Lojas Renner (LREN3) Investor presentation summary

Financial and operational highlights

• Achieved R$20.2 billion in gross revenue and R$3.2 billion EBITDA for 2025, with a net cash position of R$1.5 billion and 16% online penetration.

• Operates 717 stores across five branded business units, serving over 20 million active ecosystem customers.

• Net revenue per sqm reached R$17k, supported by 24,000+ employees and three distribution centers.

Market position and growth

• Holds #1 apparel retailer and brand status in Brazil with ~10% market share.

• Demonstrated strong growth: net revenue up 138%, retail gross profit up 26%, and net income up 10% CAGR from 2015–2025.

• Apparel market in Brazil projected to grow from R$143 billion in 2025 to R$182 billion by 2029.

Strategic initiatives and business model evolution

• Focused on digital transformation, omnichannel integration, and data-driven operations to enhance value creation.

• Investments in logistics, digitalization, and new store formats to drive growth and profitability.

• Omni fulfillment model and new distribution centers enable higher precision, agility, and lower operational costs.