Empire Co Ltd Class A · TSX:EMP.A
Empire Co Ltd Class A — Q2 2026 Earnings Presentation
11 slides from Empire Co Ltd Class A's earnings presentation, Dec 11, 2025
Slide 1: Q2 F26 Earnings
Q2 F26 Earnings December 11, 2025
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: Q2-F26
Highlights: Q2-F26 Q2 F2026 Highlights Outlook / Business Updates • EPS and adjusted EPS of $0.69; no adjustments in Q2 F26. • In the quarter ended November 1, 2025, the Company’s internal food inflation – When excluding other income and share of equity earnings in both years, core continued to be be
Slide 4: Financial Summary: Q2-F26 and YTD F26
Financial Summary: Q2-F26 and YTD F26 Quarterly and YTD Financial Summary Q2 F26 Q2 F25 YTD F26 YTD F25 ($ million, unless otherwise noted) 13 weeks 13 weeks 26 weeks 26 weeks Sales $7,995 $7,778 $16,253 $15,915 Same-store sales growth - food(1) 2.5% 1.8% 2.1% 1.5% Gross Profit $2,147 $2,065 $4,382 $
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 new FreshCo stores since F18 assortment BETTER DATA • Expect to open an additional 3 stores in F2026. STORE FOCUSE
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 Key Areas of Focus Announced partnerships in Q2 F24: • October 24, 2024 - Launched in Ontario • December 5, 2024 - Expanded Superior In-Stock Position Best-in-Class Delivery Substantial Assortment to Western Canada Extremely low substitution rate, Experi
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 • Turnaround Era (F18 - F23): effectiveness through various cost effectiveness Transitioned from a regional to initiatives within goods not for resale
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 Costa Pefanis Sandra Sanderson Doug Nathanson Julia Knox Sandra Pasquini Chief Financial Officer Chief Marketing Officer Chief Development Chief Technology and Chief Human Resources Analytics Officer Officer Officer & Ge