powerpoint presentation · powerpoint presentation author: eddie breidenbach created date:...
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LTV
CAC
Total Return
$0
$0
$0
$1
$1
$1
$1
LTV
CAC
Total Return
$0
$0
$0
$1
$1
$1
$1
LTV
CAC
Total Return
$0
$0
$0
$1
$1
$1
$1
< 650
>= 650
Retail Trade
Construction
Accommodation & Food Services
Wholesale Trade
Manufacturing
Health Care & Social Assistance
Professional, Scientific, Technical Services
Other Services
Transportation & Warehousing
Other
5.5%
9.0%
6.4%
4.4%
5.5%
6.8% 6.9% 7.0%6.7%
8.0%
5.8%
7.0%
6.2%
5.6%
3.7%
1.2%
0.0%
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 1Q19 2Q19 3Q19 4Q19 1Q20
9.6 11.1 8.8 7.5 8.7 9.2 10.0 11.2 12.4 13.2 12.1 11.8 11.7 12.2 13.5 13.2 13.3
0.6% 3.3% 12.9% 34.7% 62.3% 88.1%
($11) ($17)($24) ($19)
($1)
($83)
($12)
$27 $28
$( 52)
$( 42)
$( 32)
$( 22)
$( 12)
$( 2)
$8
$18
$28
2011 2012 2013 2014 2015 2016 2017 2018 2019
$44 $91$223
$504 $553
$1,001 $953$1,169 $1,265
$-
$200
$400
$600
$800
$1, 000
$1, 200
2011 2012 2013 2014 2015 2016 2017 2018 2019
$11 $26 $65$158
$255 $291$350
$398$444
$-
$50
$100
$150
$200
$250
$300
$350
$400
$450
2011 2012 2013 2014 2015 2016 2017 2018 2019
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$312$333 $333
$311
$227
25%27% 26%
24%
17%
0%
5%
10%
15%
20%
25%
30%
$0
$100
$200
$300
$400
$500
1Q '19 2Q '19 3Q '19 4Q '19 1Q '20
Equity
Equity/Assets
$60 $59 $59 $56
$121
1Q '19 2Q '19 3Q '19 4Q '19 1Q '20
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Quarter Ended Year Ended
Quarter Ended Year Ended
Quarter Ended Year Ended
