Casper Investor Presentation Deck
Significant Opportunity
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Potential to Scale
Expanding distribution through Retail Partnerships - 25+ as of Q2'21
72 owned Company Stores strategically located through North America
at the end of Q2'21
$700M+ of marketing invested behind brand since founding, as of Q2'21
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Financial Summary
We believe that great brands have the ability to change culture
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Large Addressable US Market at $79B(1)
$14B of Mattress sold each year in US(¹)
Going beyond mattress with pillows, sheets and other related products
Strong Financials
FY2020 Net Revenue $497M, Q2'21 Net Revenue $152M
$50M Cash/ Cash equivalents on Balance Sheet as of Q2'21
Strong 50%+ gross margins averaged FY2020
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$169
2016
$251
2017
39%
2016
с
(1) Per Frost & Sullivan "Global Total Addressable Market (TAM) Assessment for the Sleep Economy," which was commissioned by the Company in 2019. "U.S. Mattress Market"
includes Adult, Child and Infant Mattress categories along with Hotels, Travel and Healthcare applications.
Net Revenue
CAGR: 31%
$358
2018
Gross Margin
$439
2019
51%
2020
$497
2020
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