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under.armour x Shopee YTD Performance Review 17 Aug 2023.

Agenda. ‹#›. 1. 2. Category Overview. Marketing Solutions Review.

Shopee Facebook Collaborative Ads (CPAS) by Shopee Service.

[under.armour] YTD JBP Online Visits Performance.

[under.armour] H1 2023 Overall Mall Cluster & Category Average ROAS and %MSCIR.

[under.armour] 2023 Marketing Solutions Performance YTD.

Shopee Facebook Collaborative Ads (CPAS) by Shopee Service.

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Product with high ROAS but limited daily budget recommend to double increase the daily budget to enhance more ads visibility and sales opportunity.

Top running omcial store puma mama nikeair force I AdS 186.653 s, 333 Click 3.264561 83, 11.304 3.076 147 3,611 11.087 11,780 4.138 13.547 n AdS 'ßCTR Ad, 1,457 10 183,563 7±719 29,631 23,518 19.166 18,160 14.325 13,124 12.510 11,991 11,755 10, 12'.

Shop Search ads - Overview Performance by Keyword.

Shopee Facebook Collaborative Ads (CPAS) by Shopee Service.

Affiliate Marketing Solution Performance : Puma. YTD investment is 401k THB with 15.4x ROAS Puma set the commission at 6.1% compared to other brands in the same category is average at 6.21% Top AMS order, Puma performed in the Top 5 AMS GMV and AMS order compared to other brands in category. Therefore, encourage to run always-on campaign to keep visibility and also increase % commission during mega campaign or by SKU level to attractive partner to promote the product.

Shopee Facebook Collaborative Ads (CPAS) by Shopee Service.

Improving %CTR by selecting the right optimisation event with the right target.

Improve campaign attractiveness by using creative banner to promote ads.

Marketing Solution Suggestions. Increase daily budget for ads than have higher ROAS but have limited daily budget to maximize sales Turn on hero SKUs for both Search and Discovery ads for various SKUs to show on placements [Search Ads] Keep optimizing and focusing on bidding keyword to rank in top 10.

Agenda. ‹#›. 1. 2. Category Overview. Marketing Solutions Review.

2022 2023. 2022 2023. Sports & Outdoors 2022 vs 2023 Overview Official stores represent 12% contribution to overall which driven by brand’s investment in campaign and platform spike days.

Footwear & Apparels GMV Growth Trend. abstract. abstract.

Apparels Proportion Trend Middle age female buyers represent the main contributor at 69% compared to male buyers which contributed at 31%.

Footwear Proportion Trend Middle age both female and male buyers represent the same proportion at 50% while provincial buyers are the main proportion of sales at 64%.

YOY Growth and sales contribution by L3 Jan-Jul 2022 vs 2023 Running shoes is the main proportion in sports footwear subcategory at 54% while jerseys and bottom are the main proportion in apparels at 28% both.

Footwear & Apparels by price range growth and sales contribution Jan-Jul 2022 vs 2023 Price range 1000-3000 THB is the main proportion in footwear subcategory at 59% while price range 300-1000 THB is the main proportion in apparels at 43%.

Agenda. ‹#›. 1. 2. Category Overview. Marketing Solutions Review.

‹#›. Buyer demographic. Shopee Overall Username under armour C) • Female • Mak • 18-24_Y.

Sport Apparels is the highest %SKU but contribute 50% Sports Footwear has 17 %SKUs but can contribute at 26% & 33% ADO ADG Suggestion: increase the assortment of Sport footwear ,particularly in Running shoes sub category.

abstract. 1.364 1.528 g6S 1,407 2112 JBP'Mtn tr Total GMV GMV Ta Nuv 1.045 740 96036 ' 762 1.530 2151 1 sog '0725.

More reference. abstract. - *LEO'". SHP Discount 480.- (Min spend 3,600) SHP base price to use discount = 4,758.- (After bundle 5,947-20%) CIR = 8%.

Logic comparison. RSP/Promo Price = 5,947.-. base price to use discount = 5,947.-.

CCB perfmance. ‹#›. abstract. Key Highlight There is significant uplift by CCB and c contributing to 21-41% of total GMV and ROI > 10 during join program with special rate Suggestion Consider and adopt ccb program (Sneak peak ).

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‹#›. Seller Sustainable Growth Pyramid. Fundamental value.

Agenda. ‹#›. 1. 2. Category Overview. Marketing Solutions Review.

6 key strategic priorities for Shopee in Q3 and Q4 2023.

Despite challenging macro environment, Shopee maintains our leading position in ecommerce market and is reigniting our investment in promotion, marketing, infrastructure and technology In the past 2-3 quarters, the economic environment has been challenging and we have been through downtime as seen through platform PRM reduction and some markets consolidation to be more in core markets. However, Shoryee is still #1 ecommerce platform in Thailand and we will continue maintaining the leading position in the market Tha Taiwan P hi lippmes #1 Sh opping App in Thailand KANTAR Growing Ecosystem 2022 FY Result US$ 76.6 Billion GMV QI Result US$ 19.1 Billion GMV Private & Confidential.

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Special category-based campaign (LIFE). : ibdo an Finmj.

Livesteam - Key focus H2 2023.

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Special campaign : Live Streaming. BAU (Shopee Live Hour) Superstar Livestreamer Dual Livestream KOL Package Targeted All seller Big Brands that are willing to offer low price and special AMS rate Brands or sellers who are capable of streaming themselves Sellers who have and can use social media to livestream Brands or sellers who have budget but don't have capacity What is it 8pm-midnight on BAU days All day on Dday Brand agree to use superstar livestreamer Seller livestream to get rewards, the more frequent the higher the reward Brands pay per session or % of GMV to KOL for livestreaming service Shopee Offer Platform voucher max CIR 50% Free Shipping Voucher Find superstar for brand Platform and Livestream PRM Livestream in app visibility Platform and Livestream PRM Livestream in app visibility CFS slots Coin bonus Find KOL for brand/seller to use Platform and Livestream PRM Livestream in app visibility Seller Offer / Action required No signup required, seller can live during Live hours to get PRM Low Price Pay special AMS rate for superstar Brand to stream based on committed date/time, frequency and duration Offline commission payment to KOL based on livestream order and commission rate External Pitch Deck HERE HERE HERE HERE 1 HERE 2.

BAU. Stream during ‘Shopee Live Hours’ to enjoy traffic and extra PRM.

In addition, we continuously invest in our backbone infrastructure particularly in SPX to deliver the most seamless and fastest delivery experience to our buyers First-mile Pick up & drop off Middle-mile Sotting & Regional Center Last-mile seller ShopeeXPRESS Nationwide coverage for Pick up & Drop off 1,500. drop off point and owned parcel shops Strong supply chain network Thailand Buyer Continuously expanding facilities... 2022 1,000 Region GBKK West Central Region soc (Sorting Cede.) upc N Orth Regio n Service point Line-haul Drop ott parcel shops Sourcing centers 2023 1,500 50 Recently invested in new sourcing center to strengthen the supply chain starting in 02 this year try) private & Confidential.

We invite you ! to grow together and achieve synergies for example via, Brand Ambassador collaboration, new product launches and collab product launches Co-invest in promoting "brand x KOL" content Plantae x Mai Davika Leveraging brand's ambassador to mention or help promote with Shopee supporting visibility, PRM and marketing Sulwhasoo Black Pink EXCLuS•VES 12:12 Coqnvest in Shopee exclusive products / NPO S' "Cial Launching SKUs collaborating With other brands on Shopee platform With prime visibility and vouchers support from Shopee Co.invest in promoting the products and campaign Seller launch new products collections exclusively sale on or offering Imvest price SKUs With prime visibility and vouchers from Co-invest in promoting the products and campaign Private & Confidential n N*GSS.

Agenda. ‹#›. 1. 2. Category Overview. Marketing Solutions Review.

Next Step Action Plan. Fundamental. Campaign. In-app Marketing tools.