Universal Store (UNI) AGM 2026 presentation summary

FY26 financial performance

• Sales $376.1m, +12.9% YoY; gross profit margin 62.5%, up 140bps.

• Underlying EBIT $64.0m, +17.2%; underlying NPAT $40.5m, +16.3%; statutory NPAT $18.2m, down 21.6%.

• Online sales $49.2m, +10.8% and 13.1% of sales; net cash $23.3m, +35.5%, excluding lease liabilities.

• FY26 full-year dividends 43.0cps, +11.7%; underlying EPS 52.8 cents, +16.3%.

• FY21–FY26 sales CAGR 12.3% and underlying EBIT CAGR 7.3%; six-year average US LFL sales growth 7.8%.

Brands and store network

• 123 physical stores at 30 June 2026: Universal Store 88, Perfect Stranger 26 and THRILLS 9; 13 stores opened in FY26.

• Around 58% of Universal Store sales came from private brands and sister businesses; its range included more than 70 brands.

• Perfect Stranger contributed 9.4% of FY26 sales, up from 7.6% in the prior period, and continued its national rollout.

• Perfect Stranger operates on a substantially integrated basis with Universal Store, sharing resources, IP, IT and infrastructure.

Strategy and capabilities

• Priorities include customer-led, on-trend ranges; differentiated private and exclusive products; service-focused retail; and continued investment in teams and systems.

• Potential network targets are 100+ Universal Store locations and 60+ Perfect Stranger locations.

• THRILLS brand rejuvenation is underway; the wholesale channel focus is stabilisation through enduring retail partners.

• New POS implementation completed in August 2026; a new warehouse management system is planned for FY27.

• Sustainability priorities cover product stewardship, responsible sourcing, climate action and customer engagement; mandatory climate reporting applies from FY27.