Siteone Landscape Supply, Inc. · NYSE:SITE
Siteone Landscape Supply — Investor Day (June 2026)
123 slides from Siteone Landscape Supply's investor day presentation, June 2026
Slide 1: 2026 SiteOne Investor Day
BUILT” ~GROW , A 2026 SiteOne Investor Day & SiteOne LANDSCAPE SUPPLY
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Some of the forward-looking statements can be identified by the use of terms such as “may,” “intend,” “might,” “will,” “should,” “
Slide 3: Welcome
Welcome Doug Black | Chairman and Chief Executive Officer
Slide 4: Agenda
Agenda 8:00 a.m. ET Company + Industry Doug Black Overview Chairman and Chief Executive Officer 8:30 a.m. ET Organic Growth Jerry Justice Shannon Versaggi Carl Sukenik Division President, East EVP, Marketing, SVP, Digital & Category, Digital & Analytics Pricing 4
Slide 5: Agenda
Agenda 9:20 a.m. ET EBITDA Margin Stephanie Hertzog Shawn Delfausse David Bannister Expansion Division President, West EVP, Supply Chain, Chief Information Operational Officer Excellence & IT 10:00 a.m. ET Q&A + Break 10:30 a.m. ET Acquisitions Daniel Laughlin SVP, Strategy & Development 5
Slide 6: Agenda
Agenda 10:45 a.m. ET Culture + Talent Joseph Ketter EVP, Human Resources 11:00 a.m. ET Financial Overview Eric Elema Chief Financial Officer 11:30 a.m. ET Q&A + Wrap up 6
Slide 7: Company Overview
Company Overview • Largest and only nation-wide (U.S. and Canada) full product line wholesale distributor of landscape supplies • $36 billion highly fragmented market1 • Approximately three times the size of next competitor and only ~13% market share1 • Serving residential and commercial 4% landscap
Slide 8: Our Vision
Our Vision Be a great place to work for our associates Deliver superior quality, service and value to our customers Be the distributor of choice for our suppliers Achieve industry-leading financial performance and growth for our shareholders Be a good neighbor in our communities 8
Slide 9: Our Culture – The SiteOne DNA
Our Culture – The SiteOne DNA Always Safe Accountable We take personal responsibility for We think and act like owners; and leverage our safety and for the safety of others SiteOne’s resources to succeed Customer Obsessed Continuously Improving We are passionate about making We quickly adapt best pr
Slide 10: SiteOne Growth Strategy
SiteOne Growth Strategy Leverage strengths of both large and local company • Fully exploit our scale, resources and capabilities VALUE CREATION LEVERS • Execute local market growth strategies • Deliver superior value to our customers and suppliers Organic • Close and integrate high value-added acqui
Slide 11: The SiteOne Team: Stronger Together
The SiteOne Team: Stronger Together LOCAL TEAMS FUNCTIONAL EXCELLENCE SENIOR LEADERSHIP TEAM AVG YRS AVG YRS % FORMER LEADER EXPERIENCE POSITION CATEGORY MANAGEMENT & PRICING SITEONE INDUSTRY CUSTOMER Doug Black Chairman & CEO Regional 17 31 25% Jason Brewster VP SVP, Nursery & Hardscapes SUPPLY CHA
Slide 12: Financial Progress
Financial Progress Acquisitions 2016-2021 2022 2023 2024 2025 2026 ■ Hydro-Scape ■ Atlantic Irrigation ■ Fisher’s Depot ■ Alpine Materials ■ JK Enterprise ■ J&J Materials ■ Eggemeyer ■ Pacific Nurseries ■ Bourget Flagstone ■ Blue Max ■ Village Nurseries ■ Stone & Soil Depot ■ Dirt and Rock ■ BellSto
Slide 13: SiteOne Evolution: Building a Great Company
SiteOne Evolution: Building a Great Company IPO 2014 2019 2025 2030 COVID 2014-2019 2020-2025 2026-2030 Goals • Functional Teams • Hardscapes & Nursery Growth • Accelerate Share Gains • DCs and Supply Chain • Pro-Trade® & Adjacencies • Steady Acquisition Growth • Systems/Digital • Digital Adoption •
Slide 14: The Landscape Industry Is Uniquely Attractive
The Landscape Industry Is Uniquely Attractive 8% 5% 12% 25% 30% 32% 39% 18% 60% 20% 31% 20% End Market Construction Sector Product Category Maintenance Residential Agronomics Landscape Supplies New Construction Commercial Hardscapes Irrigation Repair & Upgrade Recreational & Other Nursery Lighting M
Slide 15: SiteOne Total Addressable Market
SiteOne Total Addressable Market LINE OF BUSINESS SITEONE REVENUE SITEONE MARKET (LOB) (2025 $B) TAM ($B)1 SHARE1 Agronomics 1.1 9.1 12% Nursery 0.5 7.3 7% Hardscapes 1.2 7.2 17% Landscape Supplies 0.6 6.4 9% Irrigation 1.1 4.3 26% Lighting 0.2 1.7 12% TOTAL 4.7 36.0 13% 1. As of year-end 2025. Sour
Slide 16: Overall Industry Trends
Overall Industry Trends Customer Market Overall • Ongoing shortage of labor • Outdoor living trend driving positive steady investment • Increasing Hispanic influence trends • Regulations & water/energy for the (approx. 60% of workers) efficiency spurring innovation • Private Equity consolidation (Co
Slide 17: Expected Landscaping Market Growth (Nominal)
Expected Landscaping Market Growth (Nominal) ESTIMATED % OF LONG-TERM END MARKET DRIVERS PRODUCTS TAM YOY GROWTH1 Residential & Commercial Agronomics Maintenance 39% Installed base 2-3% Landscape Supplies Homeowner income (>$100,000) Single family housing completions Nursery New Commercial P
Slide 18: SiteOne Plays a Critical Role in the Value Chain
SiteOne Plays a Critical Role in the Value Chain HUNDREDS OF THOUSANDS THOUSANDS OF SUPPLIERS OF CUSTOMERS Critical Business Small: ~26% of 2025 net sales Partner < $75k in average annual purchases1 Medium: ~21% of 2025 net sales $75k–$500k in average annual purchases1 Large/Major: ~53% Full Product
Slide 19: We Are The Clear Market Leader
We Are The Clear Market Leader 2025 REVENUE ($M)1 SiteOne 4,705 Competitor A KEY COMPETITIVE KEY COMPETITIVE ADVANTAGES ADVANTAGES Competitor B Competitor C •• Scale Scale for forpurchasing, purchasing, cost & cost & convenience convenience Competitor D •• Full Full product productline line Competit
Slide 20: Landscape Contractor Customer Segments
Landscape Contractor Customer Segments AVERAGE LANDSCAPE LANDSCAPE ESTIMATED CUSTOMER SEGMENT # EE’S # CUSTOMERS MATERIALS SUPPLY SUPPLY SITEONE (SERVICE REVENUE) PURCHASE MARKET MARKET SHARE Small Customers 1-4 ~633K ~$17K 34% 9% (<$500K) Medium Customers 5-19 ~47K ~$175K 23% 11% ($500K - $2.5M) La
Slide 21: Market Analysis – Key Takeaways
Market Analysis – Key Takeaways • Fragmented suppliers and customers support a strong role for wholesale distributors Market • Long-term outdoor living trends remain attractive for landscaping • Scarcity of labor and increasing Hispanic influence are two important trends Customers • SiteOne is under
Slide 22: SiteOne Strategy – Where Do We Compete?
SiteOne Strategy – Where Do We Compete? Customers Professional landscape contractors/ maintainers We are a full-line All landscaping products, supplies and Products & Services related service needs; full-line provider supplier to landscape Geographic Markets U.S. and Canada professionals Degree of V
Slide 23: Leveraging Our Scale While Executing Locally
Leveraging Our Scale While Executing Locally Large Local • Functional expertise • Talented, experienced, passionate • Best tools/technology Serving • Customer obsessed • Customer obsessed • Consistent execution Compelling Value Proposition • Full product line • Excellent customer experience • Busine
Slide 24: Delivering Tremendous Customer Benefits….
Delivering Tremendous Customer Benefits…. COMPONENT FOCUS TABLE STAKES DIFFERENTIATORS • Major Brands Product • Full product line across all LOBs Full Line of • Competitive Pricing Breadth • Deep offering in each LOB Products • In-Stock Availability of Core Items & Depth • Strong private brand offer
Slide 25: The SiteOne Advantage
The SiteOne Advantage Scale • Number one wholesale purchaser in all product lines • Low-cost supply chain w/ global sourcing • Low-cost to serve and deliver across product lines Customer Value • Superior culture, line of business expertise, bilingual capability • Convenient locations to match all cu
Slide 26: Organic Growth
Ol Ke F-Taltes Growth LANDSCAPE SUPPLY = 3
Slide 27: Organic Daily Sales and Volume
Organic Daily Sales and Volume 25% 22% 11-Year Annual Organic 20% Organic Daily Sales Volume Daily Sales Growth 15% Rate = 6% 11% 11% 10% 8% 6% 5% 5% 5% 5% 5% 4% 4% 3% 3% 2% 2% 1% 1% 1% 0% 0% 0% -1% -5% 5% Average Organic Daily Growth 7% Average Organic Daily Growth 3% Average Volume Growth -7% 2% A
Slide 28: Organic Growth: Customer Strategies
Organic Growth Customer Strategies Jerry Justice | Division President, East Shannon Versaggi | EVP, Marketing, Category, Digital & Pricing
Slide 29: Meeting Customer Needs
Meeting Customer Needs Who They Are Critical Needs SITE Solutions • Purchases < $75K annually • Expertise and training Knowledgeable & Bilingual • Starts in 1 LOB: Maintenance • Spanish language support associates • Purchases 2 – 3X week in branch • Business Support Convenient locations • Less e
Slide 30: Meeting Customer Needs
Meeting Customer Needs Who They Are Critical Needs SITE Solutions • Purchases between $500K and • Training Dedicated sales associate $3M annually • Buying programs Partners Program Points/Trips • Maintenance and Installation • Inventory management Consignment Solutions • Residential and Commer
Slide 31: Customer Evolution Examples
Customer Evolution Examples Small maintenance jobs Seller support Low volume purchases Customer Grows Large jobs, quotes Picks up from branch High volume of product Needs significant training Better pricing Delivery Standard SiteOne Supports SiteOne Agronomic MAINTENANCE CUSTOMER S
Slide 32: Full Concept Market Example
Full Concept Market Example 15 Locations 9 Standard 3 Full Concept / Nurseries 2 Stone Centers 1 Agronomic Sales Center 36% Delivered Sales Gastonia Rock Hill 33
Slide 33: Value Added Services
Value Added Services Project Services Training Consignment Business • Quick and accurate • SiteOne Universities • SiteOne managed Solutions bid and takeoff offer Continuing customer stock • Provides support services Education Units rooms such as marketing, • Contractor access for (CEU) credits • Usa
Slide 34: SiteOne Sales and Marketing Strategy
SiteOne Sales and Marketing Strategy CUSTOMER SEGMENTS Major • National Accounts team to manage and grow largest customers • Assigned Key Account Managers (KAMs) & Account Executives (AEs) to protect & grow high-share customers • Business Development Managers (BDMs) targeting low share, high Large o
Slide 35: Winning the Major to Medium Customer: Sales Coverage
Winning the Major to Medium Customer: Sales Coverage Driving growth while reducing cost of sales High Share Customers – KAMs/AEs Low Share Customers – BDMs 2030 Key Productivity Drivers Today Target Book Size # in Role ~70 ~200 Sales Support Rep. Improved Processes Retention Sales Growth Per $0.
Slide 36: Winning the Major to Medium Customer: Technology
Winning the Major to Medium Customer: Technology Industry Leading Technology Solutions for SiteOne Sales Associates and Customers SiteOne.com AI Industry leading digital Industry leading CRM Industry leading AI solutions for customers adoption and best practices solutions for Sales and sales a
Slide 37: Winning the Large & Major Customers: Cost to Serve
Winning the Large & Major Customers: Cost to Serve ELEMENT STRATEGY Sales • Cost effective Key Account Managers Lower SG&A in • Quoting/ordering w/ SiteOne.com and/or terms of wages, Sales Support Representative operating cost, Sourcing • Private brand and targeted local sourcing rent, marketing Ser
Slide 38: Winning the Small Customer
Winning the Small Customer Customer Lifecycle Strategy Merchandising Partners & Events Program Small Customer Hispanic Product Customer Marketing Acquisition Private Brands 39
Slide 39: Winning the Small Customer
Winning the Small Customer Partners Program Customer Lifecycle Strategies Purchase threshold lowered in 2023 Welcoming and onboarding 82K Active Members (up from 25K) new customers: Over 50% are small customers Increases spend Creates digital accounts Higher growth vs. non-members Im
Slide 40: Winning the Small Customer
Winning the Small Customer Product Marketing Private Brands Leveraging paid media across Supporting private brand growth, channels to target small customers +12% in 2025 Campaigns drove 23% of online Continuing to drive awareness: revenue in 2025, up 42% YoY • LESCO® +9% Delivered a signif
Slide 41: Winning the Small Customer
Winning the Small Customer HISPANIC SITEONE 60% UNAIDED AWARENESS 52% Hispanic Customer Acquisition 50% 40% Launched sponsorship of the United 40% 34% Soccer League 30% 29% 29% 20% Building awareness of SiteOne 20% Merchandising and most paid media 10% campaigns are in English and Spanish 0% 2
Slide 42: Winning the Small Customer
Winning the Small Customer Merchandising Training & Industry Events Upgrading 75 branches annually SiteOne University: training 5,000 Driving YOY lift in branch sales contractors annually Helps guide small customer National & local industry events: purchases reaching an estimated 45,000
Slide 43: Summary of Customer Growth Strategies
Summary of Customer Growth Strategies SEGMENT STRATEGY TARGET GROWTH Major through - White glove service w/ dedicated Seller 50 to 150bps upper Medium - Tailored offerings and pricing > than Mkt growth - Minimize problems, maximize crew efficiency - Digital and systems for admin. efficiency - Direct
Slide 44: SiteOne Irrigation Strategy
SiteOne Irrigation Strategy • Exploit repair, replacement and retro-fit cycles • Own smart and water-efficient upgrades $4.3B $1.1B 26% • Drive system specifications (GreenTech®) Est. 2025 Market Market Size1 Revenue Share2 • Expand share in commercial and institutional irrigation • Utilize online c
Slide 45: SiteOne Agronomics Strategy
SiteOne Agronomics Strategy • Drive LESCO® product innovation • Leverage national & local scale to lower cost $9.1B $1.1B 12% • Grow rapidly in low-share categories like Est. 2025 Market Market Size1 Revenue Share2 Equipment and Pest Control • Win the larger maintenance customer with Agronomics Sale
Slide 46: Large Agronomic and Erosion Control Customer
Large Agronomic and Erosion Control Customer Strategy: • Lower cost to serve • Narrow but deep product assortment New Branch Openings • Significant inventory levels; leverage “fighting” brands • Dedicated sales team with significant expertise • Serving major markets; > 95% delivered product Proven m
Slide 47: SiteOne Hardscapes Strategy
SiteOne Hardscapes Strategy • Leverage purchasing scale; simplify offering $7.2B $1.2B 17% • Optimize product mix – shift into higher Est. 2025 Market margin private brand and natural stone Market Size1 Revenue Share2 • Promote system selling w/ Lighting, Drainage, Tools, and Bulk Materials 1. Sourc
Slide 48: SiteOne Landscape Supplies Strategy
SiteOne Landscape Supplies Strategy • Leverage private brands across categories to drive profitable growth • Partner closely with key suppliers on marketing, $6.4B $0.6B 9% merchandising and sales opportunities Est. 2025 Market • Win larger erosion control customers through Market Size1 Revenue Shar
Slide 49: SiteOne Nursery Strategy
SiteOne Nursery Strategy • Leverage purchasing scale; execute long range forecasting with select partners $7.3B $0.5B 7% Est. 2025 Market • Deliver unique genetics and premium sizes via Market Size1 Revenue Share2 Portfolio® brand • Grow direct business to gain market share 1. Source: Kearney TAM As
Slide 50: SiteOne Lighting Strategy
SiteOne Lighting Strategy • Leverage Pro-Trade® brand to gain market share $1.7B $0.2B 12% • Exploit Holiday Lighting niche Est. 2025 Market Market Size1 Revenue Share2 • Co-market with Hardscapes • Utilize online channel to reach small customers 1. Source: Kearney TAM Assessment, dated May 22, 2026
Slide 51: Private Brand Strategy
Private Brand Strategy PRIVATE BRAND GROWTH 900 17% Fertilizer/Seed 800 Pesticides 16% 16% Specialty Chemicals 700 EST. 1962 16% Equipment 600 Established 500 15% 15% 400 15% Complex water management systems 300 14% 14% 200 14% 100 Lighting - 13% Long Handle Tools 2024 2025 2026F Erosion Control Syn
Slide 52: Organic Growth: Digital
Organic Growth Digital Carl Sukenik | SVP, Digital & Analytics
Slide 53: Digital Vision
Digital Vision A seamless customer experience that is consistent across channels, dependable, fast and tailored to the customer. Customer: Saves customers time and money through convenience Associate: Enhances and improves efficiency of Associate/Customer interactions Financial: Leverages our
Slide 54: Digital Customer Examples
Digital Customer Examples Irrigation Installer Pest Management Maintenance & Design 25-year SiteOne customer New customer to SiteOne Seasonal snow management Maintains irrigation stockroom Uses Digital for easy re-order Works across many properties and uses Digital for inventory from onl
Slide 55: Digital Snapshot
Digital Snapshot DIGITAL SALES BY LOB DIGITAL SALES BY SEGMENT Nursery Lighting Small 8% 5% 11% Landscape Supplies Irrigation Medium Major 10% 32% 18% 34% Hardscapes 19% Maintenance 26% Large 37% DIGITAL CUSTOMERS SELF-SERVICE USAGE DIGITAL PURCHASING 67K 49K 10K Self-Service “Active” Accounts1 Digi
Slide 56: Digital Engagement
Digital Engagement Sales (millions) 87% CAGR of Digital Sales $1.9B Benefits Digital Sales $1.5B • Accelerated organic growth Total Sales • Labor savings Impacted $840 • GM rate benefit $630 • Reduced handling $420 and transportation $180 costs $20 $60 • Lower inventory 2022 2023 2024 2025 2026F car
Slide 57: SiteOne Digital Initiatives
SiteOne Digital Initiatives PLATFORM FUNCTIONALITY CUSTOMER SEGMENT BROADER ASSORTMENT & & PRODUCTIVITY USE CASES FASTER FULFILLMENT • Seller Digital Tools – Speed, • Large Customer Integration – • Expanded Assortment – Offer accuracy, and conversion Procurement-platform broader assortment functiona
Slide 58: EBITDA Margin Expansion
EBITDA Margin Expansion Stephanie Hertzog | Division President, West Shawn Delfausse | EVP, Supply Chain, Operational Excellence & IT David Bannister | Chief Information Officer
Slide 59: EBITDA Margin Expansion: Focus Branches + Pricing
EBITDA Margin Expansion Focus Branches + Pricing Stephanie Hertzog | Division President, West
Slide 60: Focus Branch Improvement
Focus Branch Improvement Branch EBITDA% Distribution 40% 35% 30% • All regions and lines of business are represented across the performance spectrum % of Total Sales 25% • Clear opportunity to shift toward a more normalized 20% distribution 15% • Established playbook to systematically improve 10% un
Slide 61: Levers We Pull on Focus Branch Performance
Levers We Pull on Focus Branch Performance TEAM FINANCIAL CUSTOMERS OPERATIONS • Right leaders • Sales coverage & • Sales & Service • Labor productivity & • Line of business culture metric execution staffing model Expertise • Assortment & mix • Customer FIRST* • Delivery & operational • Clear roles
Slide 62: Branch Turnaround in Action
Branch Turnaround in Action STANDARD BRANCH IN SOUTHEAST (000)s 2023 2024 2025 • 2021 Acquisition Revenue 5,557 5,695 6,528 • Developed branch leadership post-acquisition YoY % -7.3% 2.5% 14.6% • Exited low-margin accounts and diversified lines of Gross Margin 1,550 2,003 2,347 business to grow reve
Slide 63: Branch Turnaround in Action
Branch Turnaround in Action NURSERY / STONE CENTER IN MIDWEST (000)s 2023 2024 2025 • New Branch leader in 2023 who upgraded team talent Revenue 6,232 7,070 8,215 • Product Offering expansion: bulk, natural stone YoY % 17.7% 13.4% 16.2% • Dialed in the product assortment, improving buying Gross Marg
Slide 64: Operational Excellence Accelerators
Operational Excellence Accelerators Gold Standard • Line of Business specific centers of excellence locations • Recognized for achieving superior results via world class execution • Market hub for training and development Regional OpEx • Organizing SMEs by area of expertise to support regional execu
Slide 65: SiteOne Pricing is a Strategic Advantage
SiteOne Pricing is a Strategic Advantage STRATEGY TEAM ADVANTAGE • Consistently deliver right • Experienced, fast-moving Enables gross margin pricing for right customer/ talent expansion and market project • Integrated with local field share gains • Optimize margin dollar growth teams Can naviga
Slide 66: AI Enabled Pricing Software
AI Enabled Pricing Software Foundational Offerings 1. AGENTS AI OPTIMIZATION USE CASES Agents monitor data to recommend, quantify & prioritize pricing activities – Negotiation Guidance focusing team on where to capture value Win Rate Optimization 2. DATA QUERY Product Recommendations Converse with d
Slide 67: EBITDA Margin Expansion: Procurement, Supply Chain & Delivery
EBITDA Margin Expansion Procurement, Supply Chain & Delivery Shawn Delfausse | EVP, Supply Chain, Operational Excellence & IT
Slide 68: SiteOne Supply Chain Pillars
SiteOne Supply Chain Pillars • Optimal product sourcing Efficient Inventory • Adaptive backbone for forecasting and replenishing Management • Efficient, centralization of replenishment Optimized • Best cost / service model Transportation and • Optimized transportation decisions Delivery • World-clas
Slide 69: Inventory Management Initiatives
Inventory Management Initiatives Inventory Turnover Sourcing Opportunity Long term Pool Corp 2.7 goal • Sourcing optimization for freight intensive Lowe’s 3.3 Nursery & Hardscape lines via: SiteOne 3.6 Watsco 3.8 ‒ Data driven assortment decisions Home Depot 4.5 Ferguson 4.9 ‒ Supplier and SKU conso
Slide 70: What’s Next for Distribution Centers and Transportation
What’s Next for Distribution Centers and Transportation • Leverage expanded DC footprint ↑ Customer Experience • Continue shift from “build” to “optimize” • Develop customer drop ship capabilities ↑ Sales • Drive inbound freight management to 75%+ ↑ Gross Margins ↓ SG&A 71
Slide 71: Customer Delivery Journey
Customer Delivery Journey 2016 Today What’s Next • Whiteboard, paper-based • Digital delivery execution and • Leverage local scale and tracking established processes routing technology to lower • Manual execution • Automated customer alerts, cost and improve customer tracking, and surveys experience
Slide 72: Customer Delivery Journey
Customer Delivery Journey What’s Next • Leverage local scale and Opportunity to reduce routing technology to lower cost and improve customer net delivery expense experience • Maximize customer delivery across our markets from suppliers, DCs, and larger sales centers while improving the • Delivery fe
Slide 73: Current Fulfillment Network
Current Fulfillment Network Inventory Movement Customer Fulfillment Enhancements in progress SiteOne • Branches: The core of our network servicing Distribution walk-in and delivery for all customers Center 0% SiteOne Sales Center • Sales Centers (SC): Delivery & fulfillment for large customer orders
Slide 74: Future Fulfillment Network
Future Fulfillment Network Inventory Movement Customer Fulfillment Enhancements in progress SiteOne • Branches: The core of our network servicing Distribution walk-in and delivery for all customers Center 5% SiteOne Sales Center • Sales Centers (SC): Delivery & fulfillment for large customer orders,
Slide 75: Supply Chain Summary
Supply Chain Summary Maturity Key Remaining Initiatives Assessment Nursery & • Nursery / Hardscapes sourcing synergies Efficient Hardscapes Inventory • Assortment Mgt fully rolled out Management Other Product Lines • Inventory optimization, 4.5X+ turns Transportation • 75%+ Freight under Management
Slide 76: EBITDA Margin Expansion: Systems, AI + Automation
EBITDA Margin Expansion Systems, AI + Automation David Bannister | Chief Information Officer
Slide 77: Technology
Technology What We’ve Done What’s Next Selected and implemented our core Continue to enhance our point of sale and technology platforms MobilePRO to serve customers faster Stabilized and secured our critical systems Fully realize supply chain efficiencies through deeper integrations of our p
Slide 78: AI Strategic Focus
AI Strategic Focus We expect to focus our AI investments on domains that yield benefits in the following areas: Customer Associate Automation Experience Productivity Differentiated Associate Increased throughput customer experiences effectiveness Internal expense Improved service Operati
Slide 79: Priority Areas of AI Focus - 2026
Priority Areas of AI Focus - 2026 1 Sales Enablement 2 Project Services Increased seller productivity Automating material takeoffs Automating administrative tasks Reduced turnaround time More time in front of customers Increased Volume and Customer Experience 3 Pricing Optimization 4 Ass
Slide 80: Q&A
Q&A
Slide 81: Break
Break
Slide 82: Acquisitions and Greenfields
Acquisitions and Greenfields Daniel Laughlin | SVP, Strategy and Development
Slide 83: 12-Year Acquisition History
12-Year Acquisition History Annualized Sales ($M) Acquired by Company Size 800 700 $680 $618 $593 600 500 400 300 $234 200 100 47 $23 34 16 6 5 0 <$5 $5-$10 $10-$25 $25-$75 $75+ # of Deals Total Acquired Sales TOTAL ACQUIRED SALES = 108 companies w/ $2.1 Billion Annualized Sales 84
Slide 84: Acquirer of Choice: Key Elements
Acquirer of Choice: Key Elements Local Autonomy Autonomy to run the business, long term, as a part of the broader SiteOne strategy Strategic Focus Solely focused on the landscaping industry Long-Term Financially strong, long-term home, with a great reputation and long list of references Stability Cu
Slide 85: Who Do We Target for Acquisitions?
Who Do We Target for Acquisitions? • Strong owners with strong teams • Highly regarded in their Line of Business by customers in the market • Above average financial performance and growth • Fill gaps in our market coverage; enhance our position 86
Slide 86: How We Have Historically Captured Synergies
How We Have Historically Captured Synergies Acquired Sales by LOB* Avg Avg 2025 Beginning ROIC*1 Bulk Stone 5% ROIC*1 Revenue Growth ~350 bps 16% Cross selling, additional line of Nursery 27% business offerings, & growth Hardscapes 28% 3.5% Gross Margin Expansion ~100 bps Purchasing synergies & prod
Slide 87: Meaningful Whitespace for Future Expansion
Meaningful Whitespace for Future Expansion # Markets served1 Missing both Full Product Missing Missing Hardscapes & No Presence Line Offering Nursery Hardscapes nursery SiteOne offers all ~35 product lines in only ~30% of our ~20 target markets ~30 today. . . ~50 ~60 1. Target markets as of Q1 2026
Slide 88: Significant Product Expansion in Key Markets
Significant Product Expansion in Key Markets ~60 MSAs serving all product lines ~50 MSAs without Hardscapes and Nursery ~30 MSAs without Nursery ~20 MSAs without Hardscapes ~35 MSAs with no SiteOne presence 1. Target markets as of Q1 2026 are represented by Metropolitan Statistical Areas (“MSAs”) wh
Slide 89: Complementary Greenfield Strategy
Complementary Greenfield Strategy 2020 – 2025 HISTORY GROWTH TARGETS GOING FORWARD • 17 greenfield branches (3-4 per year) • 5 to 10 new locations opened annually • Standard (12), Hardscapes (4), Agronomic (1) • Agronomic Sales Centers and Standard • Contributing $81M sales, EBITDA% = Branches will
Slide 90: Remaining Landscape Industry Pipeline
Remaining Landscape Industry Pipeline AVAILABLE INDUSTRY DISTRIBUTORS ACTIVE RELATIONSHIPS Annual Sales # of Companies Total Sales ($M)* # of Targets Total Sales ($M)* Range ($M) Supports the <$5 480 1,100 50 150 acquisition of $200M to $5-$10 400 2,400 90 600 $300M annual $10-$25 190 2,800 70 1,000
Slide 91: Acquisition Growth Summary
Acquisition Growth Summary • We are the market leader with a strong reputation as the acquiror of choice in our industry • With only 13% market share, acquisitions will continue to play a significant role in filling out our lines of business across all markets • We have deep experience in capturing
Slide 92: Culture + Talent
Culture + Talent Joseph Ketter | EVP, Human Resources
Slide 93: Great Place to Work
Great Place to Work • Safety starts with caring • Strong values and team-based culture • Industry-leading strategies focused on attracting, developing, retaining and rewarding top talent • Our culture and talent strategies make us the “Employer of Choice” in our industry 94
Slide 94: SiteOne Safety
SiteOne Safety Injury Incident Rates - Benchmark 2.50 2.20 Key Success Factors 2.00 - Leadership Commitment - Operational Integration 1.47 - Accountability 1.50 - Open Communication 1.00 0.90 - Local Engagement - Continuous Improvement 0.50 0.31 Clear Objectives 0.00 - 100% safe behaviors SiteOne Na
Slide 95: Building a Sustainable Talent Pipeline
Building a Sustainable Talent Pipeline ATTRACT HIRE RETAIN • Recognized Great Place to Work • Specialized recruiting pillars • Consistent growth creates career with a strong, values driven • Proactive sourcing and early opportunities culture talent • Significant investment in training • Unique blend
Slide 96: Talent Development as Driver of Performance
Talent Development as Driver of Performance FOUNDATION LEADERSHIP SKILLS AND CAPABILITIES Performance Management Leadership Academy Customers FIRST • Annual Performance Process All Leaders Sales and Service training aligns goals and performance Branch Manager Academy DiSC training to business goals
Slide 97: Skill Building – Product Training
Skill Building – Product Training • Certification Training designed to Over 5,300 Product Certifications upskill our associates in each product category • Blended Approach: On-demand, Irrigation Drainage Instructor-Led, Practicums Agronomics Lighting • Taught by local certified associates Hardscapes
Slide 98: Retaining and Rewarding Associates
Retaining and Rewarding Associates REDUCING SITEONE VALUE PAY FOR TURNOVER PROPOSITION PERFORMANCE • Selection- DNA “Fit” first 1. Financial Performance 70% • Market leader with growth • Onboarding- leader-led 2. Safety • Small company “feel” with 3. Customer/Sales • Environment- safe large company
Slide 99: 2025 Engagement Survey Summary
2025 Engagement Survey Summary 81% 95% 94% participated in recommend SiteOne feel they are engagement as a safe place treated with survey to work respect 87% 83% 86% believe strongly recommend are considered in SiteOne goals SiteOne as a great engaged in place to work their work Willis Towers Watson
Slide 100: SiteOne Culture and Talent – Our “Special Sauce”
SiteOne Culture and Talent – Our “Special Sauce” • Central to how we operate • Enables – Consistent local execution – Strong customer service – Performance against our objectives – Scalable long-term growth Provides a clear, lasting competitive advantage as we continue to grow 101
Slide 101: Financial Overview
Financial Overview Eric Elema | Chief Financial Officer
Slide 102: Key Financial Messages
Key Financial Messages • Track record of double-digit Net sales and EBITDA CAGR Expectations since IPO • Expanded TAM and current market share provides significant ↑ Organic Growth opportunity for future growth organically and through M&A ─ M&A Contribution • Well-positioned to improve EBITDA margin
Slide 103: Financial Overview
Financial Overview ($M) 2019 2025 2030 TARGET Net Sales $2,358 $4,705 $7,000 - $8,0001 Organic Daily Sales Growth 5% 1% 6% - 8% Gross Margin 32.8% 34.8% 36% - 37% EBITDA $201 $414 $900 - $1,050 EBITDA Margin 8.5% 8.8% 13% 1Includes an assumption of ~$1.1B for Net sales contribution from new acquisit
Slide 104: Strong Foundation of Organic Sales Growth and Strategic Acquisitions
Strong Foundation of Organic Sales Growth and Strategic Acquisitions $3B+ of sales growth 2016 – 2025 $4,541 $4,705 6% $4,015 $4,301 Average annual $3,476 Organic Daily Sales $2,705 growth $2,358 $2,112 $1,862 34.8% $1,648 ~$1.9B Sales growth from Acquisitions1 2016 2017 2018 2019 2020 2021 2022 202
Slide 105: Solid Adjusted EBITDA Growth Despite Market Volatility
Solid Adjusted EBITDA Growth Despite Market Volatility Gross Margin expansion of Adjusted EBITDA Growth of $280M 2016 – 2025 350 bps • 130 bps from acquisition product mix $464 SG&A deleverage of 280 bps $415 $411 $378 $414 • 130 bps from acquisitions $260 • 150 bps from price deflation, $157 $176 $
Slide 106: Expect Continued Strong Net Sales Growth
Expect Continued Strong Net Sales Growth ~ 8% - 11% CAGR EXPECTED KEY DRIVERS ~ 3% - 4% $7B - $8B ~ 2% - 3% ~ 2% ~ 1% - 2% $4.7B 8.8% 8.8% FY 2025 Market Volume Pricing Above Market M&A 2030E Growth Growth 107
Slide 107: Well-Positioned to Expand EBITDA Margin to Target of 13% by 2030
Well-Positioned to Expand EBITDA Margin to Target of 13% by 2030 Self-Help End Market ~13.0% Initiatives Growth Leverage from higher 80 – 120 bps Organic Sales Focus branch sales growth 40 – 60 bps Focus branch optimization 40 – 60 bps Small customer growth 20 – 40 bps Procurement efficiencies 20 –
Slide 108: Return on Invested Capital Negatively Affected by Price Deflation and Select Acquisitions
Return on Invested Capital Negatively Affected by Price Deflation and Select Acquisitions ROIC1 Performance 2019 - 2025 Deflation & Select Acquisition Impact 2024 v. 2019 Price Deflation ~(2.3%) Depressed sales & margin 24% 14% Pioneer/Select ~(1.7%) 18% 18% Acquisitions 14% 13% 11% Lower initial ea
Slide 109: 2025 ROIC Improvement Driven by Price Recovery, Acquisition Turnarounds, and Self-Help Initiatives
2025 ROIC Improvement Driven by Price Recovery, Acquisition Turnarounds, and Self-Help Initiatives 11% ~0.4% Flat Pricing ~0.2% Contributed ~40 bps to ROIC 10% ~0.4% Pioneer/Select Acquisition Progress Increased ROIC ~20 bps Self-Help Initiatives1 10% Expanded ROIC ~40 bps (net of partial offsets) 2
Slide 110: EBITDA Margin Expansion Primary Driver of ROIC Improvement
EBITDA Margin Expansion Primary Driver of ROIC Improvement 25% 15% EBITDA margin 20% 14% expansion 20% 17% 13% 15% coupled with 15% 13% 12% disciplined 11% 11% 10% 10% capital allocation 5% 9% drives ROIC 8% increase 0% ~9% 10% 11% 12% 13% 7% 2025 EBITDA 2030 EBITDA Margin Scenarios 2025 EBITDA 2030
Slide 111: Strong Balance Sheet and Financial Flexibility
Strong Balance Sheet and Financial Flexibility Debt and Liquidity Profile Capital Structure As of March 29, 2026 ($M) As of March 29, 2026 ($M) NET DEBT LEVERAGE DEBT MATURITIES SHARE REPURCHASES • $388 Term Loan 2030 • $98 completed in 2025 • $600 ABL Revolver 20312 • $20 completed in Q1 2026 • $19
Slide 112: Consistent Free Cash Flow Generation
Consistent Free Cash Flow Generation $350 $300 % = Net Income 153% conversion to Free Cash Flow ($M) 197% 163% $250 174% Free Cash Flow $200 77% 75% $150 143% $100 $50 $0 2019 2020 2021 2022 2023 2024 2025 Focused on Earnings Growth and Cash Conversion
Slide 113: Capital Allocation Focused on Growth
Capital Allocation Focused on Growth Cumulative Use of Cash Since 2019 EXPECTED CAPITAL DEPLOYMENT ANNUAL RANGE Share Repurchases Capital Expenditures 13% 1.0% - 1.4% Organic Growth, New locations, of Sales Technology 71% $1.4B 16% Strategic Acquisitions ($200M to $300M acquired $150M - $250M Capita
Slide 114: 2030 Summary Outlook
2030 Summary Outlook 2030E 2030E CUMULATIVE FCF 2030E SALES EBITDA (2026 – 2030E) ROIC $7B - $8B $900M - $1,050M $2.1B - $2.3B >16% ~8% to ~11% 14% - 15%1 3% - 5%1 2025 – 2030E CAGR Incremental Base M&A EBITDA Branch EBITDA 1CAGR 2025-2030E OTHER Working Capital: 16% - 18% Capex: 1.0% - 1.4% Taxes:
Slide 115: Summary + Q&A
Summary + Q&A Doug Black | Chairman & Chief Executive Officer
Slide 116: SiteOne Landscape Supply – Built For Growth
SiteOne Landscape Supply – Built For Growth Attractive industry for wholesale distribution Clear market leader with significant advantages Well-developed organic growth strategies to outperform the market Significant margin expansion opportunity through self-help initiatives Market-leading
Slide 117: Q&A
Q&A
Slide 118: 2026 SiteOne Investor Day
BUILT ~GROW 2026 SiteOne Investor Day & SiteOne LANDSCAPE SUPPLY
Slide 119: Glossary
Glossary BUILT/” ~GROW © SiteOne LANDSCAPE SUPPLY
Slide 120: Glossary
Glossary Acronym Defined Term Acronym Defined Term $B $Billion KAM Key Account Manager $M $Million KVI Known Value Item ABL Asset-Based Loan LEAD Listen, Empathy, Advocate, Develop AE Account Executive LOB Line of Business AI Artificial Intelligence M&A Mergers and Acquisitions BDM Business Developm
Slide 121: Appendix
Appendix BUILT/” ~GROW © SiteOne LANDSCAPE SUPPLY
Slide 122: Adjusted EBITDA Reconciliation ($M)
Adjusted EBITDA Reconciliation ($M) 123
Slide 123: Return on Invested Capital Reconciliation ($M)
Return on Invested Capital Reconciliation ($M) Numerator (total of four fiscal quarters): 2025 2024 2023 2022 2021 2020 2019 Net income attributable to SiteOne $ 151.8 $ 123.6 $ 173.4 $ 245.4 $ 238.4 $ 121.3 $ 77.7 Income tax expense 45.7 36.0 49.8 67.7 56.1 27.5 13.8 Interest and non-operating expe