Investor Presentation June 2025
Released
Released
Announcement PDF
FOCUSSING ON NATURAL PRODUCTS THAT PROMOTE
CALMNESS, SUPPORT MIND & MUSCLE RELAXATION &
IMPROVE SLEEP
Investor Lunch Presentation June 2025
ABOUT THE CALMER CO.
The Calmer Co. International Limited (ASX:CCO) is a fast-growing CPG and Ingredients
company leveraging a global opportunity in kava and other natural products that
replace alcohol and support relaxation and sleep.
Our products are delivered to consumers globally through e-commerce channels and
blue-chip retail distribution partners, supported by a traceable and transparent farm
to shelf supply chain.
The product range includes drinking powders, natural and flavoured kava shots,
concentrates and capsules, sold under the brands Fiji Kava, Taki Mai and Danodan
Hempworks in markets including USA, Australia, New Zealand, and the Pacific Islands.
The global kava root extract market size reached USD
1.6 Billion in 2024. Looking forward, IMARC Group
expects the market to reach USD 5.6 Billion by 2033,
exhibiting a growth rate (CAGR) of 14.11% during 20252033. The significant growth in the food and beverage
(F&B) industry, increasing product utilization in the
cosmetics and personal care industry, and extensive
research and development (R&D) activities are some of
the major factors propelling the market.
(https://www.imarcgroup.com/kava-root-extract-market)
FOUNDATIONS FOR SUCCESS – KAVA INDUSTRY
STRATEGIC PILLARS
REGIONAL SOURCING & INNOVATION
SOLOMON
ISLANDS
KAVA
FIJI KAVA
SUPPLY
The Regional Kava Development Strategy (RKDS) is
a comprehensive plan developed collaboratively
by the Pacific Islands Forum (PIF) and the Pacific
Community (SPC), with guidance from the Forum
Kava Working Group.
SAMOAN
KAVA
WHOLESALE
D2C
RETAIL
VANUATU
KAVA
TONGAN
KAVA
It serves as a roadmap to establishing a globally
competitive and sustainable kava industry. It
emphasizes quality standards, innovation,
regulatory improvements, and market
expansion.
The Calmer Co is well positioned to support a
regional supply chain given increased global
demand for kava which will further de-risk against
adverse weather events and any anticipated
pricing volatility.
COMMERCIAL CHANNEL PILLARS
KAVA IN GROWTH
CAPITALISE ON PILLAR 1
• Strong US demand creating new customers and
consumers while ANZ markets in steady growth
• Grow our core brands through effective and efficient
channels, utilising our innovation advantage and agility
• Channels are evolving quickly from online to retail and
hospitality
• Take advantage of the growing complimentary medicine
market and rapidly immerging beverage brands
Direct to Consumer
(D2C)
Strategic Retail
(B2C)
Regional Sourcing & Innovation
Wholesale
(B2B)
ONLINE: D2C & MARKETPLACE
Acuity
REMAINS CORE CONSUMER CHANNEL
•
Often original point of engagement and most valuable and
ownable consumer data channel
o Easy, fast access leveraging technology
o Valuable consumer education and engagement
o influence multi-channel purchase habits
•
Plays a role in both consumer and wholesale
OPEN ACCESS:
Meeting people’s intent to buy,
where they have it
D2C
(Brand Websites)
Amazon
(Marketplace)
Retail
(Bricks & Mortar)
BRANDED D2C
CONTROL AND CONVERT
• Established a strong gross profit baseline through 2025
• Soon to launch multi region/currency websites for FijiKava, Taki Mai & Danodan
with IMS digital 7 Salesforce Commerce Cloud
o D2C to be followed by Salesforce B2B capabilities
• Implementing customer life-cycle management to improve Average Order Value
(AOV) and Life Time Value (LTV), including:
o New loyalty program & subscriptions
o Improved SEO, retargeting & segment email management
o New payment gateway
o Added AI customer support
• Utilise cross channel marketing execution (retail, D2C, Amazon) with consumer
education and brand awareness campaigns
AMAZON WHY DOES IT MATTER?
AMAZON MARKETPLACE UPDATES
Success on Amazon can be measured:
1. Share data shows we have moved from about 2.5% (2025 FY) of sales to 6% thru April 2025
2. Marketing Efficiency has been aligned towards growth and NPD launches
Shots, Tinctures, Stick Packs
3. Auto Replenishment (SnS) moving towards 30%+ of all sales monthly.
April data shows an increase of 80% vs April 2024
4. NPD will be our most important project in FY2026.
April 2025, 104% YoY growth
Getting our fair share of NPD launches will change the landscape of our Taki Mai brand
on Amazon
5. NPD designed for US customer flavor profiles and convenience(shots, tinctures, and "on
the go" stick packs.
STRATEGIC RETAIL : PROFIT & PENETRATION
Engaging the Mainstream
▪ Evolving with the consumer interest and demand >
more mainstream, broadening occasions and
habitual shopping
▪ A key platform in raising product and brand
awareness, increase trial, and establish on going
usage = Broaden kava-product category
Strategic Retail
& Distribution
Partners
Effective But Exclusive Execution
▪ Focus our resources to the best platforms and
partners to deliver growth & profit
▪ Implement strong promotional campaigns with
loyal customer bases to drive trial and build habits
▪ Influence market expectations and drive brand
leadership
Tourism
Channels
Timing &
Investment
DRIVING PROFITABILITY IN RETAIL
Ongoing activity in the retail sector is focused on delivering profit,
penetration and efficiencies
PRICE
Price parity across the channels has been achieved through negotiating
increases in both wholesale and RRP increases
DISTRIBUTION & CATEGORY LEADERSHIP
Performance delivering increases in Coles distribution points (XX%) over
12months along with a successful ranging with Woolworths (50g) pouch
across its national* footprint
Coles and Woolworths collectively accounting for approximately 67% of
Australia’s retail supermarket sales.
PARTNERSHIPS
Identifying direct retail partners and the most effective distribution
partners in key sectors and geographies to deliver success.
*TCC has national distribution across all states that currently allow kava to be sold as a food, NT currently reviewing its legisaltion.
WHOLESALE: FEEDING THE DEMAND
New Customers vs Limited Suppliers
Growing Complementary Medicine
▪ Emerging kava beverage brands combined with
growth in kava bars / kava resellers – US based
▪ Kava as an ingredient in both regulated and
supplement space continues to grow
▪ Advantage of simplified margin channel with no
downstream marketing & sales expenses
▪ Opportunity with large scale medicinal business,
particularly with high potency formats in Nth
America
▪ Utilising market forces as a stimulus to launch
offering (tariffs and supply pressure)
Broaden bulk kava and extract offering, leveraging supply chain competitive advantage, farm to shelf traceability and quality.
BEVERAGE & KAVA BRANDS
Brand Owners //Co-Manufacturer
US KAVA BARS & OUTLETS
Bulk extract & Other Products
COMPLEMENTARY MEDICINE
IMCD KAVATON® Partnership
WHOLESALE: FEEDING THE DEMAND
PRODUCT & NEW BUSINESS DEVELOPMENT
In the beverage and co-manufacturing space, 1st production of 65%
CO2 Paste & 15% CO2 Flakes market ready with initial order and
deposit received and multiple new business samples requested
WHOLESALE PLATFORM & DISTRIBUTION PARTNERSHIPS
Our wholesale platform nearing launch, giving access to the full Calmer
Co range and bulk products through our established 3PL, while
finalising a drop-shipping supply agreement with a national kava brand.
IMCD KAVATON® PARTNERSHIP
We continue to build and grow on a long-established relationship with
IMCD on our water extract in the complementary medicine space, with
new high potency opening a larger market in North America
RYAN GORMAN
Network Nutrition (IMCD)
STRATEGIC PILLARS AND CCO TEAM
Slide DeckLink
Plan to Investor Hub
Total Sales by Quarter Chart
Ecomm By Quarter and Retail by Quarter – Stack chart?
Coles and Taki Mai Deep Dive
Flavours page
Vision
Corporate – Navua Facility
Vision
Q&A WITH MATTHEW REEDE
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