Children's Place, Inc. (the) · NASDAQ:PLCE
Children's Place, Inc. (the) — The Children's Place — Sidoti Small Cap Conference September 2025
28 slides from Children's Place, Inc. (the)'s conference presentation, September 2025
Slide 1: Company Overview: Sidoti Small Cap Conference
COMPANY OVERVIEW Sidoti Small Cap Conference September 2025
Slide 2: Investment Highlights
Investment Highlights • Pure Play Children’s Specialty Retailer in North America o Omni Channel o Portfolio of Brands • Strategic Reset with New Board and Management Team o Long-Range Plan in Place o Transformation Program Underway • Focus on Stronger Balance Sheet and Improved Liquidity o Brand Inv
Slide 3: Company Overview
Company Overview Liquidity Challenges and The Come Back: In early 2024, TCP received significant financing from Mithaq Capital, which acquired Founded in 1969 in Hartford, Connecticut, Acquisition of Gymboree: a majority stake. With new Board leadership selling toys, apparel, and accessories In 2019
Slide 4: We Operate Omni-Channel with a Global Footprint
We Operate Omni-Channel with a Global Footprint 12 494 8 Countries Stores Sites and Apps 229 Points of Distribution 4
Slide 5: Transformation Objective: Drive Sales and Generate Free Cash Flow
Transformation Objective: Drive Sales and Generate Free Cash Flow Key Strategies: CUSTOMER BRAND PRODUCT CHANNEL (COMPASS) (IDENTITY) (ENGINE) (DIVERSIFICATION) Operating Model & Technology People and Culture 5
Slide 6: Our Customers
Our Customers 6
Slide 7: We Will Target Distinct Customers for each Brand
We Will Target Distinct Customers for each Brand ACQUIRE: PLUGGED-IN PARENTS ACQUIRE: FASHION SEEKERS Driven by connection Driven by and innovation that premium quality makes shopping fun and style that for both them and suits the lifestyle their kid. the family strives for. SUSTAIN: SAVVY GO-GETTER
Slide 8: Our Brands
Our Brands 8
Slide 9: The Children's Place: Evolving to Champion Kids and their Individuality
The Children's Place: Evolving to Champion Kids and their Individuality A WORLD WHERE KIDS HAVE THE SAY A KID’S DESTINATION FOR STYLE AND EXPRESSION 9
Slide 10: Gymboree: Sparking the Joy of Completing the Family's Look
Gymboree: Sparking the Joy of Completing the Family’s Look A WORLD WHERE OUR PARENT IS SEEN AS A STYLIST, NOT JUST A SHOPPER. A MODERN LIFESTYLE BRAND CHAMPIONING FAMILIES 10
Slide 11: Loyalty Redesigned – My Place Rewards
Loyalty Redesigned – My Place Rewards 2x trips vs non-members 1.2x Avg order value vs. non-members Redesigned Program Will Drive: - Growth in Enrollment - Improvement in Engagement - Conversion Rate Growth 11
Slide 12: Product
Product 12
Slide 13: Fashion is our Focus, Value is our Driver, Convenience is our Superpower
We offer a broad range of children’s apparel designed Fashion is our to foster self-expression and confidence. Our vibrant, Focus inclusive styles build emotional brand loyalty, lean into cultural relevance and position us for scalable growth in the global kidswear market. Value is our We deliver fa
Slide 14: A Fit for Every Child
A Fit for Every Child 7 BABY BOYS 0-24M PLACE 14
Slide 15: Balanced Product Architecture and Focus Areas
Balanced Product Architecture and Focus Areas Basics Update Collaborations Collections Seasonal 15
Slide 16: Licensing Partnerships
Licensing Partnerships • Integrating licensing partnerships starting in Spring 2025 to complement existing assortments, increasing our competitive edge & brand relevancy • Offerings will span across Apparel, Graphics, Sleepwear & Accessories – a mixture of 3rd party & TCP exclusive products/designs
Slide 17: Channels of Business
Channels of Business 17
Slide 18: Channels of Business: Be Where Our Customer Is
Channels of Business: Be Where Our Customer Is LICENSING & STORES COLLABORATIONS $40M Transformation ECOMM 3P MARKETPLACES Savings INTERNATIONAL & STRATEGIC WHOLESALE PARTNERSHIPS 18
Slide 19: Recent Openings: Woodbury Commons – TCP & Gymboree
Recent Openings: Woodbury Commons – TCP & Gymboree 19
Slide 20: Recent Openings: Viewmont Mall (PA)
Recent Openings: Viewmont Mall (PA) 20
Slide 21: Operating Model & Financial Plan
Operating Model & Financial Plan 21
Slide 22: Q2 Financial Results
Q2 Financial Results Second Quarter Ended Year-to-Date Ended August 2, August 3, August 2, August 3, 2025 2024 2025 2024 Net sales $ 298,006 $ 319,655 $ 540,131 $ 587,533 • Sales Down 6.8% to Last Year Cost of sales (exclusive of depreciation and 196,734 207,861 368,076 382,998 amortization) - Seque
Slide 23: Plans in Place to Offset Potential Tariff Impacts
Plans in Place to Offset Potential Tariff Impacts Identified Offsets ✓ Sourcing strategies and logistics costs to mitigate approximately Estimated Tariff Impact 80% of these headwinds ➢ 2H 2025 -> ~$25 million ✓ Product mix and promotional ➢ 1H 2026 is expected to be similar activity, with minimal i
Slide 24: Rightsizing the Operating Model
Rightsizing the Operating Model Organization – optimize in- 30% house, outsourced, and offshore resourcing $40M Transformation 30% Non-merch and 3rd party spend Savings Operating model aligned to current and go forward strategies 40% 24
Slide 25: Historical Financials
Historical Financials Best Performing Financial Periods; FY15 – FY18 - Consistency in Sales Growth - Stable and Increasing Free Cash Flow - Driving Equity Performance Source: Company SEC Filings, NASDAQ 25
Slide 26: Refocus on Stores
Refocus on Stores • After Years of Consistent Store Closures, Stabilizing the Store Fleet • Commitment to our Real Estate Strategy with Longer Term Leases - Pivot to grow in second half 2025 - >3x increase in long-term leases vs last year - Strengthen landlord partnerships 26
Slide 27: Transformation Objective: Drive Sales and Generate Free Cash Flow
Transformation Objective: Drive Sales and Generate Free Cash Flow Key Strategies: CUSTOMER BRAND PRODUCT CHANNEL (COMPASS) (IDENTITY) (ENGINE) (DIVERSIFICATION) Operating Model & Technology People and Culture 27
Slide 28: Slide 28
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