Missfresh Investor Day Presentation Deck
4
Our Retail Cloud Services Business Targets at a Massive Market and
We Monetize on Our Value Adds
Retail Cloud
Service Business
Targets at the
1.9Trn¹
Supermarket-to-
home Market
5
优鲜
又好又快
Customers: Supermarkets Revenue
Market Share %
in China
National
Super
markets: 20
Regional
Supermarkets:30
Local
Supermarkets: 1,000+
EIX
SUPERCE
美佳购物家
9折,
JUS
SMB: 30,000+ customers;
~100,000 stores
超市入口
進示福>
孩子
WIE
16%
RENNED
4%
Welcome
80%
Source: iResearch
Note: ¹ Projected market size in 2025 in China in terms of GMV
$
Monetization
Rate
Product
Offerings
Value adds
Monetization
SaaS Platform
DOD
DOD
X%
Smart Supply
Chain
Smart
Logistics
Smart Sales
& Marketing
Fixed Take Rate
as % of GMV
Private Traffic
To Enable Omni-
channel Marketing
Capabilities
Fixed Take Rate
as % of GMV
Y %
Al Operations
To Improve
Operation
Efficiency Driven
by Al-based
Decision Making
Profit Sharing
Based on
Customers'
Margin Uplift
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