Allegro Acquisition of Mall Group Presentation
1.
in countries with highly attractive fundamentals and superior growth potential
Strong track record of
GDP growth
2011-191 Real GDP CAGR growth, %
Outsized growth in
consumer spending
2021-25E disposable income growth, %
Significant online penetration headroom²
2020, %
3.5%
2.6%
1.5%
European
Union
27%
25%
7.0%
21%
5.5%
>2x
4.5%
15%
10%
European
Union
****
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Notes: Real GDP and disposable income growth for Mall Group' countries aggregated using average figures of each country
1.2020 growth rate of (2.7%) in Poland, (6.9%) in the EU and (5.7%) in Mall Group's countries
2. Data for Mall Group' countries is a weighted average (combined size of e-commerce segment divided by combined retail market). Online penetration for Czech Republic in 2020 is 17.0%
Source: Real GDP growth sourced from Eurostat; Disposable income growth sourced from Euromonitor; Online penetration defined as share of e-commerce segment out of total retail market, sourced from Euromonitor, which excludes sales of motor vehicles, motorcycles
and vehicle parts, fuel, foodservice, rental and hire, wholesale industries and C2CView entire presentation