Allegro Acquisition of Mall Group Presentation
Strategic rationale for the acquisition
allegro
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MALL GROUP
01 | Nearly doubles Allegro's TAM in highly attractive countries
02 | Scattered competitive landscape provides opportunity
to create best-in-class consumer proposition
03 | Leverage Allegro's large merchant base to turbocharge
Mall's 3P marketplace
04 | Instant access to massive customer base with
significant upside for wallet share expansion
05 | Access to critical cross-border fulfilment and last mile
infrastructure and operations
06 | Strong cultural alignment and opportunity to bolster the
team with further international talent
07 | Enhanced scale with an enlarged footprint provides
amplified platform growth opportunities
PLN 1,139bn
Combined retail TAM
#1-2
Combined positions
in 4/6 markets1
~135k
Combined merchants
>25X
Difference between Allegro
and Mall's GMV/customer
194k m²
Logistics footprint
+7,200
Combined FTEs
~18m
Combined
number of customers
1. Based on e-commerce segment share (% of GMV 2020) as defined by Euromonitor
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
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