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Here are 1-3 brief analogies for PSQ Holdings, Inc.:

• The Honest Company for pro-family diapers and wipes.
• Chewy for pro-family diapers and wipes.

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• Disposable Diapers: PSQ Holdings, Inc. offers disposable diapers under its EveryLife brand.
• Wipes: The company also provides wipes, which are sold under its pro-family EveryLife brand.

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PSQ Holdings, Inc. (symbol: PSQH) sells its products primarily to individuals directly through its mobile app and website.

The major customer categories served by PSQ Holdings, Inc. are:

1. Parents and Guardians of Infants and Toddlers: Individuals actively purchasing disposable diapers and wipes for children aged typically newborn to three years old.
2. Expectant Parents: Individuals preparing for the arrival of a new baby, stocking up on essential baby care products like diapers and wipes.
3. Families and Individuals Seeking "Pro-Family" Branded Products: Consumers who specifically choose the EveryLife brand due to its "pro-family" positioning and values, in addition to the utility of the products themselves.

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Dusty Wunderlich, Chief Executive Officer and Non-Executive Chairman of the Board

Dusty Wunderlich was appointed CEO in January 2026 and also serves as the Non-Executive Chairman of the Board. He previously held the position of Chief Strategy Officer at PublicSquare. Prior to that, he was the CEO of Credova until PublicSquare acquired the company in March 2024. Mr. Wunderlich joined PublicSquare's Board of Directors following the acquisition of Credova. He has over a decade of experience working with fintech companies. He also served as managing member of Red Rock Armory, LLC from January 2021 to March 2024, and managing member of ALMC, LLC, a consulting firm, from May 2017 to August 2020.

James Rinn, Chief Financial Officer, Treasurer and Director

James Rinn was appointed Chief Financial Officer, effective June 1, 2025. He brings over three decades of financial leadership experience in both public and private companies, having held multiple CFO roles throughout his career. Mr. Rinn served as a member of PublicSquare's Board of Directors and chaired its Audit Committee since the company's IPO in July 2023. His previous CFO roles include positions at Sedera, Inc., Maxwell Locke & Ritter LLP, Five Stone Tax Advisers LLC, and SmithCo Investments and the E3 Foundation. He was also Vice President of Finance at First American Flood Data Services, Inc., and an internal audit director at National Instruments Corporation. He served as Chief Financial Officer to Sedera, Inc. since February 2023, and from 2015 to 2023, he was CFO and COO of SmithCo Investments and the E3 Foundation.

Andrew Weisbecker, Chief Experience Officer and President of Marketplace

Andrew Weisbecker holds a Bachelor's Degree in Film & Television from the University of Wisconsin — Madison.

Michael Perkins, Chief Operating Officer and President of Payments

Michael Perkins serves as the Chief Operating Officer and President of Payments for PSQ Holdings, Inc.

Brian Billingsley, Chief Strategy Officer

Brian Billingsley has over 15 years of experience in payments, e-commerce, and consumer credit. He co-founded Basis Theory, a programmable vault for independently controlling payment data, and is currently on its board of directors.

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The key risks to PSQ Holdings, Inc. (PSQH), which operates the EveryLife brand of disposable diapers and wipes, include its current non-compliance with NYSE listing standards, ongoing financial health and profitability challenges, and risks associated with its brand's niche market positioning and intense competition.

1. NYSE Non-Compliance and Potential Delisting

PSQ Holdings, Inc. recently received a notice from the New York Stock Exchange (NYSE) indicating that it does not meet the minimum requirements for total market capitalization, stockholders' equity, and average closing price. The company must submit a plan to regain compliance within 45 days and has a six-month cure period to achieve a closing stock price of at least $1.00 for 30 consecutive trading days, and 18 months to comply with market capitalization and stockholders' equity rules. Failure to regain compliance could lead to the delisting of its stock, which would significantly impact its access to capital markets and investor confidence.

2. Financial Health and Path to Profitability

Despite reported revenue growth, PSQ Holdings faces significant financial challenges, including high operating costs, persistent negative operating income, and substantial cash burn. The company has been reliant on external capital injections to fund its operations. As of June 2025, PSQ Holdings had US$32.5 million in debt, and it incurred a considerable US$47 million loss at the earnings before interest and tax (EBIT) level over the last year, alongside US$32 million in negative free cash flow. Management has initiated cost-reduction strategies, including staff cuts, but the path to sustainable profitability remains a critical challenge.

3. Niche Market Positioning and Competition

PSQ Holdings' EveryLife brand is explicitly positioned as a "pro-family" and "pro-life" alternative in the disposable diaper and wipes market. While this branding resonates with a specific consumer segment, it also places the company in a highly competitive industry dominated by established major brands. The company's strong values-based messaging, while a differentiator, could also limit its broader market appeal. Additionally, the disposable diaper industry as a whole faces increasing scrutiny regarding the use of chemicals (such as PFAS and VOCs) and environmental impact, which can influence consumer preferences and regulatory landscapes.

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The addressable markets for PSQ Holdings, Inc.'s main products are as follows:

Disposable Diapers

• The global disposable diaper market was valued at approximately USD 80.19 billion in 2024 and is projected to grow to USD 141.35 billion by 2033.
• More specifically for disposable baby diapers, the global market size was estimated at USD 34.15 billion in 2024 and is expected to reach USD 49.68 billion by 2031.
• In the U.S., the diaper market size reached USD 7.86 billion in 2025.
• The North American disposable baby diaper market held a significant share, with a market size of approximately USD 13.66 billion in 2024, representing over 40% of the global revenue.

Baby Wipes

• The global baby wipes market size was valued at USD 5.7 billion in 2024 and is expected to reach approximately USD 9.6 billion by 2034.
• The North American baby wipes market, which holds a 30.5% share of the global market, was valued at USD 1.74 billion in 2024.
• The U.S. baby wipes market is expected to grow significantly, reaching USD 1.83 billion by 2032.

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Here are 3-5 expected drivers of future revenue growth for PSQ Holdings, Inc. (PSQH) over the next 2-3 years:

1. Expansion and Growth of the EveryLife Brand (Baby Products): PSQ Holdings' EveryLife brand, which offers disposable diapers and wipes, is reported as America's fastest-growing diaper brand. The company continues to launch new EveryLife products within this category, driving increased sales and market share.

2. Launch and Growth of New "EveryLife" Brand Extensions: PSQ Holdings has diversified its "Brands" segment beyond baby products by launching new product lines, such as "EveryLife Women," a feminine care line introduced in October 2025. This expansion into new categories under its values-aligned branding aims to capture a broader customer base and generate additional revenue streams.

3. Growth of the Financial Technology (Fintech) Segment: A significant driver of future revenue is the company's rapidly expanding Financial Technology segment. This includes the acquisition of Credova, a buy-now-pay-later (BNPL) provider in Q1 2024, and the ongoing development and prioritization of PSQPayments, an "uncancellable payment stack." PSQ Holdings expects its fintech initiatives, including future expansions into private label credit cards, fundraising tools, crypto payment capabilities, and digital asset treasury management solutions, to lead revenue growth.

4. Growth of the PublicSquare Marketplace and its User Base: The PublicSquare marketplace serves as an ecosystem connecting value-aligned consumers with businesses. The marketplace has demonstrated growth in revenue and monthly average users, which indirectly fuels the sales of the company's owned brands like EveryLife and drives adoption of its fintech solutions. This platform growth enhances customer acquisition and retention across PSQ Holdings' various offerings.

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Share Repurchases

• PSQ Holdings Inc.'s average Buyback Yield over the past five years has been 0%, indicating no significant share repurchases.

Share Issuance

• The number of shares outstanding for PSQ Holdings Inc. increased by 43.20% in one year.

Inbound Investments

• PSQ Holdings, Inc. has 79 institutional owners and shareholders who have filed 13D/G or 13F forms with the SEC, holding a total of 11,292,928 shares.

Capital Expenditures

• Capital expenditures for PSQ Holdings, Inc. have been negligible or not available in recent periods, with reported figures such as "n/a" or very small amounts like (0.0) and (0.1).
• The company anticipates capital reallocation to fund fintech product innovation and accelerate the development of bundled payments, credit, and consumer financial tools, with efforts expected to be completed by the end of the fourth quarter of 2025.