LATAM

CONTEXT

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

5

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

6

...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

PERFECT STORM FOR LOCAL E-COMMERCE TO TAKE OFF

LARGE, UNDERPENETRATED & PROTECTED MARKET

NATIVE DIGITAL SHOPPERS

RISE OF MEGA-CITIES & MIDDLE CLASSES, WHERE CONVECIENCE IS

NO LONGER A LUXURY BUT A

NEED.

RETAIL LANDSCAPE TRANSFORMATION.

RAPPI TO CHANGE

THE GAME

INEFFICIENT LOGISTICS

CREDIT CARD PENETRATION

NEGLECTED CUSTOMER JOURNEY

WHO

ARE WE?

Exponential growth since launch

$570 M August (E) 2018 GMV run

rate

Monthly GMV EvolutionUS$

23

6.5xGMV July 2017

vs. July 2018

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)

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*Only counting own delivery orders

Own Delivery GMV in LatAm

*

*

… 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

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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

26

27

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

28

… 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

A four-sided marketplace with last-mile logistics

MerchantsGroceries, restaurants, pharmacies and specialty stores

CouriersUsers

CPG companiesConsumer packaged goods companies

29

30

…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

If Amazon started today, they would do it in high frequency verticals, mobile first and

with ultra fast delivery