#1POOLCORP Where Outdoor Living Comes to Life® 2022 INVESTOR DAY March 8, 2022 Tampa, Florida NASDAQ/GSM: POOL 1#2POOLCORP Where Outdoor Living Comes to Life Forward-Looking Statements This presentation may contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements speak only as of the date of this presentation and are subject to change. POOLCORP undertakes no obligation to update or revise forward-looking statements to reflect new circumstances or unanticipated events as they occur. Actual results may differ materially due to a variety of factors, including impacts on our business from the COVID-19 pandemic and the extent to which home-centric trends will continue, accelerate or reverse, the sensitivity of our business to weather conditions, changes in the economy, consumer discretionary spending or the housing market, our ability to maintain favorable relationships with suppliers and manufacturers, competition from other leisure product alternatives and mass merchants, our ability to execute our growth strategies, excess tax benefits or deficiencies recognized under ASU 2016-09 and other risks detailed in POOLCORP's 2021 Annual Report on Form 10-K filed with the Securities and Exchange Commission as updated by POOLCORP's subsequent filings with the SEC. This presentation may also contain references to certain non-GAAP financial measures as defined by the SEC. A reconciliation of non-GAAP financial measures to their most directly comparable financial measures calculated and presented in accordance with generally accepted accounting principles can be found in the Appendix at the end of this presentation, if applicable at http://ir.poolcorp.com/NonGAAP Financial_Measures, or in the Company's most recent earnings release, which was furnished in our Current Report on Form 8-K filed with the SEC. NASDAQ/GSM: POOL 2#3Welcome & Introductions POOLCORP® Where Outdoor Living Comes to Life Peter Arvan President & Chief Executive Officer Donna Williams Vice President & Chief Marketing Officer Todd Marshall Vice President & Chief Information Officer Jeffrey Clay President, Horizon Distributors Jean-Louis Albouy General Manager, SCP Europe Melanie Hart Vice President & Chief Financial Officer NASDAQ/GSM: POOL 3#4Welcome & Introductions POOLCORP® Where Outdoor Living Comes to Life Jim Eisch President, Porpoise Pool & Patio Jenn Neil Vice President & Chief Legal Officer Group Vice President Kenneth St. Romain Luther Willems Vice President & Chief Human Resources Officer NASDAQ/GSM: POOL 4#5Agenda Business Overview, Outlook & Growth Initiatives ▷ Peter Arvan Market & Sales Center Network Review ► Donna Williams Technology Initiatives & Transformation Todd Marshall Horizon Distributors Jeff Clay SCP Europe Jean-Louis Albouy Financial Review Melanie Hart Closing Comments Peter Arvan POOLCORP® Where Outdoor Living Comes to Life NASDAQ/GSM: POOL сл 5#6Business Overview, Outlook & Growth Initiatives Peter Arvan President & Chief Executive Officer POOLCORP Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 6#7POOLCORP Vision To be the best worldwide distributor of outdoor lifestyle products that include all products relating to swimming pools, irrigation and other products that enhance the quality of outdoor home life POOLCORP® Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 7#8POOLCORP Overview POOLCORPⓇ Where Outdoor Living Comes to Life #1 worldwide distributor of pool- related outdoor living products $5.3 billion in sales through over 400 Sales Centers in 12 countries Strong Growth History Net Sales (billions) 15% Multi-category, multi-channel, value-add distribution Swimming pool, hardscapes & outdoor living, irrigation & landscape maintenance products CAGR $3.9 $2.6 $2.8 $3.0 $3.2 $5.3 120,000+ professional contractor & retailer customers Technology-enabled B2B distribution & retailer support services Over 2,000 market-based sales & customer service representatives Over 200,000 products across more than 50 product categories from over 2,200 suppliers 2016 2017 2018 2019 2020 2021 NASDAQ/GSM: POOL 8#9POOLCORP Business Mix - 2021 POOLCORPⓇ Where Outdoor Living Comes to Life Geographic Markets (% of total sales) Product Application Spend (est % of total sales) Customer Profile (est % of total sales) United States - 90% Europe - 5% Canada & Other Int'l - 5% Maintenance/Repair - 60% Reno, Remodel, Upgrade - 20% New Construction - 20% Bldg & Maint Contractor - 80% Retailer - 12% Other - 8% Largest Worldwide Distributor of Pool- related Outdoor Living Products Significant Recurring Revenues from Large, Growing Installed Base Value-Add Distribution Serving a Fragmented Customer Base Source: Company information SCP *** Network Channels to Market SUPERIOR - US Pool POOL PRODUCTS LLC SCP - International Pool Into not onl Horizon - US Irrigation & Lndscp PINCH A PENNY POOL PATIO SPA The Perfect People For A Perfect Pool - Retail Store Franchisor & Distributor Leading, Recognized Brands in Growing Industry Sectors NASDAQ/GSM: POOL#10Operating Priorities POOLCORP® Where Outdoor Living Comes to Life Safety Employees, Customers, Facilities, Communities We Serve Growth Organic, New Locations & Acquisitions - Profitability Performance Focused, Operating Leverage Employer of Choice - Recruit, Develop, Reward; Our Highest Return Investments NASDAQ/GSM: POOL 10#11Market Overview Near-term business environment POOLCORP® Where Outdoor Living Comes to Life Continuing strong new pool demand extending builder/remodeler backlogs. - High inflation headwinds & tailwinds Price increases adding to revenue growth Supplier cost changes providing 'buy ahead' margin enhancement Operating cost pressures being felt in compensation costs, leases & insurance. High demand & supply chain backlogs Inventory position better but supply chain issues remain for some products NASDAQ/GSM: POOL 11#12Market Overview Inflation Historical industry inflation - 1% to 2% POOLCORP® Where Outdoor Living Comes to Life Recent strong demand coupled with rising input costs & supply constraints accelerates price increases 2021 inflation of 7% - 8%; 2022 expected inflation at 9% - 10% Chemical inflation approximately 20% in 2021 Price inflation passing through to customers & end consumers Has not materially affected demand Providing gross margin tailwinds NASDAQ/GSM: POOL 12#13Market Overview Competitive Landscape Wholesale distribution remains the most efficient channel to market. Fragmented customer & supplier base Recent private equity investments don't change the landscape Specialty retailers lack the infrastructure to serve the professional trade M&A pipeline is still robust and we remain strategic & disciplined buyers POOLCORP® Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 13#14Market Overview Longer-term Trends & Outlook Strong housing market, rising home values & increased home investment Favorable US population migration trends Demographic shifts - continued growth opportunity Aging installed base Upgraded pool features Outdoor living automation & the connected yard POOLCORP® Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 14#15Market Trends Favorable US Population Dynamics Projected US Population Growth through 2040 Northeast Midwest West +5% +5% +21% South Source: U.S. Census Bureau +18% POOLCORP® Where Outdoor Living Comes to Life ■ US population South & West migration to Sunbelt markets continuing Work-from-home flexibility accelerating flight from urban to suburban lifestyle Increasing home values & outdoor living spending in POOL core markets NASDAQ/GSM: POOL 15#16Market Trends Demographic Shifts 'Boomers' (57-75 years old) Homeowners, staying put Driving remodel spending Eventually downsizing 72 million 22% of US Population . • GenX (41-56 years old) Move up buyers; mobile Churn drives remodeling Hire contractors 65 million 20% of US Population Millennials (25-40 years old) Forming households Growing incomes Flexible home/work lifestyle Eco friendly products are a priority 72 million 22% of US Population POOLCORP® Where Outdoor Living Comes to Life As GenX reinvests & remodels, Millennials ramp up new investment Millennial flexible work lifestyle favoring sunbelt & suburban relocations Est $70T 'Boomers' and older wealth transfer¹ supports future home investment potential 1 Wall Street Journal, July 2, 2021 Source: Pew Research.org; US Census Bureau NASDAQ/GSM: POOL 16#17In thousands Market Trends Aging Swimming Pool Installed Base 5,500 Installed Base New Pool Units 5,000 4,500 4,000 3,500 3,000 2,500 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source: PK Data, Company information 0 50 50 250 200 150 100 In thousands POOLCORP® Where Outdoor Living Comes to Life Average age of installed base of pools is over 20 years NASDAQ/GSM: POOL 17#18IN BILLIONS Market Trends Home Investment Spending Increasing Leading Indicator of Remodeling Activity (LIRA) $450 Remodeling Spending (4Q moving avg) 4Q Moving Avg Growth Rate $400 $350 $300 $250 $200 Sep-19 Dec-19 Source: Harvard University Joint Center for Housing Studies Mar-20 Jun-20 Sep-20 Dec-20 Mar-21 Jun-21 Sep-21 Dec-21 Mar-22 Jun-22 Sep-22 Dec-22 POOLCORP® Where Outdoor Living Comes to Life 20.0% 16.0% 12.0% 8.0% 4.0% GROWTH RATE Home improvement spending rising Pools & outdoor living consistently rank among top improvements desired by homeowners Increased content & automation spending on new pools, renovations & outdoor living 0.0% NASDAQ/GSM: POOL 18#19Market Trends Increased Content Value Spending Product Category Automation Controls 2021 growth vs 2019 91% Sanitizing Systems 100% (Salt chlorination, UV, Ozone) Heaters & Heat Pumps 101% Robotic Cleaners 102% Variable Speed Pumps 103% Natural Stone Pavers 108% LED Lighting 109% POOLCORP® Where Outdoor Living Comes to Life New pools incorporating higher value, energy-saving features & technology Existing pool renovations upgrading with higher value content, automation Less than 30% of existing pools are estimated to have automation Majority of new pools incorporating automation NOW THEN NASDAQ/GSM: POOL 19#20POOLCORP Where Outdoor Living Comes to Life' Connected Outdoor Living 4:42 PM ԸՐ FEATURES POOL 0 78 98%1 filter pump heater lights cleaner Integrated Control Spa & Heater Pool & Spa Pumps Robotic Cleaner Pool Lights Fire/Water Features Water Chemistry Outdoor & Landscape Lighting Irrigation System NASDAQ/GSM: POOL 20#21Porpoise Pool & Patio Acquired Operations Pinch A Penny, Inc. - franchisor of swimming pool and outdoor living products specialty retail stores; approx. 265 franchised stores operating in Florida, Texas, Louisiana, Georgia and Alabama Sun Wholesale Supply, Inc. wholesale distributor of swimming pool and outdoor living products and specialty chemicals, primarily to Pinch A Penny franchised stores " L O B " POOLCORP® Where Outdoor Living Comes to Life Sun Wholesale distribution operations 210,000 sq ft distribution center located in Clearwater, Florida Supplies substantial proportion of franchisee product requirements Delivery truck fleet serving all franchisee markets Suncoast Chemicals operations 105,000 sq ft production operations facility located in Clearwater, Florida Packages and distributes substantially all franchisee chemical product requirements Also packages and distributes products to SCP, Superior Pool Products and other independent customers NASDAQ/GSM: POOL 21#22Porpoise Pool & Patio Strategic Growth Opportunity POOLCORP® Where Outdoor Living Comes to Life LOS ANGELES St. George •LAS VEGAS Pinch A Penny Franchised Store Network •Enid .Flagstaff •Santa Fe .ALBUQUERQUE OKLAHOMA CITY SAN DIEGO •PHOENIX Yuma Fort Smith Lawton TUCSON FORT WORTH DALLAS EL PASO • AUSTIN SAN ANTONIO LOUISVILLE -Roanoke Bowling Green ⚫NASHVILLE CHARLOTTE -Albany POOL gains access to est. $3 billion DIY customer market using a proven business model with scalable offering JACKSONVILLE Porpoise Pool & Patio Strategic Opportunity Accelerate franchise store network expansion - leveraging POOL nationwide distribution Target 8-12 new franchises per year Expand franchisee product access through POOL offerings Building materials, hardscapes & outdoor living products, PLEX Chemicals sourcing, availability and gross margin benefits through Suncoast supply capacities Operating cost synergies through transportation and logistics leverage; centralized administrative support Enhance and leverage Pinch A Penny retail support & systems capabilities NASDAQ/GSM: POOL 22#23POOLCORPⓇ Where Outdoor Living Comes to Life Porpoise Pool & Patio Systems & Retail Support Tools Pinch A Penny Retail Support Platform Water chemistry testing application & database Proprietary testing system providing automated water diagnosis Water chemistry requirements 'prescription' output ■ Pool characteristics and water chemistry history information database State-of-the-art Point-of-Sale system Real-time feedback on market demand conditions and replenishment ■ Scalable for future franchised store network expansion Extendable to existing independent retailer customers Service management software FREE 420 ABC NASDAQ/GSM: POOL 23#24Market & Sales Center Network Review Donna Williams Vice President & Chief Marketing Officer POOLCORP Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 24#25Market Review & Growth Opportunities POOLCORP® Where Outdoor Living Comes to Life Market Overview - Market Size & Spend Characteristics Market Share Growth & Opportunity POOL Market Reach & Positioning Sales Center Network Growth Leverage NASDAQ/GSM: POOL 25 25#26POOLCORP Where Outdoor Living Comes to Life * US only, except where otherwise noted Outdoor Living Products Market Hardscapes (Pool Industry) Irrigation & Landscape (Current Markets) $7 Billion Wholesale Pool Products $10 Billion $3 Billion POOLCORPⓇ Where Outdoor Living Comes to Life Commercial DIY Pool Care Wholesale Value $3 Billion Pool $2 Billion Europe Wholesale Pool $3 Billion $28 Billion Addressable Market* NASDAQ/GSM: POOL 26#27US Pool & Outdoor Living Products Market Summary After Market Equipment $3,000 14% Chemicals $3,000 14% $ in millions, unless otherwise noted $22B 2021 Pool Market' (Retail Value*) In Ground Remodel $6,900 31% Chemicals $2,300 23% Pool Maint $1,400 6% Hot Tub/Spa AG Construction $775 3% $1,800 8% In Ground Construction $5,300 24% *includes installation costs Source; PK Data, other independent industry sources Equipment $2,500 24% $10B POOLCORP® Where Outdoor Living Comes to Life 2021 Pool Market¹ (Wholesale Value) In Ground Remodel $2,500 24% Pool Maint $900 9% In Ground Construction $1,400 14% AG Construction $600 6% 15% estimated market growth over 2020 Source; PK Data, Company estimates NASDAQ/GSM: POOL 27#28Market Share Growth Opportunity US Wholesale Pool Products - 2021 (est, in millions)¹ Major Markets (>$50 million) Medium Markets ($20 to $50 million) POOLCORPⓇ Where Outdoor Living Comes to Life Minor Markets (<$20 million) Direct & Direct & Other POOL $2,300 40 $2,860 Other $400 Direct & Other POOL 37 POOL $580 $370 129 $438 Markets Markets Markets Distribution Growth Opportunity $2,700 1 15% estimated market growth over 2020 Distribution Growth Opportunity $355 Distribution Growth Opportunity $410 Our market share has increased as markets have grown Share growth opportunity continues across all markets Source: PK Data, Company estimates NASDAQ/GSM: POOL 28#29Network Expansion & Acquisitions 420 400 380 Acquired Sales Centers New Sales Centers Existing Sales Centers 351 360 344 340 320 300 2016 Source: Company information 2017 2018 364 2019 373 2020 2021 398 410 POOLCORP® Where Outdoor Living Comes to Life Establish new locations in growing markets Grow market share & customer penetration Acquire in attractive markets & categories Seek acquisitions enhancing capabilities Complementary category investments NASDAQ/GSM: POOL 29#30Strong Market Position & Growth Potential POOLCORP® Where Outdoor Living Comes to Life Domestic Pool ~$10B wholesale market ~5.4 million pool installed base 280+ market-based US sales centers. Scale matters..... Commercial Pool ~$2B wholesale market ~330,000 pools 75 commercial sales/support. centers nationwide coverage Specialized bid & spec team Hardscapes & Outdoor Living ~$3B target addressable wholesale market 120+ NPT showrooms 6% -8% long-term annual organic growth 10%-15% long-term annual organic growth 10%-15% long-term annual organic growth NASDAQ/GSM: POOL 30#31Competitive Advantage & Growth Leverage Sales Center Network Major Markets Coverage & Market Management Sales Centers located where pools are A Detailed market & customer knowledge Convenience is key; 70% of transactions occur at the SC Broadest product assortment, products where they need to be Synchronized logistics, leadership & customer service teams Continued Expansion in Growth Markets Opening new Sales Centers as markets grow Widening our lead over competitors High Growth Categories & Growth Capacity Building materials, fiberglass pools, commercial pools, hardscapes & outdoor living products Facilities, in-stock inventory & purchasing capacity extend our advantage POOLCORP® Where Outdoor Living Comes to Life POOL Market Size (at wholesale) # of Market S Est Aggregate Dist Market (at wholesale) Sales Centers 2021 Sales Center Convenience Major ~5 locations (>$50 million) 40 $5.5B 196 per market Mediu m 37 $935M 47 1 or 2 locations per ($20 to $50 market million) Minor (<$20 129 $850M 39 <1 per market million) NASDAQ/GSM: POOL 31#32What makes us different... Market Coverage & Sales Center Convenience Hudson Brooksville 41 F Spring H Brooksville, FL Ma 19 589 (52 New Port 41 589 75 Richey Tarpon Springs 75 Dade City POOLCORP® Where Outdoor Living Comes to Life Example of one of many major markets where we have more locations than any other competitor 5 market locations A Zephyrhil A Wesley Chapel Lutz 275 301' SPP Tampa, FL Plar Dunedin learwlearwater Largo Tampa Tampa Riverview 688 Largo 92' St. Petersburg Full complement of products at each location 2 NPT/Building Materials showrooms supporting all market locations Offsite central hardscapes storage yard Conveniently located throughout metro area near pool concentrations Fully-equipped delivery vehicles & equipment with hazmat-rated CDL drivers 4 new sales centers planned for opening in 2022-23; expanding with a fast-growing market 275 62 Du NASDAQ/GSM: POOL 32#33Competitive Advantage & Growth Leverage Supply Chain & Logistics Management Integrated Sales Center network, CSL's & purchasing teams 4 CSL's create an enormous competitive advantage All Sales Centers and CSL's share the same operating system Tech driven Vendor collaboration to drive customer service and efficiencies Centralized Global Sourcing & Freight management Strategic vendor relationships Volume purchasing enables supply & cost advantages Inbound and Outbound freight management process and capabilities Self managed delivery fleet ensures efficiencies and customer service Private label and exclusive brand capabilities Sales Center network market management advantage Multiple sales centers in significant markets; hub supply locations Local market management POOLCORP® Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 33#34Technology Initiatives & Transformation Todd Marshall Vice President & Chief Information Officer POOLCORP Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 34#35Technology-Enabled Transformation Our Journey New Technologies The Future POOLCORP® Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 35#36Our Transformation Journey Best in class distribution Identify opportunities that will enhance the customer experience and create value Focus on agile cloud-based technologies Enhance execution Improved digital interaction with customers Greater focus on data POOLCORP® Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 36#37New Technology POOLCORP® Where Outdoor Living Comes to Life New technology to improve execution, create capacity Pool360Ⓡ - new & improved New look & feel; enhanced user experience Improved mobile app, functionality & search capabilities. - BlueStreak for employees Mobile order processing Faster service at the sales center & 'in the field' Data driven decision making POOL360 bluestreak NASDAQ/GSM: POOL 37#38The Future... POOLCORP® Where Outdoor Living Comes to Life A suite of applications tied to our cloud - focused on supporting our customers and the swimming pool & irrigation landscape industry. Fully integrated with our world class distribution POOL360 bluestreak NASDAQ/GSM: POOL 38#39B2B Cloud Independent Service Franchisee Pinch A Penny Service Management Supply Chain Project Management POOLCORP Where Outdoor Living Comes to Life Digital Marketing Point of Sale Independent Retail Water Testing POOLCORP® Where Outdoor Living Comes to Life Builders / Remodelers Vendors Commercial NASDAQ/GSM: POOL 39#40Horizon Horizon Distributors Jeff Clay President NASDAQ/GSM: POOL 40#41POOLCORP Where Outdoor Living Comes to Life #. West Division Beg. 2020 Branches: 31 End 2022 Branches: 34 Horizon 2022* *estimated at year-end 2022 South Division Beg. 2020 Branches: 31 End 2022 Branches: 35 East Division Beg. 2020 Branches: 8 End 2022 Branches: 24 in millions Horizon Sales & Operating Margin History $480 $400 $320 $240 $160 $80 $0 2016 2017 2018 2019 2020 2021 NASDAQ/GSM: POOL 41#42Market & Horizon Sales Overview $14 Billion Total Addressable US Market (2020, in millions) Horizon Product Sales Mix Other (2021, in millions) $4 Outdoor Lighting Equipment Other Outdoor $650 Lighting $950 Equipment $3,400 Landscape $70 Landscape $3,200 $32 $48 Hardscapes $28 Irrigation $2,600 Irrigation $228 Hardscapes $2,300 Sources: OPEI, Cleveland Research, Freedonia Research, other external information sources; Company estimates Horizon Irrigation-centric distribution business ■ Outdoor living & landscape maintenance products growth focus ■Sunbelt target markets expansion NASDAQ/GSM: POOL 42#43Current Conditions & Growth Outlook Current Conditions Strong customer backlogs reported well into 2H 2022 D Supply chain challenges persist Ongoing labor constraints, both industry & internal Fragmented distribution channel competition remains intense Continue to seek acquisition opportunities A Horizon Growth Strategy & Opportunity Organic growth & market share gains in existing markets - 10%-15% target growth, excl inflation Projected greenfield location development in key strategic markets - 6 to 10 per year A ▷ Acquisitions in targeted geographies to establish or expand market presence D Maintenance & hardscapes product categories expansion Continuing performance improvement driven by scale NASDAQ/GSM: POOL 43#44SCP = EUROPE SCP Europe Jean-Louis Albouy General Manager NASDAQ/GSM: POOL 44#45POOLCORP Where Outdoor Living Comes to Life Portugal Spain United Kingdom SCP EUROPE Benelux France Netherlands Germany Luxembourg Italy Croatia # 2 distributor to Western Europe pool market 5% of total POOLCORP revenue in 2021 39% organic growth in 2021 ~12% market share in B2B TAM Strong leadership team improving performance Organic growth focus & target market acquisitions NASDAQ/GSM: POOL 45#46Market Overview Installed base ~5.2 million in-ground pools. Est 120,000 new pools installed in 2021; expecting up to 140,000 new pools in 2022 Highly fragmented wholesale distribution channel Increased inflation experienced in 2021 & continuing SCP EUROPE NASDAQ/GSM: POOL 46#47Market Size & Opportunity Leading presence in largest markets Greenfield and acquisitions targeted for continuing market share expansion SCP Europe gaining share; currently estimated at 12% ~ Avg pool cost to consumer - €25,000; wholesale content - ~ €5,000 End markets outlook 2 Construction -10% - 15% annual unit growth expected Retrofit/remodel- est 7% - 10% of installed base annually Retailer approx. 10% annual growth; maintenance & accessories sales SCP EUROPE In-Ground Pool SCP Europe Markets Installed Base (in 000s) SCP Europe Sales Centers Addressable Market Opportunity (in 000s) France 1,600 7 €550,000 Spain/ 1,530 4 €470,000 Portugal Germany 800 1 €330,000 Italy 410 1 €200,000 Austria 280 0 €180,000 UK 255 1 €130,000 All Other 345 2 €210,000 NASDAQ/GSM: POOL 47#48in millions $0 90 $80 $160 2016 $240 Growth & Operating Leverage Sales & Operating Margin History $320 2017 2018 2019 2020 2021 SCP EUROPE Performance Summary Accelerated growth & market share gains. during COVID pandemic Operating margin improvement driven by gross margin gains & disciplined expense management Scale efficiencies & seasoned management team producing strong results NASDAQ/GSM: POOL 48#49Competitive Landscape Highly fragmented market ▷ over 50% of distribution conducted through small, privately-held local distributors Largest competitor - manufacturer/distributor with over 50 branches throughout Europe market Two other large competitors with manufacturer/ distributor business profile focused on water care products SCP EUROPE NASDAQ/GSM: POOL 49#50Growth Opportunities & Targets SCP EUROPE Substantial market share growth opportunity Sales center development - 3 to 5 new locations per year M&A opportunity Small, local market distributors targeted for acquisition Private brand & digital marketing platform development potential Trates dem tou SCPⓇ NASDAQ/GSM: POOL 50#51Financial Review Melanie Hart Vice President & Chief Financial Officer POOLCORP Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 51#52Financial Review Topics POOLCORP® Where Outdoor Living Comes to Life Financial Results Summary Revenue Growth Model Margins Gross Profit & Operating Cash Flow & Capital Capacity Capital Allocation Priorities Shareholder Returns Summary 2022 Expectations NASDAQ/GSM: POOL 52#53Financial Performance Net Sales (in millions) $3,937 $3,200 $2,998 $2,788 Gross Profit Margin $5,296 30.5% 28.9% 29.0% 28.9% 28.7% POOLCORP® Where Outdoor Living Comes to Life Operating Margin 11.8% 10.5% 10.7% 10.2% 15.7% 2017 2018 2019 2020 2021 2017 2018 2019 2020 2021 2017 2018 2019 2020 2021 Source: Company information NASDAQ/GSM: POOL 53#54POOL Revenue Growth Model POOL Organic Market Organic POOLCORPⓇ Where Outdoor Living Comes to Life 2015-2019 2020-2021 2022 est Long-term Outlook Pool Installed Base Growth 1% - 2% 2% -2.5% 2% 1% - 2% Inflation New Pool Construction New Sales Centers 1% - 2% 4% - 8% 9% - 10% 1% - 2% 2% - 3% 3%-5% 2% - 3% 2% Market Share Gains & Category/New 2% -3% 6% -12% 1% - 2% 2% - 3% Product Expansion Acquisitions 1% -1.5% 5% -6% 5% TBD 5% -9% 23% - 35% 17% -19% 6% -9% NASDAQ/GSM: POOL 54#55Growth Opportunity Business fundamentals the same Market expansion and expanded products provide for future sales growth opportunities (Excludes annual inflation estimates) Market Organic POOL Organic Annual Growth Contribution POOLCORP® Where Outdoor Living Comes to Life Incremental 2019 Growth Incremental Long-term 2% -3% $80 Million 3% $140 Million 3%-5% $90 Million $170 Million 3% + $160 Million $300 Million NASDAQ/GSM: POOL 55#56POOL Gross Margin Opportunity POOLCORPⓇ Where Outdoor Living Comes to Life 2021 Gross Margin Tailwinds A Extraordinary growth providing increased realization from vendor volume purchasing incentive programs Increased inflation & cost change frequency Structural pricing & supply chain management improvements 2022 Gross Margin Guidance Comparable to 2021; stronger in 1H Continuing inflation & cost change benefits enabling inventory gains Continued growth providing vendor purchasing programs benefit Pricing & supply chain management initiative improvements Pinch A Penny & chemical packaging accretive gross margin contribution Future Gross Margin Enhancement Opportunities ▷ Accelerated Pinch A Penny franchised store network & royalty revenues growth Private label expansion increasing gross margin contributions Expanded reach into higher margin products Continued growth & scale benefits NASDAQ/GSM: POOL 56#57Margins & Operating Leverage 32% Gross, Operating & Growth Contribution Margins 28% 24% 20% 16% 12% 8% 4% 0% 2017 2018 2019 2020 2021 Gross Margin Operating Margin Growth Contribution Margin Source: Company information POOLCORP® Where Outdoor Living Comes to Life 2022 Outlook Gross Margin comparable to 2021; continued benefits from inflation, sales growth Operating expense growth lower than Gross Profit growth - 20bps 40bps Operating Margin increase based on expected revenue growth NASDAQ/GSM: POOL 57#58Operating Leverage Customer Experience Customer Convenience & Expertise Most locations in the most markets; time-saving convenience One-stop shopping with broadest industry inventory selection Fully-trained staff, maintenance product merchandised showrooms Technology-enabled Customer Experience Pool360Ⓡ BlueStreak High-volume market call centers Time-Saving Customer Service Speed at the Counter metrics Priority Pick Up Service Metric - 2021 Speed at the Counter (Q3 2021) POOLCORP® Where Outdoor Living Comes to Life Goal Company Wide Achievement All Orders - Median < 5 minutes 4 minutes 27 seconds POOL360 Sales Grow faster vs total revenue $540 million $700 million; >10 million order lines Priority Pick Up Improvement/ Increase over 2020 18 seconds 6% improvement 44% growth (105% growth vs 2019) 19% growth (46% growth vs 2019) NASDAQ/GSM: POOL 58#59Operating Leverage Operating Performance Improvement Focus High Performing Sales Centers Focus Sales Centers Increased Operating Margin - added $54 million in operating income improvement Operating Leverage 'Focus' Sales Centers Improvement Progress $54 million in operating income improvement in 2021 New Sales Centers Rigorous market opportunity analysis Expected growth & ROI achievement -25% ROI within 4 years Assigned to Focus List until achieving profit contribution POOLCORPⓇ Where Outdoor Living Comes to Life 2021 Sales Center Network Performance # of Sales Centers (US only*) Operating Profit % > 15% 315 10% - 15% 35 15 <10% 2021 Focus Centers 2021 Graduations (at 8% OM) 2022 Additions (at 10% OM) 2022 Focus Centers # of Sales Centers 43 8 33 * Excludes Q4 2021 acquisitions Source: Company information NASDAQ/GSM: POOL 59#60In millions Cash Flow & Capital Capacity POOLCORPⓇ Where Outdoor Living Comes to Life Cash Flow From Operations/Net Income Capital Capacity & Leverage $700 140% $910 2.10 $600 $500 $400 $300 $200 $100 $0 اس 120% $780 1.80 100% $650 1.50 80% $520 In millions 1.20 2017 CFFO Source: Company information 2018 2019 Net Income 60% $390 0.90 40% $260 0.60 20% $130 0.30 0% $0 0.00 2020 2021 2017 2018 CFFO/Net Income Avg Total Debt 2019 EBITDA 2020 2021 Debt/EBITDA NASDAQ/GSM: POOL 60#61Capital Allocation Priorities & Expectations Capital Expenditures Reinvesting & Growth Expected Range $40 to $50 million Capital Deployment Acquisitions Expanding market opportunity Dividends* Shareholder investment returns $25 to $50 million $150 to $200 million Share Repurchases Distribute excess cash flows $200 to $450 million *subject to Board of Directors approval POOLCORP® Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 61#62Financial Performance Diluted Earnings per Share $6.40 $5.62 $4.51 2017 2018 2019 2020 $8.97 Adjusted EBITDA' $15.97 (in millions) $875 2021 POOLCORPⓇ Where Outdoor Living Comes to Life Return on Invested Capital' 29.3% $513 27.7% 24.7% $322 $353 $382 2017 43.9% 39.2% 2018 2019 2020 2021 2017 2018 2019 2020 2021 1 See Appendix for Adjusted EBITDA Reconciliation to Net Income; Return on Invested Capital calculation Source: Company information NASDAQ/GSM: POOL 62#63Exceptional Shareholder Returns POOLCORP® Where Outdoor Living Comes to Life Holding Period POOL Total Shareholder Return* (CAGR as of 12/31/21) S&P 500 Total Shareholder Return* (CAGR as of 12/31/21) 3 years 57.5% 26.1% 5 years 41.6% 18.5% 10 years 35.7% 16.6% 20 years 22.7% 9.5% Source: Company information; S&P $ 100,000 invested in POOL shares in December 2001 was worth over $ 6,000,000 in December 2021* *includes dividend reinvestment NASDAQ/GSM: POOL 63#64$2,500 $2,000 $1,500 $1,000 $500 So 2007 2009 2011 Source: Company information Returning Cash to Stockholders 2013 Total Cash Returned to Stockholders 2015 (in millions) 2017 52,000 47,000 Share Repurchases Weighted 42,000 Average Shares 37,000 Dividends Paid 32,000 2019 2021 2007 2009 Outstanding 2011 2013 POOLCORPⓇ Where Outdoor Living Comes to Life Increasing Dividends & Reducing Shares Outstanding (shares in thousands) 2015 2017 2019 $3.20 Dividends per Share $2.40 2021 NASDAQ/GSM: POOL 64 $1.60 $0.80 $0.00#652022 Expectations 2022 Guidance Summary 17% 19% Revenue Growth - 9% - 10% inflation 5% from acquisitions ■Flat Gross Margin ■ 15% -17% EPS Growth ■ EPS of $17.19 - $17.94 (incl $0.19 ASU benefit) POOLCORP® Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 65#66Closing Comments Peter Arvan President & Chief Executive Officer POOLCORP Where Outdoor Living Comes to Life NASDAQ/GSM: POOL 66#67ESG Stewardship Environment POOLCORP® Where Outdoor Living Comes to Life Social Governance • Improve Energy Efficiency • Reduce Waste • · Protect Natural Resources • Employee Care & Safety • . Diversity, Equity & Inclusion Give Back to the Community • Ethics & Compliance Aligned Compensation • Data Privacy & Security NASDAQ/GSM: POOL 67#68Creating Exceptional Value POOLCORP® Where Outdoor Living Comes to Life Powerful operating model with high recurring revenue market New construction backlogs and new products driving installed base growth Maintenance and Repair markets will benefit from a strong construction and remodel backlog Porpoise Pool and Patio provides a sustainable growth platform Organic growth focus complimented by expansion and acquisitions Robust industry environment with favorable long-term market characteristics Building material and commercial pool focus will drive additional growth Capacity & scale driving efficiencies and operating leverage Gross margin expansion through supply chain initiatives, capital deployment and pricing discipline Capacity creation focus and B2B tools continue to drive SG&A leverage Future enhancement through accretive Porpoise contributions NASDAQ/GSM: POOL 68#69Creating Exceptional Value Technology investments take us to the next level Improving customer experience, relationship retention & expansion Supply chain management, communication & integration Investing in Data Capture and decision-making technology Europe & Horizon gaining share V V Robust demand for Outdoor living is driving growth M&A pipeline is building POOLCORP® Where Outdoor Living Comes to Life Strong leadership and execution have proven that we can grow & drive operating leverage Significant growth potential in both platforms Operating margin profile is now similar to North America pool & should continue to improve NASDAQ/GSM: POOL 69#70POOLCORP Where Outdoor Living Comes to Life Thank you for participating in Pool Corporation 2022 Investor Day 70#71Appendix Reconciliation of Net Income to Adjusted EBITDA FYE 12/31/21 FYE 12/31/20 FYE 12/31/19 FYE 12/31/18 FYE 12/31/17 FYE 12/31/16 Net income ($ in thousands) $650,624 $366,738 $261,575 $234,461 $191,339 $148,603 Add: Interest expense (1) 8,314 10,605 22,425 20,336 15,360 13,802 Provision for income taxes 173,812 85,231 56,161 58,774 77,982 92,931 Share-based compensation 15,187 14,516 13,472 12,874 12,482 9,902 Goodwill impairment (2,500) 6,944 613 Equity (earnings) losses in unconsolidated investments, net (291) (295) (262) (242) (139) (156) of tax Depreciation 28,287 27,967 27,885 26,122 24,157 20,338 Amortization (2) Adjusted EBITDA 1,325 $874,758 1,032 $512,738 956 1,102 976 $382,212 $353,427 $322,157 1,012 $287,045 (1) Shown net of interest income, impact of foreign currency transactions and includes amortization of deferred financing costs (2) Excludes amortization of deferred financing costs Return on Invested Capital 2021 2020 2019 2018 2017 2016 Numerator (trailing four quarters total): Net Income attributable to Pool Corporation $650,624 Interest and other non-operating expenses, net 8,639 Less: taxes on Interest and other non-operating expenses, net at 21.1%, 18.9% for 2020, 17.7% for 2019, 20.1% for 2018, 33.4% for 2017 (1,823) $366,738 12,353 (2,335) $657,440 $376,756 $261,575 23,772 (4,205) $281,142 $234,461 20,896 (4,200) $179,633 15,189 (5,073) $148,955 14,481 (5,575) $251,157 $189,749 $157,861 Denominator (average of trailing four quarters): Long-term debt, net $589,368 Short-term borrowings and current portion of long-term debt 11,246 Total stockholders' equity 897,320 $1,497,934 $432,829 12,372 516,040 $961,242 $595,247 17,323 346,049 $958,619 $602,984 15,190 289,979 $908,153 $520,950 11,030 236,901 $768,881 $441,026 3,806 237,380 $682,212 Return on invested capital 43.9% 39.2% 29.3% 27.7% 24.7% 23.1%#72Appendix Estimated ASU 2016-09 Tax Benefit Remaining Excess Tax Benefit* Expiration/Vesting Date Estimated Tax Benefit Estimated EPS Impact Q1 2023 $6.2 million $0.15 Q1 2024 $10.2 million $0.25 Q1 2025 $11.2 million $0.28 *as of February 28, 2022 Estimated tax benefit to be realized from vesting of restricted shares and option share grant expirations as of the determination date. Actual tax benefits may vary materially from these estimates based upon the following factors: • • • Stock price when options are exercised or awards vest Early option exercises for vested shares prior to option grant expiration Weighted average shares outstanding as of the end of the vesting quarter