SmileDirectClub Investor Presentation Deck
Brand and business model are well positioned to take
advantage of large market with unique set of strategic assets.
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smile
DIRECT
CLUB
Large and
growing market
Trusted brand
among customers
& professionals
Leading
orthodontic DTC
franchise
Differentiated
value proposition
via teledentistry
platform
Vertically
integrated
model
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Global orthodontics market is large and underserved, and TAM is expanding as aligners are more
accessible
Secular shift from wires and brackets to clear aligners
COVID-19 has accelerated facetime: we've never been more aware of our own smiles
Brand that consumers love (more than 1.7M smiles straightened)
Second largest aligner brand and largest DTC orthodontics brand in the world
Premier teledentistry platform offering consumers accessibility & convenience
Largest DTC orthodontic franchise in the world provides attractive unit economics and substantial growth
despite temporary macroeconomic factors
Strong omnichannel presence maximizes consumer addressability
Closed loop system offers optimal conversion from sophisticated CRM strategy and opportunities to
enhance clinical outcomes from robust data library
Complementary to DTC offering, meeting patients where and when they are: in-chair or at home
Professional channel strategy enhances options for consumers to seek treatment, broadening
addressability
Addresses key consumer demands offering convenience, access and lower cost of care
Substantial investment in treatment planning, manufacturing, contact center and teledentistry platform
>$300M of capex, including streamlined state-of-the-art manufacturing facility in Tennessee
Vertically integrated model allows business to gain profitable leverage on scale and effectively focus on
the end-to-end customer experience
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