INSTITUTIONAL PRESENTATION 3Q22

COMPANY OVERVIEW

2

COMPANY OVERVIEW

R$ 1,404 BILLIONS

GROSS REVENUE 3Q22

R$ 959 MILLIONS

DTC SELL OUT 3Q22

(FRANCHISES, OWNED STORES AND WEB)

R$ 2.1 BILLIONS

WEB SELL OUT + DIGITAL REVENUES (LTM)

963 STORES

173 OWNED STORES AND 790 FRANCHISES

(3Q22)

6,9 THOUSANDS

EMPLOYEES (3Q22)

8,8 MILLIONS

ITEMS SOLD (SHOES, BAGS AND

CLOTHES)

+ 414%

GROWTH IN STOCK PRICE SINCE THE

IPO (2011)

R$ 10.7 BILLIONS

MARKET CAP VALUE (08/11/2022)

3

STRONG PLATAFORM OF BRANDS

AREZZO&CO IS A LEADING COMPANY IN THE WOMEN'S FOOTWEAR, HANDBAGS AND

ACCESSORIES SEGMENT THROUGH ITS PLATFORM OF REFERENCE BRANDS

19721995200820091966200420212014

ALLIED IN

ELEVATE THE

CHOOSE TO

EXCLUSIVE

OFF

MY WAY,

COOL,

FREE TO BE

TIMELESS

FASHION

MOMENT

BE YOU

EXPERIENCE

THE WALL

MY SHOES

AND PREMIUM

AND LIFE

4

COMPANY OVERVIEW

AREZZO&CO IS THE REFERENCE IN THE BRAZILIAN RETAIL SECTOR AND HAS A UNIQUE POSITIONING COMBINING GROWTH WITH CASH GENERATION

LEADING COMPANY IN

CONTROLLING

DEVELOPMENT OF

THE FOOTWEAR AND

ASSET LIGHT: HIGH

STRONG CASH

SHAREHOLDERS ARE

COLLECTIONS WITH

ACCESSORIES INDUSTRY

OPERATIONAL

GENERATION AND HIGH

REFERENCE IN THE

EFFICIENT SUPPLY

WITH PRESENCE IN ALL

EFFICIENCY

GROWTH

SECTOR

CHAIN

BRAZILIAN STATES

18.0 MILLION PAIRS OF SHOES 2 MILLION HANDBAGS (1)

4 MILLION CLOTHES (2)

MORE THAN 6,500 POINTS OF SALE

~30% MARKET SHARE ON AB CLASSES (3)

MORE THAN 49 YEARS OF EXPERIENCE IN THE SECTOR

WIDE RECOGNITION

11,500 MODELS CREATED PER YEAR

AVERAGE LEAD TIME OF 40 DAYS

MORE THAN 18 LAUNCHES PER YEAR

86,1% OUTSOURCED PRODUCTION IN 3Q22 (4)

ROIC OF 29.7% IN 3Q22

6,983 EMPLOYEES

NET REVENUES CAGR: 17% (2015 - 2021)

INCREASED OPERATING LEVERAGE

NOTAS:

  1. AS OF 2021
  2. AMOUNT OF PIECES OF CLOTHES SOLD BY THE BRANDS: VANS AND RESERVA GROUP (2021)
  3. REFERS TO THE BRAZILIAN WOMEN FOOTWEAR, HANDBAGS, MEN'S AND WOMEN'S SNEAKERS MARKET (SOURCE: COMPANY ESTIMATES). AS OF 2021
  4. CONSIDERS AREZZO&CO ONLY

5

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Arezzo Indústria e Comércio SA published this content on 21 November 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 18 December 2022 00:12:08 UTC.