MARLEY SPOON GROUP SE REPORTS Q2 2025 RESULTS, ACHIEVES POSITIVE +€1.6M EBIT, INCREASING +€4.8M YOY AND SUSTAINING RECORD HIGH CONTRIBUTION MARGIN OF 37.6% (+295 BPS YOY) - Seite 2

Contribution margin (CM%) was 37.6%, a 295 basis point improvement over the prior year’s performance, driven by the lower level of marketing expenses and the Company’s focus on continuous improvement and cost management. General & Administrative (G&A) expenses were down by €3.5 million, representing an overall reduction of 18.9% as a result of the Company’s financial discipline with similar weight for headcount and non-headcount costs.

In summary, improved product and customer experience, a stronger customer base, and significant cost reductions were the main factors contributing to €5.0 million positive Operating EBITDA, an improvement of +€3.9 million, and representing a margin expansion of 652 bps. Net income is now approaching breakeven, landing at €(0.6) million for the quarter.

SEGMENT REVIEW

United States

• Net Revenue of €34.2m, (24.6)% vs. prior year (constant currency)
• Contribution Margin 42.4%, improved by 519 bps vs. prior year
• Operating EBITDA Margin at 18.1%, an improvement of 1,017 bps vs. prior year

In Q2 2025, the US region demonstrated strong performance in order frequency (+7.5% YoY) and average order value (+5.7% YoY), resulting in a strong contribution margin improvement of 519 bps. Stable Operating EBITDA compared to the prior year was achieved through greater marketing efficiency and a lower cost base.

Australia

• Net Revenue of €24.1m, (17.8)% vs. prior year (constant currency)
• Contribution Margin 33.5%, improving by 109 bps vs. prior year
• Operating EBITDA Margin at 15.5%, an improvement of 663 bps vs. prior year

Australia delivered an Operating EBITDA margin of 15.5%, growth of 663 basis points YoY and the highest quarterly rate for the past year. Ongoing improvement in Contribution Margin 33.5%, a 109 bps improvement YoY, and continued increases in average order value (+7.5% YoY) reflect our strategic focus on refined customer targeting and a broader product offering.

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