Slide 1: Fourth Quarter Fiscal 2026 Earnings Call
FOURTH QUARTER FISCAL 2026 EARNINGS CALL MAY 27, 2026
Slide 2: Safe Harbor Statement and Non-GAAP Measures
Safe Harbor Statement and Non-GAAP Measures Certain statements in this presentation, other than statements of historical fact, including estimates, projections, statements related to our business plans and operating results are forward-looking statements within the meaning of the Private Securities
Slide 3: Monro Shareholder Value Drivers
Monro Shareholder Value Drivers Four Key Areas of Focus Identified as Opportunities for Improvement Driving Profitable Customer Acquisition & Activation Improving Our Customer Experience & Selling Effectiveness ▪ During the fourth quarter, continued to refine our marketing program by ▪ ConfiDrive in
Slide 4: Fourth Quarter Fiscal 2026 Highlights
Fourth Quarter Fiscal 2026 Highlights Performance Challenged by Difficult Operating Environment in Full-Service Auto Aftermarket driven by Weakness in Tire Demand Quarterly Comparable Store Sales Trends Monthly Comparable Store Sales Trends 10% 8.2% 2 FY25 10% 7.1% 5.7% 5.8% FY26 5% 5% FY27 2.8% 1.9
Slide 5: Fourth Quarter Fiscal 2026 Results
Fourth Quarter Fiscal 2026 Results Gross Margin Expansion Driven by Lower Technician Labor Costs; Maintained Investment in Marketing, Despite Sales Headwinds Q4FY26 Q4FY25 Δ Sales (millions) $273.8 $295.0 (7.2%) Same Store Sales1 -2.4% 2.8% (520) bps Gross Margin 33.9% 33.0% 90 bps Adjusted Operatin
Slide 6: Strong Financial Position
Strong Financial Position Cash Flow and Liquidity Support Capital Allocation Priorities Disciplined Capital Allocation Strong Balance Sheet and Liquidity Fiscal 2026 ▪ Received ~$27M from disposal of property and ▪ Generated operating cash flow of ~$70M during equipment, including ~$25M from success
Slide 7: Fiscal 2027 Expectations
Fiscal 2027 Expectations Fiscal 2027 Expectations ▪ Expect to deliver year-over-year comparable store sales growth in fiscal 2027, primarily driven by performance improvement initiatives ▪ Expect that the results of our store optimization plan will reduce total sales by approximately $9M in the firs
Slide 8: Appendix
Appendix 8
Slide 9: Reconciliation of Adjusted Operating (Loss) Income (Unaudited)
Reconciliation of Adjusted Operating (Loss) Income (Unaudited) (Dollars in Thousands) Quarter Ended Fiscal March 2026 2025 Operating Loss $(5,216) $(23,846) Consulting costs related to operational improvement plan 2,664 - Transition costs related to back-office optimization 569 586 Store impairment
Slide 10: Reconciliation of Adjusted Net Loss (Unaudited)
Reconciliation of Adjusted Net Loss (Unaudited) (Dollars in Thousands) Quarter Ended Fiscal March 2026 2025 Net Loss $(6,581) $(21,275) Consulting costs related to operational improvement plan 2,664 - Transition costs related to back-office optimization 569 586 Store impairment charges 274 22,804 Co
Slide 11: Reconciliation of Adjusted Diluted Loss Per Share (Unaudited)
Reconciliation of Adjusted Diluted Loss Per Share (Unaudited) Quarter Ended Fiscal March 2026 2025 Diluted Loss Per Share $(.23) $(.72) Consulting costs related to operational improvement plan .07 - Transition costs related to back-office optimization .01 .01 Store impairment charges .01 .57 Costs r