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GIGACLOUD TECHNOLOGY GCT B2B Nasdaq Listed NEED Q2 2026 Investor Presentation August 2026 GIGACLOUD TECHNOLOGY
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Disclaimer The information contained in this presentation has been prepared by GigaCloud Technology Inc (the “Company”) solely for informational purposes and should not be construed to be, directly or indirectly, in whole or in part, an offer to buy or sell and/or an invitation and/or a recommendation and/or a solicitation of an offer to buy or sell any security or instrument or to participate in any investment or trading strategy, nor shall any part of it form the basis of, or be relied on in connection with, any contract or investment decision in relation to any securities or otherwise. This document does not contain all relevant information relating to the Company or its securities, particularly with respect to the risks and special considerations involved with an investment in the securities of the Company. Nothing contained in this document shall be relied upon as a promise or representation as to the past or future performance of the Company. Past performance does not guarantee or predict future performance. You acknowledge that any assessment of the Company that may be made by you will be independent of this document and that you will be solely responsible for your own assessment of the market and the market position of the Company and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the business of the Company. This document contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates,” “confident” and similar statements. Among other things, the business outlook and quotations from management in this document, if any, as well as the Company’s strategic and operational plans, contain forward-looking statements. The Company may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about the Company’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement. Further information regarding these and other risks is included in the Company’s filings with the SEC. All information provided herein is as of the date of this document, and the Company undertakes no obligation to update any forward-looking statement, except as required under applicable law. This document may also contain non-GAAP financial measures, the document of which is not intended to be considered in isolation or as a substitute for the financial information prepared and presented in accordance with accounting principles generally accepted in the United States of America. In addition, the Company’s calculation of these non-GAAP financial measures may be different from the calculation used by other companies, and therefore comparability may be limited. The reconciliation of those measures to the most comparable GAAP measures is contained within this document or available at our website https://investors.gigacloudtech.com . 2August 2026
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GIGACLOUD TECHNOLOGY (NASDAQ: GCT) IS A PIONEER OF THE GLOBAL B2B MARKETPLACE FOR LARGE PARCEL MERCHANDISE THAT IS REINVENTING THE SUPPLY CHAIN AND TRANSFORMING THE WAY WHOLESALE BUYERS AND SELLERS CONNECT AND TRANSACT Our GigaCloud B2B Marketplace seamlessly connects suppliers and resellers across the globe in real time Our Mission Statement 3
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106 86 83 77 77 Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 GigaCloud At A Glance OUR FINANCIALS 412 360 363 333 323 Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Total Revenues $412M / 28 % Revenue / YoY Growth Q2’25 to Q2’26 Gross Profit & Margin $106M / 37% Gross Profit / YoY Growth Q2’25 to Q2‘26 42 38 39 37 35 Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Net Income & Margin $42M / 22% Net Income / YoY Growth Q2’25 to Q2’26 Diluted EPS $1.16 / 28% Diluted EPS / YoY Growth Q2’25 to Q2’26 OUR SCALE $1.7B GigaCloud Marketplace GMV LTM ended 6/30/26 21% GigaCloud Marketplace GMV Growth Year-over-Year$962M 3P Seller GigaCloud Marketplace GMV LTM ended 6/30/26 27% 3P GigaCloud Marketplace GMV Growth Year-over-Year OUR REACH 1,465 Active 3P Sellers LTM ended 6/30/26 26% Active Seller Growth Year-over-Year 12,823 Active Buyers LTM ended 6/30/26 17% Active Buyer Growth Year-over-Year ~$136k Active Buyer Spend LTM ended 6/30/26 5 $1.16 $1.04 $1.04 $0.99 $0.91 Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Liquidity 2023 $182M$39M Cash, Equivalents, Restricted Cash & Investments $34M $209M 2024 11% 11% ($M) $304M$48M 2025 $379M$27M 2026 Liquidity figures represent the six months ended June 30 of each year 11%11% Operating Cash Flow 10% 26% 24% 23% 23% 24%
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Our Capital Allocation 6August 2026 $41M gross proceeds raised in IPO in Class A shares repurchased under 2023 authorization in Class A shares repurchased under 2024 authorization acquisition of New Classic acquisitions of Noble House & Wonder $87M $2M $23M in Class A shares repurchased under 2024 & 2025 authorizations $67M $18M 2022 2023 2024 2025 2026 in Class A shares repurchased under 2025 authorization $42M As of 6/30/2026 As of 8/6/2026, cumulative share repurchases under the 2025 authorization totaled approx. $60 million.
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August 2026 Nature of the Furniture Industry Non-standard Countless styles, sizes, and colors create a vast product universe Big & Bulky Furniture is big, bulky, and costly to ship and store Fragmented Market Numerous players and diverse sales channels create a complex environment 8
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What is SFR®? Supplier Fulfilled Retailing® (SFR®): Transforming wholesale trade through reorganizing the supply chain and redefining key roles for a risk- and efficiency-optimized B2B ecosystem. SELLER BUYER END CONSUMER GIGAB2B.COM GLOBAL FULFILLMENT NETWORK RETAILERS/RESELLERS ECOMMERCE/BRICK-AND-MORTAR Fulfilled Through 9August 2026 SUPPLIERS/MANUFACTURERS
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GigaCloud Marketplace GMV = Total gross merchandise value of transactions ordered through GigaCloud Marketplace, including 3P and 1P, before deducting value added tax, goods and services tax, shipping charges paid by buyers to sellers, and refunds 11 Revenue generated from sale of GigaCloud inventory Revenue generated from services through facilitation of transactions between sellers and buyers Infrastructure supporting 1P & 3P businesses; providing efficient fulfillment solutions 1P, 3P, and Logistics August 2026
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Marketplace GMV Distribution 12August 2026 GigaCloud Marketplace GMV Breakdown 3P seller GigaCloud Marketplace GMV represents 55% of total Marketplace GMV for the 12 months ended June 30, 2026 1P Seller GMV 3P Seller GMV 53% 50% 43% 47% 46% 47% 45% 46% 51% 50% 46% 46% 48% 48% 43% 43% 46%47% 50% 57% 53% 54% 53% 55% 54% 49% 50% 54% 54% 52% 52% 57% 57% 54% Q2 25 Q3 Q4 Q1Q2 24 Q3 Q4 Q1Q2 23 Q3 Q4 Q1Q2 22 Q3 Q4 Q1 Q2 26
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Lead with 1P, Grow with 3P 13 August 2026 GigaCloud Marketplace GMV Breakdown - USA 1P Seller GMV 3P Seller GMV 49% 46% 39% 42% 39% 40% 38% 37% 45% 40% 34% 34% 37% 33% 27% 27% 32% 51% 54% 61% 58% 61% 60% 62% 63% 55% 60% 66% 66% 63% 67% 73% 73% 68% Q2 25 Q3 Q4 Q1Q2 24 Q3 Q4 Q1Q2 23 Q3 Q4 Q1Q2 22 Q3 Q4 Q1 Q2 26
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Lead with 1P, Grow with 3P 14 August 2026 84% 90% 93% 97% 98% 98% 97% 97% 97% 97% 97% 96% 94% 92% 89% 86% 83% 16% 10% 7% 3% 2% 2% 3% 3% 3% 3% 3% 4% 6% 8% 11% 14% 17% GigaCloud Marketplace GMV Breakdown - Europe 1P Seller GMV 3P Seller GMV Q2 25 Q3 Q4 Q1Q2 24 Q3 Q4 Q1Q2 23 Q3 Q4 Q1Q2 22 Q3 Q4 Q1 Q2 26
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Attractive Active Buyer Trends 16 $126 $130 $123 $126 $113 $123 $119 $126 $108 $110 $43 $59 $55 $56 $47 $51 $46 $48 $44 $43 $13 $121 $94 $94 $84 $101 $88 $85 $81 $91 $62 $74 $86 $86 $88 $88 $99 $79 $79 $8 $30 $54 $94 $99 $99 $14 $52 Q2'23 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Active Buyer Spend (GMV) in GigaCloud Marketplace (USD$ in millions) 2019 - 2021 Buyers 4,351 7,257 8,535 Buyers represent the group of buyers who first purchased products through the GigaCloud Marketplace in a given year Active Buyers shows the total number of buyers who have made at least one purchase in our GigaCloud Marketplace in the last twelve months Source: Company 2022 Buyers 2023 Buyers Active Buyers 2024 Buyers 9,306 KEY BUYER TRENDS Sustained momentum in buyer spending and engagement through expansion of service offerings and enhancement of logistics capabilities Continued growth in active buyer base, driven by customer referrals and word-of-mouth Q2’25 Q2’26 $30M $99M 01 02 03 $136k+ Spend per Active Buyer 12,823 Active Buyers Q2 2026 KEY STATISTICS 2025 Buyers 9,966 10,951 Buyers who joined in 2025 increased spend from $30M in Q2‘25 to $99M in Q2’26 11,419 12,089 2026 Buyers 12,473 12,823 August 2026
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Flexible Tools to Facilitate Transactions Simple Transactions Complex Transactions Direct Fulfilment GigaCloud fulfills product directly from a Company facility to the end consumer, without need for buyers to warehouse or handle any aspect of fulfillment Rebate Spot Price Margin Transaction Margin Transaction for Future Goods 17 August 2026
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Accelerating Seller Momentum Driving GMV Growth 18 August 2026 $58 $62 $53 $54 $49 $51 $47 $51 $46 $42 $32 $54 $50 $54 $42 $41 $39 $49 $39 $39 $8 $54 $51 $57 $53 $55 $50 $57 $52 $47 $12 $20 $33 $37 $49 $53 $66 $58 $60 $2 $8 $18 $35 $41 $49 $4 $21 Q2'23 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 2019 - 2021 Sellers 2022 Sellers 2023 Sellers Active Sellers 2024 Sellers 2025 Sellers 3P Seller GigaCloud Marketplace GMV (USD$ in millions) 3P seller GigaCloud Marketplace GMV means the total gross merchandise value of transactions sold through our GigaCloud Marketplace by 3P sellers, before any deductions of value added tax, goods and services tax, shipping charges paid by buyers to sellers and any refunds. 1,2321,162 1,154 1,111 1,051 930 665 1,377 1,299 2026 Sellers 1,465
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Expansive Product Categories 90,000+ SKUs and Growing 19 FITNESS Home Gym Equipment Weightlifting Gear Swimming Gear Outdoor Gear BATH Sauna Rooms Plumbing Bathtub Stool Sinks OTHERS Travel Accessories Home Decoration Christmas Trees Home Lighting Pet Supplies TOYS Trampolines Play Structures Bouncy Castles Basketball Hoops Kids' Ride-On Toys APPLIANCES Ovens Ice Makers Dehumidifiers Washing Machines Dishwashers & Dryers GARDENING Grilling Tools Garden Décor Patio Furniture Outdoor Power Outdoor Heating INDOOR Lounge & Dining Bedroom Kitchen Office August 2026 AUTOPARTS Car Tires Mobility Aids Folding Bikes Car Accessories Electric Scooters
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Data-driven Tech Stack Accelerates Operational Efficiency SOFTWARE: Tech-Driven Operations Seller & Buyer Warehousing 20 August 2026 Load Balancing Product Advanced Tech Empowered Software Framework End Consumer
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HARDWARE: End-to-End Fulfillment Capabilities 21 August 2026 End Consumers Ocean Transportation Partnership with all major trucking and freight service providers Extensive Trucking Network Global Fulfillment Network Supplier Reseller Delivery of goods Last mile delivery Cloud storage: Virtual warehousing solution formanufacturers Cloud delivery: Direct fulfillment to end consumer with single flat rate option 15 ports of destination 35,000+ containers annually 38 facilities in 5 countries 12M+ sf total unified fulfillment management system Empowered to reach >90% of customers in lower 48 states within 3 days on average Bulky Merchandise Delivery items weighing over 150 lbs installation services for end consumers ≥150 lbs 3 Days As of 12/31/2025
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Our Presence North America Fulfillment Strategic locations • Close to major ports • Proximity to customers • Shortened delivery time to end consumer Key operating centers Los Angeles, CA Savannah, GA 22 UK Japan India Vietnam Malaysia Global Reach 2 fulfillment centers 1 port of destination 6 fulfillment centers 4 ports of destination 3 fulfillment centers 1 port of destination Global Sourcing Vietnam India Malaysia China Germany China 25 fulfillment centers 7 ports of destination 2 fulfillment centers 2 ports of destination August 2026 Canada USA Cranbury, NJ Grand Prairie, TX
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Thank You