Rapid Nutrition (ALRPD) Investor presentation summary

Market trends and opportunity

• China's fitness industry is growing at a 13.5% CAGR, with the fitness population projected to reach 416 million by 2026.

• Health supplements are a major market, with protein as the fourth largest segment and whey protein making up nearly 70% of the protein market.

• Domestic protein brands are outpacing overseas competitors, with Tmall's protein market reaching $520.7M in 2023, up 11% year-over-year.

Performance highlights

• About 80% of store sales are driven by KOL (Key Opinion Leader) activity, with 60% from livestreams, 25% from short videos, and 15% from product cards.

• Top KOLs, especially those pairing with complementary brands, account for 40% of KOL-driven revenue.

• Douyin ad spend achieved a 3.23x ROI, with livestream ads outperforming short-form content in engagement and conversion.

Strategic initiatives and brand development

• Engaged 34 KOLs, with 65% delivering conversions; focus is on expanding high-AOV creator partnerships and testing new influencers for product launches.

• Unified visual identity and content templates on Douyin, with a branded hashtag campaign reaching 50,000+ views.

• Content emphasizes portability, nutritional value, digestive health, and weight management.