Slide 1: Q3'2025 Investor Presentation
Q3’2025 Investor Presentation November 2025
Slide 2: Disclaimer
Disclaimer 2 The information contained in this presentation has been prepared by GigaCloud Technology Inc (the “Company”) solely for informational purposes and should not be construed to be, directly or indirectly, in whole or in part, an offer to buy or sell and/or an invitation and/or a recommenda
Slide 3: Our Mission Statement
Our Mission Statement GIGACLOUD TECHNOLOGY (NASDAQ: GCT) IS A PIONEER OF THE GLOBAL B2B MARKETPLACE FOR LARGE PARCEL MERCHANDISE THAT IS REINVENTING THE SUPPLY CHAIN AND TRANSFORMING THE WAY WHOLESALE BUYERS AND SELLERS CONNECT AND TRANSACT Our GigaCloud B2B Marketplace seamlessly connects suppliers
Slide 4: Our History
Our History 2024 Forbes’ #1 America’s 4 Most Successful Small-Cap Company 2023 Acquisitions of 2010 Launched our first ecommerce store on Rakuten Officially entering the 2013 Japanese market 2024 Official entry 2019 Russell 2000 into the U.S. Launched Inclusion market Gigab2b.com 2012 2017 Official
Slide 5: Financials
FINANC
Slide 6: GigaCloud At A Glance
GigaCloud At A Glance 6 OUR FINANCIALS($M) OUR SCALE OUR REACH 333 323 Total Revenues 272 296 303 $333M / 10% Revenue / YoY Growth $1.5B GigaCloud Marketplace GMV 1,232 Active 3P Sellers Q3'25 Q2'25 Q1'25 Q4'24 Q3'24 LTM ended 9/30/25 LTM ended 9/30/25 Q3’24 to Q3’25 Gross Profit & Margin 17% 77 77
Slide 7: Our Capital Allocation
Our Capital Allocation 7 $41M $87M $16M Gross Proceeds Acquisitions of in Class A shares Raised in IPO Noble House repurchased & under 2025 Wonder authorization 2022 2023 2024 2025 in Class A shares in Class A shares repurchased under repurchased under 2023 authorization 2024 authorization $2M $69M
Slide 8: Our Business Model
Slide 9: Nature of the Furniture Industry
Nature of the Furniture Industry 9 Non-standard Big & Bulky Fragmented Market Countless styles, sizes, Furniture is big, bulky, Numerous players and diverse and colors create a and costly to ship and sales channels create a vast product universe store complex environment November 2025
Slide 10: What is SFR®?
What is SFR®? 10 Supplier Fulfilled Retailing® (SFR®): Transforming wholesale trade through reorganizing the supply chain and redefining key roles for a risk- and efficiency-optimized B2B ecosystem. SELLER GIGAB2B.COM BUYER END SUPPLIERS/MANUFACTURERS RETAILERS/RESELLERS CONSUMER ECOMMERCE/BRICK-AND
Slide 11: SFR® in Action
SFR® in Action 11 Enabling suppliers and retailers to scale through a global, end-to-end commerce infrastructure. Seller Lists Buyer Discovers Buyer Displays End Consumer GigaCloud Fulfills Products Products on 2C Places Order Directly Channels • Once SKUs are • Browse by style, • Integrated into bu
Slide 12: Why SFR®?
Why SFR®? 12 12 TRADITIONALLY • High inventory risk from • Limited display space and inflexibility to • Low margins in a fragmented channels consumer demand competitive landscape • Complex supply chain requires • High inventory risk from fragmented channels manual coordination • Pricing difficulties
Slide 13: Why Partners Choose GigaCloud?
Why Partners Choose GigaCloud? 13 FLEXIBLE Plug in where it fits. Sourcing, fulfillment, or sales. Nothing is locked in. USAGE-BASED Pay as you go. No upfront commitment or inventory risk. EFFICIENCY THROUGH COMPETITION Compete in real time. Compare and choose the best price, product, and service. E
Slide 14: The GigaCloud Cycle
THE GIGACLOUD CYCLE
Slide 15: 1P, 3P, and Logistics
1P, 3P, and Logistics 15 Revenue generated from sale of GigaCloud inventory Infrastructure supporting 1P & 3P Revenue generated from services businesses; providing efficient through facilitation of transactions fulfillment solutions between sellers and buyers November 2025 GigaCloud Marketplace GMV
Slide 16: Our Marketplace
OUR MARKETPLACE
Slide 17: Attractive Active Buyer Trends
Attractive Active Buyer Trends Q3 2025 KEY STATISTICS 17 Active Buyer Spend (GMV) in GigaCloud Marketplace (USD$ in millions) 11,419 Active Buyers $~130k Spend per Active Buyer 2019 - 2021 Buyers 2022 Buyers 10,951 11,419 7,257 2023 Buyers 9,306 8,535 $30 9,966 $54 2024 Buyers $8 2025 Buyers Active
Slide 18: Flexible Tools to Facilitate Transactions
Flexible Tools to Simple Transactions Direct Fulfilment 18 GigaCloud fulfills product directly from a Facilitate Transactions Company facility to the end consumer, without need for buyers to warehouse or handle any aspect of fulfillment Complex Transactions Rebate Spot Price November 2025 Margin Mar
Slide 19: 50,000+ SKUs and Growing
Expansive Product Categories ➢ Grilling Tools ➢ Car Tires ➢ Trampolines ➢ Ovens 19 ➢ Garden Décor ➢ Mobility Aids ➢ Play Structures ➢ Ice Makers ➢ Patio Furniture ➢ Folding Bikes ➢ Bouncy Castles ➢ Dehumidifiers ➢ Outdoor Power ➢ Car Accessories ➢ Basketball Hoops ➢ Washing Machines ➢ Outdoor Heatin
Slide 20: Software: Tech-Driven Operations
SOFTWARE: Tech-Driven Operations 20 Data-driven Tech Stack Accelerates Operational Efficiency Advanced Tech Empowered Product Load Balancing Software Framework Warehousing End Consumer Seller & Buyer November 2025
Slide 21: Hardware: End-to-End Fulfillment Capabilities
HARDWARE: End-to-End Fulfillment Capabilities 21 Ocean Transportation Delivery of goods Supplier 16 ports of destination 30,000+ containers annually As of 12/31/2024 Extensive Trucking Network Partnership with all major trucking Reseller and freight service providers Cloud storage: Virtual warehousi
Slide 22: Our Presence
Our Presence Global Reach 22 North America 1 fulfillment center 2 ports of destination UK Fulfillment 6 4 fulfillment centers ports of destination Canada Germany China Japan USA India 3 1 fulfillment centers port of destination Vietnam Malaysia 26 7 fulfillment centers ports of destination Strategic
Slide 23: Thank You
® GCT TECHNOLOGY __ Nasdaqtisted eo I ew