Cimpress Plc · NASDAQ:CMPR
Cimpress — Investor Day (September 2026)
89 slides from Cimpress's investor day presentation, Sep 30, 2026
Slide 1: 2026 Investor Day
2026 Investor Day September 30, 2026 1
Slide 2: Welcome
Welcome Meredith Burns Vice President, Investor Relations & Sustainability 2
Slide 3: Cimpress virtual investor day presenters & panelists
Cimpress virtual investor day presenters & panelists September 30, 2026 8:00 am - 11:00 am ET Robert Keane Sean Quinn Maarten Wensveen Paolo Roatta Bryan Kranik Founder, Chairman & CEO EVP, Chief Financial Officer EVP, Chief Technology Officer CEO, The Print Group & Pixartprinting CEO, BuildASign & Na
Slide 4: Cimpress virtual investor day agenda
Cimpress virtual investor day agenda September 16, 2025 8:00 am - 11:00 am ET 1 Cimpress Robert Keane Intro 2 Creating Value through Shared Technology & AI Maarten Wensveen 3 VistaPrint Florian Baumgartner 4 Financial Sean Quinn Review 5 Quick Break Stretch your legs and grab a coffee 6 Panel Discus
Slide 5: What to expect today
What to expect today • Submit questions via chat during the session; questions will be held for panel discussions and Q&A session after presentation content • Non-GAAP reconciliations are posted in the webcast viewer • We will provide our thoughts on the future… 5
Slide 6: Safe harbor statement
Safe harbor statement Cimpress’ Investor Day information, including presentations and accompanying commentary, contains statements about our future expectations, plans, and prospects of our business that constitute forward-looking statements for purposes of the safe harbor provisions under the Priva
Slide 7: Strategic Overview
Strategic Overview Robert Keane Founder, Chairman & CEO 7
Slide 8: We help millions of businesses build brands, stand out, and grow
We help millions of businesses build brands, stand out, and grow via customized physical marketing products & branded merchandise. 8
Slide 9: Our disruptive model and scale advantages have built a long history of growth and profitability
Our disruptive model and scale advantages have built a long history of growth and profitability, and a strong outlook ● FY26 actual: $458M ● FY26 actual: $3.7B / 10% reported growth / 4% OCC ● FY27 guidance: at least $520M ● FY27 guidance: at least 7% reported growth / 3% OCC ● FY28 guidance: ● FY28
Slide 10: We continue to lead in an evolving market
We continue to lead in an evolving market Broadest product offering, low-cost producer status, and the greatest geographic reach AI is simplifying do-it-yourself Our manufacturing and supply We’re driving into elevated product design for chain capabilities are world-class and profit pools with elevat
Slide 11: Our capabilities are enabling us to address more of the market
Our capabilities are enabling us to address more of the market Whereas the web-to-print model has deeply penetrated the market for legacy products like business cards, flyers and photo merchandise, elevated products constitute large markets with small but growing web-to-print penetration Penetration
Slide 12: Our strategy
Our strategy High-value customers at Our ways of working the center Velocity Elevated Products High Value Customers Continuous Improvement Design High Value Customers & Efficiency Enablement Our strategic objectives AI-driven Manufacturing Shared & Supply Chain Strategic Excellence Capabilities 12
Slide 13: Our strategy in action: driving growth and efficiency
Our strategy in action: driving growth and efficiency Rapid Velocity Rapid Growth of Velocity Growth of Rapid Growth of Elevated Products Elevated Products Elevated Products Rapid Growth of Velocity Rapid Growth of Velocity Elevated Products Elevated Products GROWTH Continuous Continuous Improvement
Slide 14: Growth: wallet share
Growth: wallet share Wallet share and LTV gains are moving us beyond our historical dependence on micro-customers 14 Note: VistaPrint variable gross profit per customer at reported currency rates is VistaPrint revenue less variable cost of revenue (excludes revenue and variable cost of revenue from
Slide 15: Growth: elevated products
Growth: elevated products Elevated products expand our addressable market and wallet share 15
Slide 16: Growth: manufacturing & supply chain investments support our drive into elevated products
Growth: manufacturing & supply chain investments support our drive into elevated products FY26 and FY27 product expansions Take-Out food packaging Corrugated boxes Event displays Apparel 16
Slide 17: Growth: new channels
Growth: new channels Our go-to-market portfolio is expanding thanks to our world-class capabilities which attract strong partners MCP Technology infrastructure Pre-press file Order Production verification routing management 17
Slide 18: Growth: tuck-in acquisitions and equity investments
Growth: tuck-in acquisitions and equity investments Highly rational investments with 20%+ base case returns on invested capital; each supporting our focus on high-value customers via elevated products and manufacturing & supply chain excellence 18
Slide 19: Efficiency: manufacturing & supply chain excellence
Efficiency: manufacturing & supply chain excellence Building on our unrivaled mass customization capabilities to reduce costs of goods while improving quality and speed ● Engineering-first culture built on lean manufacturing principles ● 3M square feet of global production space ● New investments in c
Slide 20: Efficiency: standardizing and sharing technology
Efficiency: standardizing and sharing technology Lowers both growth and maintenance costs Manufacturing & Fulfillment ● MCP adoption opens the door to revenue and cost Commerce Artwork Technology benefits ● Our technology and organization is mature and robust enough to drive a new round of financial ben
Slide 21: Efficiency: increased collaboration through capabilities sharing
Efficiency: increased collaboration through capabilities sharing In service of customer value & cost reduction, while preserving entrepreneurial speed, accountability & customer focus Capabilities sharing between Technology Manufacturing Go-to-Market & Supply Chain ● Front- and back-end ● Cross-Cimpr
Slide 22: Efficiency: AI-driven simplification & automation
Efficiency: AI-driven simplification & automation Improves velocity, efficiency and customer outcomes AI-Driven Fostering a culture of experimentation, learning and value creation through AI to: Rapid Growth of Velocity ● Accelerate our mission Elevated Products ● Simplify work Continuous Improvement
Slide 23: What you'll hear today
Our strategy and investments are growing our wallet share and improving our scale advantages What you’ll hear today We have significant levers for growth and cost efficiencies These underpin our financial plans for FY27 & FY28, with foundations for top & bottom line growth beyond that 23
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Slide 25: Creating Value through Shared Technology & AI
Creating Value through Shared Technology & AI Maarten Wensveen Chief Technology Officer 25
Slide 26: Built once. Shared across Cimpress.
Manufacturing & Fulfillment Artwork Commerce Technology Built once. Product Catalog MCP Shared across Cimpress. Our Mass Customization Platform gives businesses common Security & Privacy capabilities to launch products faster and operate at lower cost. Data 26
Slide 27: MCP today: shared capabilities at scale
MCP today: shared capabilities at scale MCP makes connecting our businesses and leveraging our strategic capabilities far easier $3B ● Launch products faster ● Deliver consistent products across global markets ● Connect businesses and partners Total revenue flowing ● Enable cross-Cimpress fulfillment
Slide 28: Growth in cross-Cimpress fulfillment
EXAMPLE: Growth in cross-Cimpress fulfillment Accelerated new product introduction and customer options, lower like-for-like COGS through focused production hubs Since 2024, the cumulative growth in cross-Cimpress fulfillment has improved Cimpress’ overall variable gross profit by $50M+ 28 Note: Variab
Slide 29: Automated product catalog expansion
EXAMPLE: Automated product catalog expansion AI and Automation accelerating customer options 29
Slide 30: Reducing duplicative technology costs
EXAMPLE: Reducing duplicative technology costs Leveraging past VistaPrint investments to scale shared capabilities Cimpress Experience Platform Simplify & scale architecture Enhance brand features Reduce development cost and opex base 30
Slide 31: Customer churn prediction and prevention
EXAMPLE: Customer churn prediction and prevention Enabling key growth enablers through customer insights Proven Pilot Results 1. Identify & Predict 13K customers saved $700K VGP uplift 2. Empower CARE Teams annualized at-risk customer loss prevention in three test markets WHAT’S NEXT: Strategic Adop
Slide 32: MCP intelligently connects and manages orders across our network
MCP intelligently connects and manages orders across our network Managing over 30M orders for more than 15M customers annually A B C Customer File Artwork AI + expert Product Production artwork analysis quality review setup routing Artwork input File formats Inspect + AI checks + Color Matched by ca
Slide 33: Years of AI experience. A new scale of adoption.
Years of AI experience. A new scale of adoption. LLMs are expanding AI use across all areas of Cimpress A PIVOTAL SHIFT Agentic AI across teams and workflows FY26 Artwork technology FY25 FY24 AI expands FY23 beyond design AI Generative FY22 design adoption applications FY21 Multimodal AI across Cimpr
Slide 34: Shared technology and AI create more value from our scale
Shared technology and AI create more value from our scale Years of experience. Broader adoption. Greater impact. Engineering More capacity to innovate, lower opex New Product Introduction Faster, more cost effective Marketing Better experience. Greater value 34
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Slide 36: Agenda
1 Introduction Agenda 2 Winning with High Value Customers 3 Key Focus Areas
Slide 37: Our ambition
Our ambition The leading destination for small businesses’ custom print needs, from design to print. We bring their ideas to life, win their hearts, earn their trust, and make them fans for life.
Slide 38: What sets us apart
What sets us apart 1 2 3 4 One-stop shop Design any way Assurance and advice Cimpress’ unrivaled manufacturing and supply chain network
Slide 39: Agenda
1 Introduction Agenda 2 Winning with High Value Customers 3 Key Focus Areas
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Slide 41: Helping businesses build brands across more products and occasions
Helping businesses build brands across more products and occasions
Slide 42: High Value Customers have become our growth engine
High Value Customers have become our growth engine All three charts for customers with $650+ VGP/year VGP ($M) VGP Per Customer ($M) FY26 VGP By Category CAGR CAGR 17% 3% Note: Estimated VGP is net bookings minus standard variable COGS. Does not include VCS, Webs, 99designs, VistaCreate, Depositphot
Slide 43: High value customers represent what we can achieve with our value proposition
High value customers represent what we can achieve with our value proposition Average # of categories Average # of orders Average order value 2.2x 5.6x 3.4x Note: FY2026 data. Estimated VGP is net bookings minus standard variable COGS. Does not include VCS, Webs, 99designs, VistaCreate, Depositphoto
Slide 44: High-value growth spans both new and repeat customers
High-value growth spans both new and repeat customers… $650+ VGP Customer Count YoY Growth % 8.0% New YoY Growth % 13.5% Repeat Note: Estimated VGP is net bookings minus standard variable COGS. Does not include VCS, Webs, 99designs, VistaCreate, Depositphotos, or partner bookings from offers, servic
Slide 45: We are acquiring high value customers through a broader set of products
We are acquiring high value customers through a broader set of products FY26 VGP by acquisition category for new customers 39% 42% 19% of total VGP of total VGP of total VGP Note: Estimated VGP is net bookings minus standard variable COGS. Does not include VCS, Webs, 99designs, VistaCreate, Depositp
Slide 46: Cumulative per customer value continues to grow
Cumulative per customer value continues to grow Cumulative VGP Per Customer by Acquisition Year FY2026 FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2019 FY2018 Note: Estimated VGP is net bookings minus standard variable COGS. Does not include VCS, Webs, 99designs, VistaCreate, Depositphotos, or partn
Slide 47: Agenda
1 Introduction Agenda 2 Winning with high-value customers 3 Key focus areas
Slide 48: Our focus areas
Our focus areas 1 2 3 4 High-value Manufacturing AI-enabled customer capabilities & Marketing ROI simplification growth efficiency and automation 5 Resilient, future-ready organization
Slide 49: High-value customer growth
1 High-value customer growth
Slide 50: Elevated products are key to capturing a greater share of our customers' spend
High-value customer growth Elevated products are key to capturing a greater share of our customers’ spend YoY VGP Growth - FY26 Note: Estimated VGP is net bookings minus standard variable COGS. Does not include VCS, Webs, 99designs, VistaCreate, Depositphotos, or partner bookings from offers, servic
Slide 51: Category growth
High-value customer growth Category growth NPI acceleration 5,100+ products launched globally (~299,000+ SKUs)
Slide 52: Making it easier for our customers to discover, design and buy
High-value customer growth Making it easier for our customers to discover, design and buy Multi-category design Sampling experience Universal upload Personalization
Slide 53: Sales & account management for high-value customers
High-value customer growth Sales & account management for high-value customers Product & design assurance Proactive outreach End-to-end experience monitoring
Slide 54: Manufacturing capabilities & efficiency
2 Manufacturing capabilities & efficiency
Slide 55: Growth through manufacturing innovation
Manufacturing capabilities & efficiency Growth through manufacturing innovation ● Growth investments, e.g., ○ Luxury paper bags ○ Corrugated boxes ○ Food packaging ● Faster investment payback by acting as a fulfiller for other Cimpress businesses
Slide 56: Using the Cimpress network to broaden our offering and improve margins
Manufacturing capabilities & efficiency Using the Cimpress network to broaden our offering and improve margins VistaPrint as a Merchant VistaPrint as a Fulfiller e.g: Signage e.g: Luxury from bags to U&P BuildASign brands
Slide 57: Manufacturing efficiencies delivered $8.1 million in FY26
Manufacturing capabilities & efficiency Manufacturing efficiencies delivered $8.1 Packaging & carrier optimization million in FY26 savings Scrap reduction Material selection & procurement optimization Labor productivity
Slide 58: Marketing ROI
3 Marketing ROI
Slide 59: Leading small-business print awareness in the US, France and UK
Marketing ROI Leading small-business print awareness in the US, France and UK Prompted print awareness – FY26 Q3 +7pts +22pts +23pts above above above Aggregated prompted awareness (NET) across all print product categories Q. Which of these brands do you associate with [PRODUCT CATEGORY e.g. Busines
Slide 60: Outdoor campaign during FIFA World Cup
Marketing ROI outdoor campaign during FIFA World Cup Toronto Location Example
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Slide 62: Performance media optimization
Marketing ROI Performance media optimization Incrementality testing & LTV prediction Social media & video LLM discoverability & advertising
Slide 63: AI-enabled simplification & automation
4 AI-enabled simplification & automation
Slide 64: AI-enabled simplification & automation examples
Reduced time to $400k saved 42 Model Context market for through Automated order Protocol server cross-Cimpress automated recovery integrations fulfilled products third-party claims Atomic Content by 97% $1M unlocked $250K unlocked through AI courses Conversational through automated New completed pri
Slide 65: Resilient, future-ready org
5 Resilient, future-ready org
Slide 66: Our cultural ambition
Resilient, future-ready org Our cultural ambition Create the most entrepreneurial culture where everyone has the opportunity to innovate, thrive, and build lasting careers while fueling small businesses worldwide
Slide 67: Act like an owner, Be bold, Obsess over customers
Resilient, future-ready org Act like an owner Be bold Obsess over customers Deliver impact together Move with velocity Strive for simple Challenge, then champion Find and develop great people
Slide 68: Building AI skills, stronger leaders and core capabilities
Resilient, future-ready org Building AI skills, stronger leaders and core capabilities AI skills Leadership development Future-ready competencies
Slide 69: Thank you
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Slide 70: Financial Review
Financial Review Sean Quinn EVP & Chief Financial Officer 70
Slide 71: Our focus is on improving multi-year free cash flow per share
Our focus is on improving multi-year free cash flow per share With significant growth expected over the next two years 46M peak 25M 3-yr trailing adjusted FCF $7M → $532M Diluted share count ~45% lower since FY2008 71 1 Please see reconciliation of non-GAAP financial measures at ir.cimpress.com. 2 Di
Slide 72: 3-Year financial target progress
3-Year financial target progress One year into our previously established 3-year financial targets FY2026 (Actual) FY2027 (Guidance) FY2028 (Target) Year 1 Completed ✓ Year 2 Year 3 Revenue Growth Revenue Growth of At Least Revenue Growth +10% reported growth 7% reported 4% - 6% organic Reported Reve
Slide 73: We are confident we will deliver our three-year plan
We are confident we will deliver our three-year plan 1 Proven track record 2 Management focus, board support Multi-decade track record of profitable growth. In July Delivery against these targets is the top company priority, 2026 we raised our FY2028 adjusted-EBITDA target to ≥ central to our executiv
Slide 74: FY2026 delivered a strong start to our three-year plan
FY2026 delivered a strong start to our three-year plan Year 1 Financial Results Year 1 Success Proof Points Foundational Elevated product $3,737M $458M and high-value progress to Adjusted EBITDA1 enable future Revenue customer growth cost savings 4 value-accretive $122M 2.9x tuck-in FY28 target Adju
Slide 75: Multiple drivers lift FY2027 adjusted EBITDA to at least $520M
Multiple drivers lift FY2027 adjusted EBITDA1 to at least $520M YoY growth to build as we advance through the year Operating initiatives M&A and Currency Plant start-up costs + ≥$62M vs FY2026 Minimum required from organic growth FY2026 Plant start-up Cost savings Organic FY2027 adj. EBITDA Tuck-in
Slide 76: Operating initiatives lift FY2028 adjusted EBITDA to at least $615M
Operating initiatives lift FY2028 adjusted EBITDA1 to at least $615M Full run-rate of cost savings plus run off of plant start-up costs contribute to FY28 growth Operating initiatives M&A Plant start-up cost run-off ≥$95M vs FY2027 Minimum required from organic growth FY2027 Plant start-up Remaining
Slide 77: Drivers of organic growth
Drivers of organic growth Leveraging recent investments to deliver realistic organic growth expectations Rapid Growth of Velocity Rapid Growth of Velocity Elevated Products Elevated Products Rapid Growth of Velocity Elevated Products Rapid Growth of Velocity Elevated Products GROWTH Continuous Conti
Slide 78: Cost savings initiatives
Cost savings initiatives Enabling investments have been made; contribution will start to ramp throughout FY27 Velocity EFFICIENCY Rapid Growth of Elevated Products Rapid Growth of Velocity Rapid Growth of Velocity Rapid Growth of Velocity Elevated Products Elevated Products Elevated Products Continu
Slide 79: Delivering on our plans will provide substantial further balance sheet and capital allocation flexibility
Delivering on our plans will provide substantial further balance sheet and capital allocation flexibility Coupled with strong liquidity position No maturities until FY2033 79 1 Please see reconciliation of non-GAAP financial measures at ir.cimpress.com.
Slide 80: De-levering unlocks meaningful capital-allocation optionality
De-levering unlocks meaningful capital-allocation optionality As net leverage falls below 2.0x by the end of FY2028, our flexibility and range of choices expand Value-accretive Reinvest Opportunistic tuck-in acquisitions at high returns share repurchases & equity investments Fund our Selective trans
Slide 81: Tuck-in acquisitions & equity investments as a disciplined, high-return use of capital
Tuck-in acquisitions & equity investments as a disciplined, high-return use of capital Capability-enhancing acquisitions that plug into the Cimpress network and bring returns well above our cost of capital The advantages Actionable at Proven track record of we bring attractive prices success Acquire
Slide 82: These acquired businesses plug into the Cimpress network and scale advantages
These acquired businesses plug into the Cimpress network and scale advantages Procurement synergies Network-wide purchasing 1 Group scale lowers input costs across raw materials, logistics, power consumables and capital equipment. Manufacturing network optimization 2 Like-for-like orders route to fo
Slide 83: Recent tuck-in acquisitions & investments support our strategic objectives
Recent tuck-in acquisitions & investments support our strategic objectives and with high-confidence of 20%-plus IRRs Elevated Design Manufacturing Products Enablement Excellence 100% 50% stake Rapid Growth of Velocity Elevated Products 50% stake Continuous 85% stake Improvement & Efficiency Design Hig
Slide 84: Lowest cost producer for flyers, booklets, brochures, catalogs, and magazines
Lowest cost producer for flyers, booklets, brochures, catalogs, and magazines ● 24k M2 (258k ft2) production facility ● Part of our PrintBrothers reporting segment ● Synergies from: ○ Shift of production to Saxoprint as a focused production hub for its product strengths ○ Shift of other production to
Slide 85: A leading e-commerce site and design experience for creating books, catalogs, and magazines
Placeholder for pictures A leading e-commerce site and design experience for creating books, catalogs, and magazines ● Market-leading customer experience for books, catalogues and magazines ● Part of The Print Group reporting segment ● Synergies: ○ Previously 100% outsourced, Mixam insourcing signifi
Slide 86: Examples of past tuck-in acquisition success
Examples of past tuck-in acquisition success Strong track record with tuck-in acquisitions; similar profiles to recent M&A activity Example #1 New elevated product capabilities ● Acquired in 2021 for $17M ● FY2026: ○ Revenue growth of 33%, inclusive of cross-Cimpress fulfillment ○ 25% EBITDA margin ●
Slide 87: Short Break
Short Break <> cimpress
Slide 88: Panel Discussions & Q&A Session
Panel Discussions & Q&A Session 5
Slide 89: Cimpress
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