BUDA JUICE

$BUDA Q2 is out, revenue accelerating, still profitable (you'll need to look beyond the headlines for this quarter see below for some details). Full call at noon ET today. 🟢 Revenue acceleration in full gear+26.4% to $4.5M, 🟢 Q3 revenue growth to date tracking north of 40%, half driven by acceleration in juices and the other half from the fourth green bullet - see below 🟢 Walmart live: 246 stores, 9 states, only partial-quarter impact 🟢 Surprise! As hinted in last month's @MicroCapClub @PlanetMicroCap conference, Ultra Fresh is more than just juice. For a song (literally), they entered the fresh dressing market - same cold chain, same produce aisle. Already generating meaningful revenue. 🟢 $18.8M cash, zero debt 🟡 Gross Margins dipped to 36.6% from 46.7%. This isn't the juice business breaking down, it's four identifiable and mostly temporary items: - -320 bps of dressings co-pack start-up costs as they stand up the internal manufacturing line - -290 bps from elevated lime costs (continued from Q1) early in the quarter that returned to normal over the last 6 weeks of the quarter - -270 bps of unusually high freight due to higher diesel prices related to Middle East - -100 bps of training and audit-prep labor related to manufacturing upgrades. The dressings start-up piece, the biggest drag, reverses with the move to in-house production in Dallas expected in Q127. 🟡 FCF was ($0.8)M, and it's timing, not trouble. - negatively impacted by $1.9 million in one-time items: A major customer moved to non-discounted payment terms, which drove a one-time spike in receivables so it will be a positive to FCF in Q3, and ~$0.4M in capex to stand up the dressings production line. Expect free cash flow to normalize in Q3. 12PM ET Call: events.q4inc.com/attendee/22… @SCMRE111 @stocks4545 @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19 @SCMRE111 @majgeoinvesting @MSmicrocaps @GeoInvesting @ipo_candy @MoneyMarkStocks @BreakoutInvestr @ElGatoPartners @OlivierColombo @iancassel @MicroCapClub @PlanetMicroCap $MAMA $WMT $BOF $OFRM

$BUDA. Unique, differentiated CPG strategy (you need to look beyond the traditional CPG 'playbook' and trailing valuation - growth is starting to inflect). Generating good FCF. Stock has done nothing since announcing a deal to expand to 250 $WMT.

Great Conference Guys! $BUDA meetings were incredible. double and triple booked in some cases. Best microcap conference I've been to!

$BUDA CEO Horatio Lonsdale-Hands sat down with Bobby Kraft ahead of the @PlanetMicroCap @MicroCapClub June Conference in Vegas to discuss @BudaJuice and why you should attend their presentation. We are also working with the Bellagio on bringing bottles of our Buda Fresh Cherry Limeade, the same one now available @Walmart ! Check out the interview here: youtube.com/watch?v=8_FeFUyf… #GROWTH #profits #freecashflow @realLigerCub @stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19 @SCMRE111 @majgeoinvesting @MSmicrocaps @GeoInvesting @onecentinvest @ipo_candy @MoneyMarkStocks @BreakoutInvestr @Mike10947310 @stocks4545 @ElGatoPartners @OlivierColombo @iancassel $SUJA $MAMA $WMT $BOF $OFRM

For those of you attending the @MicroCapClub @PlanetMicroCap Vegas conference in June, @BudaJuice should be on your list of meetings for consideration. If you evaluate it by the traditional CPG/beverage playbook and TTM valuations only, you will miss the opportunity. Management expects Q126 Revenue growth to accelerate to the mid-teens. Real revenue growth expected to accelerate during 2H26. 1Q26 Earning release and call the morning of May 13, 2026. Buda Juice (NYSE American: $BUDA) A Profitable, Cash-Generative Fresh Beverage Platform Entering an Acceleration Phase 2026 Potential Catalysts: 1) 1-2 new customer announcements 2)Expansion with Kroger 3)Expansion beyond Texas 4)New products/SKUs Most beverage pitches lead with category size and shelf placement wins. This one leads with profitability, because that is the story. As a private company, Buda Juice generated 28% net margins and $3.0M in free cash flow in FY2025 on $12.6M in revenue, carries no debt, and holds approximately $20M in cash following its January 2026 IPO. The company did not go public to fund losses. It went public to accelerate profitable growth from a business that already works and is truly a unicorn in CPG/beverage. The January 2026 IPO proceeds fund a measured, demand-led expansion beyond Texas, including two regional production facilities over the next two to three years at approximately $5M each. No external financing required. FY2025 (as a private company) Net Revenue +11.8% YoY Gross Margin 44.6% Adj. EBITDA Margin 30% Net Margin ~28% Free Cash Flow $3.0M Operating Cash Flow $3.3M Cash (post-IPO) ~$20M/No debt Note: As a newly public company, net margins will be impacted going forward by income taxes and incremental public company expenses not fully reflected in FY2025 results. Adj. EBITDA is the more appropriate forward profitability comparison. Key Investment Highlights 1. Structurally Different Economics •Buda operates in the produce department, not the beverage aisle. That distinction leads to zero slotting fees, no promotional allowances, no return costs and no free-fill requirements that burden center-store brands. •Products are truly fresh, hence the Ultra Fresh branding, cold-crafted, never pasteurized or HPP processed, and maintained in a continuous 35F cold chain from orchard to shelf. With an 8-to-12-day shelf life, they are physically incompatible with the traditional beverage model. This is the moat. •Production runs through an SQF-certified facility with automated process controls. Automation and robots drive decreasing cost/oz. •Buda operates both a branded and a private label channel. Gross margins are similar across both, which means the business does not depend on channel mix to protect profitability. Whether a retail partner chooses to carry Buda's branded products, a private label program, or both, the economics to Buda are essentially the same. Private label also creates a direct efficiency for the grocer by introducing, or replacing expensive in-store juicing and the labor/equipment cost that comes with it. 2. Profitable Revenue Acceleration •Buda went public specifically to accelerate growth from its current low teens organic trajectory, while preserving the profitability that makes this business differentiated. •Today the business is concentrated in Texas, and Texas alone represents significant untapped runway. H-E-B, one of the most respected grocery chains in the country, carries Buda products in approximately all 300 of its stores and represents the majority of current revenue. Kroger currently carries the product in approximately 14 stores in the Dallas area and represents a major expansion opportunity. Kroger operates approximately 300 stores in Texas and approximately 3,000 stores nationwide. The opportunity to grow with Kroger in Texas alone, before any national expansion, is substantial. •Growth comes from three layers: deeper penetration with existing customers, expansion with current retail partners across their broader store footprints, and entry into new geographies as committed business is won. •The company's expansion model is demand-led. New regions are entered only after securing committed business. This iis the approach that will drive the next phase of growth. 3. IPO-Funded Expansion with No Dilution Risk •With approximately $20M in cash and no debt, Buda enters its growth phase from a position of unusual financial strength. The expansion roadmap does not require external financing. Float is tight. •Two regional production facilities are planned over the next two to three years to support East and West Coast expansion, at approximately $5M each. Early entry into new regions may leverage third-party infrastructure before dedicated capacity is built, reducing both capital intensity and execution risk. •The same cold-chain platform that supports current products also provides flexibility to extend into adjacent fresh categories over time, without rebuilding infrastructure. 4. Management with Directly Relevant Experience This is not a team learning cold-chain food distribution for the first time. • Executive Chairman Bryan Herr co-founded Country Fresh, which scaled to 15k doors, serving Walmart, Kroger and Publix among others. He knows how to buy produce and all of the major grocers in the nation. •CEO Horatio Lonsdale-Hands brings more than 40 years of food and beverage operating experience. The board includes veterans from Country Fresh, Minute Maid, Pepsi and Coca-Cola. 5. Large and Growing Market •The U.S. fruit juice market was approximately $55.5B in 2024 and is projected to reach $77.5B by 2033. Buda operates in the fresh, produce-section segment with economics that shelf-stable competitors cannot replicate. #microcaps #GROWTH #profits #freecashflow @realLigerCub @stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19 @SCMRE111 @majgeoinvesting @MSmicrocaps @GeoInvesting @onecentinvest @ipo_candy @MoneyMarkStocks @BreakoutInvestr @Mike10947310 @stocks4545 @ElGatoPartners @OlivierColombo @iancassel

$BUDA - unique model in CPG that doesn't follow the traditional playbook. Doesn't need to to pay slotting fees, promotion or marketing to stores. Already VERY PROFITABLE. Product sits in the fresh fruit section bc it is truly fresh. Revenue growth rate acceleration will start to ramp in 2H26 from low to mid-teens. Expansion will be mindful of profitability. Customers: HEB by far largest, responsible for vast majority of revenue today. Still outsized growth with this customer, that is the dominant grocer in TX. Kroger is also a small customer, locally in Dallas. They think that will change. Others should be signed this year. Goal is to expand beyond Texas with new customers. Add a large customer, revenue growth accelerates significantly.

$BUDA announces Q126 Earnings Webcast: Wednesday, May 13, 2026, at 11:00 a.m. Eastern Time events.q4inc.com/attendee/60… This is truly going to be a unique CPG/Beverage play that doesn't follow the traditional playbook. Tune in to see how their first quarter as a public company went. @BudaJuice @MSmicrocaps @PlanetMicroCap @theLDMicro @MicroCapClub @GeoInvesting #microcaps #GROWTH #profits #freecashflow @realLigerCub @stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19 @SCMRE111 @majgeoinvesting @onecentinvest @ipo_candy @MoneyMarkStocks @BreakoutInvestr @Mike10947310 @stocks4545 @ElGatoPartners @haydenir @OlivierColombo

Lake Street becomes the first firm to cover $BUDA, initiating coverage yesterday with a Buy rating and $14 price target. See 75% top line growth over next two years. But here's the thing...In 2025, BUDA did ~$11M with HEB, its largest customer with about 300 stores in Texas, and has said it sees continued growth opportunities with that customer alone. We also know that Kroger, one of the largest national grocers, is currently a small BUDA customer in about a dozen of its Dallas locations and BUDA is also being pursued by and pursuing new national and regional customers. My thought is that it doesn't take much imagination to see that if they expand with HEB and Kroger, and sign one or more new customers, that this stock rerates given its profitability. And you can't look at this story from a traditional CPG playbook. They are profitable, pay no slotting or promotional fees, and they are in the produce department, not the shelf or juice section. $MAMA and $BOF are examples of what happens when growth accelerates...keep an eye out here for that growth acceleration starting in second half of 2026, per management. @BudaJuice @MSmicrocaps @PlanetMicroCap @theLDMicro @MicroCapClub @GeoInvesting #microcaps #GROWTH #profits #freecashflow @realLigerCub @stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19 @SCMRE111 @majgeoinvesting @onecentinvest @ipo_candy @MoneyMarkStocks @BreakoutInvestr @Mike10947310 @stocks4545 @ElGatoPartners

Check out $BUDA CEO's interview on the #MakingCents podcast with @drewfallon12 @IrisFinanceCo . One of the key questions @HoratioBuda answers is - Why did you go public? Well with 30% NET margins and mid-teens historical growth, Horatio answers 'We didn't go public to grow at 15%.' Expect growth to meaningfully accelerate from its Texas operations as we go through 2026, and then accelerate further as it expands to the East Coast. All with a focus on PROFITABILITY. Still under the radar. This might be a #unicorn in #microcap and #CPG Podcast available here youtube.com/watch?v=PwJs3vXr… or here open.spotify.com/episode/7DA… @BudaJuice @MSmicrocaps @PlanetMicroCap @theLDMicro @MicroCapClub #microcaps #GROWTH #profits #freecashflow @realLigerCub @stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @bsiegelIR @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19 @SCMRE111

$BUDA had a great Skull session with @GeoInvesting this afternoon. For members, check out the replay. Lots of good information on how the Company is differentiated vs other CPG and beverage companies, and why revenue growth is set to accelerate meaningfully while maintaining the focus on profitability. Truly a unique story and only in the first inning @BudaJuice @MSmicrocaps @PlanetMicroCap @theLDMicro @MicroCapClub #microcaps #GROWTH #profits #freecashflow @realLigerCub @stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @bsiegelIR @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19

$BUDA Getting some well-deserved attention on Thursday. Tune in to @GeoInvesting to see why this stock needs to be on your radar. Strong profits, high revenue growth acceleration potential, unique model/unique opportunity. @BudaJuice @MSmicrocaps @PlanetMicroCap @theLDMicro @MicroCapClub #microcaps #GROWTH #profits #freecashflow @realLigerCub @stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @bsiegelIR @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks