Buda Juice (BUDA) investor relations material

Vision and growth strategy

• Aims to place Ultra Fresh products in every grocery store nationwide, leveraging a proven playbook for national scaling and accelerated growth.

• Pivoted from retail stores to a profitable CPG model, achieving over four years of profitability, zero debt, and strong cash reserves.

• IPO in January expanded store presence from 350 to 600 stores across Texas and eight other states, with plans for new facilities on the East and West Coasts.

• Management team includes industry veterans from Country Fresh, Minute Maid, Coca-Cola, PepsiCo, and Tropicana.

• Focused on running the business profitably before going public, now positioned for nationwide brand recognition.

Product differentiation and market positioning

• Specializes in Ultra Fresh juices with a 72-hour farm-to-store cold chain at 35°F, offering a short shelf life and clean ingredients.

• Products are placed in the produce section, not with shelf-stable juices, creating a unique category and point of difference.

• Ultra Fresh category includes juices, wellness shots, lemonades, and is expanding into dressings, salsas, and other fresh products.

• About 40% of sales are private label, with the remainder under the Buda Fresh brand.

• Maintains healthy margins on both branded and private label products, with private label providing volume without margin sacrifice.

Operations, pricing, and retailer relationships

• Maintains an unbroken cold chain from farm to store, differentiating from competitors who use pasteurization or HPP.

• Pricing is competitive, with some products at Walmart retailing for $1.47, below major soft drinks, while premium products retail for $5.99.

• Retailers control shelf placement and pricing, but the company recommends price points and focuses on value to drive mainstream adoption.

• Retailers are increasingly seeking fresh products, leading to double-digit growth and incremental sales in the fresh perimeter.

• Minimal marketing spend and no slotting fees due to unique product positioning and retailer demand for fresh offerings.