NEXT-GEN GALERIA

The Evolution of
Human-Centric Commerce

Agenda

Brand Benchmarking
& Competitive Analysis

1st Principles
Efficiency Program

12 Retail Touchpoints
x 2-3 Upgrades

12 innovative & profitable
Blue Ocean Strategies

History

Galeria was to German shopping centers what VW is to German cars.

A symbol of post-war economic miracle, now facing existential challenges.

The Rise & Challenges of Galeria

Humble Beginnings

Galeria traces its roots back to 1881, when it was founded as the Karstadt department store chain. It flourished during Germany's post-war "Economic Miracle" years in the 1950s & 1960s.

Iconic Expansion

Karstadt grew to become a symbol of Germany's economic resurgence, with its department stores dotting the country's landscape. The brand was synonymous with the nation's success.

Turbulent Times

In 2018, Karstadt merged with its long-time rival Kaufhof to form Galeria Karstadt Kaufhof. However, the combined entity has faced multiple crises & insolvencies since 2020, reflecting the broader challenges facing the retail industry.

Galeria's Restructuring Plan: A Fresh Start

Creditors Approve Plan

After filing 3rd time for insolvency in 01/2024, the creditors have approved a new restructuring plan, allowing the retailer to chart a path forward.

New Ownership, New Vision

Galeria has been acquired by a US investment firm, NRDC & Bernd Beetz's firm, bringing fresh capital & expertise to revitalize the iconic brand.

Rebranding to "Galeria"

The company has simplified its name to "Galeria", streamlining its identity and signaling a new era of focused, customer-centric operations.

Galeria's Restructuring: A Leaner Future

76 Stores Remain

Galeria has streamlined its operations, closing 16 underperforming locations while retaining 76 of its 92 stores.

11,400 Jobs Saved

Through the restructuring process, Galeria has managed to retain 11,400 jobs, though 1,400 were unfortunately lost.

HQ Relocate

In 2025, Galeria will move its headquarters from Essen to Düsseldorf, reflecting a more centralized & efficient admin structure.

Streamlined Ops

By optimizing its processes & admin, Galeria aims to become a leaner, more agile organization poised for growth.

State Support & Creditor Situation

Previous Government Assistance

Galeria received temporary government loans and guarantees, but they weren't enough for long-term viability.

Debt Restructuring

Creditors, incl. the government, have written off significant portions of Galeria's debt, paving the way for a fresh start.

SWOT Analysis

Strengths

• Long-standing brand recognition in Germany
• Prime locations in city centers
• Diverse product range covering multiple categories
• Merger with Karstadt potentially creating synergies
• New ownership structure providing fresh capital & expertise

Weaknesses

• Financial instability with multiple insolvencies
• Outdated business model struggling to adapt to e-commerce
• High operational costs due to large physical stores
• Reduced store network after closures
• Negative impact on brand image due to repeated restructurings

Opportunities

• Potential for omnichannel retail integration
• Leveraging prime locations for experiential retail concepts
• Streamlining operations under new ownership
• Focusing on high-performing product categories
• Exploring partnerships with local businesses and services

Threats

• Intense competition from e-commerce giants
• Changing consumer preferences towards online shopping
• Economic uncertainties affecting consumer spending
• Potential further real estate market fluctuations
• Challenges in attracting and retaining skilled workforce

Porter's Five Forces Analysis

1. Threat of New Entrants: Low

High capital requirements for physical stores, established brand recognition of existing players, and complex supply chain and logistics make it difficult for new entrants to compete.

2. Bargaining Power of Suppliers: Moderate

While multiple suppliers exist across various product categories, some exclusive brand partnerships may increase supplier power. Galeria's financial instability could further weaken their negotiating position.

3. Bargaining Power of Buyers: High

Numerous alternatives available to consumers, low switching costs, and price sensitivity in the retail market give buyers significant bargaining power.

4. Threat of Substitute Products: High

E-commerce platforms, specialty stores focusing on specific categories, and discount retailers offering lower-priced alternatives present a significant threat of substitute products.

5. Competitive Rivalry: High

Intense competition from online retailers, pressure from specialty stores and discounters, and a shrinking department store market contribute to a highly competitive environment.

Growth-Share Matrix

Cash Cows

• Traditional department stores in prime locations

• Well-established beauty and fashion departments

Stars

• Potential for omnichannel retail integration

• Experiential retail concepts in flagship stores

Question Marks

• Online retail platform development

• Integration of local services & partnerships

Dogs

• Underperforming store locations

• Outdated product categories & declining sales

Business Model Canvas

Key Partners

• Suppliers & brand partners
• Real estate owners
• Logistics providers
• New ownership consortium (NRDC & Bernd Beetz)

Key Activities

• Retail operations management
• Supply chain & inventory management
• Customer service
• Marketing & promotions
• Store renovations & concept development

Value Propositions

• One-stop shopping experience
• Curated product selection
• In-store services & experiences
• Convenient city center locations

Customer Relationships

• Personal in-store assistance
• Loyalty programs
• After-sales service

Channels

• Physical stores
• Online platform (galeria.de)
• Mobile app

Customer Segments

• Urban & suburban shoppers
• Middle to upper-middle class consumers
• Various age groups, with focus on traditional department store customers

Cost Structure

• Rent & real estate costs
• Inventory & supply chain management
• Staff wages & training • Marketing & advertising
• IT infrastructure & e-commerce platform

Revenue Streams

• In-store sales
• Online sales
• Service fees (e.g., alterations, gift wrapping) • Potential revenue from partnerships and in-store experiences

Key Resources

• Prime retail locations
• Brand recognition
• Experienced workforce
• Diverse product range

PEST Analysis

Political

• Government support through past financial aid
• Potential changes in retail regulations
• Labor laws affecting employment practices

Economic

• Economic uncertainties impacting consumer spending
• Inflation & cost-of-living pressures
• Real estate market fluctuations affecting store locations

Social

• Changing consumer preferences towards online shopping
• Increased focus on sustainability & ethical consumption
• Demographic shifts in urban areas

Technological

• Rapid growth of e-commerce & mobile shopping
• Advancements in retail technology (e.g., AR, VR, AI)
• Importance of data analytics in retail operations

1. First-Principles
Efficiency Program

As Galeria navigates its restructuring, the company is taking a fresh look at its core retail business to ensure it remains relevant and competitive in the evolving market.

A. Space Optimization & Revenue Generation

Dynamic Space Allocation

Implement AI-powered analytics to optimize department sizes based on real-time performance.

Store-within-Store Partnerships

Create dedicated spaces for high-performing brands (30-40% per floor).

Local Producer Showcase

Dedicate 15-20% of floor space to local/regional products.

Pop-up Rotation System

Create flexible spaces (10% per floor) for temporary brand installations.

Experience Centers

Convert 20% of space into experiential zones (workshops, events, demos).

B. Digital Integration & Modernization

Unified Commerce Platform

  • Implement headless commerce architecture
  • Real-time inventory visibility across all channels
  • Personalized recommendations using customer data
  • Mobile-first approach with in-store navigation
  • Smart fitting rooms with digital mirrors
  • Last-Mile Innovation

  • Convert underperforming areas into micro-fulfillment centers
  • Same-day delivery partnerships with local courier services
  • Click & collect optimization with automated pickup lockers
  • C. Cost Structure Optimization

    Energy Efficiency

  • Optimize energy consumption with smart lighting systems to reduce use by 30-40%
  • Install AI-controlled HVAC systems
  • consider solar panel installations on suitable rooftops
  • Workforce Optimization

  • Implement cross-training programs for multi-skilled staff
  • Utilize AI-powered scheduling based on traffic patterns
  • Equip employees with mobile POS systems for flexible checkout
  • Inventory Management

  • Implement RFID technology for real-time inventory tracking
  • Leverage predictive analytics for stock optimization
  • Automate reordering systems for efficient inventory management
  • 2. Smaller Revenue
    Enhancement Initiatives

    A. High-Margin Focus Areas

    Beauty & Wellness

  • Extended beauty services (treatments, consultations)
  • Virtual try-on technology
  • Subscription boxes for regular customers
  • Premium Fashion

  • Personal styling services
  • Virtual wardrobe planning
  • Custom alterations service
  • Home Design

  • 3D visualization for furniture
  • Interior design consultation services
  • Assembly and installation services
  • B. New Revenue Streams

    Service Integration

  • Co-working spaces in less trafficked areas
  • Package pickup/delivery hub for multiple carriers
  • Event spaces for community gatherings
  • Digital Services

  • Virtual shopping assistance
  • Digital gift registry
  • Style recommendation app
  • 3. Operational Excellence

    A. Supply Chain Transformation

    Vendor Integration

  • Direct-to-store delivery for fresh products
  • Vendor-managed inventory for key categories
  • Real-time performance dashboards
  • Logistics Optimization

  • Dark store conversion for online fulfillment
  • Cross-docking facilities for faster throughput
  • Last-mile delivery optimization
  • B. Technology Infrastructure

    Cloud Migration

  • Shift to cloud-based ERP system
  • Implementation of microservices architecture
  • Real-time analytics platform
  • Customer Experience

  • Single customer view across channels
  • AI-powered customer service
  • Loyalty program gamification
  • 4. Cultural & Organizational Transformation

    A. Leadership & Structure

    Agile Organization

  • Cross-functional teams
  • Rapid decision-making processes
  • Innovation labs in key locations
  • Talent Development

  • Digital skills training program
  • Leadership development pipeline
  • Performance-based incentives
  • B. Customer-Centric Culture

    Voice of Customer

    Real-time feedback systems, a customer advisory board, and employee feedback integration ensure Galeria is always listening and responding to customer needs.

    Service Excellence

    XP design workshops, customer journey mapping, and service recovery protocols create a seamless and satisfying experience for customers, turning them into loyal advocates.

    5. Implementation Timeline

    Phase 1 (Months 1-6)

  • Tech infrastructure setup
  • Pilot programs in key stores
  • Initial cost optimization measures
  • Phase 2 (Months 7-12)

  • Roll-out of digital integration
  • Space optimization implementation
  • New service introduction
  • Phase 3 (Months 13-24)

  • Full transformation completion
  • Performance optimization
  • Scale successful initiatives
  • 6. Key Performance Indicators

    Revenue per square meter

    Operating margin

    Customer acquisition cost

    Average transaction value

    Inventory turnover

    Energy consumption

    Labor productivity

    Digital sales penetration

    Net Promoter Score

    Customer lifetime value

    Repeat purchase rate

    Cross-channel engagement

    Critical Success Factors

    Leadership Commitment

  • Clearly communicating the vision
  • Allocating necessary resources
  • Conducting regular progress reviews
  • Timely decisions to drive transformation
  • Employee Engagement

  • Providing regular training
  • Maintaining transparent communication
  • Aligning incentives
  • Establishing feedback mechanisms to empower & motivate the workforce
  • Customer Focus

  • Regularly collecting customer feedback
  • Monitoring the experience
  • Measuring service quality
  • Continuously improving to meet evolving customer needs & expectations
  • Retailers' Pain Points

    Economic Challenges

  • Retailers face mounting operational costs
  • Pressure to maintain competitive pricing
  • High tech implementation expenses, strain profitability
  • Physical Space Evolution

  • Create flexible, immersive environments
  • Seamlessly blend tech with human touch
  • Meet sustainability requirements
  • Digital Transformation

  • Grapple with need for workforce upskilling
  • Data privacy compliance
  • Investment in omnichannel & personalization capabilities
  • Market Dynamics

  • Declining brand loyalty
  • Competition from local & independent brands
  • Shift toward service-oriented models
  • Supply chain transparency
  • Shoppers' Pain Points

    Economic Concerns

  • Face budget constraints due to inflation
  • Seek affordable luxury & value
  • Sensitive to hidden price increases
  • Desire transparent, genuine deals
  • Shopping XP

  • Decision fatigue from excessive choices
  • Inconsistent service across channels
  • Lack of seamless omnichannel integration
  • Need efficient navigation & discovery
  • Values & Trust

  • Struggle to find verified ethical products
  • Data privacy & personalization concerns
  • Skeptical of marketing
  • Desire transparent product info
  • Community & Wellness

  • Seek access to community-focused spaces
  • Relaxation & wellness areas
  • Experiential loyalty programs
  • Social shopping experiences
  • 12 Retail Touchpoints
    x 2-3 Upgrades

    1. In-store Experience

    Given our prime city locations & need to differentiate from e-commerce, we focus on creating immersive, tech-enabled XP that can't be replicated online.

    a) Living Department Store

  • Transform store sections into live streaming studios where local influencers showcase products
  • Customers can watch live or interact with archived content via QR codes
  • Creates content for online channels while driving foot traffic
  • b) AI Style Companion Zones

  • Styling rooms equipped with smart mirrors & AI styling assistants
  • Customers create profiles, receive personalized recommendations
  • Integration with online shopping history and preferences
  • 2. Online Shopping Platform

    Online platform needs strengthening to compete with e-commerce giants. Focus on unique differentiators that leverage physical presence & local expertise.

    a) Virtual Department Store Twin

  • Digital replica of physical stores with real-time inventory
  • Customers can navigate familiar store layouts online
  • AI assistant guides shopping based on in-store behavior patterns
  • b) Local Expert Marketplace

  • Platform section featuring curated collections by local fashion experts
  • Live chat with in-store style consultants
  • Bridges online-offline gap with human expertise
  • 3. Mobile App

    Bridge for digital & physical shopping XP addressing threat of e-commerce competitors.

    a) Smart Shopping Assistant

  • AR navigation of physical stores
  • Real-time product location tracking
  • Voice-activated shopping list creation with optimal route planning
  • b) Social Shopping Circles

  • Create shopping groups with friends
  • Share wishlists and get group discounts
  • Virtual fitting room with friend feedback
  • c) Store Mode

  • Automatically activates when entering physical stores
  • Personalized promotions based on shopping history
  • Self-checkout capability
  • 4. Loyalty Programs

    Traditional points systems aren't enough. Create an ecosystem that encourages sustained engagement & addresses the threat of customer switching.

    a) Community Credits

  • Points earned from purchases convert to local business vouchers
  • Partnerships with restaurants, theaters, and services near stores
  • Strengthens local community ties
  • b) Sustainability Rewards

  • Points for participating in recycling programs
  • Rewards for choosing eco-friendly delivery options
  • Partnership with environmental organizations
  • c) Experience Tiers

  • Access to exclusive in-store events
  • Priority booking for services
  • Personal shopping assistant hours based on tier level
  • 5. Customer Support (Phone & Email)

    Given the financial pressures, create support solutions that reduce costs while improving service quality through AI & human expertise combination.

    a) AI-Enhanced Support

  • Analyze customer tone & history in real-time
  • Provide support agents with personalized response suggestions
  • Proactively identify issues before customers complain
  • b) Video Support Studios

  • In-store video support stations connect customers directly with product experts
  • Enable screen sharing for technical product support
  • c) Predictive Care System

  • Monitor purchase patterns & product lifecycles
  • Send automated maintenance reminders for electronics/appliances
  • Proactively reach out with support for complex products
  • 6. Social Media (Instagram, Facebook)

    Leverage your physical presence & local expertise to create social media content that online-only retailers can't match.

    a) Store Stories Live

  • Real-time content from each location
  • Behind-the-scenes looks at new arrivals
  • Local staff as content creators/brand ambassadors
  • b) Community Spotlight Series

  • Daily features of local customers & their style stories
  • User-generated content competitions
  • Integration with local influencer programs
  • c) Virtual Department Head

  • Each department has AI-powered social media personality that answers product questions 24/7
  • And creates personalized product recommendations
  • 7. Google My Business & Maps

    Transform store locations from liabilities into digital assets by leveraging location-based services.

    a) Dynamic Store Profiles

  • Real-time inventory levels displayed on Google Maps
  • Live busyness indicators
  • Automated promo updates based on stock levels
  • b) Local Expert Finder

  • Staff expertise searchable on Google Maps
  • Direct booking for personal shopping sessions
  • Integration with local service providers
  • c) Smart Navigation

  • Indoor store maps accessible via Google Maps
  • Product location pinpointing
  • Parking availability tracking
  • 8. Payment Methods

    Address changing consumer preferences while creating unique financial services opportunities.

    a) Flexible Payment Ecosystem

  • Integration of all major payment methods
  • Buy-now-pay-later options with local banks
  • Cryptocurrency acceptance for tech-savvy customers
  • b) Social Shopping Wallets

  • Group payment splitting for families/friends
  • Shared loyalty points pools
  • Cross-store payment integration
  • c) Dynamic Pricing System

  • Real-time price adjustments based on inventory
  • Location-based promotional pricing
  • Loyalty tier-specific pricing
  • 9. Email Marketing

    Transform traditional email marketing into a personalized shopping companion.

    a) AI Style Digest

  • Lookbooks based on purchase history
  • Weather-based outfit recommendations
  • Integration with local events calendar
  • b) Smart Wardrobe Assistant

  • Purchase anniversary reminders
  • Complementary product suggestions
  • Maintenance & care tips for purchased items
  • c) Local Events Preview

  • Exclusive early access to store events
  • Virtual preview of new collections
  • Community event integration
  • 10. Influencer Marketing

    Create a unique influencer program that leverages your physical presence & local expertise.

    a) Local Expert Network

  • Recruit local professionals as micro-influencers
  • Form partnerships with industry experts
  • Host in-store masterclass series
  • b) Store Ambassador Program

  • Each store has dedicated local influencers
  • Regular in-store content creation sessions
  • Live shopping events with local audiences
  • c) AI-Powered Influence Matching

  • Match products with relevant influencers
  • Automated campaign performance tracking
  • Real-time ROI optimization
  • 11. Search Engine Optimization (SEO)

    Focus on local search dominance while building authority in key product categories.

    a) Local Product Authority

  • Location-specific product pages
  • Integration of local customer reviews
  • City-specific buying guides
  • b) Expert Content Hub

  • Department heads create authoritative content
  • Seasonal trend predictions
  • Product care and maintenance guides
  • Dynamic Category Pages

  • Real-time inventory-based SEO optimization
  • Local availability highlighting
  • Customer question integration
  • 12. Online Review Platforms

    Transform customer feedback into a competitive advantage.

    a) Review Response AI

  • AI-powered response system
  • Automated issue escalation
  • Personalized follow-up actions
  • b) Experience Verification System

  • Verified purchase badges
  • Photo/video review incentives
  • Staff response integration
  • c) Community Review Events

  • In-store review stations
  • Review reward program
  • Integration with loyalty system
  • 12 Blue Ocean Strategies

    Key Challenges Across German Demographics

    Family Pressures

  • Childcare shortages
  • Housing & energy costs
  • Limited flexible work options
  • Startup Struggles

  • Tightened funding environment
  • Complex regulatory hurdles
  • Competition for tech talent
  • Youth & Future

  • Mental health crisis
  • Affordable spaces for activities
  • Digital skills gap
  • Senior Challenges

  • Social isolation
  • Difficulties navigating healthcare system
  • Financial insecurity due to rising costs
  • Pension concerns
  • 1. Future City Within

    Urban locations become self-contained micro-cities, addressing multiple pain points simultaneously while creating a new urban living concept that doesn't exist anywhere.

    Concept: Transform stores into integrated live-work-play ecosystems with residential units, workspaces & community facilities.

    Details:
    • Convert upper floors into micro-apartments for yuppies & seniors
    • Create middle floors with co-working spaces and startup incubators
    • Dedicate ground floors to retail, entertainment & community services
    • Install vertical farms on facades for sustainable food production

    Revenue Potential:
    2025: €280M (initial conversion of 5 locations)
    2030: €890M (20 locations operational)
    2035: €1.8B (all locations converted, mature ecosystem)

    2. KinderHub Revolution

    Severe childcare shortage represents an immediate opportunity to repurpose retail space while creating a steady revenue stream and bringing young families back to our locations.

    Concept: Create Germany's largest network of premium childcare centers with integrated parent workspaces.

    Details:
    • Licensed childcare facilities with flexible booking options
    • Parent co-working spaces + direct visual connection to childcare areas
    • Emergency/overnight childcare services
    • Integration with major employer childcare benefit programs

    Revenue Potential:
    2025: €120M (15 locations)
    2030: €450M (40 locations)
    2035: €980M (all locations, expanded services)

    3. GrayTech Academy

    Seniors represent a massive untapped market with disposable income & time, seeking both social connection & digital literacy. We become trusted gateway to the digital world.

    Concept: Create comprehensive technology education and support centers specifically designed for seniors.

    Details:
    • One-on-one tech tutoring with young instructors
    • Smart home setup services and product testing
    • Digital healthcare navigation assistance
    • Social clubs centered around technology learning

    Revenue Potential:
    2025: €90M
    2030: €320M
    2035: €680M

    4. StartupCity Germany

    By transforming our retail space into Germany's largest startup ecosystem, we create a unique value proposition that generates multiple revenue streams & revitalizes our brand.

    Concept: Build integrated startup ecosystems with everything founders need under one roof.

    Details:
    • Flexible office spaces with built-in legal/accounting support
    • Product testing spaces with direct customer feedback
    • Investor lounges and pitch facilities
    • Prototype labs and small-batch manufacturing facilities

    Revenue Potential:
    2025: €150M
    2030: €580M
    2035: €1.2B

    5. UrbanLife Micro-Apartments

    Housing crisis in urban centers combined with our prime locations creates perfect opportunity for mixed-use development while ensuring constant foot traffic.

    Concept: Convert upper floors into affordable micro-apartments with integrated community spaces.

    Details:
    • Smart-home enabled 20-35m² units
    • Shared community kitchens and workspaces
    • Priority rental for store employees and startup founders
    • Integrated retail services for residents

    Revenue Potential:
    2025: €140M
    2030: €320M
    2035: €520M

    6. YouthHub Creative Studios

    Severe lack of affordable creative spaces for youth combined with their need for community and mentorship creates opportunity for dedicated spaces.

    Concept: Transform floors into soundproofed studios, workshops, and performance spaces for youth.

    Details:
    • Professional recording and rehearsal rooms
    • Digital media production facilities
    • Performance venues with ticketing systems
    • Industry mentorship programs

    Revenue Potential:
    2025: €65M
    2030: €180M
    2035: €340M

    7. GermanSkills Academy

    Digital skills gap and vocational training needs create opportunity for hands-on education centers in accessible locations.

    Concept: Create comprehensive training centers offering certifications and practical skills development.

    Details:
    • Partnership with major tech companies
    • Hands-on workshops and equipment
    • Job placement services
    • Government-recognized certifications

    Revenue Potential:
    2025: €90M
    2030: €240M
    2035: €410M

    8. HealthTech Hubs

    Healthcare access issues and digital health adoption create opportunity for health technology centers.

    Concept: Create centers showcasing and teaching digital health technologies.

    Details:
    • Telemedicine facilities
    • Health tech demonstrations
    • Insurance consultation
    • Medical device training

    Revenue Potential:
    2025: €80M
    2030: €220M
    2035: €390M

    9. SportsTech XP Centers

    Limited urban facilities & tech integration create opportunity for indoor sports hubs.

    Concept: Create indoor sports facilities with integrated technology and training.

    Details:
    • Virtual reality sports systems
    • Professional training equipment
    • Youth sports programs
    • Health monitoring integration

    Revenue Potential:
    2025: €75M
    2030: €200M
    2035: €360M

    10. UrbanMobility Innovation Centers

    Transportation challenges & sustainability goals create opportunity for mobility hubs.

    Concept: Develop centers for testing and promoting sustainable urban mobility solutions.

    Details:
    • Electric vehicle showrooms
    • Mobility aid testing
    • Transport tech demonstrations
    • Smart city integration

    Revenue Potential:
    2025: €70M
    2030: €190M
    2035: €340M

    11. CulinaryInnovation Labs

    Rising costs & nutrition education needs create opportunity for food innovation centers.

    Concept: Create food innovation spaces combining education, technology, and community.

    Details:
    • Professional teaching kitchens
    • Nutrition education programs
    • Food tech demonstrations
    • Community meal programs

    Revenue Potential:
    2025: €65M
    2030: €180M
    2035: €320M

    12. GreenLife Sustainability Centers

    Environmental concerns and rising living costs create opportunity for sustainability education and practice centers.

    Concept: Transform spaces into sustainability demonstration and education hubs.

    Details:
    • Repair and upcycling workshops
    • Sustainable product testing
    • Community recycling centers
    • Energy efficiency consulting

    Revenue Potential:
    2025: €60M
    2030: €170M
    2035: €320M

    My Portfolio of 12 Blue Ocean Strategies offers

    Addresses all major German pain points

    Provides diverse revenue streams

    Creates unique market positioning

    Balances immediate needs with future trends

    Maintains brand relevance across demographics

    Enables cross-concept synergies

    Maximizes space utilization

    Creates community hubs

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