Fix Price PJSC · RUS:FIXR
Fix Price PJSC — Fix Price Group — Q2 2022 Earnings Presentation
7 slides from Fix Price PJSC's earnings presentation, July 2022
Slide 1: Q2 and H1 2022 Operating Results
Q2 AND H1 2022 OPERATING RESULTS July 2022
Slide 2: Disclaimer
DISCLAIMER IMPORTANT: This document does not constitute or form part of, and should not be because they relate to events and depend on circumstances that may or may not occur the results of the Company's operations presented under IAS 17 after 1 January 2019 construed as an offer for sale or subscri
Slide 3: Key Achievements in Q2 / H1 2022
KEY ACHIEVEMENTS IN Q2 / H1 2022 184 / 363 27.0% / 24.2% Net store openings(1) Revenue growth year-on-year 15.4% / 13.5% 37.7% LFL sales Loyal customer base growth growth year-on-year Source: Company information; Management Accounts for H1 2021, H1 2022, Q2 2021 and Q2 2022 Notes: 1 Including compan
Slide 4: Continuous Store Expansion: Geographical Coverage
CONTINUOUS STORE EXPANSION GEOGRAPGICAL COVERAGE (2021 and H1 2022, eop) Russia LEGEND KEY RUSSIA SIBERIAN FD(1) (Number of stores) +327 +49 CENTRAL FD(1) +xx 4,772 561 +83 xx 512 xx 4,445 1,374 2021 H1 2022 1,291 NORTH-WESTERN FD(1) SOUTHERN FD(1) +31 +41 492 461 593 552 FAR-EASTERN FD(1) VOLGA FD(
Slide 5: Continuous Store Expansion: Store Portfolio Growth
CONTINUOUS STORE EXPANSION FIX PRICE STORE PORTFOLIO GROWTH SELLING SPACE EXPANSION (Number of stores) (Thous. sqm) +153 1,137 +682 128 984 5,267 106 4,585 578 486 1,009 878 4,689 4,099 Q2 2021 Q2 2022 Q2 2021 Q2 2022 Company-operated Franchised Company-operated Franchised Source: Company informatio
Slide 6: LFL Performance
LFL PERFORMANCE LFL SALES (1) BOOST DRIVEN BY STRONG CONSUMER DEMAND COMMENTS ON QUARTERLY DYNAMICS COVID • LFL sales grew by 15.4% in Q2 2022, driven by restrictions 16.5% growth in the LFL average ticket, which offset a slight contraction in LFL traffic, of 0.9% 1st COVID 450+ stores lockdown 20.6
Slide 7: Extended CVP and Continued Robust Price Advantage
EXTENDED CVP AND CONTINUED ROBUST PRICE ADVANTAGE 63% OF ASSORTMENT UNDER RUB 100(1) RETAIL SALES MIX % of retail sales % of SKU Q2 2021 Q2 2022 0.4% 0.4% 1% 1% 6% 6% 19% 13% 18% 14% 29% 31% 21% Food 22% 60% 57% 23% 26% 50% 47% Drogerie 16% 15% 18% 16% 48% 43% Non-food Q2 2021 Q2 2022 Q2 2021 Q2 202