Super Retail Group Limited · ASX:SUL
Super Retail — 2025 Macquarie Australia Conference
16 slides from Super Retail's conference presentation, May 8, 2025
Slide 1: Amendment to ASX Announcement
8 May 2025 AMENDMENT TO ASX ANNOUNCEMENT Super Retail Group (ASX:SUL) wishes to advise of amendments to the announcement titled “2025 Macquarie Australia Conference Presentation” released after market close on 7 May 2025. On slide 13 – ‘FY25 Trading Update’ of the original presentation, the second a
Slide 2: 2025 Macquarie Australia Conference
2025 Macquarie Australia Conference Authorised for release by the Board of Super Retail Group Limited 8 May 2025 Anthony Heraghty Group Managing Director & Chief Executive Officer Super Retail Group
Slide 3: Super Retail Group's investment proposition
Super Retail Group’s investment proposition A unique portfolio of Conglomerate model creates Attractive leisure & lifestyle A large and growing powerful brands operating synergies categories with strong tailwinds customer loyalty base • Ability to leverage our scale to • We operate in high involveme
Slide 4: Customer behaviour across the omni-retail channel
Customer behaviour across the omni-retail channel 92 per cent1 of customer transactions utilise a network of more than 774 stores2 Group investments driving a return on how our customers shop 86% In-store Digital capability Supply Chain efficiency Store capital • Modernise the • New semi-automated D
Slide 5: New semi-automated Distribution Centre
New semi-automated Distribution Centre A step change in supply chain capabilities Construction of Truganina Internal fit out underway DC in Victoria complete Well progressed towards a phased Complete migration from the Group’s opening beginning in 2H FY25 two existing DCs in Victoria to occur in man
Slide 6: Store network remains critical to evolving consumer preferences
Store network remains critical to evolving consumer preferences 14% 70 46% >92% Online as a % of Online NPS in Click & Collect Total transactions Group sales1 FY252, improved representation of completed in store1 substantially from total online sales1 46 in FY19 Click & Collect and home delivery are
Slide 7: Investment in store network enabled retention of COVID-19 revenue gains
Investment in store network enabled retention of COVID-19 revenue gains RE-ACCELERATION IN TOGETHER WITH ENABLED THE GROUP NETWORK EXPANSION IMPROVING SALES TO RETAIN COVID-19 POST COVID-19 DENSITY REVENUE GAINS Grew store network by 10% Sales / sqm higher Through network since pre COVID-19 than pre
Slide 8: Further investment opportunity in the store network beyond 2025
Store Further investment opportunity driving [above to invest targeted in the store network beyond 2025 capital return Opportunity ofnew set includes X%]stores, refurbishments, expansions and relocations FY19 FY25 FY26 Market remains tight for The Group is able to leverage Large Format sites with it
Slide 9: Focus on upgrading the fleet to latest configuration and growing portfolio
Focus on upgrading the fleet to latest configuration and growing portfolio Supercheap Auto Gen4 fitouts Supercheap Auto Extended, premium range New SCA store investment Increase avg sqm by phasing Broadening range, provides greatest ROIC out small format series (400- distinguishing merchandising amo
Slide 10: Accelerate investment in elevating the rebel fleet to an rCX consistent experience
Accelerate investment in elevating the rebel fleet to an rCX consistent experience rCX Emporium Melbourne rCX concepts at rebel Mornington Grow market share through Improve customer experience Capitalise on white space expanding the number of rCX by applying rCX concepts opportunity through regional
Slide 11: Focus on executing highly successful Superstore strategy
Focus on executing highly successful Superstore strategy BCF superstore at Cannington Tackle store at Maroochydoore Superstores currently Regional expansion via Expand service offerings to generate 2-4x revenue per existing large and smaller capture high growth demand store compared to BCF footprint
Slide 12: Optimise network, whilst continuing expansion in Australia
Optimise network, whilst continuing expansion in Australia Macpac Northlink (Christchurch) Macpac activation at rebel Consolidate store formats to Continue store roll-out in Leverage rebel and BCF Explorer (shopping centre) Australia at measured pace, networks to expand and Adventurer (destination f
Slide 13: Trading update
Trading update SUPER RETAIL GROUP 12
Slide 14: FY25 trading update
FY25 trading update Like-for-Like Sales Growth % Total Sales Growth % Total Sales Growth % (Weeks 27 to 44) (Weeks 27 to 44) (Weeks 1 to 44) Supercheap Auto (0.1) 1.4 1.6 rebel 3.5 4.4 4.4 BCF 9.1 10.7 8.3 Macpac (0.1) 1.3 1.5 Group Total 3.1 4.5 4.2 • Group like-for-like sales growth H2 FY25 to dat
Slide 15: FY25 trading update
FY25 trading update • Macpac’s performance continues to be negatively impacted by its larger exposure to New Zealand. The business has been focused on managing inventory and ranging as it prepares for its peak winter trade season in the fourth quarter. Group & Unallocated cost outlook: • The Group h
Slide 16: Important notice and disclaimer
Important notice and disclaimer This presentation has been prepared by Super Retail Group Limited ABN 81 108 676 204 ("SRG"). It provides summary information about the activities of SRG and its subsidiaries current as at the date of this presentation. The information in this presentation is of a gen
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