Institutional Presentation
Overview
6 RECOGNIZED BUSINESS
Renner, Camicado,Youcom, Ashua,Realizee Repassa
655 STORES
416 Renner (in Brazil, UruguayandArgentina)
109 Camicado / 115 Youcom/ 15 Ashua
4 DISTRIBUTIONCENTER
SP, SC and RJ automated
26.2 THOUSAND in 2022
employees
+20 PROPRIETARY BRANDS
(Renner,Camicado,Youcom,Ashua)
R$ 15.2 bi in 2022
GMV Total¹
Data as of June 2023, unless otherwise specified. | 2 |
¹Considers 1P and 3P sales, on and offline. |
Classificação: Interno
15%
online penetration
1ST IN THEAPPAREL INDUSTRY IN BRAZIL
TotalGMV1
18.7MM em 2022 activecustomersin the ecossytem
R$ 6.2 BI
Realize portfolio
+900 MM in 2022
online visits
+13MM em 2022
App downloads
INSTITUTIONAL
2Q 2023
Our businesses
RETAIL
Foundation / | 1965 |
Acquisition | |
Overview | Largest fashion |
retailer in Brazil | |
Target Customers | 18 to 39 |
Age | |
Social Classes | A-, B and C+ |
Stores | 416 |
% Net Revenues | |
2022 | 92% |
2011
Leader in home and décor in Brazil
18 to 39
A-, B and C+
109
5%
2013
Specialized in young lifestyle
18 to 35
A-, B and C+
115
3%
2016
Curve & plus size
format
25 to 45
A-, B and C+
15
Consolidated on Renner's income statement
2021
Reseller
Plataform
B and C+
Available at 62 Renner stores
Consolidated on Renner's income statement
FINANCIAL SERVICES
ECOSYSTEM ENABLER
Realize is a fintech specialized in fashion and lifestyle that supports | Digital native Logtech founded in 2017, focused on optimizing |
the loyalty and convenience of our customers, supporting the | |
corporate deliveries, through partners and hubs | |
Company's retail operation | |
3 | INSTITUTIONAL | ||
2Q | 2023 | ||
Classificação: Interno | |||
A track record of strong value creation for consumers and shareholders
LOJASRENNER | +202% |
VS
PMC¹APPAREL ANDFOOTWEAR
(BRAZIL)
100+18%
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
- IBGE's Monthly Retailing Index for Apparel
4
Classificação: Interno
NET OPERATING REVENUEFROM RETAILING
GROSS MARGINFROM RETAILING
TOTAL ADJUSTED EBITDA
(PRE-IFRS)
NET
INCOME
13.6% | 12.8% | |||
CAGR 2012-19 | CAGR 2012-22 | |||
56.3% | 55.3% | |||
+3PP 2019 | +2PP 2022 | |||
VS 2012 | VS 2012 | |||
15.5% | 9.4% | |||
CAGR 2012-19 | CAGR 2012-22 | |||
17.3% | 13.8% | |||
CAGR 2012-19 | CAGR 2012-22 | |||
INSTITUTIONAL | ||||
2Q | 2023 | |||
Proprietary and differentiated operational model that enabled strategic
and competitive advantages over other players and consistent creation of value
- Clear value proposition and consistent positioning
- Local supplier base
- Presence in the leading supplier bases offshore
- Collections segmented by lifestyle
- Proprietary allocation and distribution model
- Culture based on enchantment
- Largest omnichannel fashion operator Reference in ESG
Valueproposition | ||
To deliver the best experience | ||
in fashion andretail to the | ||
middle/highsegment, | ||
enchantingour customers | ||
with quality products and | ||
services at competitiveprices | ||
throughan innovativeand | ||
sustainableecosystem | ||
5 | INSTITUTIONAL | |
2Q | 2023 | |