SmileDirectClub Investor Presentation Deck slide image

SmileDirectClub Investor Presentation Deck

1 Large and growing market Evolving backdrop catalyzing sustained long-term invisible aligner demand. We've never been more aware of our own smiles Align and SDC are the top leading independents in the clear aligners category today GAAP revenue ($M) $2,407 smile CLUB $750 2019 72% / 76% $2,472 $657 2020 ALGN SDC GAAP gross profit margin (%) 71% / 69% $3,953 $63 2021 Aesthetic demand has never been more pronounced ALIGNER THERAPY INCREDIBLY WELL POSITIONED 74% / 72% CCO Ⓒ >50% of US adults dissatisfied with their smile ~85% of global population with malocclusion HOWEVER... Consumers demanding accessibility & convenience in all aspects of consumption airbnb chewy prime Uber SDC key competitive advantages Market opportunity is too large for only one winner TIM CARVANA headspace TELADOC. *wayfair Ọ 500M Total addressable aligner therapy patients >$500B Global total addressable market Access: Teledentistry platform combined with professional program enhances access for all members Convenience: Virtual care eliminates need for multiple regular visits to dentist offices Cost: 60% lower costs than Invisalign Breadth: Complete oral care brand, with everything to straighten, whiten, clean and keep your mouth healthy
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