EMERGE Commerce (ECOM) Investor presentation summary

Business overview and strategy

• Operates as a disciplined acquirer and operator of profitable e-commerce brands and technologies, focusing on grocery, golf, and B2B verticals with D2C and B2B segments.

• Portfolio includes leading brands in premium meat & seafood subscriptions, golf experiences, and B2B referral marketing platforms.

• Emphasizes capital-efficient acquisitions, integration, and acceleration of acquired businesses for growth.

• Maintains a multi-year track record of growth and profitability, supported by a veteran leadership team.

Financial performance and key metrics

• Achieved $30M in revenue and $1.6M+ in adjusted EBITDA over the trailing twelve months, with a 39% gross margin.

• Q2 2026 revenue grew to $9.1M (+7.4% YoY), gross profit reached $3.6M (39%), and adjusted EBITDA was $1.03M.

• Cash position increased to $4.8M, with positive net income and cash flow for Q2 and year-to-date.

• Senior debt facility reduced by ~77% since 2021, with significant cost of capital reduction.

Portfolio highlights

• truLOCAL is the largest brand by revenue, with high customer retention, strong CLTV/CAC, and recurring subscription revenue.

• Golf brands (UnderPar, JustGolfStuff, T2G) have shown strong growth, with JustGolfStuff achieving 10x sales growth since acquisition.

• Viral Loops, a B2B referral marketing platform, meets acquisition criteria and adds recurring, high-margin revenue.