This document provides information about the fashion shopping platform Lyst. It summarizes that Lyst partners with top fashion brands and stores, has over 15,000 brands in its inventory, sees 55 million annual shoppers, and had $60 million in funding from investors. It also notes that Lyst aims to offer a universal shopping cart experience and is uniquely positioned for the future of the industry as borders and categories continue to blur in digital fashion shopping.
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3. Lyst is a leading fashion
shopping platform,
partnering with the world’s
top brands & stores
4. E
25-45
Years Old
$500 - $1000
Monthly Spend On Fashion
40% of time
Shopping 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.
5. Search the Best Inventory in Fashion
Lyst also learns more about you every time you use it.
6. 5
Rich Product Pages
The only site that shows
customers everywhere they
can get the fashion you love.
Customers ensure they
never overpay.
7. $300
AOV. It’s luxury & contemporary fashion
+15,000
Fashion brands, boutiques and
department stores including:
Burberry
Saks
Lane Crawford
Alexander McQueen
Alexander Wang
Neiman Marcus
Gucci
Balenciaga
Theory
Dolce & Gabbana
55 million
Annual Shoppers in the LTM
3 million
Fashion Products. We NEVER hold inventory
$60 million
Funding: Accel, Balderton, DFJ Esprit, LVMH…
Facts and Figures
9. Lyst’s Global GMV Breakdown (2016)
North America
52%
C. & S. America
<1%
Africa
<1%
Europe
32% APAC & RoW
15%
8
10. 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.
11. 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
12. 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.
13. 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
14. 13
Growing awareness on pricing blurriness
Lyst reflects pricing from all retailers
Consumers mix styles, brands, categories
Largest 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 consumers
Increasing Global reach to connect them with the right partner
Online demand for offline inventory
Working in different ways to connect both
16. 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 Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
Justus Lumpe
Managing Director
justus.lumpe@noah-advisors.com
The NOAH Advisors Core Banking Team
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com
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