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Lojas Renner
Lojas Renner (LREN3) investor relations material
Lojas Renner Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Mar, 2026
Executive summary
Achieved record net income of R$1.5 billion in 2025, up 21.8%–22% year-over-year, with strong profitability, efficiency, and robust cash generation.
Retail net revenue grew 9.2% year-over-year, with same store sales up 8.1% and gross margin at 56.1%, the highest in six years.
Opened 34 new stores and renovated 43, supporting productivity gains and expanding the sales area by 1.8%.
Brand repositioning, digital advances, and omni-channel integration drove customer engagement and productivity.
Distributed R$1.8 billion to shareholders through interest on equity and share buybacks, representing 112%–120% of net income.
Financial highlights
4Q25 retail net revenue rose 4.3% year-over-year, with SSS up 3.3% and gross margin at 56.5% (+0.7 p.p. YoY), highest in six years.
Apparel net revenue increased 10.2% for the year, with SSS up 8.9% and gross margin at 57.4%.
Total Adjusted EBITDA reached R$3,187 million for 2025 (+20.3%), with margin up 2.1 p.p. to 23.0%.
EPS rose 13.4% in 4Q25 and 27% for 2025.
ROIC improved by 2.3 p.p. to 14.7% in 2025.
Outlook and guidance
2026–2030 retail net revenue growth target of 9–13% annually, with stronger growth in H2 2026 due to base effects and store expansion.
Plan to open 50–60 stores in 2026, aiming for 570–600 Renner units and 260–290 Youcom units by 2030.
Ambition to achieve ex-IFRS 16 Adjusted EBITDA margin of 18–20% by 2030 and reduce operating expenses by 2.5–3.5 p.p. of revenue.
Annual CAPEX to represent 6.0–7.5% of retail net revenue; profit distribution targeted at 50–80% of net income.
Continued focus on gross margin expansion and operational leverage.
Impact of Resolution 4,966 on credit loss trends
Drivers for accelerating 2026 store openings
Path to achieving 20% ROIC target by 2030
Path to the 20% ROIC target by 2030
Sustainability of R$ 17.2k revenue per m2
Impact of 4,966 effects on Stage 3 past-due
Consulting firm's focus for efficiency gains
Realize's credit strategy given macro and new value proposition
Digital channel profitability post-DC centralization
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Next Lojas Renner earnings date
Q1 20268 May, 2026
Lojas Renner
Next Lojas Renner earnings date
Q1 20268 May, 2026
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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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