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LATAM
CONTEXT
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The $800B Latin American market is under-penetrated and presents perfect
conditions for our model
SOURCE: Euromonitor, 2015
$449BUSD
$219BUSD
$138BUSD
Grocery Food service
4
Pharmacy
… with <3% e-commerce penetration, which is set to dramatically accelerate after the imminent removal of long-standing barriers
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With conditions similar to China, where O2O has exploded...
Other
Brasil
Mexico
Colombia
4751
144
10
Number of Cities by Country: Populations >1 million
Top city
densitypop/km2
5.4 K 12.4 K 5.5 K 3.2 K
Gini coefficient
Other
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...in an integrated region that has 2x the GDP of India and a higher
income per capita than China
Gross domestic product GDP per capita
Source: World Bank, KPMG, LAVCA
Facts
● Half of China GDP
● More than 2x of India’s GDP
● 4x India’s GDP per capita
● Only 1/50th of VC investment of China
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PERFECT STORM FOR LOCAL E-COMMERCE TO TAKE OFF
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LARGE, UNDERPENETRATED & PROTECTED MARKET
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NATIVE DIGITAL SHOPPERS
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RISE OF MEGA-CITIES & MIDDLE CLASSES, WHERE CONVECIENCE IS
NO LONGER A LUXURY BUT A
NEED.
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RETAIL LANDSCAPE TRANSFORMATION.
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RAPPI TO CHANGE
THE GAME
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INEFFICIENT LOGISTICS
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CREDIT CARD PENETRATION
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NEGLECTED CUSTOMER JOURNEY
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WHO
ARE WE?
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Exponential growth since launch
$570 M August (E) 2018 GMV run
rate
Monthly GMV EvolutionUS$
23
6.5xGMV July 2017
vs. July 2018
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Becoming the market leaders in on-demand
delivery in LatAm...
24
$47 M(A)
11-13 M(E)
3.5MM
COUNTRIES
$12-15 M(E)
5 M (E)
$25-27M (E)
Dis
cla
ime
r: C
om
pe
tito
r fi
gu
res
are
est
ima
tes
ba
sed
on
pu
bli
cly
av
ail
ab
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*Only counting own delivery orders
Own Delivery GMV in LatAm
*
*
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… and will soon be the leaders of the whole
sector
25
47 MM(A)
32 MM(A)
11-13 MM
25-27 MM (E)
4 MM
COUNTRIES
Own delivery
110-125 MM(E)
12 months
Marketplace
+200 MM(E)
Nov 19
N/A N/A 7% 1% 19% 7.3% 15%CMGR (E)(12 months)
Estimated GMV in LatAm
Dis
cla
ime
r: C
om
pe
tito
r fi
gu
res
are
est
ima
tes
ba
sed
on
pu
bli
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PHARMACY
Our multi-vertical model drives frequency and loyalty
6:30 am 9:30 am 12:30 pm 4:00 pm 7:00 pm 11:00 pm
EXPRESS RESTAURANTS ATM GROCERIES LIQUORS
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With a subscription model that boosts user loyalty and frequency
30%Higher AOV
*Frequency = Prime orders / prime active users in the week, latest data available (June-18)
3.7Weekly orders per
user
$208 USD of monthly average spend
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… becoming LatAm’s Super-App
24/7groceries
Top-end restaurants in less than 30 minutes
Latam’s first usable digital wallet
“Everything” button
Pharmacy
Event ticketsBeauty
Beauty
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A four-sided marketplace with last-mile logistics
MerchantsGroceries, restaurants, pharmacies and specialty stores
CouriersUsers
CPG companiesConsumer packaged goods companies
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…with a 360° approach on all CPG´s needs
Consumer
Delivery Ads
API
Advertising
Data & Analytics
My Brand
Sampling
Power Shopper
Rappi Moments
Ad Hoc Insights
Facebook Ads / Pages
Google Ads
Product Sampling
Consumer Segmentation
Data Sampling
Sponsored Products
Display
Exclusive Experiences
Promotions
The Last Mile
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If Amazon started today, they would do it in high frequency verticals, mobile first and
with ultra fast delivery