Sadot Group Inc. · NASDAQ:SDOT
Sadot — Muscle Maker — Investor Presentation (February 2023)
21 slides from Sadot's investor presentation, February 2023
Slide 1: High-Quality, Healthy Food for Consumers & Manufacturers
High-Quality, Healthy Food for Consumers & Manufacturers Investor Presentation NASDAQ: GRIL February 2023
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation includes "forward-looking statements." To the extent that the information presented in this presentation discusses financial projections, information, or expectations about our business plans, results of operations, products or markets, or otherwise makes
Slide 3: Corporate Overview
Corporate Overview GRIL (Muscle Maker, Inc.) is a diversified, food-focused company NASDAQ delivering sustainable high-quality, healthy food to consumers through restaurant and Direct-to-Consumer operations, and to manufacturers via GRIL an international commodity shipping, sourcing and farming busi
Slide 4: Subsidiaries Overview
Subsidiaries Overview Sustainable Food Supply Chain Solutions Sadot is a US-based company dedicated to playing an essential role in meeting the sustainability challenges of the global food supply chain and food security. Sadot produces, connects and monitors global food supply chains from point of o
Slide 5: Market Opportunity
Market Opportunity Sustainable Food Supply Chain Solutions • Global population growth to 9B will put food grain and staple farmers under enormous stress as they will have to sustainably increase production by at least 70% to feed the world3 • Food Security is a growing global concern that must be ad
Slide 6: Sadot: Sustainable Evolution & Diversification Strategy
Sadot Sustainable Evolution & Diversification Strategy Sadot is a wholly owned subsidiary with the goal of creating a comprehensive, global food company that stretches from sustainable farming, agricultural commodity shipping and trading, distribution, production and ultimately reaches consumers thr
Slide 7: Sadot & AGGIA Agreement
Sadot & AGGIA Agreement Formed new subsidiary, Sadot LLC, and a material agreement with AGGIA, an international consulting firm in November 2022 • Company believes the AGGIA agreement could have a significant impact on GRIL • Agreement could lead to a change of control of the Board of Directors and
Slide 8: AGGIA Key Deal Terms
AGGIA Key Deal Terms • Pay for performance model: AGGIA only earns shares of common stock by delivering net income into Sadot • AGGIA earns shares at a premium share price of $1.5625 per share − Can earn up to 14,424,275 shares − Equivalent to generating $22,537,929 of net income into Sadot • AGGIA
Slide 9: Pokemoto
Pokemoto Get in the Aloha State of Mind Pokemoto brings international flavors and sustainable products to consumers in remote, rural areas • Franchise and corporate owned model • 28 locations open (13 corporate & 15 franchises) • 49 franchise agreements sold but not yet open • 3 corporate locations
Slide 10: Pokemoto Growth Strategy
Pokemoto Growth Strategy Expansion Through Franchising Model Management team has extensive experience growing franchise concepts Pokemoto • Sold and opened over 1,000 units per year for three consecutive years Advantages • Ultimately expanded chain to over 5,000 units • Poke is a trending concept, •
Slide 11: Franchise Model Results
Franchise Model Results Franchises Available to Sell in 48 States Open locations or coming soon to 16 states: Franchisee Investment Range • 28 opened to date Items Range • 13 corporate & 15 franchises Initial Franchise Fee $10,000 to $25,000 Real Estate Lease (3 Months) $7,500 to $22,500 49 franchis
Slide 12: Muscle Maker Grill
Muscle Maker Grill Great Food With Your Health In Mind® Corporate owned & franchise model Long-Term Revenue Streams: Up to 6% ongoing royalty (plus 1% SALADS BOWLS additional marketing fee) paid on net sales Items prepared fresh and made to order in full-service kitchen “Healthier for you” Lean prot
Slide 13: Superfit Foods Pre-Made Meal Prep
Superfit Foods Pre-Made Meal Prep Pre-Made Meal Prep 34 consumer pickup locations in Jacksonville, FL with branded coolers • Represents less than 7% of the 500+ gyms or lifestyle centers in Jacksonville • As pickup locations increase, exposure increases to highly targeted consumers with a healthy li
Slide 14: Locations
Locations Currently Open & Coming Soon Open Berlin, CT Middletown, CT West Hartford, CT Fort Meade, MD Highland Village, TX Colchester, CT New Haven 1, CT Orange Park, FL Oxford, MS NOVA Alexandria, VA Fairfield, CT New Haven 2, CT Wichita, KS White Plains, NY NOVA Loudon, VA Groton, CT Nowalk, CT F
Slide 15: Sadot Results & Financial Impact
Sadot Results & Financial Impact Pro Forma Revenue Sadot revenue of $209.1 million in first 90 days of operation2 ($ in millions) • 59 shipments GRIL1 Sadot 2 • 10 countries • Commodities = food oils, white wheat, soybean meal and corn Pro Forma Impact of Sadot performance on GRIL financials • GRIL
Slide 16: Management
Management Michael Roper Kevin Mohan Jennifer Black Chief Executive Officer Chairman & Chief Financial Officer Chief Investment Officer Kenn Miller Aimee Infante Benjamin Petel Chief Operating Officer Chief Marketing Officer Sadot Managing Member Representative GRIL 16
Slide 17: Investment Highlights
Investment Highlights • Strategically diversifying into a food-focused company delivering high-quality, healthy food to consumers through restaurant and DTC operations, and to manufacturers via an international commodity shipping, sourcing and farming business • “Healthier for You” Pokemoto, Muscle
Slide 18: Contact
Contact Investor Relations IR@musclemakergrill.com NASDAQ: GRIL High-Quality, Healthy Food for Consumers & Manufacturers musclemakergrill.com GRIL 18
Slide 19: APPENDIX
APPENDIX Investor Presentation NASDAQ: GRIL February 2023
Slide 20: Select Financials
Select Financials • 9Mo 2022 total company revenue increased 17.7% 9 Month Revenue ($ in millions) • 9Mo 2022 operating profits, as a percentage of total revenue, improved 8%, even with inflationary pressures $8.7 • Improvement in operating metrics and continued focus on reducing total expenses (-38
Slide 21: Restaurant Divisions Key Metric Performance
Restaurant Divisions Key Metric Performance Key performance metrics improving, costs down overall, food/paper costs virtually flat Labor Expense % Food/Paper Cost Expense % Other Operating Expense % 45.00% 38.10% 27.00% 26.00% 40.00% 37.95% 25.00% 37.80% 24.00% 35.00% 23.00% 37.65% 22.00% 30.00% 202