Cencosud Shopping (CENCOMALLS) Corporate presentation summary

Scale and portfolio

• LTM June 2026 revenue of $18.1bn and adjusted EBITDA of $1.585bn, at an 8.8% margin; operations span six countries.

• Retail footprint of 1,367 stores and 3.5m sqm of sales area, plus 69 shopping centers with 2.5m sqm of GLA.

• Supermarkets generated 80.2% of LTM June 2026 revenue and 69.2% of adjusted EBITDA.

• Ecosystem scale included 31m loyalty customers, ~700m transactions, 200m+ mall visits and 4.3m credit card customers.

Strategy and operating model

• Strategic priorities center on profitable growth, disciplined capital allocation, customer experience, an integrated retail ecosystem and sustainability.

• Operating model shift from autonomous country and format operations to one integrated, customer-centric platform, supported by shared capabilities, data and cross-functional systems.

• Productivity plan investment was CLP ~60bn ($65.2m) as of LTM 2Q26, targeting greater agility, efficiency, scale and talent specialization.

Growth and market execution

• LTM June 2026 online sales grew 14.6% YoY and represented 12.2% of revenue; Paris marketplace sales rose 33.2% YoY.

• Private-label penetration reached 18.9% consolidated, with 17.0% in food and 24.6% in non-food; YTD revenue exceeded $1.5bn.

• LTM June 2026 openings totaled 22 stores and 34,022 sqm; 91 remodelings were completed, with ~173,066 sqm added in real estate.

• Shopping center pipeline exceeded 320,000 sqm of GLA, including 140,000+ sqm under construction; Cenco Malls acquired a 51% stake in Plaza Central, Bogotá.

• Retail media revenue grew 17% YoY in 2Q26, with ~900 stores covered and 1,900+ screens; financial services had 4.3m customers and a $3.2bn card portfolio.