Berkshire Grey Investor Presentation Deck
Anchor Customer Overview
Significant
penetration
potential
Targeted
commercial
strategy across
verticals
Conversion of
large
opportunity into
revenue
BG
BERKSHIRE
GREY
■
Fortune 100 Retailer
$11bn
2021E
CapEx
(1)
(2)
3,979
Distribution
centers(1)
Fortune 100 Retailer
$3bn
2021E
CapEx
BG Immediate commercial opportunity
Source: Company management, public filings and FactSet.
Includes US supercenters.
Includes stores.
BG High-level executive access
1,910
Distribution
centers(2)
Fortune 100 Retailer
>$1bn
2021E
CapEx
BG
Dozens
Distribution
centers
Fortune 100
Package Logistics
Company
$6bn
2021E
CapEx
■ Ongoing follow-on orders
Multiple upside opportunities exist in the long-run
Aggregate revenue represents only a small percentage of current anchor customer CapEx
▪ Mix shift to recurring and re-occurring revenue as Berkshire Grey scales
▪ Significant opportunity to monetize large and growing installed base
605
Distribution
centers
Penetration and cross-sell within same
customer
BG Desire to roll-out automation globally
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