Universal Store (UNI) AGM 2025 Presentation summary

Group overview and business model

• Operates leading youth and young adult fashion retail brands in Australia, including Universal Store, Perfect Stranger, and THRILLS, with a focus on private brands and exclusive products.

• Multi-channel operations with 111 physical stores as of June 2025, emphasizing customer focus, retail execution, and brand management.

• Perfect Stranger and Universal Store share significant resources, with Perfect Stranger expanding as a standalone concept.

• THRILLS and Worship brands offer sustainable, quality products with a vintage and coastal lifestyle aesthetic.

Financial performance and growth

• FY25 sales reached $333.3 million, up 15.5% year-on-year, with a 5-year sales CAGR of 16.6%.

• Underlying EBIT grew 15.9% to $54.6 million, and underlying NPAT rose 15.2% to $23.3 million.

• Online sales accounted for 13.3% of total sales, growing 8.6% to $44.4 million.

• Gross profit margin improved by 100bps to 61.1%.

• Full-year dividend increased 8.5% to 38.5 cents per share.

Strategic enablers and initiatives

• Core enablers include a collaborative team, differentiated products, disciplined store management, and evolving business processes.

• Strategy centers on growing youth casual apparel market share through customer-led product curation and exclusive brands.

• Network ambition targets 100+ Universal Store and 60+ Perfect Stranger stores.

• Continued investment in team capability, POS systems, and long-term strategic planning.