Hillman Solutions (HLMN) Investor presentation summary

Market leadership and business overview

• Holds #1 position in primary fastening and hardware categories, operating in a $19B+ market with long-term growth drivers such as aging housing stock and millennial homeownership.

• Over 90% of revenue comes from owned brands, with a broad product portfolio including fasteners, wall hanging, keys, and specialty hardware.

• Manages 150,000+ SKUs and serves 31,000+ direct ship retail locations, with high customer retention and fill rates.

• Strategic partnerships with top retailers and a reputation as an indispensable partner, maintaining ~99% retention of core programs.

Operational strengths and supply chain

• Extensive field sales team and direct-to-store distribution ensure speed, reliability, and high service levels.

• Inventory positioned close to customers, with 97% of US customers reached within two days and 29 distribution/manufacturing centers.

• Dual Faucet global sourcing model enables flexibility to optimize landed costs and reduce China exposure to 10% by end of 2026.

Growth strategy and acquisitions

• Multi-lane growth strategy targets organic expansion and bolt-on acquisitions, especially in Pro and industrial channels.

• Recent acquisitions (Delaney Hardware, Campbell Chain, Kanebridge) expand Pro and industrial presence, adding $100M+ in revenue.

• Kanebridge acquisition brings 44,000 SKUs, a proprietary e-commerce platform, and $65M in net sales with high margins.