Reitmans (canada) Limited · TSXV:RET
Reitmans (canada) — Shareholder Meeting (June 2026)
22 slides from Reitmans (canada)'s shareholder meeting presentation, Jun 17, 2026
Slide 1: 2026 Annual General Meeting of Shareholders
2026 Annual General Meeting of Shareholders June 17, 2026 RCL – Reitmans (Canada) Limited
Slide 2: Samuel Minzberg, Chairman of the Board
Samuel Minzberg Chairman of the Board RCL – Reitmans (Canada) Limited
Slide 3: Meeting Agenda
Meeting Agenda 1. Receive fiscal 2026 financial statements 2. Appointment of auditors 3. Election of directors 4. Other business 5. Termination of formal meeting 6. Management presentation RCL – Reitmans (Canada) Limited
Slide 4: Management Presentation
Management Presentation June 17, 2026 RCL – Reitmans (Canada) Limited
Slide 5: Caroline Goulian, CPA, Chief Financial Officer
Caroline Goulian, CPA Chief Financial Officer RCL – Reitmans (Canada) Limited
Slide 6: 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 7: Fiscal 2026 Financial Highlights
Fiscal 2026 Financial Highlights $776.8M • Strong second half of the year Net Revenues • Evolving our operating structure: $18.7M we incurred strategic transformation expenses of $7 Adjusted EBITDA(1) million • Adjusted EBITDA up $1.8M in Q3 ($0.9M) and up $4.8M in Q4, year over year Net Loss RCL –
Slide 8: Q1 2027 Financial Highlights
Q1 2027 Financial Highlights $160.1M • Solid results in challenging economic times Net Revenues • Retail stores net revenues +2.9% ($5.4M) • Investments in stores are beginning to bear fruit Adjusted EBITDA(1) • SG&A down $2.2M, largely due to ($6.3M) strategic transformation Net Loss RCL – Reitmans
Slide 9: Normal Course Issuer Bid
Normal Course Issuer Bid In fiscal 2026 we repurchased: In Q1 2027 we repurchased: 327,700 235,600 Class A shares for aggregate Class A shares for aggregate consideration of consideration of ~$0.7 million ~$0.5 million RCL – Reitmans (Canada) Limited
Slide 10: Solid Financial Position
Solid Financial Position Working Capital 1 (in millions of CAD$) $101.9M Strong cash position to invest in 180 operations 137.2 $125.1M 150 126.0 120 90 Inventory at quarter end reflects tight inventory management 60 30 0 $0 FY 2026 Q1 2027 Bank debt 1 This is a Non-GAAP Financial Measure. See “Non-
Slide 11: Andrea Limbardi, President and Chief Executive Officer
Andrea Limbardi President and Chief Executive Officer RCL – Reitmans (Canada) Limited
Slide 12: Designed for the Future | Year One Recap
Designed for the Future | Year One Recap Three strategic pillars: 1. Drive accelerated brand growth 2. Fuel growth with modernization 3. Ignite high performance RCL – Reitmans (Canada) Limited
Slide 13: Drive Accelerated Brand Growth
Drive Accelerated Brand Growth 13 New store openings 2 Relocations 5 Expansions 17 Store refreshes 15 Store closures RCL – Reitmans (Canada) Limited
Slide 14: Drive Accelerated Brand Growth (cont.)
Drive Accelerated Brand Growth (cont.) ~400 Target total stores Drive higher productivity per square foot 18-24 months Target payback for new stores RCL – Reitmans (Canada) Limited
Slide 15: Fuel Growth with Modernization
Fuel Growth with Modernization • Distribution centre investments (improving speed, accuracy, and capacity) • Completed rollout of Jumpmind POS across entire store fleet • Launched new ShopifyTM-platformed ecommerce sites for each of our brands RCL – Reitmans (Canada) Limited
Slide 16: Ignite High Performance
Ignite High Performance • Advanced renewed total rewards and benefits strategy • Launched global whistleblower program • Optimized global operations RCL – Reitmans (Canada) Limited
Slide 17: Financial Ambition and Investment
Financial Ambition and Investment Five-year strategy 25% By fiscal 2030, we plan to Over grow to $1 billion in revenue 75% $100M with Adjusted EBITDA of of investment $60-$70M1 Invest in store renovations, expansions, and openings Modernization of digital technology & infrastructure 1 This is a Non-
Slide 18: Designed for the Future: Year Two Priorities
Designed for the Future: Year Two Priorities Our focus remains on initiatives that strengthen brand relevance, and driving profitable growth RCL – Reitmans (Canada) Limited
Slide 19: Designed for the Future | Year Two
Designed for the Future | Year Two Drive Accelerated Brand Growth Fiscal 2027 targets: 4-6 New store openings 5-7 Relocations 2-4 Refreshes/Renovations 3-4 Expansions Continue to optimize fleet based on business needs RCL – Reitmans (Canada) Limited
Slide 20: Designed for the Future | Year Two
Designed for the Future | Year Two Fuel Growth with Modernization Ignite High Performance • Reimagining end-to-end product • Continue to strengthen how we lifecycle, from design through delivery, attract, develop, and support our to accelerate speed to market and people unlock operational efficienci
Slide 21: 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 • Strong and diversified supply chain remains a strength RCL – Reitmans (Canada) Limited
Slide 22: Thank you for joining us
Thank you for joining us investors@reitmans.com reitmanscanadalimited.com RCL – Reitmans (Canada) Limited