MAHA Global and IPR: Do Actions Speak Louder Than Words?
Soma overview Feb 2017
1.
2. Now that Millennials are the biggest
spenders in the U.S., Soma is best
positioned to win the water filter and water
bottle markets with digital marketing, filter
subscriptions, and unparalleled design.
Soma Will Become the World’s
#1 Hydration Brand
“A welcome change
to the status quo.”
“The world’s most
beautiful water filter.”
“Reinventing water
for Millennials.”
3. Independents
2,00+
Independent
retailers
✓ Product-market fit + key demo
✓ Award-winning product line
✓ Multi-channel distribution
✓ Online acquisition proven
(paid, email, referral, etc.)
✓ High retention
✓ 100% YoY growth 3 yrs in a row
✓ Optimized supply chain
✓ Strong team
✓ M&A relationships
✓ Patents filed
Traction
A Firm Foundation Built
Sept 2013 2014 2015 2016 2017
4. Award-Winning Products
Glass Carafe
Water Filter
48 oz. capacity
NSF 42 & 53
$49
10-Cup Pitcher
Water Filter
80 oz. capacity
NSF 42 & 53
$39
6-Cup Pitcher
Water Filter
48 oz. capacity
NSF 42 & 53
$29
Glass Water Bottles
(not filtered)
17 oz. capacity
4 colors, bamboo cap
$30
Plant-based Filter
David Beeman design
(Intl. filtration expert)
NSF 42 & 53
$12.99
“To get the best water with a natural filter that’s BPA-free and
made in the USA: The Soma Water Pitcher has all that!”
-Ellen Degeneres (viewed by 8MM people)
5. 2017: A Year of Reimagining Soma
Introducing new limited edition products, artist collaborations,
and unprecedented partnerships that use our product line as
blank canvases and bring the brand to life.
6. Revenue Driver
• Purpose: top line
• 83% of 2016 rev.
Custom B2B sales
• Purpose: margin
• Small, but big potential
• Volume, not awareness
Specialty Volume Drivers
• Purpose: drive volume at retail that
is good for the brand
• Will become 7-figure accounts
• Awareness & volume are important
Premium Retail: Independents/Small Specialty
• Purpose: to reach influencers
• Includes independents (fitness studios, spas,
boutiques, coffee shops) and some high-end
specialty retailers like Nordstrom and Barney’s.
• Awareness is more important than volume.
Premium Retail
High-end volume drivers
Online
Custom
Channel
Strategy
7. RETAIL REPORT:
Soma over-indexes with
Millennial Demographic
The Highest Value Consumer
*UU is Up&Up, Target’s private label, which attracts price sensitive Millennials that spend less
Brand Age
in the U.S.
Market
Soma’s consumer spend 1.6X more than the average filtration
consumer at retail.
28 years
28 years
22 years
3 years
7 years
108 years
14 years
8. The Soma Team
Mike
Del Ponte
CEO
CO-FOUNDER
Ran marketing at
BranchOut, which
grew to 25MM users,
50 employees and
$49MM funding in 18
months.
Founded Sparkseed,
an accelerator that
launched 15 socially
responsible ventures
globally, acquired by
Mobilize.
Gordon
Lefevre
FINANCIAL
CONTROLLER
25+ years finance
experience working
at leading CPG
companies, including
Clorox, Johnson &
Johnson, Method and
Genentech.
Oversaw project
implementation in 12
Latin American
countries in 12
months with Clorox.
Danielle
Hutchens
CREATIVE
DIRECTOR
Former Creative
Director at S’well.
Starting as employee
#2 at S’well, Danielle
led all new product
designs, trend
forecasting, and the
creative team to help
build S’well to $50M
in revenue in just 4
years.
Colin
Comp
DIRECTOR OF
MARKETING
Oversaw $40MM+ ad
spend as Sr. Group
Manager at Geary
LSF agency.
Named one of the
“32 Under 32:
Advertising &
Marketing
Professionals.”
Clients included
Citrix, Lord & Taylor,
Hudson’s.
David
Beeman
FILTRATION
DESIGNER
35+ years experience
Creator of the
international
standard for filtered
water for coffee &
tea.
Clients include
Starbucks, Peet’s,
Keurig, The Coffee
Bean and Tea Leaf.
9. Investors
Tim Ferriss
Investor in Uber, Facebook, Twitter
Bestselling author, TV personality
Michael & Xochi Birch
Sold Bebo $850MM
The Battery founders
Shervin Pishevar
Investor in Uber, Postmates, Munchery
Chairman of Hyperloop Technologies
Rick Marini
Sold Tickle for $100MM
Sold BranchOut and Talk.co
John Replogle
Seventh Generation CEO
Sold Burt’s Bees for $925MM
Rohan Oza
Sold vitaminwater and smartwater for $4.2B
Investor in Vita Coco, popchips, Bai
Sukhinder Singh Cassidy
Joyus founder & CEO
Built Google in 103 countries as President
Ryan Allis
Sold iContact for $169MM
Founder of Hive Global Leaders
Adrian Grenier
Actor filmmaker, social & environmental advocate
Founder of SHFT.com, Wreckroom Records
Nas
Artist, entrepreneur, investor
QueensBridge Venture Partners
Advisors
Neil Blumenthal Warby Parker co-founder
Eric Ryan Method & Olly, co-founder
Katia Beauchamp Birchbox co-founder
Elizabeth Gore Former UN Foundation Director
Jeff Rosenthal Summit Series co-founder
Fred Mayerson Serial entrepreneur & investor
10. Soma Gives
For every product
purchased, Soma donates
clean drinking water to
people in need.
24. This Confidential Investor Presentation has been prepared for discussion purposes only. It is being delivered on a confidential basis to
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