Prenetics Global (PRE) The 38th Annual Roth Conference summary

Strategic focus and product differentiation

• Shifted to focus exclusively on IM8, divesting non-core businesses over the past 18 months.

• IM8 launched in December 2024, offering a powder supplement combining 16 products in one, simplifying nutrition.

• Product development took 1.5 years, involving a world-class scientific advisory board and clinical trials.

• Features include NSF Certified for Sport, third-party testing, and endorsements from top athletes.

• Emphasizes transparency, with all test results available online and a focus on premium but accessible pricing.

Growth, marketing, and global expansion

• Achieved $0 to $100 million ARR in under 11 months, with $10 million monthly revenue by December 2025.

• Leveraged high-profile ambassadors like David Beckham and Aryna Sabalenka for PR and credibility.

• Launched a second SKU, Longevity, in October 2025, increasing average order value from $110 to $150.

• Ships to 31 countries from launch; U.S. is 40% of revenue, with significant upside in other markets.

• 98% of sales are direct-to-consumer via the company website, with higher pricing on Amazon to drive web traffic.

Competitive landscape and future opportunities

• Main competitor is AG1, with others like Grüns targeting different formats or customer profiles.

• Plans to launch two new SKUs in Q4 2026, targeting billion-dollar markets, not yet included in guidance.

• Exploring entry into China with a strategic, ambassador-driven approach, seeing major potential.

• Long-term goal to reach $500 million annual revenue within three years, leveraging AI and digital marketing.

• Focused on premium but accessible products, not pursuing ultra-premium concierge-level offerings.