Navigating Our Growth Together

Nordwind Kaffee GmbH • Mid-Year All-Hands Review • 2026

02 Executive Summary
Our Current Reality

Record sales have brought us to our physical limits. While we hit EUR 2.4M in H1, our rapid volume growth is putting heavy pressure on our roastery, logistics, and margins.

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03 Agenda

What we are covering today

  1. 01H1 2026 performance: Strong revenue numbers across both sales channels
  2. 02The Operational Squeeze: Roastery capacity limits, delays, and bean costs
  3. 03H2 Strategic priorities: Capacity expansion, pricing, and subscriptions
  4. 04A aligned effort: What each department can do to drive success in H2
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04 Performance Overview

Excellent sales growth across both channels

EUR 2.4M
Total H1 revenue, showing an overall increase of 18% compared to H1 2025.
EUR 1.6M
Wholesale sales to cafes, growing by 9% as our regional network deepens.
EUR 0.8M
Direct consumer online sales, achieving rapid expansion of 41%.
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05 Revenue Channels

Online retail is becoming a core business pillar

Direct consumer sales now account for a third of our overall revenue, reducing our dependence on single bulk orders.

Wholesale · 67% (down from 72% last year) Online Store · 33% (up from 28% last year)
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06 Operational Reality

Rapid sales growth has created physical bottlenecks

92%
Average roastery capacity utilized in H1, leaving almost zero operational buffer.
31
Late deliveries in June, more than doubling from 14 late orders in May.
+22%
Surge in green coffee bean costs, placing heavy pressure on production.
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07 Financial Impact

Understanding our margin compression

A combination of rising raw bean prices and production bottlenecks has directly impacted our financial performance.

Operating in an overcrowded environment introduces physical friction and packing delays, eroding our overall profitability.

H1 2025 Gross Margin

34% Gross Margin

Stable ingredient supply chains and healthy roastery utilization allowed for efficient batch operations.

H1 2026 Gross Margin

29% Gross Margin

The 22% increase in raw material costs combined with operational overtime compressed our returns.

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08 The Plan
H2 Plan

Moving to action: Our priorities for the second half

Three practical steps to expand roasting capacity, stabilize margins, and accelerate our online business.

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09 Strategic Roadmap

Our physical and digital expansion timeline

September 2026

Wholesale Adjustments

We will implement a modest ~6% price adjustment across wholesale accounts to offset the rise in raw coffee prices.

October 2026

Second Roaster Live

We are investing EUR 180k to install a second roaster, instantly adding 60% capacity and relieving the bottle neck.

November 2026

Subscription V2 Launch

We will deploy a redesigned, high-retention consumer subscription model to keep driving online growth.

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10 Risk Management

Managing our primary Q4 contract risk openly

Securing 19% of our business

In late Q4, two of our largest wholesale partners are renegotiating their contracts. Because these accounts make up a substantial portion of our overall revenue, securing these renewals is critical for our stable entry into 2027.

Our Strategy

We will initiate relationship reviews early in H2, using quality consistency and personal account support to land long-term commitments.

By demonstrating our value before negotiations start, we can build mutually beneficial agreements.

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11 Focus Areas

How each team can drive success in H2

Roastery & Logistics

Relieve the pressure

Optimize our workflow to clear June shipping delays, and prepare the physical layout for the October roaster arrival.

Sales & Accounts

Protect our core

Manage price adjustments with empathy and clarity. Build deep rapport with our wholesale accounts ahead of Q4.

Online Store & Admin

Optimize and scale

Deliver the Subscription V2 update on schedule and prepare customer marketing to ensure a strong winter season.

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12 Looking Forward
Nordwind Kaffee

Let's build a stronger, more resilient roastery together

Specialty coffee roasted in Berlin • A team of 28 people making a great product possible.

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