New Customer Acquisition

  1. 1,700 Posts.
    lightbulb Created with Sketch. 253
    I'm keen to go in on ZBT currently, but new customer acquisition is a concern in terms of limiting growth.

    From the Feb FY20 results announcement:
    https://hotcopper.com.au/data/attachments/3254/3254756-7dd68c9403308975888df39a00ac2eaf.jpg
    Total potential market is 120 million according to ZBT.

    https://hotcopper.com.au/data/attachments/3254/3254763-dfe20416c2b42247641d95e284d4f557.jpg
    I see this as new customer growth decreasing.


    https://hotcopper.com.au/data/attachments/3254/3254765-63c86df6bb70199e718035443523f65c.jpg
    There is a ceiling on this spend, unless ZBT expands its retail offering, such as the Unilever subsidiary mentioned in another announcement.


    https://hotcopper.com.au/data/attachments/3254/3254767-1264b2c942d46bb542eb9b0d43dad04a.jpg
    Is there any more information on this?



    Anybody have thoughts specifically on new customer acquisition for ZBT?.
    I see that as the key for growth, and I don't see a forecast from ZBT on total number of registered users.
    Thanks all.

 
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