Investor Presentaiton
2023 key Priorities: Strong Polish performance, launch the Allegro.cz, further reduce
Group leverage
Growth
1 Strong in Poland
Grow GMV with ca. a third of growth
driven by under-indexed categories.
Raise combined share of advertising
and promotion to support margins
and monetization.
2 Win in Czechia / Slovakia with
our marketplace model
Launch allegro.cz 3P with investment
scaled around test results and macro
situation.
3 Scale up Allegro Pay
Scale-up of Allegro Pay, financed
mainly by 3P partners.
Work towards launching banking
services in BaaS model.
Costs
4 Improve Smart! and delivery
economics
Partial swing-back towards APMs from
courier.
Smart! pricing changes to partly offset
indexation impact with delivery costs
to rise moderately as % of GMV.
Focus APM project on utilisation.
5 Mall 1P business turnaround
Reduce Mall 1 P losses.
Open Mall 1P as allegro.cz merchant.
6 Fit to grow
Optimise costs and improve efficiency
throughout the Group.
Significantly lower capex YoY.
Support cash flow improvement and
continued deleveraging.
7 People & Culture
Using our talent pool efficiently to meet our business ambitions, strengthen our core values and ensure sustainability.
| 24View entire presentation