Stran & Company, Inc. · NASDAQ:SWAG
Stran & — Investor Presentation (April 2026)
31 slides from Stran &'s investor presentation, April 2026
Slide 1: Investor presentation April 2026
Investor presentation April 2026 We Anticipate. You Ask. We Deliver. Every Time. A top 20 promotional supplier with over 30 years experience Background photo shows ponchos produced by Stran for the NYC Marathon, annually since 2013
Slide 2: Forward-Looking Statements and Industry Data
Forward-Looking Statements and Industry Data This presentation contains forward-looking statements that are based on our management’s on which the statements are made in this presentation, and while we believe such information beliefs and assumptions and on information currently available to us. All
Slide 3: Investment Highlights
Investment Highlights Established business Operating within a Consistent Seasoned since 1994 $27 billion growth Organic growth Owner-led industry over the past 30 years management team Proven M&A strategy: 2025 annual revenue of Compelling financial profile: $60M+ acquired $116.2 million – 40.6% YOY
Slide 4: Why are promotional Products used?
Why are promotional Products used? Businesses of all sizes, sectors and geographies use products, branded with their name or key message. They’re used to build culture, brand awareness and meaningful connections with stakeholders, be they existing or potential clients, employees or suppliers. The ri
Slide 5: Meet Our Management Team
Meet Our Management Team Andy Shape David Browner Jack Audibert Nick Kiefer President & CEO Chief Financial VP of Strategy & Executive Vice Officer Growth President of Sales Randy Birney Ian Wall Michele Pytlinski Howie Laura Executive Vice Chief Senior Vice Turkenkopf Woodward President Information
Slide 6: History of Our Business
History of Our Business 1994 1997 2001 2002 2003 2004 2007 2008 2011 1995 Secured License Established Relationship Established 1st Fulfillment Opened First 1st International Engaged for a Series Consulting Contract for Established 1st Promo Product to Product Utilizing Network of November 1994 Proje
Slide 7: What We Deliver
What We Deliver Comprehensive Program Managers delivering results INTEGRATION COMPLIANCE & REPORTING 06 CLIENT SERVICE 05 3rd party intergration, GLOBAL DISTRIBUTION Ensure brand visibility, and 04 consistancy, more marketing TECHNOLOGY product safety, functions under PLATFORM 03 Manage the data sec
Slide 8: What Makes Stran Different
What Makes Stran Different Name Recognition & Well-Regarded Reputation – people know who we are; both customers and industry professionals. Our visibility is enhanced through routinely speaking at conferences, being published in trade magazines, exhibiting at events, online presence, & referrals We
Slide 9: Driving a Competitive Flywheel
Driving a Competitive Flywheel More Services More Increased Efficiencies Customer Spend Incremental More Value Exposure to Delivered More Buyers By Stran 9
Slide 10: Blue-Chip Client Base
Blue-Chip Client Base Signite acarnivar abbvie ® YAREP oe Sanofi wi®) ORCHARD *Aite Census NYU DIAGEO Zoetis “AvSEtLINE ® @putnam TRULY B Sevita. BopvARMOR €7 FANDUEL Drarr ) reuse & Joumn ASEA fou NGS wahlburgers cain Ww. Ex covoien WGUINNESS me mers Nay) Affac. J nasdaq Marshalls. ‘American UuBris
Slide 11: Industry Fragmentation
Industry Fragmentation With over 23,000 registered distributors, this industry is ripe for consolidation In 2024 the largest player was In 2024 only 38.5% of the market Majority of industry 4imprint with $1.37B in revenue was shared amongst the top 40 players are small with – only a 5.1% share of th
Slide 12: Competitive Analysis
Competitive Analysis Online Franchise Large & Not Core Small Mom e-Retailers Model Inflexible Offering & Pop Focus on Service x x x Creativity & Innovation x x x x Flexible & Nimble x x x x Customer Specific Technology x x x x x Clear Strategy x x x Program Managers x x x Financial Strength & Scalab
Slide 13: Growth Strategy
Growth Strategy More Acquisitions Innovative Technology More Solutions Offerings/Solutions More New Client Development More Existing Client Penetration 13
Slide 14: Proven, Disciplined M&A Strategy Driving Scalable Growth
Proven, Disciplined M&A Strategy Driving Scalable Growth • Successfully completed and integrated 5 strategic acquisitions since 2022, accelerating national expansion and capabilities • Acquired businesses represent over $60M in historical revenue, secured through low-risk, attractively structured tr
Slide 15: Demonstrated M&A Success
Demonstrated M&A Success 1 3 5 Premiere NYC, December 2022 Gander Group, January 2024 GAP Promotions, January 2022 2023 revenue = $35 million+ 2021 revenue = $7 million+ 2021 revenue = $2 million+ Specialized in the legal and professional services Specialized in the casino continuity Specialized in
Slide 16: Financial Overview
Financial Overview Note: Dollars in millions 16
Slide 17: Long-Term, Consistent Revenue Growth
Long-Term, Consistent Revenue Growth Lifetime Sales 1995 - 2025 Steady long-term growth Ability to increase Margin with additional scale and more rebates More value-added services demand higher margins Lifetime CAGR of 22.9% Lifetime Sales over $650M 17 17
Slide 18: Illustrative Operating Model
Illustrative Operating Model Total Revenue $116.2 Million $150 Million $200 Million (FY 2025) Gross Margin % 29.5% 30% 33% EBITDA Margin % 0.17% 4-6% 6-8% EBITDA $0.2M $6-9M $12-16M *For illustration purposes only; based on past trends and subject to change based on revenue; the Company defines EBIT
Slide 19: Positioned to Deliver Sustainable Value Creation
Positioned to Deliver Sustainable Value Creation TAM Opportunity Industry Specific Strong Organic Top Tier Customer Base 2025 Annual Revenue $406 Billion+* Market Opportunity Revenue Growth 40+ Fortune $116.2 million Including loyalty, print, $27 Billion** 40.6% 500 customers 2024 Annual Revenue FY2
Slide 20: Appendix
Appendix SSTRAN
Slide 21: $406 Billion + TAM
Incremental Revenue Opportunities Packaging $185 B Loyalty $90 B USA Industry Market Size Print $406 Billion + TAM $83 B (Total Addressable Market) Promotional $26 B References: Loyalty Industry: Incentive Marketing Association Print Industry: Ibis World Tradeshow Promotional Industry: Advertising S
Slide 22: Promotional Products Industry Growth
Promotional Products Industry Growth Continuous growth (3.5% CAGR from 2009-2025*) because of a shift in advertising and brand recognition spend $27.7 billion industry in 2025 Most highly regarded form of advertising by recipients Highest recall rates Gaining larger share of marketing spend Creates
Slide 23: Customer Satisfaction
0 Customer Satisfaction Stran’s customers are satisfied with our products and services and promote that within their personal and professional networks Creates long-term client retention and referral opportunities -50 50 Continuously gaining client feedback to make improvements and create even more
Slide 24: Leading Technology
Leading Technology Managing over 280 online stores for our customers Makes customers sticky - they depend on our technology Invested millions of dollars into custom technology development over the past 8 years Implementation of Oracle NetSuite Proprietary e-Commerce solution built on Magento 2.0 All
Slide 25: Transformational Acquisition
Transformational Acquisition Key Transaction Facts: Strategic Value Created: • Acquisition Closed: August 2024 • Now Represents ~1/3 of total Stran • 2023 Revenue: $34M+ with positive EBITDA Revenue • Employees: 40+ including Founder & • Operating Margins: Accretive to Stran’s CFO/COO blended perfor
Slide 26: Industry Value Proposition
Industry Value Proposition Promotional Products and Branded Merchandise is the only form of advertising that has the potential to connect with all five senses. This drives a deeper connection and bond between the brand and its audience. Promotional products are the most United States / Longevity hig
Slide 27: Business Relationships & Associations
Business Relationships & Associations Industry Fulfillment Print & Loyalty & Technology Associations Packaging Payments 27
Slide 28: Global Network of Service Providers
Global Network of Service Providers 28
Slide 29: Organic Growth Drivers
Organic Growth Drivers Direct Sales Continue to build out sales team to uncover new opportunities and build relationships Convert Transactional Customers to Program Customers A large portion of our revenue is derived from program business, only a small portion of customers are considered programmati
Slide 30: Comprehensive Capabilities & Offerings
Comprehensive Capabilities & Offerings Creative Ideation Robust Product Sourcing Feature Rich Technology Solutions Global Fulfillment & Distribution & Product Development & Established Supply Chain for both B2B and B2C application TRADE SHOW Digital Print on Demand, Tradeshow & Event Custom Speciali
Slide 31: Thank You
Thank You Stran Promotional Solutions would like to thank you for your consideration. We welcome the privilege to be your exclusive provider for all premium products, fulfillment, & marketing services. Investor Relations: Crescendo Communications LLC T: 212-671-1020 E: SWAG@crescendo-ir.com W: www.s