S T D E L I V E R Y H I G H M A R G I N S H I G H S K U AVA I L A B I L I T Y O F T O P S E L L E R

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 (2m Customer)

(EUR; Excl. VAT; HGB)

Customer Acquisition Costs1)

Contribution per Transaction (net revenue less variable costs)2)

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)

Net Contribution after 720 Days per Customer

Contribution from follow-on Transaction next 360 Days

(Ø 1,2x)3)

36% ROI after 360 Days

-25 14

20

17

-11

9

26

100% ROI after 720 Days

•Reach•Tech & Data• Infrastructure

Core Retail Business

New Service Business

ScaleYieldMargin •

Growth funds •Liquidity •

•Customer Acquisition•Assortment•Fullfillment

•Advertising•Software•Analytics

Multiple additional Profit

Drivers in Business Model

TOP 3 Become One of the

Fashion Players in Europe

Generate more than

GMV per annum(50% CAGR until 2020)

2.5 BN €Be present in

10European countries

Until 2020 we will reach following goals:

The most Inspiring and Personal Fashion Online Shop in Europe

E V E R Y C AT C H Y O U R P E R F E C T M AT C H • A B O U T Y O U . D E

THX!