Carmila : 2021 Capital Markets Day presentation

Building sustainable growth

Carmila

2022-2026strategic and financial plan

1 2 3 4 5

1	Building sustainable growth	MARIE CHEVAL
	Chairman and Chief Executive Officer
	An incubator and an omnichannel	SEBASTIEN VANHOOVE
2	Deputy Chief Executive Officer
platform for retailers	SANDRINE MERCIER

Head of Network, Marketing, Customer and Digital

3	A leader in the sustainable
transformation of local regions

SEBASTIEN VANHOOVE

Deputy Chief Executive Officer

4

5

Breaking new ground

FREDERIC DESPRES

Head of Operations and Carmila Retail Development

Adding growth to a resilient core

business	PIERRE-YVES THIRION
	Chief Financial Officer

2

1	Building sustainable growth	2	3	4 5

1	Building sustainable growth	MARIE CHEVAL
	Chairman and Chief Executive Officer
	An incubator and an omnichannel	SEBASTIEN VANHOOVE
2	Deputy Chief Executive Officer
platform for retailers	SANDRINE MERCIER

Head of Network, Marketing, Customer and Digital

3	A leader in the sustainable
transformation of local regions

SEBASTIEN VANHOOVE

Deputy Chief Executive Officer

4

5

Breaking new ground

FREDERIC DESPRES

Head of Operations and Carmila Retail Development

Adding growth to a resilient core

business	PIERRE-YVES THIRION
	Chief Financial Officer

3

1	Building sustainable growth	2	3	4 5

Change is accelerating: the key findings that inform our strategy

1	2	3
Major	Changes in	A new
demographic	customer	equilibrium for
trends	expectations	retail

Locally-Anchored	Two million	A culture of
leaders, with 214 sites in	visitors a day	partnership with
France, Spain and Italy		over 6,000 retailers

4

1	Building sustainable growth: Demographics 2	3	4 5

COVID is a 'game changer' for medium-sized cities

People want to live differently post-COVID

• Eco-conscious
• Authentic local lifestyle
• Work-lifebalance
• Accustomed to digital services
• Proximity and convenience
• Remote work is an enabler

87%

+6pts

Of the French population believe that it is better to live in a medium-sized city

Source : Le Baromètre des territoires 2020

Change in share of house moves to small cities (2020 vs. 2015-19)

Source : INE

Carmila will benefit from the positive momentum in medium-sized cities

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