Empire Co Ltd Class A · TSX:EMP.A
Empire Co Ltd Class A — Q3 2026 Earnings Presentation
11 slides from Empire Co Ltd Class A's earnings presentation, Mar 12, 2026
Slide 1: Q3 F26 Earnings
Q3 F26 Earnings March 12, 2026
Slide 2: Disclaimers
Disclaimers Forward-Looking Information This presentation contains forward-looking statements which are presented for the purpose of assisting the reader to contextualize the Company’s financial position and understand management’s expectations regarding the Company’s strategic priorities, objectives
Slide 3: Highlights: Q3-F26
Highlights: Q3-F26 Q3 F2026 Highlights Outlook / Business Updates • Sales of $7,890 million, an increase of 2.1% ; primarily driven by positive growth • The outcome of the Company's e-commerce review is expected to improve overall e- across the business, particularly in the Full-Service banners, the
Slide 4: Financial Summary: Q3-F26 and YTD F26
Financial Summary: Q3-F26 and YTD F26 Quarterly and YTD Financial Summary Q3 F26 Q3 F25 YTD F26 YTD F25 ($ million, unless otherwise noted) 13 weeks 13 weeks 39 weeks 39 weeks Sales $7,890 $7,725 $24,143 $23,640 Same-store sales growth - food(1) 2.0% 2.6% 2.1% 1.9% Gross Profit $2,130 $2,082 $6,512 $
Slide 5: Long-Term Financial Framework
Long-Term Financial Framework 8% to 11% Long Term Average Adjusted EPS Growth Driven by our intention to improve Sales, Gross Margin (excluding fuel), and adjusted EBITDA margin Continued Focus on Stores Enhanced Focus on Digital and Data Efficiency and Cost Optimization We will continue to focus on
Slide 6: Continued Focus on Stores
Continued Focus on Stores Discount Expansion Space Productivity Continue to pursue expansion by market Improve store layouts, optimize West: category/product adjacencies, tailoring • 51 FreshCo stores operating in Western Canada assortment BETTER DATA • Expects to have opened 65 FreshCo stores in We
Slide 7: Enhanced Focus on Digital and Data
Enhanced Focus on Digital and Data A differentiated national loyalty platform - driving incremental sales and earnings Co-owner Personalization Drive Data Ownership to at Scale Incrementality Drive Insights Differentiated Connected Banners to Drive New Customer Enhanced Customer Experience Omni-Chan
Slide 8: Enhanced Focus on Digital and Data: E-Commerce
Enhanced Focus on Digital and Data E-Commerce January 28, 2026: Key Areas of Focus • Announced third-party delivery partnership with DoorDash • Roll out expected to be completed before the end of F2026 Superior In-Stock Position Best-in-Class Delivery Substantial Assortment Extremely low substitutio
Slide 9: Efficiency and Cost Optimization
Efficiency and Cost Optimization Strategic Supply Chain Organization / Other Sourcing Drive efficiency and cost • Drive supply chain productivity and • F24: Implemented strategies to optimize effectiveness through various initiatives cost effectiveness our organization, improve efficiencies within g
Slide 10: ESG Goals: Steady and tangible progress
ESG1 Goals: Steady and tangible progress Planet FOOD WASTE CLIMATE ACTION CLIMATE ACTION PLASTICS & PACKAGING 30.1% Our goal is that 64% 13% We’re reducing our impacts ~30M lbs of surplus food donated, of suppliers (by spend) set and taking action on gaining recognition from Second science-based tar
Slide 11: Executive Leadership Team
Executive Leadership Team Pierre St-Laurent President & Chief Executive Officer Luc L’Archevêque Julia Knox Jean-Louis Bellemare(1) Doug Nathanson Costa Pefanis Sandra Pasquini Chief Customer Officer Chief Retail Officer and Interim Executive Advisor General Counsel and Chief Financial Officer Chief