Emerge Commerce Ltd · TSXV:ECOM

Emerge Commerce — Q2 2026 Earnings Presentation

15 slides from Emerge Commerce's earnings presentation, Aug 27, 2026

  1. Slide 1: Management Presentation Q2 2026

    Management Presentation Q 2 2 0 2 6 ACQUIRE | INTEGRATE | ACCELERATE PRIVATE & CONFIDENTIAL

  2. Slide 2: Notice & Disclaimer

    Notice & Disclaimer Confidentiality This presentation is confidential and contains proprietary information regarding EMERGE Commerce Inc. (the “Company”, “us” or “our”). Under no circumstances may the contents of this presentation be copied, reproduced, distributed or passed, in whole or in part, in

  3. Slide 3: EMERGE Overview

    EMERGE Overview EMERGE Commerce (TSXV: ECOM) is a Disciplined Acquirer and Operator of Profitable E-Commerce Brands and Technologies $29M+ $1.6M+ ~$4.8M TTM Revenue (1) TTM Adj. EBITDA (1,2) Cash (3) ~$1M $2.4M Canada + U.S. Revenue per FT Employee TTM Cash Flow Primary Markets from Operations (4) 5

  4. Slide 4: ECOM Portfolio Overview

    ECOM Portfolio Overview GROCERY GOLF Profitable, Canadian market leader in Leading golf experiences, products and premium meat & seafood subscription apparel portfolio across North America Founding Year: 2016 Founding Year: 2008(1) Market: Canada Markets: Canada, US B2B A suite of e-commerce tools a

  5. Slide 5: Q2 2026 Highlights

    Q2 2026 (vs. Q2 2025) Q2 Highlights • Revenue growth YoY — 9th consecutive quarter ✓Q2 Revenue increased to +7% $9.1M vs. $8.5M • Positive Adj. EBITDA (2) — 7th consecutive quarter • More “apples to apples” given T2G included in both years First full quarter with Viral Loops included ✓Gross Margin i

  6. Slide 6: GROCERY – Local Meat & Seafood Subscription

    GROCERY – Local Meat & Seafood Subscription • Canadian market leader in premium meat & seafood subscription, delivering locally sourced products, direct-to-consumers (“D2C”) • 3 regional hubs (ON, BC, and AB), with nation-wide delivery (FREE Shipping) • Largest EMERGE brand by revenue, positive orga

  7. Slide 7: GOLF – Discounted Experiences, Apparel, & Equipment

    GOLF – Discounted Experiences Apparel, & Equipment • UnderPar (“UP”) is a leading discounted golf experiences e-commerce marketplace across Ontario, California and other golf regions • Growing and profitable • Weakening economic climate is conducive to this discount model (UnderPar was founded durin

  8. Slide 8: T2G: Acquisition Overview & Rationale

    T2G: Acquisition Overview & Rationale T2G, a profitable golf equipment and apparel business, was acquired at favorable terms, and immediate synergies with our golf portfolio • T2G generated revenue of $6.4M and Adj. EBITDA of $1M (unaudited) • Purchase price of $2.2M, including $1.1M cash on closing

  9. Slide 9: T2G: Year 1 Report Card

    T2G: Year 1 Report Card T2G had a “homerun” first year under EMERGE, achieving exceptional organic revenue growth, profitability and cash flow Q2-Q4 2025 (vs. Q2-Q4 2024) 1 Revenue increase +39% YoY 2 Adj. EBITDA increase +59% YoY EMERGE was able to comfortably exceed the $1.1M purchase price (upfro

  10. Slide 10: Viral Loops at a Glance

    Viral Loops at a Glance Trusted By • B2B referral marketing platform that enables businesses to run viral campaigns to drive word-of-mouth, increase retention, and reduce customer acquisition costs. • Offers templates and tools to drive “virality” (organic growth) • No-code + developer friendly. Bui

  11. Slide 11: Share Price and Cap Table

    Share Price and Cap Table Capitalization Table Share Price $0.08 Basic Shares Outstanding 179.4M Market Capitalization $14.4M RSUs, Warrants and Options 16.7M Convertible Debenture 10.3M Fully Diluted Shares 206.4M Total Debt $8.1M Cash ($4.8M) Enterprise Value $17.7M 1. Share Price and market capit

  12. Slide 12: Leadership Team

    Leadership Team Ghassan Halazon Founder, CEO, and Director • 15 years of building, buying and selling some of Canada’s most coveted e-commerce brands • Canada’s Top 40 Under 40 Award (2020), a Caldwell Award • Former Investment Banker with Citi (New York) • Georgetown MBA, and McGill (Bachelor of Co

  13. Slide 13: Continued operational execution

    Continued operational execution Complete accretive - Drive strong Adj. EBITDA and acquisition(s) at Cash Flow Reduce debt and disciplined pricing, with interest expense to strong synergy - Maintain healthy organic enhance cash flow growth overall - Viral Loops meets EMERGE’s and strengthen - Integra

  14. Slide 14: ECOM 3.0: Acquisition Roadmap

    ECOM 3.0: Acquisition Roadmap GROCERY GOLF D2C Pet Experiences Food D2C Equipment Logistics/ Media Competitors & Apparel Vendors Offline Corporate Tech/ SaaS (SIMs, Tech/ SaaS Gifting Retail) B2B A suite of e-commerce tools and apps to strengthen the portfolio ✓ High margin, strong cash flow, asset-

  15. Slide 15: Thank you.

    Thank you. Ghassan Halazon Investor Relations Founder & CEO Investor@emerge-brands.com Ghassan@emerge-brands.com TSXV: ECOM Acquire. Integrate. Accelerate. ACQUIRE | INTEGRATE | ACCELERATE PRIVATE & CONFIDENTIAL

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