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Introduction to Disclaimer

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Ascential | Introduction 2 Our specialist information, data and analytics products support customers to …

Create the Maximise their Optimise their right products brand marketing eCommerce impact execution

Ascential | Introduction 3 Ascential Four business operating units focussed on one objective

Our businesses improve performance and solve problems for our customers by delivering immediately actionable information combined with visionary longer-term thinking across: Ascential delivers specialist information, analytics and Digital Product eCommerce optimisation to Commerce Design the world’s leading consumer brands and their ecosystems.

Marketing Retail & Financial Services

Ascential | Introduction 4 Growth track record and geographic expansion

Proforma revenue growth by segment (£m/%) Geographic diversification

380 +9% 2020

81 (1%) 5% 314 +10%

13% 3% 262 +13% 70 +24% 264 (31%) 10% 18 (77%) 54 +15% 136 +9% 2016 54 (59%) 38% 190 +20% 16% 116 -6% 150 +16% 49 +34% 15% 110 +9% 88 +1% 54% 32 +21% 86 +8% 60 +20% 46 +25% 78 +7% 74 +6% 67 +6% 103 +25% 33% 60 +3% 77 +18% 51 +33% 13% +26% 11 +27% 14 +43% 24 FY15 FY16 FY17 FY18 FY19 FY20

Digital Commerce Product Design Marketing Retail & Financial Services North America UK Europe APAC Rest of World

Revenue growth is stated on a proforma basis, as if all acquisitions and disposals in the period 2015-20 were Revenue by Geography: acquired/disposed at 1st January 2015. Revenue values are stated on a Continuing basis, proforma for disposals only. 2016 – Actual basis, 2020 - Continuing basis (excludes BEP)

Ascential | Introduction 5 Ascential business mix Growth rate weighted by business mix The size of our opportunity Media +18% Low (1P) Our business today addresses only st Focus on Digital Commerce MS 20% 1P (1 party vendors) Analytics & +23% Medium Retail MS Advisory 20% 60% +28% High (3P) 3P (3rd party vendors) are estimated to be Addressable market Total growing c.10% points faster than 1P* *Source: marketpulse.com (Amazon Gross Merchandise Value) by segment (2020) Forecast CAGR (2020-2023) $15.7bn 14%

Digital Commerce Product Design Marketing $6.4Bn $4.7bn 29% $6.0bn 5% $5.1bn 6%

Analytics & Advisory +10-20% Trend Intelligence +6-10% Events & Benchmarks +110-130% Retail Managed Services +20-30% Product Design Consultancy +2-6% Advisory +4-10% Media Managed Services +40-50% Consumer Sentiment Analytics +7-13% Media Management Systems +3-7% Managed Services, China +30-40% Market Research +2-6% Measurement +2-6% Content Syndication +10-20%

Source: PwC market review, December 2020 (sub-segment growth range adjusted, based on CAGR 2019-2023 forecast) The PwC market data quoted in this document is sourced from a publicly available market report that can be found on www.ascential.com. PwC owes no duty of care to anyone other than Ascential in relation to this report.

Ascential | Introduction 6 Segmental overview Digital Commerce our largest segment

Segment Revenue % Revenue Growth1 EBITDA2 Margin Business model

Advisory 7% Digital Digital Commerce £103m 39% +25% £23m 22% Subscriptions & Platforms 93%

Advisory Digital 8% Product Design £88m 33% +1% £38m 43% Subscriptions & Platforms 92%

Events 4% Digital Marketing £54m 21% (59%) (£1m) n.m. Subscriptions Advisory & Platforms 65% 31%

Events Digital Retail & 9% £18m 7% (77%) (£14m) n.m. Subscriptions Financial Services Advisory & Platforms 12% 79%

Events 1% Digital Total £263m 100% (31%) £29m 11% Subscriptions Advisory & Platforms 20% 79%

1Proforma basis 2Adjusted EBITDA (total includes Group costs of £17m)

Ascential | Introduction 7 Revenue by type Robust growth in digital subscriptions & platforms revenue

Revenue by type by segment Revenue by type

Digital Subscriptions & Platforms Advisory Events Total revenue

£m Growth £m Growth £m Growth £m Growth £134m Digital (97%) £4m 95.6 25% 7.5 24% - - 103.1 25% Commerce (21%) £52m Product £65m 81.3 2% 6.8 (9%) - - 88.1 1% Design

Marketing 17.0 8% 35.0 (29%) 2.3 (97%) 54.3 (59%) +11% £208m £181m Retail & Financial 14.3 (3%) 2.2 2% 1.7 (97%) 18.2 (77%) Services

Total revenue 208.2 11% 51.5 (21%) 4.0 (97%) 263.7 (31%) 2019 2020

Digital Subs & Platforms Advisory Events Growth shown on proforma basis

Ascential | Introduction 8 2020 2019 Growth* Business model (2020)

Revenue £103m £78m +25% Advisory Digital Commerce 7% Digital Adj. EBITDA £23m £12m +85% Subscriptions & Platforms 93% Our products

Measurement Market Share Execution Platform Platforms covered Integrated view of product Platform specific Automated and algorithm listings and stock availability performance measurement driven management of retail across multiple platforms, versus the market, at and media operations across globally. product level. digital marketplaces.

Evaluation of retail Unique measurement of Implementation of performance, media position market share and automated merchandising, fulfilment and and search management. win/loss analysis. catalogue optimisation strategies.

Example customers Other players

Stackline CommerceIQ Pacvue

Ascential | Introduction *Proforma basis 9 2020 2019 Growth* Business model (2020)

Advisory Revenue £88m £86m +1% Digital 8% Product Design Subscriptions Adj. EBITDA £38m £38m (4%) & Platforms 92%

Our products

Product trends Sustainable Strategy Consumer insight Forecasting future trends in Identifying optimal point in Predicting demands and consumer product design, trend adoption curve to preferences of future 18-24 months ahead of the enter the market, optimising consumer cohorts. market, across major product sustainability and categories. manufacturing.

Example customers Other players

Fashion Snoops

Stylus

Kantar

Ascential | Introduction *Proforma basis 10 2020 2019 Growth* Business model (2019) Digital Revenue £54m £136m (59%) Subscriptions Marketing Events & Platforms Adj. EBITDA £(1)m £51m (101%) 52% 11%

Advisory Our products 37%

Creativity benchmark Advisory Effectiveness Measurement of excellence, Media Reviews, agency Evidence based insight and insights and inspiration for optimisation and go-to- guidance for effective the global advertising market strategy for brands, marketing decisions. community across 24 media platforms and categories. technology partners.

Example customers Other players

The Clios eMarketer R3 Worldwide

Ascential | Introduction *Proforma basis 11 2020 2019 Growth* Business model (2019) Digital Revenue £18m £81m (77%) Subscriptions Retail & Financial Events & Platforms Adj. EBITDA £(14)m £25m (157%) 79% 18% Services Advisory 3% Our products

Fintech’s home Retail global forum Retail insight Bringing together the Leading global CEO congress Insight and analysis leading players and ideas for retailers to share insights, information platform for within the Fintech create partnerships and shape current and future retail ecosystem. industry trends. strategy.

Example customers Other players

Sibos Shoptalk

Ascential | Introduction *Proforma basis 12 Appendix

13 Transformation since IPO

Digital information company 2016 2019 2021* c.50% revenue from strategic core segments c.90% revenue from strategic core segments 100% revenue from strategic core segments

BEP 9% Retail & Financial Heritage Brands Digital Services 14% Product Design Commerce 19% 17% 20% Retail & Financial Digital Services 19% Commerce 35%

Marketing Product Marketing Exhibitions 18% Design 21% 26% 24%

Retail & Financial Marketing BEP 8% Product Services 14% 33% Design 25%

Subscription based revenue streams have doubled, bringing greater resilience and visibility

Advisory 2016 Publishing 2019 Advisory 2021* 18% 16% 15% Digital Subs & Advisory Platforms 31% 2% Digital Subs & Platforms Events 52% 19% Digital Subs & Platforms Events Events 63% 50% 33%

*Analyst estimate range (March 2021)

Ascential | Introduction 14 Legacy assets leveraged to focus on growth markets Lower growth assets sold to fund acquisitions in higher growth, earlier stage assets

Cash generated/deployed Performance of 2014 to present disposals v acquisitions

£211m

£178m

2% 14% 211

£61m Disposals Acquisitions £55m 61 £596m £527m Revenue EBITDA Revenue EBITDA

1 Disposal performance: year prior to disposal (Heritage Brands, Exhibitions and BEP) 2 Acquisition performance: 2019 (Money20/20), 2020 (Edge, MediaLink, WARC, Flywheel Digital, Yimian, X Target, Intellibrand) Growth: CAGR across period post acquisition to 2020

Ascential | Introduction 15 The consumer products industry: Most significant period of change in 25 years – Demands of the new consumer for unique, sustainable and healthy products. – Transparency and ubiquity driven by the digital world. – Proliferation of categories, products and competitors. – Collapsing product life cycles. – Intelligent supply chains. – Digital mass personalization. – Shift to real-time digital retail.

Ascential | Introduction 16 The Ascential network effect

1. Increases sales in Digital Commerce 5. Increases investment in marketplace selection and media

4. Optimises our clients’ 2. Ascential wins, performance grows and (Propriety Tech retains clients Stack + algorithms) 6. Strengthens the marketplace Growth propositions and profits

3. Expands products, segments and marketplace 7. Drives accelerated (our direct APIs and partnerships) consumer eyeballs and spend

Ascential | Introduction 17 Thank you

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