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TRANSCRIPT
23.4
Overview of Rakuten GroupOct 2019
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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
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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
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Rakuten Global Map
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
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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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.
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
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First Eco System other than Japan
Eco System enhancement (e.g. PChome)