Lojas Renner (LREN3) Investor presentation summary

Business overview and performance

• Leading fashion and lifestyle ecosystem in Brazil, focused on customer-centricity and sustainable profitability.

• Achieved R$13.7B in retail net revenue, R$1.4B net income, and R$1.5B free cash flow as of September 2025 LTM.

• Over 20 million active customers and recognized as #1 global fashion retailer with top ESG ratings.

Strategic direction and growth targets

• Strategy anchored on customer enchantment, omnichannel expansion, and responsible fashion.

• Targets 9–13% annual retail net operating revenue growth from 2026–2030.

• Aims to reduce operating expenses/revenue by 2.5–3.5 p.p. by 2030 vs 2025 and maintain annual CAPEX at 6–7.5% of revenue.

• ROIC target of 20% by 2030 and profit distribution between 50–80% for 2026–2030.

Corporate governance and ownership

• 100% dispersed capital with 105.5k shareholders; 78.2% foreign and 21.8% Brazilian ownership.

• Listed on B3's Novo Mercado, with strong shareholder engagement and high AGM/EGM participation rates.

• Governance structure includes independent Board, committees, and robust risk management.