Enjoei S A : Comunicado ao Mercado

enjoei institutional

nov/22

we are the biggest secondhand fashion community in Brazil

2nd place

	examples of real users with
	purchases and sales in the
	1st half of 2022
@denise 509 transactions

		@lucia 466 transactions
@tiago 541 transactions

@fabricia 212 transactions	@sueli 227 transactions

nº of accesses in fashion category with 11% share of traffic¹

1.153 million

active buyers

1.047 million

active sellers

@maria 347 transactions

@cristiane 890 transactions

@renato 693 transactions

@mariana 481 transactions

@patricia 620 transactions

R$1.1 billion

GMV (LTM²)

R$24 billion

TAM 2025³

@lais 363 transactions

@ingridi 378 transactions

@marcia 195 transactions

@bruna 212 transactions

¹ E-commerce ConversionReport - November/22 (Ref October/22); ² Ref 3Q22; ³ BCG estimates:

big numbers	3
3Q22

R$ 278	149	241	1.77	3.9
	million		thousand		thousand		million		million
GMV	new sellers	new buyers	traded items	uploads

consistent growth	4
104% growth since the IPO in total GMV and 128% in fashion category

TOTAL GMV

R$ million

104%

40% y/y

300

200

IPO

100

0

2Q19

3Q19

4Q19

1Q20

2Q20

3Q20

4Q20

1Q21

2Q21

3Q21

4Q21

1Q22

2Q22

3Q22

1Q19

GMV FASHION CATEGORY

R$ million

128%

60% y/y

300

200

IPO

100

0

1Q19

2Q19

3Q19

4Q19

1Q20

2Q20

3Q20

4Q20

1Q21

2Q21

3Q21

4Q21

1Q22

2Q22

3Q22

growth in frequency of purchases	5

traded items per active seller increased 24% y/y

TRADED ITEMS

million
		36% y/y
			1.790	1.774
	1.516
		1.467
1.309
3Q21	4Q21	1Q22	2Q22	3Q22

TRADED ITEMS

PER ACTIVE BUYER AND SELLER

	1.69	+24% y/y
	1.54	+ 16% y/y
1.36
1.33
	ITEMS/AB
	ITEMS/AS
3Q21	3Q22