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Overview of Rakuten Group Oct 2019

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Page 1: R-Style template v3 · Global Membership (as of Dec/18) 2018 Global Annual GTV Japan Membership (as of Dec/18) 2018 Domestic EC Annual GMS 1.3 billion 103 million $ 140 billion $

23.4

Overview of Rakuten GroupOct 2019

Page 2: R-Style template v3 · Global Membership (as of Dec/18) 2018 Global Annual GTV Japan Membership (as of Dec/18) 2018 Domestic EC Annual GMS 1.3 billion 103 million $ 140 billion $

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Founded in 1997 by 2 people

Rakuten Ichiba Launchedwith 13 Merchants

Global Membership(as of Dec/18)

2018 Global Annual GTV

Japan Membership(as of Dec/18)

2018 Domestic ECAnnual GMS

1.3 billion 103 million

$31 billion$140 billion

2018Revenue

$10 billion

2018 Non-GAAPOperating Income

$1.5 billion

Ecosystem

Branding

Internet Services

Profile

Digital Content

BRAND×

MEMBERSHIP×

DATAFin Tech

Page 3: R-Style template v3 · Global Membership (as of Dec/18) 2018 Global Annual GTV Japan Membership (as of Dec/18) 2018 Domestic EC Annual GMS 1.3 billion 103 million $ 140 billion $

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Founded : February 7, 1997

IPO : April 19, 2000 (Jasdaq Stock Exchange)

Chairman & CEO : Hiroshi Mikitani

The First Office : Atago in Tokyo, Japan

Employees : 6 (at the service launch)

Business : Rakuten Ichiba (online mall)

Company Profile

Page 4: R-Style template v3 · Global Membership (as of Dec/18) 2018 Global Annual GTV Japan Membership (as of Dec/18) 2018 Domestic EC Annual GMS 1.3 billion 103 million $ 140 billion $

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Rakuten Global Map

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23.4

InvestmentsContents

ECMedical

4G/5GMobile

FinTech:Payment Ads

Global Expansion of the Rakuten Ecosystem

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Business Model

Rakuten Ecosystem Rakuten Super Point Cycle

Rakuten Super Point: O2O

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Source: MyVoice Communication, Inc. Internet survey on points, N=600, January 27-29, 2016

4327.5

7.7 3.9 11.2 1.8 2.7

37 28.4

7.4 4 10.7 2 2

36 27.27.6 4.5 11.4 1.3 2.3

Rakuten docomoWaonNanacoPontaT-point au

Points I received most

Points I want to earn the most

Points I am most happy to receive

Japan case: Rakuten Super Points

Page 8: R-Style template v3 · Global Membership (as of Dec/18) 2018 Global Annual GTV Japan Membership (as of Dec/18) 2018 Domestic EC Annual GMS 1.3 billion 103 million $ 140 billion $

23.4

Strong Brand Awareness of “Rakuten” No. 1 Web Brand in Japan

1st

7th

8th

15th

Nikkei BP Consulting: Web Brand survey / Spring - Summer 2019

(Bank)

19 Ranks up

1 Rank up

18 Ranks up

(Ichiba: E-Commerce)

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Page 10: R-Style template v3 · Global Membership (as of Dec/18) 2018 Global Annual GTV Japan Membership (as of Dec/18) 2018 Domestic EC Annual GMS 1.3 billion 103 million $ 140 billion $

23.4

Expand logistics coverage area:

Population Coverage*

Osaka: Hirakata

Hyogo: Kawanishi, Amagasaki

NEW!

Expansion of Logistics / Last Mile Delivery

Kanagawa: Chuorinkan

Chiba: Narashino

60%

Chiba: Ichikawa, Nagareyama

Kanagawa: Sagamihara

by end Dec 2019

* 26% as of May, 2019.

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Unified experience in shopping, communication, and delivery

In the shopping experience of consumer, we’re building seamless and visible supply chain all the

way from warehouse and customers destination.

Advanced Fulfillment

SolutionDelivery Evolvement

Integrated

Notification

Delivery & Pick-up

Options

Page 12: R-Style template v3 · Global Membership (as of Dec/18) 2018 Global Annual GTV Japan Membership (as of Dec/18) 2018 Domestic EC Annual GMS 1.3 billion 103 million $ 140 billion $

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First Eco System other than Japan

Eco System enhancement (e.g. PChome)

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