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"How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30 th March, 2017 What makes tech retail attractive to investors?

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Page 1: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

"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?

Page 2: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

Where do I put my capital?

THE BIG INVESTOR QUESTION

Page 3: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

WHAT DO THEY THINK?

Page 4: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

THE BIG INVESTOR QUESTION

Page 5: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

TECH RETAIL TIMELINE

Page 6: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

RETAIL STARS…OTHER THAN AMAZON

Investors like Fnac

Page 7: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

© 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

Page 8: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

WHAT INVESTORS DON’T WANT

Page 9: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

WHAT INVESTORS DO WANT FROM RETAILERS

Online growth

Page 10: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

WHAT INVESTORS DO WANT FROM RETAILERS

Page 11: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

© 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

Page 12: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

THE JOHN LEWIS STORY

Omnichannel from an investor perspective

Page 13: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

© 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

Page 14: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

© 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

Page 15: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

© 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”

Page 16: What makes tech retail attractive to How Smart Homes Can ... · "How Smart Homes Can Be Part Of The Digital Ecosystem?” Adam Simon, Global Managing Director 30th March, 2017 What

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

GAVIN GEORGE ON RETAIL MANAGEMENT