LPP (LPP) Strategy update presentation summary

Strategic direction and brand focus

• Sinsay identified as the primary growth engine, with expansion into smaller towns and a focus on profitability across all brands.

• Heritage brands to see selective new locations and maintain single-digit like-for-like growth.

Store performance and expansion

• Sinsay stores demonstrate high profitability, with 98% of stores showing positive EBITDA contributions for three consecutive years.

• Store payback period averages around 16 months, with consistent EBITDA margins across various store sizes.

• Aggressive expansion planned for Sinsay, targeting 1,000 stores by 2027 across Poland, CEE, SEE, Western Europe, EE & Central Asia, and the Baltics.

E-commerce and digital growth

• Online sales are growing at a 36% CAGR, outpacing the market, driven by natural growth, new market entries, mobile app development, and expansion in non-garment segments.