Missfresh IPO Presentation Deck
G
优鲜
Missfresh at a Glance
$
Leading
Scale
RMB 7.6bm
GMV¹
631
16 cities²
28%
Market Share¹
DMWs in
No.1
in North China
又好又快
Robust
Growth
47.7%
Growth of GMV of
effective user4.6
40+%
Recent GMV
growth?
97.9%
Gross profit growth
Strong Unit
Economics
RMB94.6
AOV¹
8.2
Average items
per order¹
19.4%
Gross profit margin'
25.7%
Fulfilment expense
ratio¹
88
Quality
Users
888
11mm
Annual transacting
users¹
"8" RMB2,106
Core user ARPU5
>80%
26-45yr old
Proprietary
Innovation
Intelligent Fresh Market
RMB600bn
(US$93bn) Projected
market size in 20253
54 contracted fresh
14 cities
markets in
Supermarket Retail Cloud
RMB 1.9tmm
(US$294bn) Projected
market size in 20253
Source: iResearch
Note: USD/RMB = 6.4391; ¹ For 12 months ended Dec 31, 2020; 2 As of Mar 31, 2021; ³ Projected market size in China in terms of GMV; 4 Effective users for a given period are to transacting users whose
payment for products, net of coupons and incentives offered to them, exceeds our procurement cost to purchase the products that are sold to such transacting users, in the given period; ³ For 12 months
ended Mar 31, 2021; 2018-2020 CAGR;7 May 1-19, 2020-2021 YOY GMV growth.View entire presentation