BUDA JUICE

BUDA JUICE® and BUDA FRESH™
Cold-Crafted. Ultra Fresh™.
Clean + Simple + Deliciously Fresh.

[Brian Siegel, IRC, MBA @bsiegelIR]

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

[Brian Siegel, IRC, MBA @bsiegelIR]

$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: https://t.co/bK5WybSmC5

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$SUJA $MAMA $WMT $BOF $OFRM

[BUDA JUICE @BudaJuice]

RT @bsiegelIR: $BUDA now dual-listed on NYSE Texas exchange.

CEO Horatio Lonsdale-Hands commented:
"Seeing Buda Juice featured in Times…

[BUDA JUICE @BudaJuice]

Thanks for reporting on our Q1 earnings @BevNET !

[BevNET.com @BevNET]

Buda Juice reports 17.7% Q1 revenue growth to $3.5M and 37% higher free cash flow in its first public quarter. Distribution rose over 75% after expanding to 246 Walmart stores in 9 states, supporting growth of its Fresh35F cold-chain platform. https://t.co/oJvG3w5PEJ

[BUDA JUICE @BudaJuice]

Ty @bsiegelIR ! Check out the earnings release below and join us on our webcast at 11 ET.

https://t.co/IBtO8s0zhZ

[Brian Siegel, IRC, MBA @bsiegelIR]

$BUDA reported its first full quarter as a public company this morning with revenue growth accelerating to nearly 18% with 37% free cash flow growth.

In February, a temporary 300% spike in lime costs following cartel-related supply chain disruptions in western Mexico hit gross margins hard (400+bps GM impact) which were felt across the P&L, but conditions normalized by the beginning of Q2 so the impact was temporary.

Then came Monday's news. Buda Fresh Cherry Limeade is now on shelves in 246 Walmart stores across 9 states: TX, NM, CO, MS, AR, MO, TN, AL and KY. One announcement. 75%+ more doors. One state to nine.

Profitable. Debt-free. ~$20M in cash. And expanding nationally. The ramp is just starting. It's not too late.

Tune in to the call at 11 AM ET here: https://t.co/7eOyMhFWdB

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[BUDA JUICE @BudaJuice]

We announced this morning a major expansion with our delicious Ultra Fresh Buda Fresh Cherry Limeade now available at 246 Walmart stores across 9 states. Good things are happening. Tune into our earnings call on Wednesday morning for more, including our first quarter 2026 results.

Read the release here https://t.co/H0GkLldQ1D

@BevNET

[Brian Siegel, IRC, MBA @bsiegelIR]

$BUDA just made its first major move beyond Texas. Buda Fresh Cherry Limeade is now in the PRODUCE section at 246 Walmart stores across 9 states, in 12 and 32 oz bottles.

In my post last week spelling out the investment case for requesting meetings @ the @MicroCapClub @PlanetMicroCap conference in Vegas next month (read it here: https://t.co/OwtveYp6an), I laid out the 2026 potential catalysts. This announcement checks three of them at once:

2026 Potential Catalysts:

1) 1-2 new customer announcements
2) Expansion with Kroger
3) Expansion beyond Texas
4) New products/SKUs

This grows @BudaJuice's store count by more than 75% overnight and expands its presence from 1 to 9 states. And it's in the PRODUCE section, not the beverage aisle. No slotting fees. No promotional spend.

They went public in January saying they would do exactly this, with the balance sheet to fund it. No dilution required.

This is just the start of this relationship. The goal here is more SKUs, more stores, more states with Walmart.

Feel free to DM if you'd like to learn more about $BUDA

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[Brian Siegel, IRC, MBA @bsiegelIR]

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.

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[Brian Siegel, IRC, MBA @bsiegelIR]

$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.

[Brian Siegel, IRC, MBA @bsiegelIR]

$BUDA announces Q126 Earnings Webcast:
Wednesday, May 13, 2026, at 11:00 a.m. Eastern Time
https://t.co/7eOyMhFWdB

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.

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[Brian Siegel, IRC, MBA @bsiegelIR]

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.

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[BUDA JUICE @BudaJuice]

Thank you @bsiegelIR for the update on our earnings and opportunity ahead. Following our January #IPO, we are beyond excited about our growth prospects for bringing Ultra Fresh to a supermarket near you.

@drewfallon12 @IrisFinanceCo @dallasnews @BevNET @IPOBoutique @NYSE @NBCDFW

[Brian Siegel, IRC, MBA @bsiegelIR]

$BUDA reported 2025 results this morning. This was their final quarter as a private company as they did their #IPO in January. Conference call at 1030 AM Central Today https://t.co/OGVDUhNI7a

The key messages here:

1 - This company is a rarity in microcap and CPG land - solid trailing growth rates...high profit margins...FCF generation. Historical growth is priced in. Low float. There is a moat for Ultra Fresh.

What isn't fully-priced in:

2 - The multi-year growth acceleration story that starts as we move through 2026. Think of it this way. They did about $11M with one customer in one state in 2025. They did the IPO to meaningfully accelerate profitable growth. Imagine if they expand with their underpenetrated customers (Kroger, Costco) within Texas and then beyond. Imagine if they add new customers.

Growth Plan:
⏩Plenty of runway left in Texas with large existing customer + expanding within Texas and to surrounding states with underpenetrated customers. Their Dallas facility has $55M in capacity that they believe can be filled over next few years - only $12M in revenue today.

⏩Expand to the East Coast later in the year with existing under-penetrated customers and new customers. Again, another $55M of potential capacity. They won't stand up this facility until they are already doing business in the region. Smart, profitable expansion. Expand with customers to a new region, then build the facility, scale the facility.

⏩Rinse and repeat for West Coast in 2027/2028.

plus...new products, Ultra Fresh category expansion

3 - Today's Results for FY25 are the base case:
Double-digit topline growth of 12%;
45% GM
$3M in FCF
28% net profit margin
$3.8M in adjusted EBITDA

This is a potential multi-bagger in the making, especially if you buy in before the growth accelerates or buy the dips.

https://t.co/hjTkIY6yfk

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[Brian Siegel, IRC, MBA @bsiegelIR]

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 https://t.co/y3nCDzR2en or
here
https://t.co/Dycp6M0wwt

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[Brian Siegel, IRC, MBA @bsiegelIR]

$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

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[Brian Siegel, IRC, MBA @bsiegelIR]

$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.

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[BevNET.com @BevNET]

Texas-based Buda Juice has gone public on the NYSE American under ticker $BUDA, raising $20M at $7.50/share and recently trading at $8.80 🥤 The “UltraFresh” citrus brand plans new plants in South Carolina and the Southwest as it expands beyond Texas. https://t.co/X1OnMNqfMg

[BUDA JUICE @BudaJuice]

$BUDA Announces full exercise of underwriter's green shoe. CEO @HoratioBuda commented: "...This milestone accelerates our ability to bring UltraFresh to more consumers, more retailers and more markets, and we believe it marks the beginning of a much larger growth story for Buda Juice.”

Check out the release here:
https://t.co/k1Qlnvr2Z8

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[Brian Siegel, IRC, MBA @bsiegelIR]

$BUDA
Just received my first @BudaJuice lemonades and wellness shots. Love it!

While this isn't intuitively a sexy sector play like #space #drones #quantumcomputing, $BUDA is a unique #microcap with high profits (30% net margins!), many shots on goal and targeted significant PROFITABLE revenue growth acceleration as 2026 progresses. This is a multi-year growth story.

Investors need to understand the differentiation here from the traditional CPG playbook as they are duplicating the strategy of The Country Fresh Companies (which sell into ~15,000 stores in US) https://t.co/fRbvN8K1Ux (who are deeply involved in $BUDA at the managmeent and board level). Their products are so fresh they are in the produce section, not the juices. Management is keenly aware of its profitability being a differentiator as they go through the next stage of growth.

Growth opportunity/strategy:
1) Lots of room to grow in Texas - continue expanding branded beverages across Texas
- Texas remains Buda’s core proving ground, where the company is already in select retailers and delivering strong incremental margins.

2) Grow with new and existing customers beyond Texas using the Country Fresh playbook
- Explicitly leveraging the Country Fresh model, a national fresh-produce operation built on regional hubs, to expand distribution outside Texas as additional capacity comes online.

3) Build a large white-label opportunity with meaningful retailer economics
- Buda operates a multi-brand platform, including private-label citrus juices and lemonades, which provide retailers cost savings and margin enhancement versus in-store juicing or higher-cost branded products.

4) Optionality: Extend the UltraFresh™ cold-chain model into adjacent and new fresh categories

learn more here: https://t.co/m6mshxdcEo

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[BUDA JUICE @BudaJuice]

$BUDA
We have commenced trading on the @NYSE American exchange today. We look forward to the next leg in our mission to introduce the UltraFresh™ fruit juice category across America and communicating our profitable, growth story to investors in the weeks and months to come.

https://t.co/YJTsiHQDao

@bsiegelIR @HoratioBuda @haydenir @MicroCapClub @majgeoinvesting @GeoInvesting @MSmicrocaps @PlanetMicroCap @theLDMicro #microcaps #fresh #growth @SujaJuice

[BUDA JUICE @BudaJuice]

Thank you to our local news outlet, @dallasnews for covering our IPO! We began trading today on the @NYSE American under the ticker $BUDA

@bsiegelIR @haydenir @HoratioBuda

[Dallas Morning News @dallasnews]

Dallas juice company has big plans to expand across U.S. https://t.co/TCTX5nGcll