Investor Presentation September 2020
PET SUPPLIES RETAIL LANDSCAPE IN EUROPE
COMPETITION FALLS INTO THREE CATEGORIES
We're operating in a highly fragmented market
ONLINE PURE PLAY
zooplus
Valuable industry partner
to suppliers
✓ Ideally positioned to
capture growing online
share
✓ Low CAPEX requirements
and significant scale
advantages
✓ Strong logistics network
✓ Own brand portfolio adds
to differentiation and
supports incremental value
creation
MASS GENERALIST
amazon
Limited access to premium
brands
Supporting digitization of
category
Low offering overlap: only
20% of zooplus Top 500
Sellers available on
amazon prime
High e-commerce and
logistics competencies
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BRICKS AND MORTAR
pets at home
ARCAPLANET.
Pet store. Pet stories.
Musti
GROUP
FRESSNAPF
Tiendanimal
Online offering competing
with physical store
presence
High CAPEX requirements
Low logistics / FC capacity
High dependancy towards
own white label products
Low e-commerce
competencies
zooplus
REGIONAL ONLINER
fetch
The pet store from Ocado
Wanin
EAST
MedicAnimal.co ZooRoyal®
CARL WITH A CONSCIENCE
Low scale advantages
Pricing is only USP
High operating cost
Low logistics / FC capacity
Mostly no own brands
ZOOPLUS AG | INVESTOR PRESENTATION | SEPTEMBER 2020
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