Allegro Acquisition of Mall Group Presentation
4
...
with significant upside potential for wallet share expansion
Selection mix¹
GMV / customer, PLNK
3.07
228m offers³
4%
5%
5%
Others4
Clear opportunity to
6%
increase order frequency
through greater diversity
Supermarket
11%
of selection and customer
loyalty initiatives
Sport and Leisure
14%
Kids
Fashion, Health
5m offers²
21%
10%
and Beauty
5%
8%
Automotive
0.86
46%
Electronics
33%
Home and Garden5
31%
MALL
GROUP
allegro
MALL
GROUP
allegro
1. Charts not to scale
2. Estimate based on the sum of product variants per each country; not
entirely like-for-like vs. Allegro offers figure due to different business model
utilized by each party; selection mix based on SKUs split
3. Offers figure and category split as at Mar-21
4. Includes "Books and Media" and "Collectibles and Arts"
Source: Company information
5. Includes "Household" and "Household Appliances" in the case of Mall Group
6. LTM Mar-21
7. LTM Jun-21
Key wallet share
expansion levers
Diversity of selection
to unlock order
frequency
Price defect
reduction
First-class user
experience to drive
repeat business
Smart! loyalty
SMART program to increase
frequency
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