Institutional Presentation
1
Overview
6 RECOGNIZED BUSINESS
Renner, Camicado,Youcom, Ashua,Realizee Repassa
652 STORES
418 Renner (in Brazil, UruguayandArgentina)
110 Camicado / 111 Youcom/ 13 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
15.2%
online penetration
Data as of March 2023, unless otherwise specified. | 2 |
¹Considers 1P and 3P sales, on and offline. |
Classificação: Interno
1ST IN THEAPPAREL INDUSTRY IN BRAZIL
TotalGMV1
18.7MM em 2022 activecustomersin the ecossytem
5.6 MM
Active customersat Realize
R$ 6.1BI
Realize portfolio
+900 MM in 2022
online visits
+13MM em 2022
App downloads
+1000SELLERS
in Rennere Camicadomarketplaces
INSTITUTIONAL
1Q------- | 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 | 418 |
% Net Revenues | |
2022 | 92% |
2011
Leader in home and décor in Brazil
18 to 39
A-, B and C+
110
5%
2013
Specialized in young lifestyle
18 to 35
A-, B and C+
111
3%
2016
Curve & plus size
format
25 to 45
A-, B and C+
13
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 | |
1Q-------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 | ||
1Q------- | 2023 |
Proprietary and differentiated operational model that enabled strategic
and competitive advantages over other players and consistent creation of value
Clear value propositionand 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 |
1Q-------2023 | |