Q2'23

1

Via´s Main Pillars

Customer

People & Culture

• Customer Centric

• High performance

• Focus on UX

• Leading role & Collaboration

• Sales conversion

• Fast execution and

implementation

• Higher engagement

and lower CAC

• New culture focused on

profitability and business

• NPS: greater number

sustainability

of promoters

Efficiency

Capital Structure

• Via´s Transformation Plan

• Change in financing model

of installment plan

• Operating levers with new

margin/cash metrics

• Access to new liquidity

pockets

• Profitability/cash-oriented

operation

• Liability management

• Reduction of cost/expenses

• Assets Monetization

  • Focus on generating value and the Company's perpetuity

2

Omnichannel

Renato Franklin

CEO

3

1P/3P Omnichannel

Brick-and-mortar GMV

1P GMV Online

1P GMV

R$ MM

R$ MM

R$ MM

Record

of

market

share

+1,2%

3.686

-5,1%

-1,2%

3.498

5.974

6.044

9.660

9.542

Q2'22

Q2'23

Q2'22

Q2'23

Q2'22

Q2'23

GMV 3P - R$ MM

Take Rate

+24%

revenue

+9.0%

YoY

Resilient store

1.467

Most profitable

1.346

channel

Complementary

3P

Q2'22

Q2'23

+ revenue and

profitability

4

1P/3P Omnichannel

Online - Quarter

15,3%

Record

14,8%

market

14,5%

13,8%

share

13,3%

13,3%

12,2%

12,8%

12,7%

12,6%

12,8%

12,8%

11,3%

9,80%

10,1%

7,80%

Q3'19

Q4'19

Q1'20

Q2'20

Q3'20

Q4'20

Q1'21

Q2'21

Q3'21

Q4'21

Q1'22

Q2'22

Q3'22

Q4'22

Q1'23

Q2'23

Brick-and-Mortar Market Share -

Quarter

Natural growth

+1.0 p.p.

Offline market share gain

YoY

without investment

Online market share

in price

breaking record

5

Source Confi. Neotrust - Online GMV 1P and 3P | GFK - not including online sales rep

5

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Disclaimer

Via Varejo SA published this content on 10 August 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 10 August 2023 23:19:07 UTC.