C A P I T A L M A R K E T S
D A Y 2 0 1 6
D I S T R I B U T E D
C O M M E R C E
2 2 - 0 3 - 2 0 1 6 N I C O L A S B O R G2
C O N S U M E R S
W H E R E V E R T H E Y A R E
W H E N E V E R T H E Y W A N T
3
2 5 5 6 5 0
0 0 0
2 5 5 2 5 5 2 5 5
1 1 5 1 2 2 1 3 2
2 2 9 2 2 9 2 2 9
2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
U S E R F L O W E X A M P L E
4
2 5 5 6 5 0
0 0 0
2 5 5 2 5 5 2 5 5
1 1 5 1 2 2 1 3 2
2 2 9 2 2 9 2 2 9
2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
T H E C H A L L E N G E : O W N & O P E R A T E D S H O P P I N G A P P S
D O N O T F U L F I L L M - C O M M E R C E P O T E N T I A L
L I M I T E D R E A L E S T A T E
F O R R E T A I L E R S
A S A R E S U L T M O B I L E
C O M M E R C E I S L A G G I N G
D E S K T O P R E C I P E S
A R E N O T W O R K I N G
( 1 ) App Annie. ( 2 ) Monetate. ( 3 ) eMarketer UK 2015. ( 4 ) Euromonitor 2015 UK.2015 global app downloads
1Online advertising conversion
2Time
3& money
4spent online
671m
378m
202m
189m
137m
111m
52m
Messenger
Snapchat
Amazon
eBay
3.6%
2.3%
Desktop
Mobile
Mobile
28%
Mobile
52%
Money spent
Time spent
5
2 5 5 6 5 0
0 0 0
2 5 5 2 5 5 2 5 5
1 1 5 1 2 2 1 3 2
2 2 9 2 2 9 2 2 9
2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
T H E O P P O R T U N I T Y
F A S H I O N D I S C O V E R Y
E X P E R I E N C E S D I V E R S I F Y
M A R K E T P O T E N T I A L I N E U R O P E
Source: eMarketer, Business Insider, Facebook annual report, Zalando internal estimates.
€8bn
€20bn
2016
2019
Social
networks
Fashion
discovery
apps
Product
search
Advertizing
Touch more user
segments
Address more purchase
occasions
6
2 5 5 6 5 0
0 0 0
2 5 5 2 5 5 2 5 5
1 1 5 1 2 2 1 3 2
2 2 9 2 2 9 2 2 9
2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
•Targeting
•Optimization
•Discovery,
inspiration
S O U R C I N G
•Brand relationships
•Inventory
management
T R A F F I C
G E N E R A T I O N
P A Y M E N T
C H E C K O U T
•Last-mile delivery
•Returns processing
I N V E N T O R Y
I N T E G R A T I O N
•Structured product
data
•Feeds / API
P O S T S A L E S
•Customer service
•Reactivation,
cross-selling
Z A L A N D O R E M A I N S T H E O W N E R O F T H E C U S T O M E R R E L A T I O N S H I P
F U L F I L L M E N T
•Payment processing
•Money transfer
•Order Interface
•Discovery,
inspiration
P R O D U C T
S E A R C H
A D V E R -
T I Z I N G
S O C I A L
N E T W O R K S
F A S H I O N
D I S C O V E R Y
A P P S
7
2 5 5 6 5 0
0 0 0
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2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
Transaction convenience and safety
• Checkout optimization
• Safety and privacy
Access to the right offering, on the fly
• Extensive selection
• Structured catalogue
• Superior fashion transaction data
Z A L A N D O I S I N A G O O D P O S I T I O N T O B E S U C C E S S F U L
W I T H C O N S U M E R S
W I T H B R A N D S
W I T H P U B L I S H E R S
Solve conversion frictions with
mobile friendly purchase experience
Solve complex mobile shopping channel
Build on existing relationships
• Proven ability to deliver sales volume
• Trusted to protect brand equity
Leverage the platform infrastructure
• Ease of integration
• Channel management / audience building
• Customer insights
Ability to deliver yield
• Access to brands budget
• Conversion uplift
Leverage the platform infrastructure
• Plug & Play integration based on
platform stack
• Engaging user experience
• Visitors insights
8
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0 0 0
2 5 5 2 5 5 2 5 5
1 1 5 1 2 2 1 3 2
2 2 9 2 2 9 2 2 9
2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
W E O N L Y G O T S T A R T E D
•
H2/15: pitch, scope and plan
•
Q1/16: initial team hires / 1 product
•
Q2/16: iterate – test & learn
9
2 5 5 6 5 0
0 0 0
2 5 5 2 5 5 2 5 5
1 1 5 1 2 2 1 3 2
2 2 9 2 2 9 2 2 9
2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
2 0 1 6 P R I O R I T I E S
P I L O T I N G T H E S O L U T I O N
E X P A N D T H E O F F E R
B U I L D A B U S I N E S S
10
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1 1 5 1 2 2 1 3 2
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2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
P I L O T I N G T H E S O L U T I O N
S T R U C T U R E D C A T A L O G U E ,
R E A L T I M E A C C U R A C Y
O R D E R M A N A G E M E N T
S Y S T E M
A D A P T C H E C K O U T T O
I M P U L S E B U Y I N G
T E S T A N D L E A R N T O
I M P R O V E C O N V E R S I O N
F R I C T I O N L E S S L O G I N
S E C U R E O N E - T A P
P A Y M E N T
C O N N E C T T O P U B L I S H E R S
O P T I M I Z E U S E R F L O W
S O L V E I D E N T I F I C A T I O N
A N D P A Y M E N T
11
2 5 5 6 5 0
0 0 0
2 5 5 2 5 5 2 5 5
1 1 5 1 2 2 1 3 2
2 2 9 2 2 9 2 2 9
2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
E X P A N D T H E O F F E R
L A R G E S O C I A L
M E D I A A N D
S E A R C H P L A Y E R S
Ad hoc integration
M I D S I Z E D
F A S H I O N
D I S C O V E R Y A P P S
Standard but customizable
A la carte services
L O N G T A I L
A F F I L I A T E S
Standard package
Full plug & play solution
A D V E R T I Z I N G
12
2 5 5 6 5 0
0 0 0
2 5 5 2 5 5 2 5 5
1 1 5 1 2 2 1 3 2
2 2 9 2 2 9 2 2 9
2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
Align targeting method
Maintenance / technical sales
Pick order management option
Pick inventory connection option
B U I L D A B U S I N E S S
S A L E S O U T R E A C H
T E C H N I C A L O N B O A R D I N G
S U C C E S S M A N A G E M E N T
Define monetization schemes
Secure Brands’ budgets
Acquire network participants
Marketing objectives
Audience building
Targeting optimization
13
W H E R E V E R T H E Y A R E
W H E N E V E R T H E Y W A N T
15
2 5 5 6 5 0
0 0 0
2 5 5 2 5 5 2 5 5
1 1 5 1 2 2 1 3 2
2 2 9 2 2 9 2 2 9
2 4 3 2 4 3 2 4 3
1 0 9 1 0 9 1 0 9
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