CONFIDENTIAL Insights from Web Data into Company Performance YipitData October 11, 2017
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CONFIDENTIAL
Insights from Web Data into Company Performance
YipitDataOctober 11, 2017
YIPITDATA.COM
The following disclosures should be read carefully. All material contained in this presentation is the property of Yipit, Inc. (“YipitData”) unless otherwise indicated. YipitData provides informational services for institutional investors and is not registered as an investment advisor in any jurisdiction. This presentation, and any other information or data conveyed in connection with such presentation, is intended for informational purposes only. Under no circumstances is this presentation, or any information or data conveyed in connection with such presentation, to be considered an offer or solicitation of an offer to buy or sell any securities of any company. Nor may this presentation, or any information or data conveyed in connection with such presentation, be relied on in any manner as legal, tax or investment advice. The information and data is not intended to be used as the primary basis of investment decisions and nothing contained herein or conveyed in connection therewith is, or is intended to be, predictive of the movement of the market prices of the securities of the applicable company or companies. The analyses, research and metrics provided express our opinions, estimates and projections (including forward-looking statements) derived from YipitData’s analytic expertise, assumptions, market knowledge, and use of the data collected. Such opinions may prove to be incomplete or substantially inaccurate and are inherently subject to significant risks and uncertainties beyond YipitData’s control. YipitData provides this presentation, and any information and data conveyed in connection with such presentation, on an “as is,” “as available” basis, without representations or warranties of any kind whatsoever, expressed or implied. Our analyses are subject to change at any time as new or additional data and information is received and analyzed. YipitData undertakes no duty to update its analyses, or to provide supplemental information to any subscriber receiving YipitData’s analyses. YipitData has no authority whatsoever to give any information or make any representation or warranty on behalf of the applicable company or companies, any of their shareholders or any other person in connection therewith and this presentation has not been authorized or approved by said company or companies.
Disclaimer
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YIPITDATA.COM
Source: AlternativeData.org
Number of Alternative Data Providers
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Alternative Data Process
3. Interpretation
2. Cleaning & Analysis
1. Collection
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Alternative Data Stack
Source: AlternativeData.org
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YipitData
• Specializing in tracking and analyzing web data for investors• Team of 85 in New York and Hong Kong• Covering 50 companies
• Source and clean our data in-house
• Low risk from dependency on external provider
• Quick to turnaround and response to data changes
1. Proprietary & Clean Data
• Company reported metrics
• Fundamental performance
• Progress on strategic developments
• Track trends in the data
2. Reliable Analytics
• Research Analysts with buy-side and sell-side experience
• Delivering complex insights
• Frequent access to analysts and data teams
3. In-depth Research
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Overview of Web-Data
Category / Item Discovery
Data Attributes: Number SoldPriceSeller Brand Item Title
Source: Tmall.comSource: Tmall.com
• Web-data that we collect are publicly available facts on websites that can be collected and analyzed to provide granular metrics and insights
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Translate Terabytes of Web-data Into Clean and Comprehensive Outputs
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What Our Capabilities Mean for Analysts and Portfolio Managers
Accuracy within 2% of company reported
Unmatched Granularity
Immediacyowning the process
1. Understanding quarterly performance and key metrics
2. Granular data to understand fundamental drivers of a business
3. Analyzing competitive dynamics
4. Unearthing insights into new industries
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International Delivery | Competitive Market Dynamics in the UK
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Int’l Delivery | JustEat has Largest Inventory but also the Largest Churn
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Int’l Delivery | Measuring Impact of Strategic Initiative: UberEATS & MCD
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Int’l Delivery | Productivity Demonstrates Importance of Chain Partnerships
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BABA | Granular Data to Measure Strategic Initiatives
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Key Messaging from 2017’s Investor Day
YIPITDATA.COM
BABA | Apparel & FMCG are Key Drivers to Hit $1Tn in GMV
• Quantifying the key growth categories for BABA to hit $1Tn in GMV by 2020 suggests Apparel and Food & Beverage must experience meaningful growth over the next 3 years
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BABA | Apparel Category & The Impact of Brands
• While Taobao’s growth rate has leveled off, Tmall continues to grow, largely driven by the platform’s expansion of key brands
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Questions? Email: [email protected]
China Internet
BABAJD
NFLX
Autos
KMX
Franchised Auto Dealers:
AN, GPI, LAD, PAG
EBAYPYPL
ETSYZG
Airbnb & HomeAway
GRPN
MELI
IMAX
China Brands for:Appliances
Infant FormulaMobile Phones
Travel
LTL Shipping
WBCTRP & Meituan
ALGTAirlines
ZTO & STO
Salvage Auto Auctions:
CPRT & KAR: IAA
JBLU
GRUB
LC & Prosper
Coverage Summary
PCLNEXPETRIP
Deliveroo
HomeAdvisorJE.GB
UberEATSW
ODFLSAIAUPSXPO
FDX
YRCW
RYA
Express Couriers
FDX
EDU & TALCVNA
TRVG
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