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"How Smart Homes Can Be Part Of The

Digital Ecosystem?”

Adam Simon, Global Managing Director

30th March, 2017

What makes tech retail attractive to

investors?

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

Where do I put my capital?

THE BIG INVESTOR QUESTION

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

WHAT DO THEY THINK?

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

THE BIG INVESTOR QUESTION

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

TECH RETAIL TIMELINE

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

RETAIL STARS…OTHER THAN AMAZON

Investors like Fnac

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

WHAT INVESTORS DON’T WANT FROM RETAILERS

Too much

capital

invested with

low return

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

WHAT INVESTORS DON’T WANT

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

WHAT INVESTORS DO WANT FROM RETAILERS

Online growth

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

WHAT INVESTORS DO WANT FROM RETAILERS

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

WHAT INVESTORS DO WANT FROM RETAILERS

Omnichannel

“This is the first question investors ask me

– what are my omnichannel plans? “ CFO

of a Tech Retailer about to launch an IPO

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

THE JOHN LEWIS STORY

Omnichannel from an investor perspective

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

WHAT INVESTORS DO WANT FROM RETAILERS

Establishing a presence in IOT

Growth in a growing category with big

potential

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

WHAT INVESTORS DO WANT FROM RETAILERS

Being a digital plumber

The Dixons and Maplin story

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

WHAT INVESTORS DO WANT FROM RETAILERS

A team who know how to

manage the new retail“You get what you measure”

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

GAVIN GEORGE ON RETAIL MANAGEMENT

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