SmileDirectClub Investor Presentation Deck
Growth Initiatives.
Continued momentum across our three key revenue growth drivers.
New
Acquisition
Channels
Teens
smile
DIRECT CLUB
A
International
(1) As of April 2021
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.
On the professional channel: Our partnership network is now extended across more than 1,500
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.
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We have also recently added to our roster of retail partnerships with the rollout of our
product portfolio in Walmart and Shoppers Drug Mart locations across Canada. SDC's
award-winning oral care products are now available at more than 400 Walmart locations,
and over 1,000 Shoppers Drug Mart locations in the region.
These products continue to perform well and serve as a highly efficient lead source and
brand building opportunity.
Our oral care product footprint now stands at over 12,500 retail stores nationwide
This was a major driver of outperformance in our Other Revenue category for the quarter.
Teens are 75% of case starts annually, but approximately 10% of SDC members
In 2020, we launched SmileDirectClub Teen.
Designed just for teens, this 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 13 countries (¹) since January of 2019; including our recent launch into Mexico and
plan to launch into additional locations in Europe, Latin America and Asia Pacific throughout 2021 and
beyond.
Our International business was 16.7% of our revenue in Q1 2021; but represents approximately 75% of
the market opportunity.
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