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 healthyView entire presentation