City Chic Collective Limited · ASX:CCX
City Chic Collective — Shareholder Meeting (November 2025)
24 slides from City Chic Collective's shareholder meeting presentation, Nov 13, 2025
Slide 1: City Chic Collective 2025 Annual General Meeting
ASX Announcement 13 November 2025 City Chic Collective 2025 Annual General Meeting City Chic Collective Limited (ASX: CCX) (City Chic Collective) releases the Chairman and CEO addresses and accompanying presentation that will be delivered at the 2025 Annual General Meeting of City Chic Collective co
Slide 2: Chairman’s Address
Chairman’s Address Ladies and gentlemen, since our last AGM just twelve months ago, the external forces impacting retail demand have continued dramatically to ebb and flow. While there has been some interest rate relief here, and in the USA, this has been countermanded by sticky inflation that has e
Slide 3: Chairman's Address: product assortments and cost reduction
2. Revitalizing our product assortments with a keen emphasis on higher-value products Customer feedback on our improved ranges has been consistently positive, and our sell-through performance has shown great improvement, up 18% on PCP. 3. Simplifying our business operations and driving down costs We
Slide 4: Business and share price
business, it is very disappointing to see the share price remain at its current low levels. Obviously, most of the retail sector has been under pressure and most investors are underweight in the sector. Additionally, in speaking to shareholders and prospective shareholders, we are aware that on top
Slide 5: CEO Address
CEO Address Thank you, Michael and Good Afternoon Ladies and Gentlemen. I would like to add my welcome to you all to the 2025 AGM. Our $15m EBITDA turnaround in FY25, going from a loss of $8 and a half mil to a profit of $6 and a half mil, is very pleasing and was driven by the relentless focus from
Slide 6: Tariffs, margins and liquidity
We are working with suppliers to mitigate the impact of the current tariff’s and anticipate a 5-8% cost increase. We have seen retail prices raised by almost all competitors in market from 20-30% and to offset the cost increase we are following this trend. In FY25, our trading gross margin dollars w
Slide 7: Retail has evolved
Retail has evolved. Each touchpoint needs to represent who the brand is and be clear to customers on what to expect. The product, the team and the store environment need to deliver on the brand promise. Stores need to be an experience. To be open, refined and easy to shop with predictability in the
Slide 8: FY26 trading momentum
The momentum in our ANZ business has strengthened over the past 10 weeks. FY26 YTD sales are up 10%, this is up from 8.9% in the first 8 weeks. The product is resonating with our customers and this consistent feedback gives me the confidence we will continue this momentum. The USA business continues
Slide 9: On track for positive operating cash flow
With the revenue building blocks and cost out initiatives, the business is on track to deliver a positive operating cash flow in FY26. I would like to thank the team for their work in driving this turnaround, it has been so good for us to have some wins and see the success of our strategic execution
Slide 10: Leading a World of Curves – 2025 Annual General Meeting
city chic collective iz. LEADING A WORLD OF CURVES 2025 Annual General Meeting 13 November 2025
Slide 11: Your Board of Directors
YOUR BOARD OF DIRECTORS citye MICHAEL KAY NEIL THOMPSON NATALIE MCLEAN PHIL RYAN Chairman Non-Executive Director Non-Executive Director Managing Director, CEO Non-Executive Director city chic collective
Slide 12: Chairman’s Address
city chic collective CHAIRMAN’S ADDRESS Michael Kay
Slide 13: The rise of ultra-fast fashion: low cost, high disruption
CHAIRMAN’S ADDRESS The rise of ultra-fast fashion: low cost, high disruption THE AUSTRALIAN® HOME NATION WORLD BUSINESS WEALTH COMMENTARY HEALTH SPORT CULTURE VIDEO Aussie retailers crushed by Temu, Shein as sales plummet By MARCUS DE BLONK SMITH. @|fSican September 09, 2025 Temu and Amazon have eac
Slide 14: CEO’s Address
city chic collective a A CEO’S ADDRESS @/ Phil Ryan
Slide 15: Key Highlights
KEY HIGHLIGHTS > $15m turnaround in underlying EBITDA! driven by strategic execution ANZ sales up 8.3%, with strong momentum in H2 (+15.2%) > - Comp store sales up 8.4% (H2 +10.3%) - Online sales up 10.9% (H2 +17.8%) > USA trading profitably, City Chic branded product up 25% on PCP Strong margin imp
Slide 16: Focused Growth Strategy
FOCUSED GROWTH STRATEGY Strategy delivering improved margins and earnings momentum Amplify our focus on Her, forging genuine emotional connections Revitalise product assortments, focusing on higher value product Simplify the business and drive down costs Vv Increase ASP§, retention and profitability
Slide 17: A Business Dedicated to Her
-_ A BUSINESS DEDICATED TO HER ANZ back on track and USA the opportunity for growth DISTRIBUTION CHANNELS city chic arp . . . . a ® oF Leveraging a long history of knowledge and experience, in an attractive niche ocyo market segment, under the high value City Chic brand. A customer research led bran
Slide 18: New Store Concept and Roll Out Plan
NEW STORE CONCEPT AND ROLL OUT PLAN 99 “City Chic 99 Wetherill Park “Beautiful store, was absolutely great layout. lovely. We Lovely clothes enjoyed our time and very helpful shopping there. assistants. Also, we love your signature scent for your store! The early results from our new stores have bee
Slide 19: Continued Product Success
CONTINUED PRODUCT SUCCESS Range improvements resonating with our target customer 99 “Love the new wave of style, a lot more up to date with current fashion and it’s great to see. “| like that there are 99 more natural fibres and less polyester etc. I'm happy to pay more for quality. city chic collec
Slide 20: Continued Product Success
~ CONTINUED PRODUCT SUCCESS Extended Lifestyles that will deliver revenue growth ; ; 99 “The range is becoming more diverse and is definitely starting to keep up with trends and looks for the era, loving that its now not just the same old patterns and designs. “| buy a lot of my clothing 99 from Cit
Slide 21: Cost Out of $22.3M Delivered
COST OUT OF $22.3M DELIVERED Additional annual $2.0m savings achieved in H2 FY25 Achieved savings $21.6m to date: 101.1 o $8.8m in FY24 o $11.5min FY25 o $1.3m of FY25 $2m additional cost out 71.5 Additional cost out remaining $1.7m: o Annualised $0.7m of FY25 $2m additional cost out o $1.0m in furt
Slide 22: Trading Update and FY26 Outlook
TRADING UPDATE AND FY26 OUTLOOK city.chic collective aK
Slide 23: Trading Update and FY26 Outlook
TRADING UPDATE AND FY26 OUTLOOK City Chic is focussed on delivering profitable and sustainable long-term growth FINANCIAL OUTLOOK / 18 WEEK TRADING UPDATE TO 2 NOVEMBER 2025, > Trading momentum continued, total revenue up 2.6% on PCP: + ANZ revenue up 10% on PCP + USA revenue down 21.1% on PCP but a
Slide 24: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER The following disclaimer applies to this investor presentation prepared by City Chic Collective Limited ACN 057 569 169 (City Chic) and is dated 28" August 2025 Presentation). ‘Summary information This Presentation contains summary information about City Chic and its ac
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