Charlie's Holdings, Inc. · OTC:CHUC
Charlie's — Investor Presentation (August 2025)
17 slides from Charlie's's investor presentation, August 2025
Slide 1: America's Best Harm Reduction Products for Adult Smokers
OTCQB: CHUC America’s Best Harm Reduction Products for Adult Smokers Investor Presentation | August 2025 © CHARLIE’S HOLDINGS INC. | CHARLIESHOLDINGS.COM
Slide 2: Disclaimer: Safe Harbor Statement and Risk Factors
Disclaimer Safe Harbor Statement and Risk Factors This document is based on Charlie's Holdings, Inc. (the "Company") information and other sources of data that the Company believes are reliable. Nothing in this document is, or may be relied upon as, a promise or representation by the Company as to t
Slide 3: Who is Charlie's?
Who is Charlie’s? Charlie’s Holdings, Inc. (OTCQB: CHUC) is a diversified vapor products company serving adult consumers across both the nicotine and non- nicotine markets. Founded in 2014, the Company has built a global reputation for innovation, compliance, and award-winning flavor formulation. CH
Slide 4: A Portfolio Built to Lead Across Every Market Segment
A Portfolio Built to Lead Across Every Market Segment Brand Format Regulatory Path Channel Focus PMTA-in FDA Substantive Premium E-Liquids Vape retail+ Europe Review Disposables + E- PMTA-received FDA Licensing liquids Acceptance Filing Flavored Disposables PMTA-submitted U.S. Disposables PMTA-exemp
Slide 5: Two Regulatory Tracks, One Unified Growth Engine
Two Regulatory Tracks One Unified Growth Engine CHUC is the only U.S. vapor company pursuing a fully integrated strategy across both the regulated nicotine and the PMTA-exempt non-nicotine categories: ● Regulated Path: 679 PMTA- submitted nicotine and synthetic nicotine products in review with the F
Slide 6: PACHA & Pachamama Deep Dive
PACHA & Pachamama Deep Dive Premium Nicotine Assets with Proven Value ● 679 PMTA-submitted products across both PACHA and Pachamama product lines ● First 15 PACHA products sold to Big Tobacco for $6.5MM + $4.2MM earn-out in Q2 2025 ● 2025: Launching U.S. filled line that will meet new domestic manuf
Slide 7: Non-nicotine SBX
Non-nicotine SBX Legal, Immensely Satisfying, and Scalable SBX is preferred by 94% of adult survey participants vs. Juul tobacco vapes Compared to Big Tobacco mass-market vapes - namely JUUL, VUSE, and NJOY - SBX provides many MORE FLAVOR options, UNBEATABLE TAX ADVANTAGES, and THOUSANDS MORE PUFFS!
Slide 8: Global Footprint & Award-Winning Product Excellence
Global Footprint & Award-Winning Product Excellence for More Than a Decade Since 2014, Charlie’s Holdings brands have reached adult consumers in more than 90 countries across North America, Europe, Asia, and the Middle East. 90+ COUNTRY REACH Our products are consistently recognized for superior qua
Slide 9: Retail & Distribution Footprint
Retail & Distribution Footprint Building Velocity at Shelf and E-commerce ● CHUC products are available in 3,000+ specialty retailers across the U.S. and globally ● Distributed through 300+ wholesale and distribution partners including: GPM, Coremark, Cstore Master, Gopuff ● E-commerce partners incl
Slide 10: Recent Wins Validate Our Model
Recent Wins Validate Our Model ● $10.7MM from first 15 PMTA product sales (679 PMTA’S remain in CHUC’s robust portfolio) ● SBX completed highly successful test market trials in Q2 2025 and has started roll-out with several mass market (compliant products- focused) convenience store chains ● Global f
Slide 11: Our Products and Our People
Our Products and Our People REAL PEOPLE & DISTINCTIVE BRANDS Charlie's is known for its authenticity... which is personified by the Company’s free-spirited, energetic presence at live festivals, tradeshows, and consumer events around the world. © CHARLIE’S HOLDINGS INC. | CHARLIESHOLDINGS.COM PAGE 1
Slide 12: $8B+ U.S. Vape Market
$8B+ U.S. Vape Market —and Reshuffling Fast ● The U.S. vape market exceeds $8B, with strong consumer demand for FLAVOR and CONVENIENCE ● 80%+ of adult vapers prefer flavored products over tobacco ● FDA and (select) state-level enforcement has removed many non-compliant, illicit brands from store she
Slide 13: Executive Team Highlights
Executive Team Highlights Leadership Backed by Industry Results Henry Sicignano III Ryan Stump President Chief Operating Officer ● Former CEO, 22nd Century Group (NASDAQ: ● Serial entrepreneur with expertise XXII), a public company focused on plant- building and operating businesses based biotech. f
Slide 14: Executive Team Highlights
Executive Team Highlights Leadership Backed by Industry Results Matt Montesano Doug Christian Chief Financial Officer National Sales Manager ● Former investment banker at ● Drove over $1.5B in vape sales as key KeyBanc Capital Markets (debt, architect of the Hyde and Elf Bar equity, and M&A transact
Slide 15: Financial Overview: Valuation vs. Asset Value
Financial Overview Valuation vs. Asset Value ● Market Cap (July 2025): ~$26.5MM ● First monetization of PMTA IP: $10.7MM (Q2 2025) ● Estimated value of full PMTA portfolio: $300MM+ ● Profitable; rapidly growing; low long-term debt © CHARLIE’S HOLDINGS INC. | CHARLIESHOLDINGS.COM PAGE 15 FOR INVESTOR
Slide 16: Strategic Priorities: 2025-2026 Roadmap
Strategic Priorities 2025-2026 Roadmap Scale SBX in Monetize Launch U.S. filled Advance Uplist to chain additional line to meet age-gating IP NASDAQ or convenience Pacha PMTA domestic and NYSE + assets manufacturing compliance American in independent requirements of tech 2026 retail large states © C
Slide 17: Why Charlie's?
Why Charlie’s? ● Dual-track strategy: Compliant (Pacha) + Exempt (SBX) ● Proven product-market fit in both U.S. and global markets ● Immediate commercialization opportunities + long-term licensing value ● Industry veterans, FDA-aligned, IP- backed Better Alternative ● Uplisting trajectory + growth-s
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