卡斯卡迪亚零售技术行业最新进展——2024年下半年

2H 2024 ATLANTAAUSTINLOS ANGELESMINNEAPOLISNASHVILLENEW YORKSEATTLE Disclaimer ThispresentationisbeingfurnishedbyCascadiaCapital,LLC(“Cascadia”)totherecipientandisintendedasanoutlineofmattersforinformationalanddiscussionpurposesonly.Theinformationcontainedinthispresentation,includinganymarketdataandindustryinformation,hasbeenderivedentirelyfrommaterialsuppliedbypublicsources,whichCascadiabelievestobeaccurate;however,noindependentverificationofsuchmaterialhasbeenmadeandanyestimatesmadebyCascadiabasedonmaterialfromsuchsourcesarebytheirnatureinherentlyinexact.Accordingly,Cascadiadoesnotmakeanyrepresentationorwarranty,norisanysuchrepresentationorwarrantyimplied,astotheaccuracyorcompletenessoftheinformationcontainedherein,andCascadiaisnotresponsibleforanymisstatementsoromissionsinthispresentation.Cascadiahasnoobligationtoupdatetheinformationcontainedherein. Thispresentationmayincludecertainstatements,estimatesandprojectionswithrespecttoacompany,orindustry,includingcertainforward-lookingstatements.Anysuchstatements,estimatesandprojectionsreflectvariousassumptions,whichmayormaynotprovetobeaccurateorcorrect,concerninganticipatedresultsandaresubjecttosignificantbusiness,economicandcompetitiveuncertaintiesandcontingencies,allofwhicharebeyondthecontrolofCascadia.Accordingly,therecanbenoassurancethatsuchstatements,estimatesandprojectionswillberealized.Suchstatements,estimatesandprojectionsarelikelytovaryfromactualresultsandthosevariationsmaybematerial.Nosuchstatements,estimatesorprojectionsconstituteaguarantee,promise,forecastorpredictionofthefutureandCascadiadoesnotrepresentorwarrantthatanyestimatesorprojectionswillbeachieved.Cascadianeither:(i)acceptsresponsibilityforormakesrepresentationsastotheaccuracyorcompletenessofanyforward-lookingstatements,estimatesorprojectionscontainedinthispresentation,nor(ii)undertakesanyobligationtoupdateorreviseanyforward-lookingstatements,estimatesorprojectionsforanyreasonafterthedateofthispresentation.Allfinancialdatainthispresentationisprovidedforinformationalanddiscussionpurposesonly. Pastperformanceisnotnecessarilyindicative,oraguarantee,offutureresults.TherecanbenoassurancethatanyCascadiaprojectwillachievecomparableresultsasthosepresentedherein. Theinformationcontainedinthispresentationisstrictlyconfidentialandmaynotbereproduced,distributed,disclosedordisseminated,inwholeorinpart,toanythirdpartywithoutthepriorwrittenconsentofCascadia. Cascadia Overview•Founded in 1999, Cascadia is an independent advisory only investment bank, partnering with clients across the nation to deliver Table of Contents outcomes globally. We have completed over 515 transactions globally and have seven office locations•Cascadia leverages our bankers’ deep sub-vertical industry expertise to deliver a more highly specialized degree of knowledge,positioning and process, resulting in premium valuation in a highly efficient process.•Our commitment is to deliver a customized and unique process for each client. We integrate storytelling and positioning withbest-in-class financial and process rigor•Cascadia focuses on optimizing outcomes, not just getting deals done. Often this includes advice to go to market later when thecombination of company and market elements are more ideal. We pride ourselves on delivering direct advice focused solely on thebest interests of our clients Broad Retail TechnologyTrends Cascadia’s Retail Technology Practice•With a focus on innovative software solutions as well as software-enabled hardware, our expertise spans across the retail technology landscape from eCommerce enablement to customer experience, retail analytics, and back-end retail operations Retail Analytics Subsector Retail Analytics:Solutions that help stores and brands understand customer behavior and retail analytics to bettertailor their operations, marketing and merchandising strategies. Solutions in this subsector focus on collecting,analyzing, and visualizing data related to retail operations as well as customer behaviorin order tooptimize pricingstrategies, manage inventory more efficiently, and make data-driven decisions to improve overall performance,profitability and customer experience Customer ExperienceEnhancement Subsector eCommerce EnablementSubsector Customer Experience Enhancement:Solutions that allow retailers and brands to improve the overall shoppingexperience for customers. This includes personalized recommendations, omnichannel shopping, product detail pageenhancements, virtual reality (VR) or augmented reality (AR) shopping experiences, and customer feedback analysistools to enhance satisfaction and loyalty Retail OperationsManagement Subsector eCommerce Enablement:Platforms and solutions that facilitate, streamline, or optimize eCommerce selling byproviding tools necessary for retailers and brands to establish and operate successful eCommerce operations. Thisincludes platforms for building and managing online stores, payment processing, order management systems,inventory and fulfi