Charlotte's Web Holdings, Inc. · TSX:CWEB
Charlotte's Web — Investor Presentation (2025)
28 slides from Charlotte's Web's investor presentation, Dec 6, 2025
Slide 1: Charlotte's Web, Inc. 2025 Investor Presentation
2025 TSX:Charlotte’s CWEB | OTC: CWBHF Web, Inc. 1
Slide 2: Disclaimers
DISCLAIMERS Forward-Looking Information Certain statements contained in this presentation constitute forward-looking statements and forward-looking information (collectively, “forward-looking statements”). Such forward-looking statements relate to possible events, conditions or financial performance
Slide 3: Charlotte's Web was started as a mission
CHARLOTTE’S WEB WAS NOT STARTED AS A COMPANY, IT WAS STARTED AS A MISSION, AND LAUNCHED THE CBD CATEGORY. What began as her story became the shared story of thousands, and the inspiration of millions in the journey of betterment Charlotte remains our true north, driving our passion and dedication to
Slide 4: Full & Broad-Spectrum Hemp Extract Products
Full & Broad-Spectrum Hemp Extract Products Nature in a bottle: plant intelligence for today and tomorrow’s wellness consumer Full Spectrum Human Pet Chews, Medical Channel Broad Spectrum Ingestibles Oils, Gummies, Tinctures Topicals (and pending additional formats) Capsules, Cosmetic Topicals Charl
Slide 5: Competitive Differentiation
Competitive Differentiation 12 Years in the Making, Prepared for the Future • Full ingredient traceability and transparency 1. Vertical • Hemp grown on 100% North American family farms Integration • World-class plant breeding program • 11 hemp patents • FDA approved GMP facilities 2. Science • NASC
Slide 6: #1 Revenue Led by eCommerce Sales
#1 REVENUE LED BY eCommerce sales Charlotte’s Web, Inc. 6
Slide 7: Substantial Market Upside: #1 in a Fragmented Market
Charlotte’s Web #1 in SUBSTANTIAL a Fragmented Market MARKET UPSIDE Charlotte’s Web CW holds 7% of share in participating segments; 3.1% of total market $2bn market share available Enormous room for market share gains through product capitalization, regulation, and competitor diminishment * Brightfi
Slide 8: Returning to Growth
Returning to GROWTH Four years of revenue declines in a Sequential quarterly growth challenged CBD sector required returned in 2024, and annual new leadership and turnaround growth has returned in 2025, strategies validating the turnaround initiatives. Charlotte’s Web, Inc. 8
Slide 9: Managing the Financial Model
MANAGING the financial model Sequential quarterly revenue growth in 2024 leads to sequential year-over-year growth in Q2 2025 Q2 2025 Financial Highlights • Revenue of $12.8M vs. $12.3M YoY • Gross margins of ~ 47% • Reduced SG&A by $31.7% YoY • Declining YoY cash burn • $15.3M cash at June 30, 2025
Slide 10: 3-Pillar Strategy
3-Pillar STRATEGY Our mission: Unlock the healing power of botanicals with compassion and science, benefiting the planet and all who live upon it.” Charlotte’s Web, Inc. 10
Slide 11: CBN for Sleep (Staying Asleep)
CBN for Sleep (Staying Asleep) CBN (cannabinol), one of over 100 different hemp cannabinoids, is non- intoxicating. CBN helps you stay asleep* CBN supports a good night’s sleep* CBN supports quality sleep* CBN supports decreased nighttime awakenings* * These statements have not been evaluated by the
Slide 12: CBG for Focus and Attention
CBG – the “Mother of All Cannabinoids” for Focus and Attention Launched June 2025 — a powerful new product for clarity, calm, and cognitive support 25 mg CBG combined with 120 mg Ginkgo Biloba Supports mental focus and attention* Supports alertness* Helps support cognitive health & memory function*
Slide 13: CBG Market Growth
CBG Market Growth Strong Growth. Smart Demand. CBG is Emerging as the Next-Gen Wellness Solution. CBG Market Share • Cannabigerol (CBG) led the U.S. minor cannabinoids category in 2023, with $74.2 million in sales – making it the #1 minor cannabinoid by revenue that year. • CBG made up 27% of the ~$
Slide 14: THC Gummies Derived from Hemp
THC GUMMIES DERIVED FROM HEMP (Federally legal under 2018 Farm Bill) FOCUS & FLOW 5mg 7.5mg 25mg THC CBD CBG 37.5mg TOTAL RELIEVE & EASE 2.5mg 12.5mg 12.5mg 12.5mg CBD CBC 40mg THC CBG TOTAL REST & RELAX 1mg 25mg 26mg THC CBD TOTAL Confidential and proprietary. © 2025 Charlotte’s Web, Inc. All Right
Slide 15: 70% of CBD Users Use Cannabis Products
70% of CBD Users Use Cannabis Products OPPORTUNITY: $220M TAM for <5mg Hemp THC Gummies • Tap into a Growing Market: Low-Dose THC Acceptors • Strategic Approach: Hemp-derived, less than 0.3% $620M TAM for <5mg Recreational & Medical THC Gummies THC, complies with 2018 Farm Bill. CANNA/THC CURIOUS •
Slide 16: Introduces Functional Mushrooms
INTRODUCES FUN C TIONAL MUSHROOMS
Slide 17: What Are Functional Mushrooms?
W H AT A R E F U N C T I O N A L M U S H RO O M S ? Medical mushrooms, also known as functional mushrooms, are a group of fungi that are believed to offer various health benefits when consumed. These mushrooms have been used for centuries in traditional medicine systems, particularly in Asian cultur
Slide 18: Charlotte's Web Family of Mushroom Gummies
Charlotte’s Web Family of Mushroom Gummies Muscle Restore Energy Support Focus Support Stress Support • Helps support muscle • Supports athletic • Supports neve health* recovery* performance* • Supports cognitive • Supports sense of well-being* • Helps your muscles Claim • Supports endurance* functi
Slide 19: Market Insight: Functional Mushrooms
M A R K E T I N S I G H T F U N C T I O N A L M U S H RO O M S FUNCTIONAL MUSHROOMS ARE RAPIDLY GROWING The global functional mushroom market size was valued at USD 31.71 billion in 2023 and is expected to grow at a compound annual growth rate (CAGR) of 11.2% from 2024 to 2030. This can be attribute
Slide 20: OTC Topicals: New Muscle & Joint Pain Relief
Meet our New Muscle & Joint Pain Relief OTC Topicals Active Recovery Muscle & Joint Pain Relief Ointment Active Recovery Muscle & Joint Pain Relief Stick PM Recovery Muscle & Joint Pain Relief Stick Offering new pain relief topicals made without CBD or hemp is a strategic decision for us a company t
Slide 21: The OTC Topical Category is Gaining Market Share
The OTC Topical Category is Gaining Market Share Consumers are drawn to the category beca is convenient, cost-effective, and easily accessible Steady & significant growth Source: Research & Markets: Over the Counter (OTC) Analgesics Market Re Market Size $60 OTC products account for more than 60% of
Slide 22: OTC Topicals U.S. Growth is Surging
OTC Topicals U.S Growth is Surging Market Size: • The U.S. OTC topical analgesics market was valued at $1.9 billion in 2024 and is projected to reach $2.8 billion by 2033, growing at a CAGR of 5.5%. Key Growth Drivers: • Increasing prevalence of arthritis, back pain, and musculoskeletal disorders. •
Slide 23: Botanical Drug Pathway Toward IND
Botanical Drug Pathway Toward IND Pharmaceutical Investigative New Drug (IND) through FDA HEMP (PATENTED) DRUG DEVELOPMENT • Indication: Behavioral Symptoms associated with Autism Spectrum Disorder • Whole plant full spectrum botanical vs single active compound • Decade of observational studies, fou
Slide 24: Formation of DeFloria for FDA IND
FORMATION OF “DEFLORIA” FOR FDA IND PARTNERING TO PURSUE BOTANICAL DRUG THROUGH FDA DEFLORIA PARTNERS/CONTRIBUTIONS CHARLOTTE’S WEB Licensing IP, clinical data, proprietary hemp genetics and manufacturing expertise AJNA BioSciences Botanical CMC expertise, regulatory services, IND clinical expertise
Slide 25: DeFloria to Enter Phase 2 FDA Clinical Trial
PRESS RELEASE Charlotte’s Web Announces DeFloria to enter Phase 2 FDA Clinical Trial for Autism Spectrum Disorder Treatment LOUISVILLE, Colo. - Feb 24, 2025 - (TSX: CWEB) (OTCQX: CWBHF) Charlotte's Web Holdings, Inc. ("Charlotte's Web" or the "Company"), a market leader in hemp extract wellness prod
Slide 26: Hemp CBD Regulatory Progress Toward NDI
Hemp CBD Regulatory Progress Toward NDI New Dietary Ingredient (Dietary Supplement Category) Charlotte's Web is also pursuing pharmaceutical drug pathway opportunity through FDA IND process via DeFloria collaboration Charlotte’s Web, Inc. 26
Slide 27: Positioned to Deliver Long Term Shareholder Value
POSITIONED • To deliver long • term • shareholder value • • • • Attractive valuation relative to long-term potential • * MLB 6.1M shares (4%) shareholder, BAT proforma 19.9% shareholder post conversion @C$2.00 Nov 2029 Charlotte’s Web, Inc. 27
Slide 28: Charlotte's Web Holdings, Inc.
TSX:CWEB | OTCQB:CWBHF Charlotte’s Web Holdings, Inc. 700 Tech Court Louisville, Colorado USA www.charlottesweb.com Cory Pala Director of Investor Relations (720) 484-8930 IR@CharlottesWeb.com Charlotte’s Web, Inc. 28
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