Aegis Brands Inc · TSX:AEG
Aegis Brands — Shareholder Meeting (May 2026)
30 slides from Aegis Brands's shareholder meeting presentation, May 1, 2026
Slide 1: 2026 Annual General Meeting
2026 Annual General Meeting May 1, 2026 1
Slide 2: Anthony Longo, Chairman of the Board
Anthony Longo Chairman of the Board 2
Slide 3: Melinda Lee, Chief Financial Officer
Melinda Lee Chief Financial Officer 3
Slide 4: Forward Looking Statements
Forward Looking Statements CAUTION REGARDING FORWARD-LOOKING STATEMENTS Certain statements in this investor presentation may constitute forward-looking statements within the meaning of applicable securities legislation. The terms the “Company”, “we”, “us”, “our”, or “Aegis Brands” refer to Aegis Bra
Slide 5: Consolidated Statements of Financial Position
Consolidated Statements of Financial Position 5
Slide 6: Consolidated Statements of Financial Position
Consolidated Statements of Financial Position 6
Slide 7: Consolidated Statements of Income (Loss)
Consolidated Statements of Income (Loss) 7
Slide 8: Steven Pelton, President and Chief Executive Officer
Steven Pelton President and Chief Executive Officer 8
Slide 9: 2025 System Gross Sales
2025 SYSTEM GROSS SALES SYSTEM NET SALES 2025 YTD Growth YEAR YTD Sales % 2024 (52 Weeks) $133,078,980 -0.08% 2025 (52 Weeks) $132,969,426 9
Slide 10: 2025 Same Store Net Sales
2025 SAME STORE NET SALES SAM E STORE NET SALES 2025 YTD Growth YEAR YTD Sales % 2024 (52 Weeks) $122,670,537 -3.31% 2025 (52 Weeks) $118,606,918 10
Slide 11: 2025 System Traffic
2025 SYSTEM TRAFFIC SYSTEM TRAFFIC 2025 (52 Weeks) Growth YEAR YTD Traffic % 2024 (52 Weeks) 3,166,147 -4.18% 2025 (52 Weeks) 3,033,959 SYSTEM AVERAGE CHEQUE 2025 YTD AVG. Growth YEAR CHEQUE % 2024 (52Weeks) $38.85 1.26% 2025 (52 Weeks) $39.34 11
Slide 12: Q1 System Net Sales
Q1 SYSTEM NET SALES SYSTEM NET SALES 2026 Q1 Growth YEAR Q1 Sales % 2025 (13 weeks) $30,086,811 5.04% 2026 (13 Weeks) $31,601,945 12
Slide 13: Q1 Same Store Net Sales
Q1 SAME STORE NET SALES SAM E STORE NET SALES 2026 Q1 Growth YEAR Q1 Sales % 2025 (13 weeks) $28,257,506 1.34% 2026 (13 Weeks) $28,635,285 13
Slide 14: Q1 2026 System Traffic
Q1 2026 SYSTEM TRAFFIC SYSTEM TRAFFIC 2026 Q1 Growth YEAR Q1 Traffic % 2025 (13 weeks) 769,799 6.49% 2026 (13 Weeks) 819,772 SYSTEM AVERAGE CHEQUE 2026 Q1 AVG. Growth YEAR CHEQUE % 2025 (13 Weeks) $39.09 -1.31% 2026 (13 Weeks) $38.58 14
Slide 15: On Premise Same Store Sales
On Premise Same Store Sales ON PREM ISE Growth Q1 ON PREM ISE % 2025 (13 weeks) $22,234,593 3.84% 2026 (13 Weeks) $23,090,314 15
Slide 16: Off Premise Same Store Sales
Off Premise Same Store Sales OFF PREM ISE 2026 Q1 Growth Q1 OFF PREM ISE % 2025 (13 weeks) $6,022,911 -7.94% 2026 (13 Weeks) $5,544,971 16
Slide 17: Q1 All HH On Prem Sales Analysis
Q1 All HH On Prem Sales Analysis Total Restaurant Sales Total Gross Sales Trend TADS ©2025 ©2026 $1.0M Rane oa $0.5M 10.46% Sales change 25/26 $0.0M 20 40 Same Store Gross Sales Trend awk Same Store Sales 7.01% ©2025 ©2026 7.01% Sales change 25/26 BAR & GRILL to 29-Mar-26
Slide 18: 2026 Q1 Contribution Margin $
2026 Q1 Contribution Margin $ 2.25% 2026 YTD Estimated SKI... “Labor Excludes Salaried Manager Same Store Gross Margin Percentage Trend ©2025 Contribution Margin % @2026 Contribution Margin % 30% 10 20 30 40 50 Same Store Gross Margin Dollars Trend ©2025 Contribution Margin $ @ 2026 Contribution Mar
Slide 19: Menu
Menu
Slide 20: June Menu Updates, Other Menu Innovations
June Menu Updates, Other menu innovations Pizza Relaunch: Frozen, fresh dough balls for a better pizza experience (with improved margins) • KD Pizza, Pickle Pizza, Wings Pizza, Cheeseburger Pizza, Build your own Hot Dogs: From AYCE to Handheld • Shopsy’s premium Hot Dogs Cuts • 3 Cheese Sliders • Lo
Slide 21: Brand Refresh
BRAND REFRESH
Slide 22: Renovations
Renovations 22
Slide 23: Renovated and Transfer Locations Lift
Renovated and Transfer Locations Lift • Renovations (3) +18% • Location Transfers (13) +16% 23
Slide 24: Marketing Activations
MARKETING ACTIVATIONS
Slide 25: AYCE Campaigns
AYCE Campaigns Writer, WINGSANITY! ‘THE GIFT THAT KEEPS ‘ON GIVING R&GRILL
Slide 26: 2026 Remaining LTOs
2026 Remaining LTOs AYCE Hot Dogs AYCE Burgers • Sep 11 – Oct 11 •May 1 – May 31 Wingsanity Winter Wingsanity • Nov 6 – Dec 13 •Jun 19 – Aug 3 26
Slide 27: Retail & CPG Review
RETAIL & CPG REVIEW
Slide 28: 2026 Retail At-a-Glance
2026 Retail At-a-Glance 1. Currently in 5 national retailers with over 1,000 doors (ON & ATL) o Loblaws, Metro, Sobeys, Longo's, Foodland (+300 independent grocers) 2. 7 SKUs currently in market (wings x4, chips x2, dill sauce) 28
Slide 29: AEG – Earnings vs trading price last 3 years
AEG – Earnings vs trading price last 3 years 29
Slide 30: Thank you
Thank you