Innovative Food Holdings (IVFH) Investor Presentation summary

Company overview and recent transformation

• Underwent a major turnaround by divesting unprofitable direct-to-consumer sites and refocusing on profitable B2B foodservice and retail segments.

• Achieved significant profitable growth within two years, finishing 2024 with $72M in revenue and Q4 organic revenue up 44%.

• Pursuing a Nasdaq uplisting, a reverse stock split, and a name change to Harvest Holdings Group, Inc.

• Leadership team and board refreshed, with executives from major companies and board members owning over 50% of shares.

Business model and operations

• Operates a diversified platform of complementary B2B specialty foodservice businesses, with a capital-light nationwide dropship network and three distribution hubs.

• Offers 6,000+ specialty food items, focusing on fresh categories like meat, seafood, cheese, and organics.

• Provides flexible warehouse services including storage, 3PL distribution, drop ship, ecommerce, processing, and repacking.

• Digital channels account for 53% of revenue, local distribution 17%, and national distribution 25%.

Industry landscape and competitive advantage

• Competes in the $284B specialty foods segment, which is fragmented and underserved by traditional distributors.

• Addresses industry gaps by offering an extensive catalog, no delivery minimums, and fast next-day delivery.

• Enables distributors to extend their catalog with no inventory risk and rapid speed to market.