DEFA14A: Safety Shot Anticipates 1000% Revenue Surge in 2025 Following Strategic Yerbae Acquisition

Safety Shot, Inc. expects a significant 1000% increase in its 2025 annual revenue over 2024 by leveraging Yerbae Brands Corp.'s expanding retail presence and robust distributor network after its recent acquisition.

Summary

• Safety Shot, Inc. has announced strategic plans to capitalize on its recent acquisition of Yerbae Brands Corp.
• The acquisition is expected to increase Safety Shot's 2025 annual revenue by 1000% compared to 2024.
• Safety Shot aims to leverage Yerbae's expanding retail presence, strong distributor network, and innovative product portfolio to accelerate growth and strengthen its market position.
• Yerbae has demonstrated strong performance, including becoming a regional favorite at North America's largest club store retailer since 2022, with continued partnership expected through the second half of 2025.
• Yerbae expanded into over 1,200 Kroger locations across 22 states and 8 divisions, with distribution ramping up in late 2024 and major placements expected from a January 2025 Natural Sales Event.
• Sprouts Farmers Market saw +45.2% dollar growth for Yerbae in the 52 weeks ending December 16, 2024, and is expanding Yerbae's portfolio with a new SKU across 419 stores.
• Casey's General Stores authorized Yerbae in 300 Midwest convenience locations, with programming expected to launch in September 2025.
• Yerbae's distribution network includes partnerships with Anheuser Busch and Molson Coors distributors, as well as expansion into Caribbean and West Coast ports via DP Distributing for cruise ship and resort markets.
• Yerbae's food service partnerships include Guckenheimer (340+ national accounts), Evergreen Vending (900+ micro markets), Vistar, Bon Appétit, and Compass USA.

Sentiment

Score: 9

Explanation: The document conveys a highly positive outlook, emphasizing a projected 1000% revenue increase, significant retail and distribution expansions, and strategic market positioning through the acquisition. The tone is optimistic, focusing on growth opportunities and shareholder value, with risks only mentioned in the standard forward-looking statements disclaimer.

Positives

• Expected 1000% increase in 2025 annual revenue over 2024 due to the Yerbae acquisition.
• Acquisition provides significant additional shareholder value.
• Leveraging Yerbae's established retail presence, including North America's largest club store retailer, Kroger, Sprouts Farmers Market, and Casey's General Stores.
• Access to Yerbae's strong distribution network, including Anheuser Busch and Molson Coors distributors.
• Expansion into new markets like cruise ships and resorts through DP Distributing.
• Yerbae's existing food service partnerships with major companies like Google, Spotify, Amazon, and Boeing.
• Yerbae's product portfolio aligns with wellness-forward consumers, offering zero sugar, zero calorie, plant-based energy beverages.
• Safety Shot's CEO anticipates scaling operations, expanding retail reach, and capitalizing on new opportunities.

Risks

• The risk that the acquisition transaction may not be completed in a timely manner or at all, which could adversely affect Safety Shot's stock price.
• The possibility of events, changes, or other circumstances that could lead to the termination of the definitive acquisition agreement.
• Inability to complete the transactions due to failure to obtain shareholder approval or other closing conditions.
• The inability to obtain or maintain the listing of Safety Shot ordinary shares on Nasdaq following the business combination.
• The risk that the transactions disrupt current plans and operations of Safety Shot.
• Challenges in recognizing the anticipated benefits of the business combination, which may be affected by competition, the ability to grow and manage growth economically, and the ability to hire and retain key employees.
• Costs associated with the business combination.
• Changes in applicable laws or regulations.
• Potential adverse effects on Yerbae or Safety Shot from other economic, business, and/or competitive factors.
• Operating in very competitive and rapidly changing environments.

Future Outlook

Safety Shot anticipates a 1000% increase in its 2025 annual revenue over 2024 following the acquisition of Yerbae Brands Corp. The company plans to leverage Yerbae's expanding retail presence and strong distributor network to accelerate growth and strengthen its market position. Yerbae expects to continue its partnership with North America's largest club store retailer through the second half of 2025 and sees massive upside at Kroger in 2025, with programming at Casey's General Stores expected to launch in September 2025. Safety Shot also plans to introduce business-to-business sales of its Sure Shot product to distributors, retailers, restaurants, and bars throughout 2025.

Management Comments

• "Yerbae's outstanding performance and proven track record in key markets offer Safety Shot a unique opportunity to scale our operations, expand our retail reach and capitalize on new opportunities while increasing revenue right out of the gate." Jarrett Boon, Safety Shot CEO.
• "This acquisition not only enhances our portfolio but also solidifies our commitment to delivering innovative health and wellness solutions to consumers nationwide." Jarrett Boon, Safety Shot CEO.

Industry Context

This acquisition positions Safety Shot to become a more significant player in the rapidly growing functional beverage and wellness supplement market. By acquiring Yerbae, a company with established retail distribution and a strong brand in the plant-based energy drink segment, Safety Shot is diversifying its product portfolio beyond its flagship 'Sure Shot' product and gaining immediate access to a broader consumer base and distribution channels. This move reflects a broader industry trend of consolidation and strategic partnerships aimed at capturing market share in the competitive health and wellness sector, particularly as consumer demand for natural, low-sugar, and functional beverages continues to rise.

Comparison to Industry Standards

• The document does not provide specific comparisons to industry benchmarks or competitor performance metrics.
• It highlights Yerbae's internal growth metrics, such as +45.2% dollar growth at Sprouts Farmers Market and 80% division ACV at Kroger in certain regions, which indicate strong performance within its existing channels.
• However, it does not offer a direct comparison to the market share, revenue growth rates, or distribution penetration of direct competitors in the functional beverage space like Celsius Holdings, Monster Beverage, or other emerging plant-based energy drink brands.

Stakeholder Impact

• Shareholders: Expected significant additional shareholder value due to the anticipated 1000% revenue increase and expanded market position.
• Customers: Increased availability of Yerbae products through expanded retail and food service channels, and potential for Safety Shot's Sure Shot product to reach more consumers through B2B sales.
• Employees: Potential for growth and new opportunities within the combined entity, though no specific details on employment impact are provided.
• Distributors/Retailers: Expanded product offerings and potential for increased sales volume through the combined portfolio.

Next Steps

• Safety Shot to leverage Yerbae's retail presence and distributor network to accelerate growth.
• Yerbae expects to continue its partnership with North America's largest club store retailer through the second half of 2025.
• Yerbae anticipates massive upside at Kroger in 2025, with major placements from the January 2025 Natural Sales Event.
• Programming for Yerbae at Casey's General Stores is expected to launch in September 2025.
• Safety Shot plans to introduce business-to-business sales of Sure Shot to distributors, retailers, restaurants, and bars throughout 2025.

Key Dates

Recommendation

Keywords

Safety Shot, Yerbae Brands Corp., Acquisition, Revenue Growth, Wellness Supplement, Dietary Supplement, Functional Beverages, Retail Expansion, Distribution Network, SEC Filing, SHOT, YERB.U, YERBF, Nasdaq, Club Store, Kroger, Sprouts Farmers Market, Casey's General Stores, Food Service, Yerba Mate