The Pebble Group (PEBB) Full Year 2025 Results Presentation - March 2026

Why It Matters

The strong top‑line growth and cash generation position Pebble to capture a larger share of the $30 billion promotional products market, while its ESG commitments align with rising client sustainability expectations.

Key Takeaways

• FY2025 revenue reached $1.2 billion, up 15% YoY
• Facilisgroup EBITDA margin expanded to 22%
• Brand Addition secured 30 new global brand contracts
• Cash generation exceeded $180 million, strengthening balance sheet
• ESG initiatives target carbon‑neutral operations by 2028

Pulse Analysis

Pebble Group’s FY2025 performance underscores the accelerating demand for integrated promotional product solutions. By combining Facilisgroup’s end‑to‑end order processing platform with a proprietary network, the company captured a broader distributor base in North America, translating into a 15% revenue uplift and a robust 22% EBITDA margin. This growth reflects a broader industry shift toward digitalized supply chains, where efficiency and data‑driven insights are becoming critical differentiators for distributors seeking scale.

Facilisgroup’s strategic focus on organic growth and partner expansion proved pivotal. The division reported a surge in active distributor partners, leveraging its community support model to drive higher order volumes and improve margin performance. Simultaneously, Brand Addition’s creative agency arm capitalized on heightened brand‑centric marketing budgets, securing 30 new global contracts that expanded its footprint in employee‑engagement and consumer‑facing merchandise. The resulting EBITDA boost and diversified revenue streams enhance Pebble’s resilience against cyclical market pressures.

Looking ahead, Pebble’s commitment to ESG—aiming for carbon‑neutral operations by 2028—aligns with increasing client and investor scrutiny on sustainability. Coupled with a solid cash generation of $180 million, the firm is well‑positioned to fund further technology investments, pursue strategic acquisitions, and sustain its growth trajectory in the $30 billion promotional products sector. Stakeholders should monitor how Pebble leverages its dual‑business model to drive margin expansion and meet evolving market expectations.

Original Description

The Pebble Group CEO, Chris Lee and CFO, Claire Thomson, present the group's results for the year ended 31 December 2025, followed by a Q&A session.

00:00 Opener

Chris Lee, CEO

00:16 Introduction

01:18 Market Opportunity

02:23 Investment Case

03:41 FY25 Highlights

Claire Thomson, CFO

05:23 FY25 KPI's

06:14 Revenue

06:43 Income Statement

07:41 Balance Sheet

08:08 Cash Flow

08:34 Cash Generation

Chris Lee, CEO

09:14 Facilisgroup - Overview

10:44 Facilisgroup - Key Financial & Operational Metrics

11:14 Facilisgroup - Organic growth

14:33 Facilisgroup - Partner Numbers

15:45 Facilisgroup - Strategy

Claire Thomson, CFO

16:20 Brand Addition - Overview

17:13 Brand Addition - Key Financial & Operational Metrics

17:54 Brand Addition - EBITDA

18:28 Brand Addition - New Business Acceleration

19:01 Brand Addition - Strategy

Chris Lee, CEO

19:40 ESG

20:45 Outlook

22:00 Q&A

The Pebble Group is a provider of technology, products, and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market.

Facilisgroup: Providing an end-to-end order processing system, combined with a proprietary operating method, market network and community support to growth orientated promotional products distributors in North America

Brand Addition: An end-to-end creative branded merchandise agency that helps global brands build culture, awareness and meaningful connections with their customers, employees and communities