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re-inventing retail displayglobal market opportunity

August 2011

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80% of the information your brain receives comes through your eyes – we buy with our eyes!

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retail display challenges

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trends

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2008 2009 2010 2011

GR

EE

NE

R

LEA

NE

R

sustainable retail market drivers

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2008 2009 2010 2011

EN

ER

GY

EN

ER

GY

PLU

S

energy market drivers

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2008 2009 2010 2011

Re-

lam

ping

Ret

rofit

maintenance market drivers

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2008 2009 2010 2011

Tra

ditio

nal

Dig

ital

technology market drivers

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2008 2009 2010 2011

Bul

b

Fix

ture

lighting market drivers

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supply chain is blurring

Wafer Chips Packages Components & Modules Materials LED FixturesLamps

Going direct to chip

manufacturers

& integratingGoing direct to chip

manufacturers

& integrating

Developing own

products and solutions

Developing own

products and solutions

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LED Traditional LightingTechnologies

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General Retail

Food Retail

High End Retail

industry in transition

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Components

industry re-positioning

Services

Ceiling

Floor Area

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Components

industries in denial

Services

Ceiling

Floor Area

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Components

attain leadershipCeiling

Floor Area

Services

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LED Traditional LightingTechnologies

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General Retail

Food Retail

High End Retail

retail leadership

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opportunity

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$1bnmarket opportunity

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Analysis

North American total aggregated European total aggregated serviceable market 2011- 2015 - $683m serviceable market 2011- 2015 - $850m

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strategy

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Lighting the customer journey

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Multiple formats

Accent

TaskBig Box

Premium

Mass Premium

Mass Market

Discount

Hypermarket

Boutique

Convenience

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FrozenChilledFreshDeliGeneralFull Store

the merchandising categories

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the business model

Europe:Ireland, Poland, Netherlands

North America:Jaspar, IN

Asia:China

Multiple Market Channels

Flexible manufacturing base – fast track prototyping service – sourcing leadership

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Point of Differentiation

• Price• Distribution• Performance, Speed, Service

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Innovation

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Nualight is different.

We don’t sell light fixtures, we sell light impact. We also believe that every store is unique, that’s why versatility and choice are at the heart of our product design ethos. Our approach makes it easy for our stakeholders to understand the unique breadth of our product offering and why only Nualight enables retailers to individualise the perfect high-performance lighting for their store.

We’re doing for LED lighting what Dell did for the computer!

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market plan

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•$150m+ turnover 2014•market leaders in accent lighting for food retail•innovation leadership•expanding global reach via strategic partners

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Tesco (international)• €6m Retrofit & New Stores• Chilled Canopy & Undershelf products• Stores in USA, and now rolling in 5 countries in Europe• Decision factors – Performance & Response• Beat all major industry competitors incl. Philips

Migros Switzerland• €1.5m Retrofit & New Stores• Freezer & Chiller Door products• Stores in Switzerland• Decision factors – Quality & Performance• Beat incumbent supplier Zumtobel

key customer wins

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further growth targeted from expansion in core market and new, adjacent sectors

• Supermarket Food Retail– Ongoing growth in refrigerated lighting (dairy segment just starting)– New adoption in non-refrigerated lighting (fresh produce, meat)– New adoption in non-food (general merchandising etc) – One stop shop (Fridge, Accent, Task, Ambient, Stores, Gas)

• Food Service– Petrol station food display

– Catering (Starbucks, etc)

– Convenience stores

– Pharmacy

• Other Retail– Further growth in exploiting existing showcase business (e.g. Swarovski)

– Will explore other retail niches

e.g. Luxury merchandising (shoes, leather, cosmetics, watches, jewellery)

– Diversification into other commercial niches (e.g.infrastructure)

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Open your eyes to the transformational business opportunity with LED Lighting

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food displays just got brighterwww.nualight.com