SmileDirectClub Investor Presentation Deck
Growth Initiatives.
Continued momentum across our three key revenue growth drivers.
New Acquisition
Channels
Teens
International
smile
DIRECT CLUB
(1) As of March 2021
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As we think about expanding our acquisition channels, we are focusing on
accommodating new consumer on-ramps to our clear aligner therapy through the
professional channel, corporate partnerships, and retail.
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On the professional channel: Our partnership network is now extended across more
than 1,000 practices in the United States, and we have a deep sales pipeline both
domestically and internationally.
On corporate partnerships, we continue to see progress across all of our programs
including those with Allianz, Anthem BCBS, Empire BCBS, MetLife, United, Aetna,
and others.
On the retail side: our oral care products are available at Walmart, Amazon, CVS,
Walgreens, Sam's Club, and SDC.com, and SDC now has the #1 whitening gel
product in the US market.
These products continue to perform well and serve as a highly efficient lead
source and brand building opportunity.
Teens are 75% of case starts annually, but approximately 10% of SDC members
We recently launched SmileDirectClub Teen.
Designed just for teens, this new offering includes a more affordable and
accessible alternative to metal braces or other aligner options, giving teens and
parents the convenience of our telehealth platform, with 24/7 access to dental
professionals, while still priced 60% less than traditional orthodontic products.
Massive global opportunity of ~500mm people.
We have launched into 12 countries (1) since January of 2019 and plan to launch into
additional locations in Europe, Latin America and Asia Pacific throughout 2021 and
beyond.
Our International business was 12.5% of our revenue in 2020, but represents
approximately 75% of the market opportunity.
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