Hillman Solutions Corp. (NASDAQ:HLMN) Q2 2022 Results Conference Call August 3, 2022 8:30 AM ET Company Participants Michael Koehler - VP, IR and Treasury Doug Cahill - Chairman, President, and CEO Rocky Kraft - CFO Conference Call Participants Reuben Garner - Benchmark Lee Jagoda - CJS Brian Butler - Stifel Ryan Merkel - William Blair Elizabeth Langan - Barclays Operator Good morning, and welcome to the Second Quarter 2022 Results Presentation for Hillman Solutions Corp. My name is Shannon, and IÂ'll be yo ...

Start Time: 08:30 January 1, 0000 9:19 AM ET Hillman Solutions Corp. (NASDAQ:HLMN) Q1 2022 Earnings Conference Call May 03, 2022, 08:30 AM ET Company Participants Douglas Cahill - Chairman, President and CEO Robert Kraft - CFO Michael Koehler - VP, IR Conference Call Participants David Manthey - Robert W. Baird Brian Butler - Stifel Nicolaus Lee Jagoda - CJS Securities Ryan Merkel - William Blair Matthew Bouley - Barclays Reuben Garner - The Benchmark Company Operator Good morning, and welcome to the First ...

30 140 130 30 140 130 56 115 144 56 115 144 180 180 180 180 180 180 61 61 61 61 61 61 147 183 201 147 183 201 36 90 87 36 90 87 235 235 235 235 235 235 HILLMAN. Quarterly Earnings Presentation Q1 2022 PresBuilder Placeholder - Delete this box if you see it on a slide, but DO NOT REMOVE this box from the slide layout Forward Looking Statements 30 140 130 30 140 130 56 115 144 56 115 144 180 180 180 180 180 180 61 61 61 61 61 61 147 183 201 147 183 201 36 90 87 36 90 87 235 235 235 235 235 235 This presentati ...

Financial Data and Key Metrics Changes - In Q4 2021, net sales were $344.5 million, a 5.3% increase year-over-year [35] - For the full year, revenue grew 4.2% to $1.4 billion, with adjusted EBITDA decreasing 6.2% to $207.4 million [41][46] - Adjusted EBITDA in Q4 was $38.6 million, down 10.4% from $43.1 million in the prior year [40] Business Line Data and Key Metrics Changes - Hardware Solutions sales increased 11.8% in Q4, with a full-year growth of 4.7% [35][37] - RDS segment sales grew 15.9% in Q4 and 19.2% for the full year, driven by improved foot traffic and an increase in the installed base [36][37] - Protective Solutions saw a 14.4% decline in Q4, attributed to a reduction in COVID PPE sales [36] Market Data and Key Metrics Changes - Canadian sales increased 12.5% in 2021 to $151.5 million due to reduced COVID restrictions [37] - The company maintained an industry-leading fill rate of 90.3% for 2021, improving to 93.4% year-to-date in 2022 [18] Company Strategy and Development Direction - The company aims to grow revenue organically by mid to high single digits and adjusted EBITDA by 10% annually [46][55] - A focus on integrating Protective Solutions with Hardware Solutions to drive efficiencies and sales growth [22] - The company is evaluating several M&A opportunities to accelerate growth in low-risk categories [33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth despite current inflation and supply chain challenges [57] - Anticipated inflationary pressures will continue in the first half of 2022, with expectations for moderation in the second half [47][50] - The company expects revenue for 2022 to be between $1.5 billion and $1.6 billion, with adjusted EBITDA ranging from $207 million to $227 million [50] Other Important Information - The company recapitalized its balance sheet, reducing total net debt from $1.6 billion to $931 million by the end of Q4 2021 [45] - Operating activities used $110 million of cash in 2021, compared to a $92 million source of cash in the prior year [43] Q&A Session Summary Question: Future inflation trends and pricing mechanisms - Management anticipates inflation costs to remain consistent throughout 2022, with mechanisms in place for potential additional price increases [60][61] Question: Impact of chip shortages on RDS growth - Management expects chip shortages to remain a headwind in 2022, but does not anticipate demand issues [74][75] Question: Guidance assumptions for revenue and EBITDA - Management provided insights on volume and price assumptions, indicating a conservative approach to revenue growth expectations [84][86] Question: Free cash flow conversion through the quarters - Free cash flow is expected to follow EBITDA trends, with the first quarter typically being a user of cash due to inventory build [105][106]

30 140 130 30 140 130 56 115 144 56 115 144 180 180 180 180 180 180 61 61 61 61 61 61 147 183 201 147 183 201 36 90 87 36 90 87 235 235 235 235 235 235 HILLMAN" Investor Presentation Fourth Quarter 2021 PresBuilder Placeholder - Delete this box if you see it on a slide, but DO NOT REMOVE this box from the slide layout 103 176 13 Safe Harbor Statement 12 63 19 199 204 199 0 0 0 199 199 199 2 Forward Looking Statements This presentation may contain "forward-looking statements" within the meaning of federal se ...

30 140 130 30 140 130 56 115 144 56 115 144 180 180 180 180 180 180 61 61 61 61 61 61 147 183 201 147 183 201 36 90 87 36 90 87 235 235 235 235 235 235 HILLMAN* Investor Presentation Third Quarter 2021 PresBuilder Placeholder - Delete this box if you see it on a slide, but DO NOT REMOVE this box from the slide layout 38 79 78 Safe Harbor Statement 57 118 116 76 158 155 199 243 239 56 115 144 214 220 229 191 191 191 38 79 78 FHS 254 180 38 PPS 193 207 51 CCS Forward Looking Statements This presentation may c ...

Landcadia Holdings III, Inc. (LCY) Q1 2021 Earnings Conference Call May 11, 2021 8:30 AM ET Company Participants Nick Ruffing - Vice President, Finance Doug Cahill - Chairman, President, and Chief Executive Officer Rocky Kraft - Chief Financial Officer Operator Good morning, ladies and gentlemen and welcome to The Hillman Companies Conference Call to discuss First Quarter 2021 Results. At this time, all participants are in a listen-only mode. Hillman will not be fielding any questions on today’s call in li ...