AMASS Brands (AMSS) Investor presentation summary

Investment thesis and strategy

• Focuses on building a modern beverage portfolio for evolving consumer preferences, leveraging shared distribution, marketing, and capital across multiple brands for scalability and reduced risk.

• Achieved an 81% three-year revenue CAGR and $93M in lifetime revenue from FY2020 through June 2026.

Market context and trends

• Shifts in consumer demand favor functional, low-sugar, and premium beverages, with significant growth in non-alcoholic and hydration categories.

• U.S. functional beverage market projected to reach $78B by 2030, with no-alcohol volume forecast to grow 36% from 2024-2029.

Portfolio and category leadership

• Holds leading positions in organic non-alcoholic wine, organic sparkling wine, and domestic rosé under $20, with brands like Good Twin, Pizzolato, and Summer Water.

• Good Twin achieved 99% YoY sales growth and dominates its segment with 73% share.

• Pizzolato commands 30% of the U.S. organic sparkling wine market, nearly double the sales of its closest competitor.

• Summer Water is the top-rated American rosé under $20, with five consecutive vintages rated 90+ by Wine Enthusiast.