Allegro Acquisition of Mall Group Presentation
. . .
and brings to Allegro a number of attributes with high strategic value
000
Large TAM opportunity
Extensive 1P expertise
Fast-growing 3P marketplace
PLN 541bn
TAM²
32m
population
PLN 3.9bn
GMV through 1P
-150k
3k
merchants
1P SKUS
~5m
offers5
000
:DO
MALL GROUP
Access to critical fulfilment and last-
mile infrastructure and operations
Access to 1k+
194k m2
pick-up points and
logistics footprint4
lockers
3
warehouses
Experienced cross-
Established consumer
Strong domain traffic
Large anchor customer base
country team
2
central offices
2,700
FTES
brands
53%
spontaneous awareness³
350m
visits1
Notes: All data as of Mar-21
1. Customers with a purchase done in the last 12 months, as of Mar-21
2. TAM converted from local currency to PLN using the average FX rate during the period of 2020
3. Spontaneous awareness of Mall brand in Czech Republic
4. Post Vivantis carve-out
5. Estimate based on the sum of product variants per each country
Source: Company information; Retail TAM sourced from Euromonitor, which excludes sales of motor vehicles, motorcycles and vehicle parts, fuel, foodservice, rental and hire, wholesale industries and C2C
4.7m
unique active customers¹
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