Reitmans (canada) Limited · TSXV:RET
Reitmans (canada) — Q1 2027 Earnings Presentation
16 slides from Reitmans (canada)'s earnings presentation, Jun 17, 2026
Slide 1: Q1 2027 Earnings Call
Q1 2027 Earnings Call RCL – Reitmans Canada Ltd. – June 17, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements about the Company’s objectives, plans, goals, expectations, aspirations, strategies, financial condition, results of operations, cash flows, performance, and prospects. Specific forward-looking statements in this presen
Slide 3: Q1 2027 General Overview
Q1 2027 General Overview Andrea Limbardi President and Chief Executive Officer RCL – Reitmans Canada Ltd. – June 17, 2026
Slide 4: Our Brands
Our Brands Reitmans’ everyday, on-trend RW&CO’s luxury-inspired Penn’s authority in plus- collections help women look collections enable men & women size fashion empowers and feel their best with great to be trendsetters, offering women to feel confident affordability. fashion-driven styles from fro
Slide 5: Q1 2027 Financial Highlights
Q1 2027 Financial Highlights $160.1M • Retail stores net revenues +2.9% • Investments in stores are Net Revenues beginning to bear fruit ($5.4M) • SG&A down $2.2M, largely due to strategic transformation Adjusted EBITDA(1) • Adjusted EBITDA improved 49.1% ($6.3M) Net Loss RCL – Reitmans Canada Ltd.
Slide 6: Reitmans
Reitmans • Launched “A Century is Just the Beginning” – Reitmans 100th anniversary campaign • Newly modernized brand identity reflects confidence, clarity, and renewed ambition • Successful new concept flagship store at Carrefour Laval, just outside Montréal RCL – Reitmans Canada Ltd. – June 17, 202
Slide 7: PENN
PENN • Continued to modernize the brand through product, store experience, and community connection • In intimates, we created a new experience for customers to “shop by need,” moving from product-led merchandising to need- based navigation • Advancing a more disciplined real estate strategy to rein
Slide 8: RW&CO
RW&CO • Continued to reinforce RW&CO’s Accessible Luxury evolution • The Montreal Eaton Centre Experience Store emerged as a key proof point for the brand and has become the top-performing store in Québec • After quarter-end: Completed the transformation of the Toronto Eaton Centre store to the new
Slide 9: Outlook
Outlook • Complex economic and geopolitical environment • Inflationary pressures hitting everyday Canadians • Focused on being a destination for the best quality fashion at the best value in Canada RCL – Reitmans Canada Ltd. – June 17, 2026
Slide 10: Q1 2027 Financial Results
Q1 2027 Financial Results Caroline Goulian, CPA Chief Financial Officer RCL – Reitmans Canada Ltd. – June 17, 2026
Slide 11: Net Revenues and Gross Profit
Net Revenues Gross Profit (in millions of CAD$) (in millions of CAD$) 165 158.9 160.1 100 88.5 89.1 75 110 50 55 25 0 0 Q1 2026 Q1 2027 Q1 2026 Q1 2027 Increased 0.8%, driven by higher sales dollar Gross margin remained stable YoY at 55.7%. per transaction; comparable sales up 0.3% YoY. RCL – Reitma
Slide 12: Adjusted EBITDA and Net Loss
Adjusted EBITDA1 Net Loss (in millions of CAD$) (in millions of CAD$) 3 3 Q1 2026 Q1 2027 Q1 2026 Q1 2027 0 0 -3 -3 -6 -6 -5.4 -6.3 -9 -9 -10.0 -12 -10.6 -12 49.1% improvement due to higher gross profit Loss per share (basic & diluted) at $0.13 and reduced SG&A expenses. compared to $0.20 last year
Slide 13: Solid Financial Position
Solid Financial Position Working Capital 1 (in millions of CAD$) $101.9M Strong cash position to invest in 180 operations $125.1M 150 137.2 126.0 120 90 Lower YoY inventory at quarter end reflects tight inventory 60 management 30 0 $0 FY 2026 Q1 2027 Bank debt 1 This is a Non-GAAP Financial Measure.
Slide 14: Normal Course Issuer Bid
Normal Course Issuer Bid • Current NCIB effective August In Q1 2027 we repurchased: 5, 2025, to August 4, 2026 235,600 • Company may acquire up to 3,700,472 Class A (non-voting) Class A shares for aggregate Shares, representing consideration of approximately 10% of the public float of Class A shares
Slide 15: Q&A For more information
Q&A For more information Email: investors@reitmans.com Website: reitmanscanadalimited.com RCL – Reitmans Canada Ltd. – June 17, 2026
Slide 16: RCL – Reitmans Canada Ltd. – June 17, 2026 RCL – Reitmans Canada Ltd.
RCL – Reitmans Canada Ltd. – June 17, 2026 RCL – Reitmans Canada Ltd. – June 17, 2026