Temple & Webster Group Ltd · ASX:TPW
Temple & Webster — Shareholder Meeting (November 2025)
16 slides from Temple & Webster's shareholder meeting presentation, Nov 26, 2025
Slide 1: FY25 Annual General Meeting
FY25 Annual General Meeting 26 NOVEMBER 2025
Slide 2: Acknowledgement of Country
Acknowledgement of Country Temple & Webster Group acknowledges the Traditional Owners and Custodians of Country throughout Australia. We recognise their enduring connection to the lands, the waterways, and the skies. We acknowledge the Gadigal and Wangal people, on whose lands our corporate head off
Slide 3: Chair's Report
01 Chair’s Report STEPHEN HEATH Page 3
Slide 4: Record revenue result for FY25, on track to meet our $1b target
Record revenue result for FY25, on track to meet our $1b target Strong revenue • Record revenue result of $601m for FY25, up 21% vs FY24 FY25 revenue growth leading to (pcp) significant market share gains • Strong EOFY promotional period, with revenue from 1 June to 30 June 2025 up 28% year-on-year1
Slide 5: Our disruptive customer proposition continues to drive market share gains
Our disruptive customer proposition continues to drive market share gains T&W SHARE OF THE AUSTRALIAN FURNITURE AND HOMEWARES MARKET1 Price 3.0% Our mid-term Our online / asset light business model allows us revenue target to run a lower delivered margin, thereby allowing implies ~4.2% market share
Slide 6: We remain focused on our vision and strategic goals
We remain focused on our vision and strategic goals OUR To make the world more beautiful, one room at a time VISION CUSTOMER We want to be famous for having the best range in our category, the most inspirational PROMISE content and services and a great delivery and customer service experience OUR MI
Slide 7: Governance updates
Governance updates Board of Directors New Appointment Stephen Heath Conrad Yiu Belinda Rowe Melinda Snowden Mark Coulter Michael Malone Independent NED, NED, Independent NED Independent NED Managing Director Independent NED Chair Deputy Chair & Chair of N&RC & Chair of A&RC and CEO since Oct 2025 Ch
Slide 8: CEO's Report
02 CEO’s Report MARK COULTER Page 8
Slide 9: Key performance indicators show continued improvements
Key performance indicators show continued improvements 1 Active customers are RECORD ACTIVE CUSTOMERS,1 +16% VS PCP CONTINUED GROWTH IN ORDERS FROM BOTH NEW & FY25 MARKETING ROI3 REFLECTS INCREASES TO the number of all REPEAT CUSTOMERS, TOTAL ORDERS +16% VS PCP 2 DIGITAL BUDGET AND BRAND INVESTMENT
Slide 10: Our ~$37b TAM remains underpenetrated, with favourable market dynamics
Our ~$37b TAM remains underpenetrated, with favourable market dynamics ↑13% The $19b1 furniture and homewares market remains our core focus, however home improvement now adds ~$18b1 to our addressable market; this excludes upside from trade and commercial, international and new ventures over time Th
Slide 11: Temple & Webster is now shipping to New Zealand customers, with early positive signs
Temple & Webster is now shipping to New Zealand customers, with early positive signs ↑13% The New Zealand market presents a compelling Since launching in Oct, opportunity for T&W we are off to a great start Over $100k revenue generated in first six weeks2 New Zealand furniture, $3bn+1 homewares and
Slide 12: We are tracking to plan across all of our strategic goals
We are tracking to plan across all of our strategic goals • Unprompted brand awareness position moved from #7 to #6 in the Become the top-of- 01 mind brand in the category Australian market; remaining the #1 online only brand 1 • Share of branded searches increased from 4.3% to 4.9% over the LTM2 •
Slide 13: We are on track to our mid-term goal of $1b+ in annual sales
We are on track to our mid-term goal of $1b+ in annual sales ↑13% FY23 Base Year FY24 FY25 Mid-Term1 Commentary/Assumptions Core business: B2C Furniture & Homewares $335m $424m $514m >$800m • Total market (online + offline) view: Revenue Although there are some tailwinds, we assumed the market remai
Slide 14: Trading update and FY26 outlook
Trading update and FY26 outlook • We continue to make significant market share gains, with revenue from 1 July to 20 November 2025 up 18% year-on-year1 • Key leading indicators and customer cohort performance are trending positively: average order values up 3% year-on-year, active customers at recor
Slide 15: Disclaimer
Disclaimer This presentation (Document) has been prepared by Temple & Webster Group Limited ACN 608 595 660 (T&W Group or the Company). This Document is a presentation to provide background information on the Company and its subsidiaries and is not an offer or invitation or recommendation to subscri
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