Sequoia Capital Educational Presentation Deck

Spending Reality Consumer Examples SEQUOIA CONFIDENTIAL Total Revenue Walmart y/y Growth Amazon y/y Growth eBay y/y Growth Expedia y/y Growth Williams Sonoma y/y Growth Revenue Plan 2006 10,711 5,970 2,238 2007 3,728 348,650 378,476 404,254 408,085 421,849 446,509 8.6% 6.8% 0.9% 3.4% 5.8% 14,835 38.5% 7,673 28.5% 2,665 19.1% 2008 3,945 5.8% 2009 19,166 24,509 29.2% 27.9% 8,541 8,727 11.3% 2.2% 2,937 10.2% 2,743 (6.6)% 2010 3,362 3,103 (14.8)% (7.7)% 34,204 39.6% 9,156 4.9% 3,034 10.6% 2011 3,504 12.9% 48,077 40.6% 11,652 27.3% 3,449 13.7% 3,721 6.2% h/t Bryce Kam, SCGE

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