Temple & Webster Group Ltd · ASX:TPW
Temple & Webster — Shareholder Meeting (October 2026)
21 slides from Temple & Webster's shareholder meeting presentation, Oct 23, 2026
Slide 1: FY26 Annual General Meeting
FY26 al use only Annual General Meeting 23 OCTOBER 2026
Slide 2: Acknowledgement of Country
Acknowledgement of Country Temple & Webster Group acknowledges al use only the Traditional Owners and Custodians of Country throughout Australia. We recognise their enduring connection to the lands, the waterways, and the skies. We acknowledge the Gadigal and Wangal people, on whose lands our corpor
Slide 3: Chair's report
01 al use only Chair’s report MARK COULTER EXECUTIVE CHAIR Page 3
Slide 4: Strategic execution delivered record revenue, improved unit economics, meaningful profit growth
Strategic execution delivered record revenue, improved unit economics, meaningful profit growth FY26 revenue • The business delivered record FY26 revenue of $665m, up 11% vs pcp, in the face of a challenging $665m consumer environment al use only +11% on FY251 • FY26 EBITDA of $21.9m, representing a
Slide 5: New Board structure effective from July 2026
New Board structure effective from 1 July 2026 Board of Directors al use only Mark Coulter Stephen Heath Conrad Yiu Belinda Rowe Melinda Snowden Michael Malone Co-Founder and NED Co-Founder Independent Independent Independent Executive Lead Independent and NED NED NED NED Chair Director Chair of N&R
Slide 6: CEO's report
02 al use only CEO’s report SUSIE SUGDEN CHIEF EXECUTIVE OFFICER Page 6
Slide 7: Executive summary
Executive summary • We have built the clear online market leader, and the #2 specialty retailer in the furniture and homewares category by wallet share Sustainable top-line and • Our goal now is to deliver strong and sustainable top-line and bottom-line growth, which bottom-line will lead to superio
Slide 8: Our overall market opportunity remains as large as ever
Our overall market opportunity remains as large as ever Temple & Webster remains early in its journey The ability for Temple & Webster to win across a $40b+ addressable market… in these markets remains unchanged Australian home Significant upside from growth in online al use only improvement penetra
Slide 9: AI is changing retail, and amplifies our digital and tech strengths
AI is changing retail, and amplifies our digital and tech strengths THE AI-led customer AI-led AI-led OPPORTUNITY 1 2 3 journeys workflows marketing • Our customer data • AI agents improve • Robust product data and a al use only personalises checkout, efficiency in supply chain, large furniture and
Slide 10: At our heart we remain a customer-centric company
At our heart we remain a customer-centric company OUR VISION To make the world more beautiful, one room at a time. OUR al use only MISSION To be the AI-first, home and living expert. OUR CUSTOMER PROPOSITION OUR STRATEGIC Magnetic Distinctive Leading Operational Scale For PRIORITIES Brand Product Ex
Slide 11: These priorities are an evolution of our existing strategy
These priorities are an evolution of our existing strategy, with a much greater emphasis on AI-enablement EXISTING STRATEGIC PRIORITIES 01 02 03 04 05 Become the top- Majority of Leading Lower fixed cost % Build scale al use only of-mind brand in revenue from capabilities to obtain a price through a
Slide 12: After a +7% revenue lift in Brisbane, we will roll-out our brand campaign nationally
After a +7% revenue lift in Brisbane, we will roll-out our full-funnel brand campaign nationally MAGNETIC BRAND DISTINCTIVE PRODUCT LEADING EXPERIENCE OPERATIONAL RIGOUR SCALE FOR THE FUTURE • Tested at scale a full-funnel campaign in Brisbane al use only metro with new creative and messaging RESULT
Slide 13: Private label focus is lifting both revenue and margin
Private label focus is lifting both revenue and margin MAGNETIC BRAND DISTINCTIVE PRODUCT LEADING EXPERIENCE OPERATIONAL RIGOUR SCALE FOR THE FUTURE • Completed tests across multiple classes to replace entry-level products with higher quality private label RESULTS ranges, generating consistently pos
Slide 14: Investments in recommendations and pricing are reaching scale
Investments in recommendations and pricing are reaching scale, with the next focus a personalised shopping assistant MAGNETIC BRAND DISTINCTIVE PRODUCT LEADING EXPERIENCE OPERATIONAL RIGOUR SCALE FOR THE FUTURE • Five AI personalisation programs live or in test, all running on al use only RESULTS SI
Slide 15: Agentic AI will widen our cost and margin advantage
Agentic AI will widen our cost and margin advantage over traditional retailers MAGNETIC BRAND DISTINCTIVE PRODUCT LEADING EXPERIENCE OPERATIONAL RIGOUR SCALE FOR THE FUTURE • Supplier and carrier analysis is now performed by AI agents, al use only transforming days of work into minutes RESULTS SINCE
Slide 16: New Zealand is our first test of an AI-led market
New Zealand is our first test of an AI-led market MAGNETIC BRAND DISTINCTIVE PRODUCT LEADING EXPERIENCE OPERATIONAL RIGOUR SCALE FOR THE FUTURE • Started building a customised New Zealand storefront with AI agents, RESULTS with a 5x efficiency improvement al use only SINCE 1 JULY • Built the foundat
Slide 17: A strong balance sheet supports investment for future growth
A strong balance sheet supports investment for future growth, with surplus capital returned to shareholders How the framework Our five capital management priorities is being applied 01 Maintain appropriate liquidity buffers for al use only different operating environments Balance sheet Cash flow str
Slide 18: Trading update and outlook
Trading update and outlook • Our trading has improved since our August update, and the business continues to step up its profitability in-line with our new strategy • Financial year-to-date revenue is down 8% vs pcp,1 while contribution margin dollars are up 16% over the same period.2 This implies a
Slide 19: Q&A
03 al use only Q&A Page 19
Slide 20: Disclaimer
Disclaimer This presentation (Document) has been prepared by Temple & Webster Group Limited ACN 608 595 660 (T&W Group or the Company). This Document is a presentation to provide background information on the Company and its subsidiaries and is not an offer or invitation or recommendation to subscri
Slide 21: al use only
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Temple & Webster Group — Shareholder Meeting (October 2026) on 6ix