Westrock Coffee Company · NASDAQ:WEST
Westrock Coffee — Investor Presentation (August 2026)
25 slides from Westrock Coffee's investor presentation, Aug 6, 2026
Slide 1: Investor Presentation Q2 2026
Investor Presentation Q2 2026 August 6, 2026
Slide 2: Disclaimer
Disclaimer GENERAL This presentation is being furnished by Westrock Coffee Company (“Westrock Coffee” or the “Company”) for informational purposes only. Industry and market data used in this presentation have been obtained from third-party industry publications and sources as well as from research r
Slide 3: A Mission to Do Well by Doing Good
A MISSION TO DO WELL BY DOING GOOD We aim to be the world’s most competitive and innovative provider of beverage solutions to the most distinguished brands in order to provide smallholder farmers and their families in developing countries the ability to advance their quality of life and economic sta
Slide 4: From Rwanda to Global Scale
FROM RWANDA TO GLOBAL SCALE 2020 2022 2014 Acquires S&D Coffee Breaks ground on the Acquires Falcon 2018 & Tea); publicly nation’s largest 2025 2009 Coffees, expanding First digitally launches Farmer roast-to-RTD facility High-Speed Can line Westrock Coffee traceability and traceable coffee Direct V
Slide 5: The Investment Case At a Glance
The Investment Case At a Glance Large & Growing Global Market Presents Unparalleled Customer Value Proposition Significant Addressable Opportunity New Extract and RTD Facility Completes Tenured, Flagship Customers with Global Business Transformation and Drives Future Operations Growth Proven Managem
Slide 6: Powering the World's Most Iconic Brands
Powering the World’s Most Iconic Brands Trusted Across the Industry 3 of 5 15 of 20 13 of 25 6 of 10 5 of 10 Top Retailers in Top QSRs in the Top C-Stores in Top Food Top Coffee CPG Westrock Coffee supplies the US (1) US (2) the US (3) Distributors (4) Brands (5) the world's most iconic brands with
Slide 7: Coffee Category Overview
Coffee Category Overview Coffee remains a large and growing global category as consumers prioritize premium yet convenient formats North American Coffee Market RSV ($bn USD)1 ~$200B+ Global Coffee & RTD $ 21.2 $ 22.0 $ 19.9 $ 20.7 Gen Z & Millennial shift $ 17.6 $ 18.3 toward premium, on-the-go $ 13
Slide 8: Structural Trends Shaping the Coffee Category
Structural Trends Shaping the Coffee Category Coffee Market Backdrop Coffee At-Home vs Away-From-Home(1) Rising prevalence of cold brew and At-home coffee is 79% of volume AFH growing at 6.3% CAGR vs 2.7% Cold, Specialty & Artisanal functional brews – coffee enhanced with but only 26% of dollars, re
Slide 9: Growth Outlook for Coffee and RTD
Growth Outlook for Coffee and RTD Commentary Global Coffee Forecast | YoY Growth % • Global coffee demand remains 7.3 % 7.6 % structurally resilient, supported by steady 6.5 % 6.8 % 6.2 % consumption volumes and ongoing product mix expansion • Coffee is increasingly viewed as a functional beverage,
Slide 10: Westrock Sits at the Intersection of Coffee's Most Attractive Trends
Westrock Sits at the Intersection of Coffee’s Most Attractive Trends Distinctive Platform Positioning Scaled Platform Aligned with Attractive Industry Growth Drivers RTD and Functional Private Label Beverages Continue Outperformance Taking Share Improving quality perceptions and Convenience and evol
Slide 11: Unparalleled Customer Value Proposition
Unparalleled Customer Value Proposition Leading brands choose Westrock Coffee because it is uniquely positioned to meet their needs, while simultaneously driving a new standard for sustainably sourced products INNOVATION TRACEABLE TECHNOLOGIES An innovation team of 25+ world-class professionals wi
Slide 12: Westrock's End-to-End Capabilities
Westrock’s End-to-End Capabilities Beginning with unwavering dedication to a mission of lasting positive impact, Westrock offers an unprecedented end-to-end value chain that sources ethically, produces a suite of high-quality products, and sells to global customers Ethical & Transparent High-Quality
Slide 13: Westrock Coffee Infrastructure
Westrock Coffee Infrastructure 13
Slide 14: Growth: Conway Extract & RTD Facility
Growth: Conway Extract & RTD Facility Manufacturing Distribution Exchange Facility ~524k ~530k Square Feet Square Feet ~$360M Total Invested Capital Expenditures Largest Facility of Its Kind: Industry-leading coffee beverage bottling and canning capacity, providing unmatched scale for blue-chip cu
Slide 15: Clearly Defined Strategic Plan
Clearly Defined Strategic Plan Capitalize on Consumer Shift to Expand into Beverage Adjacent Expand Beverage Solutions Business to Cold Coffee Beverages Categories Europe, MENA, & APAC • Younger generations are drinking more • Health-conscious consumer behavior is • We have deep and tenured coffee t
Slide 16: Building an AI-Enabled Operating Environment
Building an AI-Enabled Operating Environment Deploying Palantir Foundry as the data and decision layer across the enterprise Foundry is how we execute operational excellence at scale: as Conway volumes ramp, the platform lets us grow throughput on the asset base and cost structure we already have. S
Slide 17: Westrock Coffee's Products by Sales Channel
Westrock Coffee’s Products by Sales Channel C-Store & Hospitality / Restaurants Retail CPG Travel Centers Other Bag-in-Box (BIB) Retail Bags Bag-in-Box (BIB) Retail Bags Bag-in-Box (BIB) Fractional Packs Single Serve Fractional Packs Single Serve Fractional Packs Extract RTD Cans RTD Cans RTD Cans F
Slide 18: Experience Taste with Purpose
Experience Taste with Purpose Westrock Coffee was created to provide smallholder coffee farmers and their families the ability to advance their quality of life and economic well-being. The brand behind the brands, our sustainability strategy connects our customers’ products to positive impact in thr
Slide 19: Leadership
Proven Founder-Led Management Team with Strong Track Record Scott Ford Chris Pledger Will Ford Sam Ford Kyle Newkirk CEO & Co-Founder Chief Financial Officer Chief Operating Officer Chief Trade & Risk Officer Chief Commercial Officer Leadership Blake Schuhmacher Mike Lincoln Stacy Greene Keith Harve
Slide 20: Governance
Strong Board of Directors Joe Ford Scott Ford Ken Parent Toyin Umesiri Mark Edmunds Governance Leslie Starr Hugh McColl III Patrick Kruczek Jeff Fox Wellford Tabor 20
Slide 21: From Build to Free Cash Flow
From Build to Free Cash Flow Capital Expenditures Relative to Free Cash Flow Grows as Business Continues to Adjusted EBITDA Generation Ramp and Capital Expenditures Normalize $160 Free Cash Flow Positive Q2 2026 & YTD 2026 $90$100 – $100 $90 • 81% decline in capital expenditures from 2024A to 2026E
Slide 22: 2026 Consolidated Adjusted EBITDA Guidance Range
WEST 2026 Consolidated Adjusted EBITDA Guidance Range $90M to $100M Consolidated Adjusted Consolidated Adjusted EBITDA(1) EBITDA(1) ~29% to ~43% YoY Growth YoY Growth (1) We define “Consolidated Adjusted EBITDA” as EBITDA before equity-based compensation expense and the impact, which may be recurrin
Slide 23: WEST Q2 2026 Consolidated Results
WEST Q2 2026 Consolidated Results Net Sales ($M) Consolidated Adjusted EBITDA(1) ($M) $305.7 $21.3 38.9% 8.8% YoY $15.3 YoY $280.9 Q2'25 Q2'26 Q2'25 Q2'26 (1) We define “Consolidated Adjusted EBITDA” as EBITDA before equity-based compensation expense and the impact, which may be recurring in nature,
Slide 24: Consolidated Adjusted EBITDA Reconciliation
Consolidated Adjusted EBITDA Reconciliation Fiscal Year Ended Three Months Ended December 31, June 30, (Thousands) 2025 2024 2026 2025 Net loss $ (90,445) (80,298) $ (13,657) $ (21,563) Interest expense 55,747 33,856 12,990 13,119 Income tax expense (benefit) (1,748) 3,728 (400) (370) Depreciation a
Slide 25: The Opportunity to Accelerate Is Here
THE OPPORTUNITY With the Conway Extract & RTD TO facility complete, Westrock ACCELERATE Coffee is uniquely positioned to IS HERE meet the packaged coffee, tea, ready-to-drink coffee, energy, and functional beverage categories demand of the world’s leading brands – and to scale the business while imp
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