Slide 1: Investor Presentation August 2026
Investor Presentation August 2026
Slide 2: Cautionary Statement on Forward-Looking Statements
America’s THC Company NASDAQ: RYM CAUTIONARY STATEMENT ON FORWARD-LOOKING STATEMENTS: This presentation includes information, statements, beliefs and opinions which are forward-looking, and which reflect current estimates, expectations and projections about future events, referred to herein as “forw
Slide 3: RYTHM is structured to capture THC demand as regulations shift
America’s THC Company NASDAQ: RYM RYTHM is structured to capture THC demand as regulations shift 3 01 02 03 THC IS MAINSTREAM REGULATORY UNCERTAINTY RYTHM UNLOCKS VALUE ACROSS AMERICA DEMANDS FLEXIBILITY ACROSS FRAMEWORKS Demand is expanding across product Hemp-derived THC access expected to end A p
Slide 4: THC is a $35B+ legal industry
America’s THC Company NASDAQ: RYM THC is a $35B+ legal industry1 4 Driven by new consumer adoption and legal channel expansion U.S. Regulated THC Consumer Product Sales by Distribution Channel 2 (USD $B) $60 FEDERAL REGULATED CHANNELS STATE REGULATED CHANNELS THC sold through illegal channels THC fr
Slide 5: Americans increasingly choose THC over alcohol
America’s THC Company NASDAQ: RYM Americans increasingly choose THC over alcohol 5 Generational shift toward THC, away from Alcohol consumption1 Since 2022, there are more daily THC consumers % daily-near-daily Consumers of THC or Alcohol by Age than daily Alcohol consumers1 Daily or near-daily user
Slide 6: THC demand is not defined by channel access
America’s THC Company NASDAQ: RYM THC demand is not defined by channel access 6 DELTA 9 THC Plant psychoactive that creates a hangover-free “high” THC products are derived from the From From same plant HE M P PL AN TS C A NNA B IS P L A NT S Harvested with less THC potency Harvested with greater THC
Slide 7: The regulatory landscape is shifting dramatically
America’s THC Company NASDAQ: RYM The regulatory landscape is shifting dramatically 7 MEDICAL RESCHEDULING FEDERAL HEMP RESTRICTIONS April 2026: Medical cannabis moved from Schedule I to Schedule III November 12, 2026: Federal hemp changes take effect, closing Farm Bill- enabled access to hemp-deriv
Slide 8: RYTHM, Inc. owns channel-agnostic THC brands built for shifting market access
America’s THC Company NASDAQ: RYM RYTHM, Inc. owns channel-agnostic THC brands built for shifting market access 8 RYTHM remains anchored by established THC brands and $70M+ in annual licensing revenue from regulated cannabis channels, even as Farm Bill changes are expected to restrict hemp-derived T
Slide 9: RYTHM is America's THC Company
America’s THC Company NASDAQ: RYM 9 is America’s THC Company Distributed Execution-focused Portfolio of Leading Nationally American THC Brands Team Capitalized to drive growth Revenue from licensed IP Experienced in complex within Federal* and State legal and direct sales of hemp THC multi-tier regu
Slide 10: RYTHM Inc. brand portfolio
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Slide 12: At a Glance
America’s THC Company NASDAQ: RYM AT A GLANCE 12 $70M+ ANNUAL LICENSING ROYALTY CPIx2 ESCALATING $23.0M Q2 2026 REVENUE UP 73% FROM $13.3 MILLION IN Q1 2026 $41.9M CASH UP 26% FROM $33.3 IN Q1 2026
Slide 13: Proven cannabis operators at the helm
America’s THC Company NASDAQ: RYM Proven cannabis operators at the helm 13 A team with more than a decade of experience successfully building and operating one of the most profitable businesses in U.S. cannabis. GREEN THUMB INDUSTRIES $1.2B $284M CASH ON BALANCE REVENUE RUN RATE SHEET 27.5%+ $200M N
Slide 14: Capital Structure
America’s THC Company NASDAQ: RYM Capital Structure 14 Amounts Expressed in Thousands Shares Outstanding Clean Balance Sheet Common Shares Outstanding 2,179 Business has cash to grow Employee Equity Plan 128 Up to 99% of existing debt may Pre-funded Warrants1 11,027 convert to equity Total Shares be
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