Davide Campari Milano N : 2026 Q1 Net Sales Investor Presentation

About this update from Davide Campari-milano N.v.

‌Net sales to 31 March 2026 Investor Presentation‌ 6 MAY 2026 ‌Strong industry outperformance and share gains continuing in sell-out • +2.9% organic growth reflecting broad based growth across brand houses and regions with 18 countries growing as well as targeted inventory optimisation in the US on non-priority brands MAT organic growth trending positively over the last year Accelerating activations with focus on de-seasonalisation and geographic expansion. On-track with innovation pipeline into peak season (Aperol new bottle, Aperol RTD and Campari Spritz RTS) Moving Annual Total (MAT) Quarter +5.6% +4.1% +3.G% +2.4% +1.4% +2.0% +2.4% +0.5% +6.4% +2.G% Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q1 26 MAT = moving annual total (12 months to period end) 2 ‌3 ‌(APAC +1.9%, GTR -13.5%) Note: GTR included under APAC region leadership following change in regional operating model (vs EMEA previously). Local brands net sales organic growth for Q1 is +8.7%. -2.2% perimeter due to the Cinzano disposal. 4 -4.1% FX effect mainly driven by US and Jamaican dollars. The length of the bar chart represents % on total Group Net Sales Q1 2026 ‌ Spirits Sector sell-out Campari Group sell-out Aperol, Campari, Espolòn sell-out Spirits Sector sell-out Campari Group sell-out Aperol franchise, Campari C Sarti RosaOutperformance vs Spirits Sector% of Aperol, Campari, Espolòn in total Outperformance vs Spirits Sector % of Aperol franchise, Campari, Sarti Rosa in total +2% Spirits Sector Europe 0% Campari Group +20% +16% +12% +4% +2% +5% -4% -3% 35% -3% 40% 54% Nielsen off-prem NABCA Nielsen on-prem Italy Germany France UK +21% +5% +5% +6% +8% +2% +2% +3% -1% -3% -2% 0% 72% 54% 34% 18% In the US, ongoing outperformance across all channels, especially in strategic on-premise and NABCA, driven by solid growth in aperitifs and tequila In Europe, outperformance across almost all markets; Germany impacted by promotional phasing on non-priority brands Notes: US sell-out data based on Nielsen off-premise including liquor channel and excluding RTD (28th of March), NABCA excluding RTD (March) and Nielsen on-premise excluding RTD (21st of February). Europe sell-out data based on Nielsen off-premise for Germany (22nd of March) and UK (23rd of March); Circana off-premise for Italy (22nd of March) and Circana off-premise for France (26th of March). Total Europe sell-out also Spain, A...

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