Investor Presentation May 2018
Member-Centric Model with Robust Enablers
Platform
Data-led & 020 ready platform
o Data: Key enabler for our new
stores and operations' alike
。 Capabilities in-place for last mile
delivery
STORE
**
FUTURE RETAILI
Strategy
Low cost operations blended with
own brands' strategy
。 Scale-up within clusters to bring
the costs down
。 Own brands' implicitly have
superior terms & faster execution
Firm Demand
Membership model that
captures high wallet share
o Est 40-60% wallet share of over
0.5mn members at present
。 Assortment predictability bringing
in higher efficiencies
Execution
Focused clusters & assortment
(4,000 SKUs in defined clusters)
o Regional & local teams driving the
execution
。 Model with limited SKUs, clusters
& targeted customers
FRL | Investor Presentation | May 2018
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