NEXE Innovations Provides Update on Partner Transition to BPI-Certified Compostable Pods

Executive Summary

• NEXE Innovations provided a material commercial update on its BPI-certified compostable coffee pod platform, highlighting accelerating sales volumes, expanding brand transitions, and new strategic partnerships.
• The company has shipped 1.5 million pods to date, with ~300,000 delivered as of early May 2026, alongside increasing repeat orders and positive end-market feedback from its North American distributor.
• Management outlined a new nationwide partnership with a U.S. veterans’ nonprofit, an Amazon Prime Day promotional campaign, and two additional brand transitions expected to add ~1.5 million pods annually, supporting the company's previously stated 10M–15M annual run-rate guidance.

Key Details

• Sales & Delivery Volumes: 1.5 million BPI-certified compostable coffee pods shipped to date, with approximately 300,000 delivered as of early May 2026.
• Order Trends: Commercial partner reports repeat order volumes are trending higher, brand transitions are accelerating, and additional purchase orders are expected for delivery within the next couple of months.
• Seasonal Scaling: Partner anticipates commencing larger volume transitions ahead of the fall and winter seasons.
• New Strategic Partnership: Secured a nationwide partnership with a nationally recognized U.S. veterans’ nonprofit to transition its offices and events to NEXE’s compostable pod platform, expected to open doors to similar nonprofit, government, and corporate channels.
• Ecommerce & Marketing Initiatives: Partner launched targeted Amazon promotions, including a $5-off offer for Amazon Prime Day (June 23–26), across Hurricane Coffee & Tea and Yummy Coffee brand lines to drive consumer trial, improve product rankings, and capture peak traffic.
• Additional Brand Transitions: Currently transitioning two more brands (one Canadian-based, one U.S.-based café/coffee company), with expected volumes of approximately 1.5 million pods annually.
• Guidance Alignment: The new volumes align with previously provided guidance of a 10 million to 15 million annual pod volume run-rate.
• Product & Manufacturing: Platform is BPI-certified, compatible with major coffee brewing machines, and manufactured at NEXE’s vertically integrated North American facility using proprietary, patented compostable material.