Rocket Internet SE

  • WKN: A12UKK
  • ISIN: DE000A12UKK6
  • Land: Deutschland

Nachricht vom 10.09.2014 | 13:00

Rocket Internet AG - Factsheet


Rocket Internet AG / Key word(s): Miscellaneous

10.09.2014 / 13:00


Rocket Internet - Factsheet

Our mission is to become the world's largest Internet platform outside the United States and China

About Us

- Started in 2007 with headquarters in Berlin

- Network of companies active in 100+ countries

- 20,000+ people on the ground across the network

- EUR757m net revenues1 2013 (Proven Winners)

- Backed by international blue chip investors

1 Unaudited sum total of their net revenues based on the generally accepted accounting principles applicable for the relevant company, in each case taking the last fiscal year for which data was available.

Our Business Opportunity

Addressing a massive and fast-growing market opportunity driven by four global megatrends:

1. Booming smartphone penetration

2. Younger populations of "digital natives" in emerging markets compared to the United States

3. A growing global middle class

4. The ability of Internet technology to leapfrog traditional retail infrastructure in emerging markets

Management Board

Oliver Samwer CEO

Peter Kimpel CFO

Alexander Kudlich Group MD

Our Business Model: The Rocket Platform

Infrastructure

- Unparalleled experience in scaling world-class Internet businesses globally

- Deep technical and operational expertise

- Strategic partnerships and framework agreements

Processes

- Highly structured / best practices

- Centralized IP with regional execution

- Repeatable and scalable

Rocket Network

- Founding 10 new companies p.a. on average

- Consistent returns across network of companies

Technology

- Proprietary technology platforms allowing rapid global deployment

- Comprehensive KPI analytics driving continuous optimization

- Provision of shared services to jump start new businesses at low cost

- Operating platform for building and scaling online companies that address basic consumer needs on the Internet with very clear selection criteria:

- Rigorous and structured model selection process

- Minimum USD1bn market size and USD100m revenue potential

- Proven replicable business model to avoid risk of low customer acceptance

- Low competition in targeted markets

- Continuous post-launch monitoring and disciplined approach to non-performance

- Global execution capabilities through highly standardized processes paired with regional expertise and deep technical and operational knowledge driving repeatable success

- Provision of shared services to jump start around 10 launches on average a year taking only 100 days from kick-off to launch

- Proprietary technology where it provides competitive advantage as well as a highly modular and device-independent architecture; focused on ensuring speed, stability, security, scalability and standardization

- Regional Rocket teams provide local knowledge

- Broad network of strategic partners such as financial

- investors and payment providers as well as various

- telecommunications providers and retailers

- High quality management teams with first class backgrounds

- Disciplined KPI-driven approach to deploying capital efficiently

Our Company Universe

- Active in three focus sectors: eCommerce, marketplace and financial technology

- Active in five target regions; Europe, Latin America, Russia & CIS, Africa & Middle East, and Asia Pacific

Proven Winners - Largest and most mature companies

eCommerce: Westwing, home24, Namshi, Jabong.com, Jumia, dafiti, Lazada, Linio, Zalora, lamoda, HelloFresh

Emerging Stars - Most promising younger companies

eCommerce: zanui, fabfurnish

Marketplace: Helpling, CupoNation, Wimdu, foodpanda

FinTech: zencap, Lendico, Paymill

Ownership Structure

Global Founders GmbH 52.3%

Investment AB Kinnevik 18.1%

United Internet 10.4%

Access Industries 8.3%

Philippine Long Distance Telephone Company 8.4%

HV Holtzbrinck Ventures 2.5%

Our Proven Winners

Dafiti

Business: Fashion eCommerce

Market: Brazil/LatAM

Launch1: 2010

Stake: 22.7

Dafiti is a leading online retailer of clothing, shoes and accessories in five major Latin American countries: Brazil, Argentina, Chile, Colombia and Mexico. Dafiti has one of the largest online product portfolios in the region, offering more than 75,000 products from over 1,000 national and international brands in Brazil alone. Since its launch in 2011, Dafiti has experienced strong new customer growth and an increasing number of repeat purchases by existing customers. In 2013, Dafiti had more than 1.6 million active customers2.

lamoda

Business: Fashion eCommerce

Market: Russia/CIS

Launch1: 2010

Stake: 23.5%

Launched in 2011 in Russia, Lamoda has become one of the leading full-price online retailers of clothing, shoes and accessories in the CIS with about 1.1 million active customers2 in 2013. Lamoda provides its customers with access to more than 86,000 products sourced from famous designers and promising young brands, as well as its own complementary, fast-growing private label portfolio. The Lamoda brand is among the most recognized fashion retail brands in the CIS with 84% of the Russian population recognizing Lamoda.

Zalora

Business: Fashion eCommerce

Market: SEA/Australia

Launch1: 2011

Stake: 25.0%6

Zalora Group believes it is Asia Pacific's leading online fashion retail group offering clothing, shoes, accessories and beauty products across Asia Pacific under the Zalora brand, and to customers in Australia and New Zealand under The Iconic brand. Zalora online stores were launched in Indonesia, Malaysia, Philippines, Thailand, Vietnam and Singapore in early 2012. Iconic online stores were launched in Australia and New Zealand in late 2011. In 2013, Zalora had about 1 million active customers2.

Jabong.com

Business: Fashion eCommerce

Market: India

Launch1: 2010

Stake: 21.4%

Jabong.com is an Indian online fashion and lifestyle e-commerce portal that offers a variety of men's, women's and children's clothing, shoes and accessories as well as home fashion. Since its launch, Jabong.com has become the leading online fashion portal in India with 180 million unique visitors3 in 2013. Jabong.com offers more than 139,000 products and 1,600 brands across nine lifestyle categories in its online store.

Namshi

Business: Fashion eCommerce

Market: Middle East

Launch1: 2012

Stake: 34.4%

Since its inception, Namshi has focused on fashion-conscious customers in Saudi Arabia, United Arab Emirates, Kuwait, Qatar, Bahrain and Oman. As the largest in-season fashion e-commerce player in the region, Namshi has over 76,000 active customers2 to date. Namshi has its own warehouse and last-mile delivery capabilities in the United Arab Emirates making same-day delivery and end-to-end customer experience service available.

Lazada

Business: General eCommerce

Market: SEA

Launch1: 2011

Stake: 26.7%

Since 2012 Lazada Group has become a leading e-commerce department store for assorted merchandise in Southeast Asia, specifically Indonesia, Malaysia, the Philippines, Singapore, Thailand and Vietnam. Its operations also extend to Hong Kong/Shenzhen, which functions as Lazada Group's sourcing hub. Lazada Group distinguishes itself in terms of its assortment of over 390,000 products, onsite experience and its fulfillment logistics. Lazada had 774,000 active customers2 in 2013.

Linio

Business: General eCommerce

Market: LatAm

Launch1: 2011

Stake: 35.2%

Launched in May 2012, Linio believes it is now the most visited multi-category e-commerce company addressing major Spanish-speaking Latin American countries, namely Colombia, Mexico, Peru, Venezuela and, since July 2014, Chile. One of the main drivers of Linio's recent growth is its online marketplace where 1,900 active marketplace merchants are driving assortment growth and facilitating price competition. In 2013, Linio had about 318,000 active customers2.

Jumia

Business: General eCommerce

Market: Africa

Launch1: 2012

Stake: 26.8%

Launched in 2012, Jumia is now the largest online shopping mall in Africa and a frontrunner in bringing e-commerce to Egypt, Ivory Coast, Kenya, Morocco, Nigeria and Uganda. Operations in South Africa are run by Jumia's sister company, Zando4. In 2013, Jumia was named the best new retail launch of the year by the World Retail Congress and became the first African company to receive the World Retail Award. Jumia has 195,000 active customers2.

Westwing

Business: Home and Living eCommerce

Market: Europe, Brazil

Launch1: 2011

Stake: 33.7%

Westwing is an online retailer for a frequently changing, curated selection of home and living products in 12 countries: Germany, Italy, Brazil, Russia, France, Spain, Poland, the Netherlands, Austria, Switzerland and - most recently - Kazakhstan and Belgium. Westwing distinguishes itself through the global and local sourcing of its inspiring products and the resulting high engagement and loyalty of its 447,000 active, mostly female, customers2.

Home24

Business: Home and Living eCommerce

Market: Europe, Brazil

Launch1: 2009

Stake: 49.5%

Home24 has become a leading full-shop online retailer for home and living products in Germany, Brazil (under the "Mobly" brand), France, the Netherlands, Switzerland and Austria. Home24 provides its 435,000 active customers2 with access to an assortment of over 100,000 home and living products.

HelloFresh

Business: Grocery eCommerce

Market: Europe, US, Australia

Launch1: 2011

Stake: 37.1%

Since its inception in 2011, Hellofresh has delivered over six million meals' worth of boxes containing fresh ingredients accompanied by healthy recipes to food enthusiasts across five countries. Hellofresh's concept is to deliver "do-it-yourself fine dining" to modern households' doorsteps in the form of "recipe-kit" boxes with fresh and local ingredients to its 33,000 active subscribers5 in Germany, the United Kingdom, the Netherlands, Australia and the US.

1 Date reflects first commercial registry entry (operational launch date may differ).
2 Number of customers having made at least one order within the past 12 months before end of period.
3 Number of total unique identifiers visiting the website in the period.
4 Subsidary Zando is a South-African fashion eCommerce company.
5 Number of people subscribed to services and having ordered at least once during the last three months.
6 On August 27, 2014, Bigfoot II provided additional cash to Zalora in return for additional shares in Zalora, resulting in an increase of Rocket's stake to 25.5%.





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