City Chic Collective Limited · ASX:CCX
City Chic Collective — FY2026 Earnings Presentation
26 slides from City Chic Collective's earnings presentation, Aug 24, 2026
Slide 1: Leading a World of Curves – FY26 Results
LEADING A WORLD OF CURVES FY26 RESULTS 24 August 2026
Slide 2: Key Highlights
KEY HIGHLIGHTS UNDERLYING ANZ REVENUE USA EBITDA 1 Primed for growth $12.3m +7.6% in FY27 92% increase on PCP Trading Margin Dollars 2 USA continues to trade up 8.2% on PCP profitably 3 COST OF DOING CASHFLOW First 7 weeks of FY27 BUSINESS - $7.1m +$2.2m +11.4% Down 9.7% for the period, debt Comp st
Slide 3: Table of Contents
TABLE OF CONTENTS 1 FY26 Results Overview 2 Strategic Update 4 FY26 Financial Summary 5 FY27 Outlook 6 Appendix Phil Ryan, CEO James Plummer, CFO 3
Slide 4: Business Update
city chic collective BUSINESS UPDATE
Slide 5: FY26 Results Overview
FY26 RESULTS OVERVIEW Strong Underlying EBITDA 1 growth GLOBAL SALES ANZ COMP ACTIVE INVENTORY SALES GROWTH CUSTOMERS 2 $130.5m 5.6% 517k $24.1m -3.1% vs FY25 +7.8% comp margin $ +3.0% vs FY25 - 11% vs FY25 growth UNDERLYING STATUTORY TRADING GM% 4 NET CASH EBITDA 1 NPAT 3 $12.3m ($6.6m) 60.6% $5.2m
Slide 6: Operational Highlights
OPERATIONAL HIGHLIGHTS Earnings growth driven by higher gross margin and cost discipline in a challenging retail environment CUSTOMER FIRST CUT FOR CURVES SIMPLER BUSINESS • Record 517k City Chic customers • Improving Average Selling Price, up • Overall CODB 1 down $7.1m to 51.7% of 4.5% sales • Tar
Slide 7: Strategy Update
© 2 i O LL O am) ao < S > = oO STRATEGY UPDATE
Slide 8: A Business Dedicated to Her
A BUSINESS ANZ back on track and USA reset and ready for growth DEDICATED TO HER FY26 REVENUE AND CUSTOMER METRICS BY REGION HOW WE WIN Growing customer base with 517k active customers Stores 45% 47% 54% Understanding her cost - of - living challenges and 7% 1% adapting our range accordingly Partner
Slide 9: Focused Growth Strategy
FOCUSED GROWTH STRATEGY OUR STRATEGIC ADVANTAGE IS FIT AND THIS CONTINUES TO DELIVER EBITDA IMPROVEMENT HER FIRST Continue to amplify our focus on Her, cementing genuine emotional connections › Increase ASP 1, retention and profitability › Focused marketing investment HER FIRST CUT FOR Cut for Curve
Slide 10: ANZ Growth – Unlocking Customer Spend
ANZ GROWTH – UNLOCKING CUSTOMER SPEND Reshaping our assortment to deliver value in today's retail environment WHERE SHE IS AT OUR ACTIONS • Record customer • Continue to extend CCX value numbers and strong range to drive frequency response to product • Realign price point mix through evolution the r
Slide 11: USA – Reset Complete, Now Scaling
USA – RESET COMPLETE, NOW SCALING Becoming the dress authority for curves CITY CHIC USA WINS ON DRESSES Focused market strategy – to become the dress authority through our fit expertise USA curve dress market is materially larger than whole ANZ curve market Reinvestment in inventory behind the dress
Slide 12: Turning Volatility into Opportunity
TURNING VOLATILITY INTO OPPORTUNITY City Chic continues to invest in tools and capabilities that improve decision - making, enhance customer outcomes and strengthen profitability AI - powered platform converting product images into sales forecasts, underpinning sharper buying decisions Live across t
Slide 13: GLP-1: Reshaping Apparel Demand
GLP - 1: RESHAPING APPAREL DEMAND Our Fit Expertise creates opportunity to deepen customer relationships as body shape and size evolve GLP -1 adoption accelerating Changing consumer behaviour Clothing considerations are shifting • 21% of US households now • 9.9% apparel spending increases after EY A
Slide 14: GLP-1: Responding to the Market
GLP - 1: RESPONDING TO THE MARKET Extending Our Reach Without Changing Our DNA Customer size changes between years • Customer numbers are growing, showing proof we are extending our reach • City Chic has always supported Her through size and shape journeys 27.4% 30.2% • Historically, customers movin
Slide 15: Successful Initiatives to Reduce Returns
SUCCESSFUL INITIATIVES TO REDUCE RETURNS Trialing creator - powered fit content to improve purchase confidence and reduce returns • Improved fit consistency and in - line quality control driving lower return rates across the range • New partnership with Mys Tyler – a leading fit - focused fashion te
Slide 16: FY26 Financial Summary
city chic collective FY26 FINANCIAL SUMMARY
Slide 17: Summary Financial Performance
1 SUMMARY FINANCIAL PERFORMANCE Strategic actions delivering turnaround to profitability $’m: FY26 FY25 % to FY25 • Underlying EBITDA of $12.3m up 92% on PCP Sales 130.5 134.7 (3.1%) • Revenue of $130.5m Other Revenue 0.4 0.5 (20.6%) Sales & Other Revenue 130.9 135.2 (3.2) • ANZ revenue up 7.6%; tra
Slide 18: Summary Financial Position
SUMMARY FINANCIAL POSITION Stable balance sheet with net cash up 72% A$m 28 - Jun - 26 28 - Dec - 25 29 - Jun - 25 • Net cash position of $5.2m, up 75 % from June - 25 Cash & cash equivalents 5.2 5.4 8.0 • Repayment of $5.0m borrowings during period. $10.0m facility Inventories 24.1 24.6 27.1 remain
Slide 19: FY27 Trading Update
FY27 TRADING UPDATE city chic collective 19
Slide 20: Trading Update and Outlook
TRADING UPDATE AND OUTLOOK Maintaining trading momentum for the first 7 weeks of FY27 While retail trading conditions remain challenging, City Chic is well positioned to grow sales and drive sustained improvement in profitability ANZ • Total SH trading revenue flat in first 7 weeks vs PCP • Comp sto
Slide 21: Thank you for your attendance and participation
Thank you for your attendance and participation www.citychiccollective.com.au 21
Slide 22: Appendix
APPENDIX 22
Slide 23: USA: What Our Customers Are Saying
USA: WHAT OUR CUSTOMERS ARE SAYING “This store is number one. It is MADE for curvy bodies and whoever is designing these pieces genuinely loves women and wants them to feel their best. Their clothing flatters me like no other clothing has! I’m so thankful for the quality of fabric, the quality of bu
Slide 24: Sales by Channel & Region
SALES BY CHANNEL & REGION REVENUE BY Sales Growth Sales Growth REGION FY26 Sales Reporting Constant Revenue Currency Currency 1 (A$m) (vs PCP) (vs PCP) ANZ 113.8 7.6% 7.9% USA 16.7 (42.1%) (40.0%) Total 130.5 (3.1%) (2.3%) Sales Growth Sales Growth REVENUE BY FY26 Reporting Constant Sales CHANNEL 2
Slide 25: Impact of AASB 16 – Continuing Operations
IMPACT OF AASB 16 – CONTINUING OPERATIONS FY26 FY25 Statutory Underlying Underlying AASB Underlying Statutory Underlying Underlying Underlying A$ million AASB Impact Post AASB16 Adjustments Post AASB16 Impact Pre AASB16 Post AASB16 Adjustments Post AASB16 Pre AASB16 Sales and other revenue 130.9 130
Slide 26: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER The following disclaimer applies to this investor presentation prepared by City Chic Collective Limited ACN 057 569 169 ( City Chic ) and is dated 24 th August 2026 ( Presentation ). Summary information This Presentation contains summary information about City Chic and