D/b/a Compass Diversified Holdings Shares Of Beneficial Interest · NYSE:CODI
D/b/a Compass Diversified Holdings Shares Of Beneficial Interest — Compass Diversified — Investor Presentation (January 2023)
16 slides from D/b/a Compass Diversified Holdings Shares Of Beneficial Interest's investor presentation, Jan 19, 2023
Slide 1: PrimaLoft - Compass Diversified
PRIMALOFT. ~OMPASS | VERSIFIED Vv Mike Joyce | President and CEO January 19th, 2023
Slide 2: Overview
Overview ¢ Who We Are ¢ Recent Peformance ¢ Growth Opportunities + Strategies
Slide 3: PrimaLoft is an advanced material technology company
=e “ makes advanced materials Teas, iin felt by you and the planet. PrimaLoft is an advanced material technology company We are a world leader in the development of high-performance, sustainable insulations and technical fabrics. PrimaLoft branded materials are used and marketed in consumer, commerc
Slide 4: Our Belief
Our Belief We believe in unleashing the full potential of people, products, and planet, together in harmony.
Slide 5: Relentlessly Responsible
Relentlessly Responsible™ At PrimaLoft, we believe you shouldn't have to choose between what's good for you and what's good for the planet. Every product we make is a fusion of material innovation, world class performance and sustainability. unas SESE
Slide 6: PrimaLoft's Authentic Heritage
COMPASS DIVERSIFIED PrimaLoft’s Authentic Heritage Our journey started nearly 40 years ago, with a request from the United States Army Research Laboratory. D. PuTILity z4 CROSS _
Slide 7: Well-Diversified with over 950 Brand Partner Relationships
2 . Or YsPvoEA patagonia ren g-lab RAL PHP PLAUREN VANS maloja@ sou ees ‘Timberland & GAP AN Ln SPORTIUA AP 6 | sot GQ Snorronn = @CCO_ Innovation J-CREW QUIKSILVER @ATHLETA Technology 4 Goldwin ciinpanysiore SILAS TRAUMINA [WA reusch, AsSchoffel Tuts" xHoupint Voices JOE FRESH @ (Bleck Diomond BULA
Slide 8: Our Partners are Our Advocates
pas WSIFIED Our Partners are Our Advocates About 200 Million permanent labels since 2017 “It's clear they are the pioneer within the insulation market. We can compare PrimaLoft to other brands’ insulation and in that data. PrimaLoft provides the highest warmth for weight.” Product Development Manage
Slide 9: Connecting with Our Consumer
Global Consumer Media PR Activations [iethien Bustle 5 Vegan Puffer Jackets That Are Both Chic & Sustainable Global Social Media Influencer Campaign Ifyou're shopping for a coat, keep an eye out for the Primaloft name. Connecting with Our Consumer PrimaLoft has a strong and lengthy history providing
Slide 10: Proven Performance
Proven 2002 Performance PrimaLoft Business Part of Albany International with Limited Focus and Investment 2012 — PrimaLoft Independent —2017 Entity after Management Buyout Accelerated Branding + Innovation iurass, SESE 2022 Well Positioned for Continued 2002 2003 2004 2005 2006 2007 2008 2009 2010 2
Slide 11: Exceptional Growth and Cash Flow Profile
[ition PP Exceptional Growth and Cash Flow Profile Net Sales: Long-Term, Double-Digit Growth (Net Sales, $ in Millions) 2017 2018 2019 2020 2021 14.3% CAGR Gross Profit: Exceptional Brand Strength (Gross Profit, § in Millions) Gross Margin 58% 55% 59% 58% 62% 61% si) 2017 2018 2019 2020 2021 2022E 1
Slide 12: A Large Addressable Market with Compelling Tailwinds
Titi A Large Addressable Market with Compelling Tailwinds Global Insulation Addressable Market - Lifestyle + Bedding $2B Adjacent Market ($ in Billions) Opportunity - Synthetic $39.5 total Alternatives $24.8 total 4 Medium-Term 24.8 total ; ; Vw H— 12.4% — Synthetic y Alternatives a8 Near-Term Less
Slide 13: Clear Runway for Accelerating Growth
[ition PP Clear Runway for Accelerating Growth ae a a> Expanding Market Large Total Addressable Market Increased Consumer Global and Diverse Outdoor Participation Customer Base Additional Drivers L eV = rs t O G r O wt h Adjacent Categories ea fo Leverage highly-profitable licensing All Other Brand
Slide 14: Keys to Success
[ivORthen Keys to Success Compelling Competitive Advantage driven by material innovation that starts at the polymer level, and translates through to final product An Authentic Heritage as global market leader in premium, high-performance consumer insulation, powered by innovative, industry-leading t
Slide 15: View the video here
‘upass VERSIFLED View the video here
Slide 16: Thank You!
MPASS = . oN VERSIFIED x Thank You!
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