Verkkokauppa.com Oyj · OMXHEX:VERK
Verkkokauppa.com Oyj — Non-Deal Roadshow (September 2026)
16 slides from Verkkokauppa.com Oyj's roadshow presentation, Sep 8, 2026
Slide 1: Verkkokauppa.com as an Investment
VERKKOKAUPPA.COM AS AN INVESTMENT Oslo roadshow 8 September 2026 Panu Porkka, CEO
Slide 2: Agenda
AGENDA 01 Verkkokauppa.com today 02 Q2 2026 results 03 Verkkokauppa.com as an investment 2
Slide 3: Verkkokauppa.com Today
VERKKOKAUPPA.COM TODAY 3
Slide 4: Verkkokauppa.com at a Glance: Finland's Leading Online Retailer
VERKKOKAUPPA.COM AT A GLANCE FINLAND’S LEADING ONLINE RETAILER CUSTOMERS’ CHOICE CURATED ASSORTMENT FINANCIAL POSITION Large active customer base with double- Optimized for availability and fast delivery Return to growth driven by structural digit growth momentum¹ at scale improvements ~1M (+12% y/y
Slide 5: Vision, Purpose & Values: What Drives Us
VISION, PURPOSE & VALUES WHAT DRIVES US Our vision and purpose, brought to life by four shared values VISION To create the new norm for buying and owning PURPOSE Rebel of retail — to rewrite the rules of retail OUR VALUES: Courage Transparency Bold moves, first to launch Open with customers and stak
Slide 6: A Winning Assortment Optimized for Fast Deliveries
CURATED ASSORTMENT A WINNING ASSORTMENT OPTIMIZED FOR FAST DELIVERIES ~60,000 SKUs across 24 main product categories — increasingly powered by our own brands ~60,000 ~34,000 >564,000 0.7% SKUs in assortment SKUs available fast Product reviews Return rate Figures: 2025 actuals Core categories Own bra
Slide 7: High-Spending, Tech-Savvy, and Fiercely Loyal Customer Base
OUR CUSTOMERS HIGH-SPENDING, TECH-SAVVY, AND FIERCELY LOYAL CUSTOMER BASE Preference in market's key customer Who our core customers are¹ segments2 Digitally native, online-savvy 29% Value quality and novelties over bargains 18% Buy higher price-point products 15% Use fast deliveries 2x more often S
Slide 8: Clear Decoupling from Consumer Confidence – Growth Outperforming the Market
MARKET POSITION CLEAR DECOUPLING FROM CONSUMER CONFIDENCE – GROWTH OUTPERFORMING THE MARKET Decoupled from the macro Outperforming the market Sustained revenue growth despite persistently weak consumer confidence VERK growth has consistently exceeded the market during recent quarters VERK revenue gr
Slide 9: Structural Tailwinds Supporting Long-Term Growth
STRUCTURAL GROWTH OPPORTUNITIES STRUCTURAL TAILWINDS SUPPORTING LONG-TERM GROWTH Online vs offline market growth in Global same day delivery Nordic e-commerce market by Serviceable addressable B2B consumer electronics, Finland Would buy market refurbished 2024-2030, $bn country in 2025, $bn market (
Slide 10: Clear Path Towards 2028 with a Proven Strategic Playbook
STRATEGY CLEAR PATH TOWARDS 2028 WITH A PROVEN STRATEGIC PLAYBOOK FINANCIAL TARGETS STRONG BRAND DRIVES TRAFFIC, CONVERSION For the remaining strategy period AND LOYALTY AT SCALE ENABLER (2026–2028), revenue growth • Scaling same-day & next-day delivery coverage into new areas in (CAGR) of more than
Slide 11: Q2/2026 Results
Q2/2026 RESULTS 11
Slide 12: Consumer Market Remained Subdued, with Early Signs of Improvement
CONSUMER MARKET REMAINED SUBDUED, WITH EARLY SIGNS OF IMPROVEMENT TOWARDS QUARTER-END Consumer confidence in Finland Q2/2026 development -7.6 -7.2 -7.2 -8.1 -6.8 -7.4 -7.4 -6.4 -7.6 -6.6 -7.6 -6.5 -7.3 -5.3 • Consumer electronics market development in -10.3 -8.6 -8.4 -9.0 -8.2 -8.4 -8.6 -8.7 -10.5 -
Slide 13: Systematic Strategy Execution Delivered Growth and Improved Profitability in Q2
SYSTEMATIC STRATEGY EXECUTION Channel development (MEUR) DELIVERED GROWTH AND IMPROVED +9.2% 88.0 PROFITABILITY IN THE SECOND QUARTER 80.6 Verkkokauppa.com continued to outperform the market in Q2, 35.9 35.1 delivering 5.7% revenue growth and further market share gains. Online sales growth, strong B
Slide 14: Delivering on Our Strategy During Q2
DELIVERING ON OUR STRATEGY DURING Q2 Strong momentum in fast deliveries, international expansion and digital capabilities Fast deliveries International revenue growth (MEUR) Online revenue Fast deliveries continued to 63% grow strongly. In the second share already 72% 14.1 quarter, delivery volumes
Slide 15: Verkkokauppa.com as an Investment
VERKKOKAUPPA.COM AS AN INVESTMENT 15
Slide 16: Why Invest in Verkkokauppa.com?
VERKKOKAUPPA.COM AS AN INVESTMENT WHY INVEST IN VERKKOKAUPPA.COM? Market leadership, proven strategy and a solid financial base STRONG POSITION AS PROVEN STRATEGY DRIVING PROFITABLE S O L I D F I N A N C IA L THE MARKET LEADER YIELDING RESULTS GROWTH AHEAD POSITION • Significant market share gains •
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