Q2'21 Earnings Presentation
KEY DRIVERS OF PROFITABILITY IN
THE MEDIUM-TERM
TOTALLY DATSOME!
MIL
DAY
2Y!
SHAKE
ME!
INCREASING IN-HOUSE PRODUCTION THROUGH HYBRID AND
END-TO-END MODELS
LOCALIZATION OF PRODUCTION ALLOWING US TO
IMPROVE ECONOMICS AND IMPROVE SERVICE LEVELS
THE ORIGINAL
OAT
LY!
DAT-
THE ORIGINAL
OPERATING LEVERAGE FROM RAPID INCREASE IN SALES
COUPLED WITH A LOWER INCREASE IN SG&A
SIGNIFICANT MARGIN IMPROVEMENT ACROSS REGIONS
LEVERAGING INITIAL CAPITAL INVESTMENTS
MILN
Z
ATMATM ATM
THE ORIGINAL
AT
LY!
DAT-
MILK
BARISTA
EDITION
No dairy
No nuts.
No gluten.
dairy.
No nuts.
No gluten.
DAT-
MILK
LOW FAT
No di
No r
No gl
32 fl oz
(1 qt) (946 mL)
100%
Vegar
64 fl oz
(1/2 GAL)
(1.89L)
64
(1/2 G
(1.89L)
1002
Vegan
Q2'21 EARNINGS PRESENTATION
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