Slide 1: Investor Presentation
INVESTOR PRESENTATION 18.06.2026
Slide 2: Douglas Group Management Board
Douglas Group Management Board Sander van der Laan Marco Giorgetta Chief Executive Officer Chief Financial Officer 2
Slide 3: Leader in the European Beauty Market
LEADER IN THE EUROPEAN BEAUTY MARKET 22 >90% €4.6 billion >1,900 Countries Brand Revenue Stores in Europe Awareness (FY 24/25) (FY 24/25) 2 1 2 1 1 1 2 2 2 1 1 2 2 1 1 # Market position in the respective country Omnichannel Company estimates 26.7 % 25.1 % 3 TOTAL MARKET E-COM MARKET SHARE SHARE
Slide 4: No. 1 Omnichannel Beauty Destination in Europe
No. 1 Omnichannel Beauty Destination in Europe Omnichannel customers have a higher annual spend and shop more frequently Stores play a role in the Increasing sales development vast majority of customer journeys (Q2 2025/26 vs. PY) Customer journeys Customer journeys that are digital only Click & Col
Slide 5: Our Strategy
Our Strategy Three commercial pillars, one strong foundation 1 2 3 Be the #1 PREMIUM Offer most relevant Scale the most seamless BEAUTY DESTINATION ASSORTMENT OMNICHANNEL in all our markets with clear differentiation experience FOUNDATION Build the united, future-proof FOUNDATION for sustainable & p
Slide 6: The premium beauty market is adapting to a new market reality
MARKET ENVIRONMENT The premium beauty market is adapting to a “new market reality”: 1. More mature markets lead to slower growth 2. Political & societal uncertainty makes consumers hesitant 3. Shopping behavior changes towards E-Com 4. Pure players & marketplaces challenge selective beauty distribut
Slide 7: What makes the Douglas stock attractive?
What makes the Douglas stock attractive? LEADING MARKET POSITION & BRAND PORTFOLIO UNIQUE OMNICHANNEL BUSINESS MODEL SUPPLY CHAIN EXCELLENCE & INNOVATION STRATEGY FOCUSED ON PROFITABLE GROWTH & DELEVERAGING 7
Slide 8: DOUGLAS: Europe's #1 Premium Beauty Destination (1/2)
DOUGLAS: Europe’s #1 Premium Beauty Destination (1/2) LEADING MARKET POSITION LEADING MARKET POSITION & SALES BRAND PORTFOLIO € million 8% CAGR 4,575 − #1 Premium Beauty Retailer in Europe with a 4,451 dominant footprint across 22 countries 4,094 3,678 − Operating in a growing market driven by secul
Slide 9: DOUGLAS: Europe's #1 Premium Beauty Destination (2/2)
DOUGLAS: Europe’s #1 Premium Beauty Destination (2/2) PROVEN STRATEGY & FINANCIAL DISCIPLINE INNOVATION & SUPPLY CHAIN CASH FLOW EXCELLENCE € million(1) 750 684 629 • Continuous investment in Customer Experience, 585 524 468 481 Data/CRM, and store network modernization 500 461 367 • State-of-the-ar
Slide 10: We have adjusted our guidance for 2025/26
We have adjusted our guidance for 2025/26. GROUP ADJ. NET LEVERAGE EBITDA MARGIN (30.09.2026) SALES 0-1% growth or 4.58 - 4.63 EURbn ~15.0% 3.0x - 3.5x 10
Slide 11: Focus on strategic priorities while leveraging core strengths
Focus on strategic priorities while leveraging core strengths 01 Market Environment 02 DOUGLAS strength 03 Operating Model • Slower growth vs. historical market • Unique Omnichannel Business Model • Capital allocation from stores to Ecom/ levels with strong Ecom profitability digital lower capex,
Slide 12: Highlight Initiatives
SANDER VAN DER LAAN, CEO HIGHLIGHT INITIATIVES
Slide 13: Differentiation drives our assortment
Differentiation drives our assortment: We are investing in selective, exclusive and corporate brands, positioning us as the retailer of choice. Differentiation
Slide 14: In 2026, we have launched four new Exclusive Brands
March 2026 February 2026 | Bella Hadid January 2026 | Halsey March 2026 | Jennifer Aniston EXCLUSIVE BRANDS COMBINED SHARE Exclusives are a Q2 SALES GROWTH OF GROUP SALES In 2026, we have launched four new Exclusive growth engine Brands, which already proved very successful. for differentiation. +16
Slide 15: Carefully curated Selective Brands make us the premium beauty retailer of choice
Top brands by absolute Q2 growth Top brands by absolute Q2 growth Top brands by absolute Q2 growth Top brands by absolute Q2 growth In addition, carefully curated Selective Brands We have recently introduced Fenty Beauty by make us the premium beauty retailer of choice. Rihanna in Belgium and the Ne
Slide 16: Category Trends
CATEGORY TRENDS All categories except for skin care are up YoY. Haircare continues to grow strongly, driven by brands like Kérastase and new launches. FRAGRANCES SKIN CARE MAKEUP HAIR CARE ACCESSORIES Sales Performance at the DOUGLAS Group (Q2) + - + ++++ - Share at the DOUGLAS Group (Q2) 16
Slide 17: We have launched an AI Beauty Advisor in Germany
EXPECTED IMPACT ON EXPECTED IMPACT ON CUSTOMER BASKET SIZE & SATISFACTION ITEM VALUE Scale the most seamless OMNICHANNEL experience We have launched an AI Beauty Advisor in Germany for app and online shop, with more features and international rollouts EXPECTED IMPACT ON planned for the future. C
Slide 18: Appendix
APPENDIX
Slide 19: Beauty Card loyalty program relaunch supports our omnichannel platform
Be the #1 PREMIUM BEAUTY DESTINATION in all our markets The successful Beauty Card loyalty program relaunch supports our omnichannel platform – rolled out to nine >64m +3m +4.2% countries as of today. Members Members since Beauty Card 2.0 member sales (31.03.26) relaunch (Q2 vs. PY) Omnichannel Plat
Slide 20: Upgrading our store network
Scale the most seamless OMNICHANNEL experience STORE NETWORK (Q2) As we focus on our omnichannel model, 11 20 1,970 Openings Refurbishments Stores (31.03.) we continue to upgrade (12 closings) our store network. We will also invest stronger in E-Com and IT. Store Network
Slide 21: Cross-channel services grow strongly
Scale the most seamless OMNICHANNEL experience Cross-channel services (= C&C, C&C Express, In-store orders) grow strongly and highlight the attractiveness of our omnichannel model. X-Channel
Slide 22: Contacts
Contacts Dafne Sanac Director Investor Relations Phone: +49 (0) 151 5567 5545 Niklas Esser Manager Investor Relations Phone: +49 (0) 152 0264 3480 E-Mail ir@douglas.de
Slide 23: Disclaimer on forward-looking statements
Disclaimer on forward-looking statements This presentation contains forward-looking statements in which terms such as "believe", "estimate", "assume", "can" and the like are used, and which are based on assumptions and estimates. Although Douglas AG believes that these assumptions and estimates are
Slide 24: Douglas Group
LOUGLAS GROUP