阿里投资者日-Lazada：东南亚电子商务的领导者和全球增长的驱动力

1、September 23-24, 2019 Hangzhou, ChinaLazada - Southeast Asias Ecommerce Leader and Driver for Global GrowthPierre Poignant, CEO of Lazada Group01Lazada is SE Asias Leading Ecommerce Platform02Long-term Competitive Advantages Driving Value Creation2Lazada is SE Asias Leading and Fastest Growing Ecomm

2、erce PlatformHighest Number of Active Consumers 50mnAnnual Active Consumers in SEAsia（1）Fastest Growing SE Asia Ecommerce Platform Three Consecutive Quarters 100%YoY Order Growth128%Notes：1. Annual Active Consumers of Lazada across 6 markets ended as of 31 August 2019June Quarter 2018June Quarter 20

3、193Lazada is Built on Strong Fundamentals for Long-term SuccessMost Comprehensive OeringsHighest Number of Product Listings of 200mnAcross 6 Core Markets (1)Strong User EngagementDaily Active Users 100%June Quarter 2019 (2)Leading Logistics NetworkSame or Next Day Delivery89%From Lazada Fulfillment

4、Centers (3)Notes：Product listings on Lazada as of July 20194YoY growth in June Quarter 2019From warehouse to metro areas handled by Lazada Logistics (LEX) excluding public holidays and weekends in July 201901Lazada is SE Asias Leading Ecommerce Platform02Long-term Competitive Advantages Driving Valu

5、e Creation5Structural Challenges and Opportunities in SE Asia | Building Long-term Competitive AdvantagesInecient Logistics IndustryLargest LogisticsLow Online Payments PenetrationCashFragmented Retail LandscapeWorld Class Technology &Not a SingleUnified MarketLocalized24%Share of GDP in Indonesia s

6、pent on Logistics (1)Network73%Underbanked Population in SE Asia (2)Paymentsto eWallets64MSMEs in SE Asia (3)Solutions forSMEs & Brands240Languages spoken in SE Asia (4)BusinessNotes：World Bank, State of Logistics Report 2015KPMG, Opening the door to the unbanked and underbanked in SE Asia 20166ASEA

7、N SME Policy Index 2018Clarke, Gerard, Third World Quarterly 2001Future Commerce Infrastructure | Leading Logistics Network75%Handled by LazadaParcels sorted by Lazada (1)Delivered by Lazada70%Own Last Mile Coverage (2)Notes：7Parcel volume sorted by Lazada in July 2019Geographical coverage of Lazada

8、s last mile delivery network as of July 2019Future Commerce Infrastructure | Turning Payment Challenges into User Growth EngineOwn Last Mile Enables Cash-On-DeliveryLower Barriers for New BuyersDriving Lazada eWallet Adoption91%of people in SE Asia do not have a Credit Card (1)83%First Time Buyers u

9、singCash-On-Delivery (2)5Markets with Lazada eWallet, Powered by Ant Financial TechnologyNotes：8IMA Asia, February 2019In July 2019, excluding Singapore and MalaysiaFuture Commerce Infrastructure | Alibaba International Technology Platform is our Unique AdvantageLocalization150mnPersonalizationRecom

10、mendInnovation7Daily Search Queries served in 5 Local Languages (1)Personalized Shopping FeedIn-App games available in our LazGame portal9Notes：1. Bahasa Indonesia, Bahasa Malay, English, Thai and VietnameseLazada is SE Asias Most Comprehensive Ecommerce EcosystemDigital GoodsConsumer ElectronicsLoc

11、al MarketplaceLazMallEmpowering SMEs to Build Scalable Online BusinessesOnline Mall for Global and Local BrandsRetailCross BorderUnique Supply Chain and Customer ExperienceLong-tail Assortment Leveraging Alibabas Global NetworkGeneral MerchandiseFMCG2222%2298%44%1177%2299% Fashion and AccessoriesNot

12、e：1. Category mix by order volume across all Lazada markets and business formats in July 2019Category Mix by Order Volume (1)10Powerful Ecosystem | Fast Growth in Merchants and GMVStrong Seller GrowthScalable Online Businesses142%97%Growth in # of Daily Active Stores (1)Growth in # of Stores with US

13、$10k in Monthly GMV (2)Notes：11Growth in number of stores with transacted sales within the day from March 2018 to August 2019Growth in number of stores with US$10k monthly GMV from March 2018 vs August 2019LazMall | SE Asias Online Mall for Global and Local Brands 7,000Brand Stores AcrossSE Asia (1)

14、60%of Forbes Top 100 Consumer Brands onLazMall (2)Marketing SolutionsData IntelligenceFulfillment by LazadaIntellectual Property ProtectionNotes：12LazMall sellers across SE Asia as of 11 September 2019As of August 2019Case Study | Este Lauder Wins in SE Asia with LazMall and Super Brand DayLaunched

15、National Lipstick Day Across 6 CountriesAwarenessConversionShoppertainment30 xDriving Consumer Acquisitions with Full In-App Support1New Buyers to the Brand:85%（2）Converting Consumer Interests to RealityCo-branded Mini-Size setsEngagementBeyond PurchaseLive StreamingNotes：GMV for Lipstick Day 2019 increased 30 times from inaugural Lipstick Day in 2017 across 6 countriesNew brand users as a percentage of total users participating in 2019.Inaugural Lipstick Day 2017Lipstick Day2019（1）13Cross Border | Leverage the Full Power of the Alibaba Digital EconomyCHINA to WORLDWORLD to CHINA14