Strong sales, real pressure

Mid-year review of our first half of 2026, and our plan to scale operations smoothly for the second half.

02 Mid-Year Agenda

What we will cover today

  1. 01H1 Performance: The growth numbers
  2. 02Operational Realities: Capacity and margin squeezes
  3. 03H2 Execution: Our three core priorities and key risks
  4. 04Team Milestones: What each group drives in H2
02 / 12
03 Sales Performance

First-half revenue reached a strong 2.4 million euros

€2.4M
Total revenue in H1, up 18% compared to the same period in 2025.
€1.6M
Wholesale sales to cafes, representing steady 9% growth.
€0.8M
Direct consumer online sales, showing rapid 41% growth.
03 / 12
04 Revenue Channels

Direct consumer sales are shifting our revenue mix

Online shop share of total revenue in H1 2025 vs H1 2026.

Online direct sales · 33% (Up from 28% last year) Wholesale cafe partners · 67%
04 / 12
05 The Operational Squeeze
Section two

Growth has pushed us to our limits

A candid look at where our operations are struggling and how margins are affected.

05 / 12
06 Capacity Constraints

Our operations are under substantial strain

92%
Roastery capacity utilization, leaving no margin for machine downtime or errors.
Increase in late deliveries, rising to 31 orders in June from 14 in May.
+22%
Increase in raw green coffee bean costs, driving serious margin pressure.
06 / 12
07 Financial & Operational Metrics

The core metrics behind our mid-year squeeze

Operations Comparison: H1 2025 vs H1 2026
Metric Category Previous Level H1 2026 Status Primary Operational Impact
Roastery Capacity 78% average utilization 92% average utilization Zero margin for error: backlogs occur instantly
Late Customer Shipments 14 late orders (May) 31 late orders (June) Logistics team is overloaded by online retail volume
Green Coffee Bean Cost Baseline reference price 22% price increase Sustained global commodity pricing inflation
Gross Operating Margin 34% gross margin 29% gross margin Dropped by 5 percentage points due to bean costs
07 / 12
08 Strategic Direction
Section three

Three priorities for the second half

How we will add production capacity, recover our margins, and launch new subscription tools.

08 / 12
09 H2 Roadmap

The timeline for our three core initiatives

September 2026

Wholesale Price Adjustments

We are raising wholesale cafe prices by roughly 6% to offset green coffee inflation and protect our baseline margins.

October 2026

Second Roaster Installed

A €180,000 capital investment that adds 60% production capacity, easing the strain on our roastery team.

November 2026

Subscription v2 Launch

Releasing our upgraded online subscription model to drive recurring consumer sales and higher brand loyalty.

09 / 12
10 Risk Management

Our main Q4 risk: managing key contract renewals

Concentrated Revenue

Two of our largest wholesale partners represent 19% of our total company revenue. Both contracts are up for renegotiation in Q4.

Our Mitigating Strategy

Our sales team will lead renewal conversations. The rest of the company must support them by ensuring perfect roast quality and on-time deliveries starting now.

10 / 12
11 Team Focus

What each department drives in H2

Roastery & Logistics

Restore order flow

Get ready for the October roaster install and work on pulling late shipments back down to zero.

Sales Team

Manage partnerships

Communicate the September price adjustments smoothly and secure our key Q4 contract renewals.

Online Shop Team

Drive subscription v2

Complete web development for the November direct consumer launch to keep our online momentum going.

11 / 12
12 One Team
Nordwind Kaffee

Let's solve these capacity challenges together

Thank you to all 28 of us for building a brand that customers love. Let's make H2 2026 our most stable and profitable half yet.

12 / 12
1 / 12