Investor Presentaiton

TASTY 5 SY CLEAN QUART DUTCH OVEN Walmart PINKY A TAS Gross Profit Rate Gross Profit Rate +50bps to 24.0% 23.5% 23.7% 23.7% 22.9% 24.0% Q2 FY23 Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Y/Y Change -132bps -89bps -83bps -18bps +50bps • • Gross profit rate increased due to lapping last year's elevated levels of markdowns and supply chain costs Partially offset by ongoing category mix pressure as grocery and health & wellness sales outperform general merchandise Walmart US sales mix shifted 240bps from general merchandise to grocery and health & wellness

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