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JAYRIDE GROUP LIMITED — Investor Presentation 2021
Jun 8, 2021
65156_rns_2021-06-08_20fd6e35-15fc-4520-b05b-44a5b734f97b.pdf
Investor Presentation
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ASX Announcement
9th June 2021
Northern Hemisphere Leads the Way – Outlook for Global Travel Industry Recovery
Panel Discussion – 8th June 2021
Jayride Group Limited (ASX:JAY) ( “Jayride” or the “Company” ) the world leading global travel marketplace for airport transfers today releases the presentation of the company’s Northern Hemisphere Travel Recovery Presentation held on 8th June at 9.00am AEST. A video recording of the event is available on Jayride’s website.
For more information please contact
Rod Bishop
Managing Director Email: [email protected]
ASX release authorised by Rod Bishop, Managing Director, Jayride Group Limited.
About Jayride Group Limited (ASX:JAY)
Jayride.com is the world’s leading publicly listed airport transfers marketplace, where travellers compare and book rides around the world. With Jayride.com, travellers can compare and book with 3,700+ ride service companies, servicing 1,600+ airports in 110+ countries around the world, including the Americas, Europe, Middle East, Africa, Asia and the Pacific.
The Jayride.com platform aggregates ride service companies and distributes them to travellers at Jayride.com; and via travel brand partners including other technology platforms, travel agencies and wholesalers. These travel brands implement Jayride APIs to sell door–to–door ride services that build traveller confidence and defend their core travel business.
Founded in 2012, Jayride.com is headquartered in Sydney, Australia.
For more information, please visit www.jayride.com
Jayride Group Limited (ACN 155 285 528)
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FORWARD OUTLOOK FOR THE TRAVEL RECOVERY IN THE NORTHERN HEMISPHERE
Charuta Fadnis, SVP Research, Phocuswright • Rod Cuthbert, Chair, Jayride • Rod Bishop, Managing Director, Jayride 8th June 2021
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ASX release authorised by Rod Bishop,
Managing Director, Jayride Group Limited
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The world–leading global airport transfers marketplace
Jayride Group (ASX:JAY) www.jayride.com
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THE STATE OF TRAVEL: SETTING SIGHTS ON RECOVERY Charuta Fadnis SVP, Research and Product Strategy
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JUNE 2021
Travel remains central to most people’s identities.
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© 2021 Phocuswright Inc. All Rights Reserved.
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U.S. Consumers’ Likelihood to Travel in 2021
| 70% | ||||||
|---|---|---|---|---|---|---|
| 0% 10% 20% 30% 40% 50% 60% |
||||||
| Domestic trip | International trip | Unsure | Don't plan to travel |
5 Source: Phocuswright’s U.S. Consumer Travel Report 2021
© 2021 Phocuswright Inc. All Rights Reserved.
Passengers Are Returning to the Skies
Daily U.S. Air Passenger Throughput: January-May 2019, 2020 and 2021
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3.0
2.5
2.0
1.5
1.0
0.5
0.0
2019 Pax 2020 Pax 2021 Pax
1-Jan 8-Jan15-Jan22-Jan29-Jan 5-Feb12-Feb19-Feb26-Feb 5-Mar12-Mar19-Mar26-Mar 2-Apr 9-Apr16-Apr23-Apr30-Apr 7-May14-May21-May28-May
Millions
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Note: Passengers passing through U.S. airport security checkpoints, same weekday. Source: TSA
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© 2021 Phocuswright Inc. All Rights Reserved.
Strong Correlation Between Vaccination Rates and Air Travel
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2.0 60%
50%
1.5
40%
1.0 30%
20%
0.5
10%
0.0 0%
31-Jan 28-Feb 31-Mar 30-Apr 30-May
2021 Pax At least one dose
Pax Millions
Vaccination Rate
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Note: Passenger numbers are equal to those passing through U.S. airport security checkpoints, same weekday. Vaccination rates are as a % of population. Source: TSA, Our World in Data
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© 2021 Phocuswright Inc. All Rights Reserved.
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© 2021 Phocuswright Inc. All Rights Reserved.
U.S. Total Travel Market
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500
400
300
200
100
0
2018 2019 2020 2021 2022 2023 2024
Total Travel Market
US$B
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© 2021 Phocuswright Inc. All Rights Reserved.
Note: 2020-2024 projected. Source: Phocuswright’s U.S. Travel Market Report 2020-2024
Europe Total Travel Market
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400
300
200
100
0
2018 2019 2020 2021 2022 2023 2024
Total Travel Market
€B
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10 Note: 2020-2024 projected. Source: Phocuswright’s Europe Travel Market Report 2020-2024
© 2021 Phocuswright Inc. All Rights Reserved.
Online Penetration Jumped In 2020 Global Online Penetration, 2014 - 2024
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70%
57% 57%
60% 56% 56%
54%
49%
50% 46%
43%
41%
38%
40%
35%
30%
20%
10%
0%
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
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Note: 2020-2024 projected. 11 Source: Phocuswright Inc.
© 2021 Phocuswright Inc. All Rights Reserved.
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THANK YOU!
Charuta Fadnis SVP, Research and Product Strategy [email protected]
Goodie Bag or find us on the Show Floor:
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© 2021 Phocuswright Inc. All Rights Reserved.
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© 2021 Phocuswright Inc. All Rights Reserved.
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12-MONTHS OF GLOBAL RECOVERY
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83% CAGR
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US AND UK DRIVE GLOBAL RECOVERY
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US AND UK DRIVE GLOBAL RECOVERY
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Vaccine roll-out
and states reopen
UK reopens
international travel
EU opens
borders
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REOPENINGS DRIVE IMMEDIATE TRAVEL
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Faro, Portugal
Majorca, Spain
Canary Islands
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REOPENINGS DRIVE IMMEDIATE TRAVEL
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UK Reopening
Summer 2020
Summer 2019
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JAYRIDE OUTPERFORMS THE RECOVERY
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NEW TRAVELLER BEHAVIOURS
Personal space Cleanliness Touch-less experience Pre-planned for confidence Trusted online purchase Flexible refund policy Real-time updates
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TRAVELLER NEEDS HAVE CHANGED
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TRAVELLER NEEDS HAVE CHANGED
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TRAVELLER NEEDS HAVE CHANGED
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