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Lojas Renner (LREN3) investor relations material
Lojas Renner Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Net income for the last 12 months rose up to 59% year-over-year, reaching BRL 1.4 billion, with EPS up 59% in the same period.
Q3 retail sales grew 4.2%, with apparel up 4.7%, despite missed sales opportunities due to climate and inventory decisions.
Digital channels now account for 17% of sales, with integrated online/offline operations and digital GMV up 4.3%.
18 new stores opened year-to-date, with new formats outperforming industry averages and 16 renovations completed.
Free cash flow generation reached BRL 473.1 million, and the company maintains a cash position of BRL 1.3 billion.
Financial highlights
Retail gross margin increased to 55.1% (+0.4 pts), and apparel gross margin to 56.2% (+0.5 pts).
Consolidated net income for Q3 was BRL 279.4 million, up 9.4% year-over-year; EPS grew 15.5%.
EBITDA margin rose 7.9 pts year-over-year; Q3 EBITDA margin was 19.3%, down 0.2 pts sequentially.
ROIC reached 14.4% in the last 12 months, up 1.7 pts.
Financial services posted 37% growth in results, with improved credit quality and lower delinquency.
Outlook and guidance
Q4 price adjustments are expected to be close to inflation, with gross margin anticipated to be slightly positive year-over-year.
Expense growth in Q4 is projected to be the lowest of the year, supporting further expense dilution.
Plans to open 30–37 new stores in 2025, with a focus on new markets and store refurbishments.
Digital sales expected to grow faster than brick-and-mortar, with profitability maintained.
Continued focus on operational leverage, expense reduction, and efficiency gains into 2026.
Future operating leverage drivers
Realize CFI credit quality ex-accounting changes?
Balance of shareholder returns and growth investments?
How will inventory decisions adapt to climate?
Detail expense reduction initiatives for 2026
How will Realize drive retail sales and loyalty?
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Next Lojas Renner earnings date
Investor Day 20258 Dec, 2025
Next Lojas Renner earnings date
Investor Day 20258 Dec, 2025
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Frequently asked questions
Lojas Renner S.A operates as a fashion and lifestyle company in Brazil and other countries in South America. The company offers trendy clothing, footwear, accessories, lingerie, beauty products, household items, children's and teens' wear, and maternity wear for men, women and children. It also offers personal credit accounts and gift cards.
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