Regis Corporation · NASDAQ:RGS
Regis — Q3 2026 Earnings Presentation
16 slides from Regis's earnings presentation, May 13, 2026
Slide 1: Regis Corporation Investment Presentation – October 2025
Regis Corporation Investment Presentation – October 2025 –1– Nasdaq: RGS
Slide 2: Cautionary Statement Regarding Forward-Looking Statements
Cautionary Statement Regarding Forward-Looking Statements This presentation contains or may contain “forward-looking statements” within the meaning of the federal securities laws, including statements concerning anticipated future events and expectations that are not historical facts. These forward-
Slide 3: Regis: A Market Leader in Hair Services
Regis: A Market Leader in Hair Services Regis Corporation is publicly traded under the stock ticker: RGS • One of the largest networks and franchisors of hair care salons with approximately 3,880 locations, represented by five main brands • 100+ years of heritage and operating experience • Portfolio
Slide 4: Regis: A Compelling Investment Opportunity
Regis: A Compelling Investment Opportunity An industry leader with multiple levers to drive long-term growth Large Franchisor of Hair Widely Recognized Large, Economically Services Brand Portfolio Durable Industry • Expansive network of salons • Five brands with strong • Persistent consumer demand •
Slide 5: Executive Summary
Executive Summary Profitability and minimal CapEx drive consistent generation of positive free cash flow enabling financial flexibility Covid – created significant losses resulting in $700MM of NOLs. Weaker franchisees shut stores with a 5-year delayed impact synchronized with lease expirations. Thi
Slide 6: Store Stabilization
Store Stabilization We have significantly reduced G&A and underperforming stores. Store closures should decrease as many underperforming stores have already closed, and people head back to the office and our SEO and SCM initiatives take hold. Past – since the FYE 6/30/22, we closed over 28% of under
Slide 7: Store Stabilization
Store Stabilization 45B FICA Tax Tip Credit – the recently past federal bill allows salons to claim a credit for the FICA taxes they pay on worker tips. Prior to the bill, salons would have to pay FICA on tips paid to stylists although tips went directly to stylists. This bill allows salons to have
Slide 8: Store Stabilization
Store Stabilization There are several drivers to offset revenue headwinds from potential store closures including expected same store sales growth, store openings and improved Company Owned store profitability Store closure economics – on average stores that close have revenue of approximately $120,
Slide 9: Debt Refinanced in June 2024
Debt Refinanced in June 2024 • This transaction forgave $80MM of debt • Does not allow for dividends or share repurchases –9– Nasdaq: RGS
Slide 10: Improving a Resilient Business
Improving a Resilient Business Regis is well-positioned in a large, attractive and resilient industry Attractive, Resilient Industry Regis has the 2nd Largest Network of Hair Salons with Scale Advantages $60 Billion 5.5% Estimated Hair Services Market Size by 2030 Expected growth in Hair Services fr
Slide 11: Improving a Resilient Business
Improving a Resilient Business Franchise model is expected to drive improvement in operating performance with stable, predictable revenue through recurring royalties and a streamlined expense structure ✓ ✓ ✓ Subscription-Like Repeat Recurring Royalty Streamlined Expense / Business Revenue CapEx Mode
Slide 12: Regis Strategic Roadmap
Regis Strategic Roadmap Driving EBITDA, Market Leadership & Sustained Value Creation STRATEGIC IMPERATIVES Reignite Customer Passion Unleash People & Excellence Accelerate Strategic Growth Elevating the Guest Experience Empowering a High-Performance Culture Driving Enterprise Value BOLD MOVES 1. Rei
Slide 13: Initiatives are Driving Improving Results
Initiatives are Driving Improving Results Disciplined execution and portfolio optimization are delivering profitable growth and sustained margin expansion Revenue Adjusted EBITDA $411.7 $27.5 $31.6 $23.3 +14.9% $276.0 ($0.5) $233.3 $203.0 $210.1 +3.5% ($75.9) FY2021 FY2022 FY2023 FY2024 FY2025 FY202
Slide 14: Summary Balance Sheets
Summary Balance Sheets Solid balance sheet with manageable financial leverage and ample cash to fund current operations $ in thousands June 30, 2025 June 30, 2024 Cash and cash equivalents $16,959 $10,066 Growing cash balance from positive Cash Other current assets 33,525 31,984 From Ops Goodwill 18
Slide 15: Experienced Management Team
Experienced Management Team Jim Lain Michael Ferranti Prior Experience: Prior Experience: Executive Vice President, Interim Chief Executive Officer Executive Vice president, Brand Operations Kersten Zupfer Jamie Suarez Prior Experience: Prior Experience: Executive Vice President, Chief Financial Off
Slide 16: Regis Corporation
Regis Corporation Investment Presentation – October 2025 –16– –8– Nasdaq: RGS