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 $2,407 smile DIRECT CLUB Align and SDC are the top leading independents in the clear aligners category today GAAP revenue ($M) $750 2019 72% / 76% $2,472 $657 20 20 ALGN ACC 71% / 69% COCO SDC GAAP gross profit margin (%) $3,953 $638 20 21 Aesthetic demand has never been more pronounced ALIGNER THERAPY INCREDIBLY WELL POSITIONED 74% / 72% Fro CCO(x) >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 MMMMM CARVANA headspace ● TELADOC. ◆wayfair 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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