Slide 1: Q2 2026 Investor Presentation
Q2 2026 Investor Presentation August 2026
Slide 2: Disclaimer
Disclaimer 2 The information contained in this presentation has been prepared by GigaCloud Technology Inc (the “Company”) solely for informational purposes and should not be construed to be, directly or indirectly, in whole or in part, an offer to buy or sell and/or an invitation and/or a recommenda
Slide 3: Our Mission Statement
Our Mission Statement GIGACLOUD TECHNOLOGY (NASDAQ: GCT) IS A PIONEER OF THE GLOBAL B2B MARKETPLACE FOR LARGE PARCEL MERCHANDISE THAT IS REINVENTING THE SUPPLY CHAIN AND TRANSFORMING THE WAY WHOLESALE BUYERS AND SELLERS CONNECT AND TRANSACT Our GigaCloud B2B Marketplace seamlessly connects suppliers
Slide 4: Financials
FINANC
Slide 5: GigaCloud At A Glance
GigaCloud At A Glance 5 OUR FINANCIALS($M) OUR SCALE OUR REACH 412 Total Revenues 360 363 $1.7B 1,465 333 323 $412M / 28 % Revenue / YoY Growth GigaCloud Marketplace GMV Active 3P Sellers Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 LTM ended 6/30/26 LTM ended 6/30/26 Q2’25 to Q2’26 Gross Profit & Margin 26% 106 8
Slide 6: Our Capital Allocation
Our Capital Allocation 6 2022 2023 2024 2025 2026 $41M $2M $23M $67M $42MAs of 6/30/2026 gross proceeds in Class A shares in Class A shares in Class A shares in Class A shares raised in IPO repurchased under repurchased under repurchased under repurchased under 2023 authorization 2024 authorization
Slide 7: Our Business Model
Slide 8: Nature of the Furniture Industry
Nature of the Furniture Industry 8 Non-standard Big & Bulky Fragmented Market Countless styles, sizes, Furniture is big, bulky, Numerous players and diverse and colors create a and costly to ship and sales channels create a vast product universe store complex environment August 2026
Slide 9: What is SFR®?
What is SFR®? 9 Supplier Fulfilled Retailing® (SFR®): Transforming wholesale trade through reorganizing the supply chain and redefining key roles for a risk- and efficiency-optimized B2B ecosystem. SELLER GIGAB2B.COM BUYER END SUPPLIERS/MANUFACTURERS RETAILERS/RESELLERS CONSUMER ECOMMERCE/BRICK-AND-
Slide 10: The GigaCloud Cycle
THE GIGACLOUD CYCLE
Slide 11: 1P, 3P, and Logistics
1P, 3P, and Logistics 11 Revenue generated from sale of GigaCloud inventory Infrastructure supporting 1P & 3P Revenue generated from services businesses; providing efficient through facilitation of transactions fulfillment solutions between sellers and buyers GigaCloud Marketplace GMV = Total gross
Slide 12: Marketplace GMV Distribution
Marketplace GMV Distribution 12 GigaCloud Marketplace GMV Breakdown 1P Seller GMV 3P seller GigaCloud 3P Seller GMV Marketplace GMV represents 54% 55% 57% 57% 52% 52% 49% 50% 54% 54% 55% 54% 53% 54% 57% 53% 46% 47% 50% 51% 48% 48% 43% 43% 50% 46% 46% 45% 46% 47% of total Marketplace 47% 46% 53% 50%
Slide 13: Lead with 1P, Grow with 3P (USA)
Lead with 1P, Grow with 3P 13 GigaCloud Marketplace GMV Breakdown - USA 1P Seller GMV 3P Seller GMV 55% 68% 63% 73% 60% 66% 67% 73% 66% 62% 63% 60% 61% 61% 58% 51% 54% 45% 40% 37% 32% 34% 34% 33% 27% 40% 38% 37% 27% 49% 46% 42% 39% 39% August 2026 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2
Slide 14: Lead with 1P, Grow with 3P (Europe)
Lead with 1P, Grow with 3P 14 GigaCloud Marketplace GMV Breakdown - Europe 1P Seller GMV 3P Seller GMV 17% 14% 11% 8% 6% 3% 4% 3% 3% 86% 83% 89% 92% 3% 94% 3% 97% 96% 97% 2% 97% 2% 97% 16% 3% 97% 10% 7% 98% 98% August 2026 84% 90% 93% 97% Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 22 23 24 2
Slide 15: Our Marketplace
OUR VMIARKETPLACE
Slide 16: Attractive Active Buyer Trends
Attractive Active Buyer Trends Q2 2026 KEY STATISTICS 16 Active Buyer Spend (GMV) in GigaCloud Marketplace (USD$ in millions) 12,823 Active Buyers $136k+ Spend per Active Buyer 2019 - 2021 Buyers 2022 Buyers 2023 Buyers 12,823 2024 Buyers 12,089 2025 Buyers 12,473 $52 2026 Buyers 10,951 11,419 Activ
Slide 17: Flexible Tools to Facilitate Transactions
Flexible Tools to Simple Transactions Direct Fulfilment 17 Facilitate Transactions GigaCloud fulfills product directly from a Company facility to the end consumer, without need for buyers to warehouse or handle any aspect of fulfillment Complex Transactions Rebate Spot Price August 2026 Margin Margi
Slide 18: Accelerating Seller Momentum Driving GMV Growth
Accelerating Seller Momentum Driving GMV Growth 18 3P Seller GigaCloud Marketplace GMV (USD$ in millions) 2019 - 2021 Sellers 1,299 1,465 2022 Sellers 2023 Sellers 1,377 $4 $21 2024 Sellers $35 2025 Sellers 2026 Sellers 1,162 1,232 $41 1,111 $49 Active Sellers 1,154 $8 $18 930 $66 1,051 $2 $33 $12 $
Slide 19: 90,000+ SKUs and Growing
Expansive Product Categories Grilling Tools Car Tires Trampolines Ovens 19 Garden Décor Mobility Aids Play Structures Ice Makers Patio Furniture Folding Bikes Bouncy Castles Dehumidifiers Outdoor Power Car Accessories Basketball Hoops Washing Machines Outdoor Heatin
Slide 20: Software: Tech-Driven Operations
SOFTWARE: Tech-Driven Operations 20 Data-driven Tech Stack Accelerates Operational Efficiency Advanced Tech Empowered Product Load Balancing Software Framework Warehousing End Consumer Seller & Buyer August 2026
Slide 21: Hardware: End-to-End Fulfillment Capabilities
HARDWARE: End-to-End Fulfillment Capabilities 21 Ocean Transportation Delivery of goods Supplier 15 ports of destination 35,000+ containers annually As of 12/31/2025 Extensive Trucking Network Partnership with all major trucking Reseller and freight service providers Cloud storage: Virtual warehousi
Slide 22: Our Presence
Our Presence Global Reach 22 North America 2 1 fulfillment centers port of destination UK Fulfillment 6 4 fulfillment centers ports of destination Canada Germany China Japan USA India 3 1 fulfillment centers port of destination Vietnam Malaysia 25 7 fulfillment centers ports of destination Strategic
Slide 23: Thank You
ea ysicactoup GCT TECHNOLOGY ___ Nasdaatisted