Lojas Renner S A : 3Q22 Earnings Results Video Conference Presentation

Net revenue from retailing

and consecutive gain in market share

2,371.7

1,931.9

1,651.2 39.5%

8.3%

with consistent growth vs 2019 and 2021

2,615.5	+10.3%	+35.4%
versus 3Q21	versus 3Q19

• Consecutive gain in market share

7.9%	• Consistent growth despite
	anticipation of winter in 2Q and

cooler temperatures in 3Q

	-17.2%
3Q19	3Q20		3Q21	3Q22
Net Revenue (R$ MM)		SSS - Same Store Sales (%)

• Efficiency gains as a result of Omni initiatives (technology, data and execution)

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Digital GMV: consistent growth, with new channels gaining relevance

29.4% 494.7

382.5

348.9

115.8	16.1%	12.3%	14.5%
4.6%

3Q19	3Q20	3Q21	3Q22
Digital GMV (R$ MM)		Penetration (%)

Marketplace

represents 9.8% of the

Digital GMV

Renner: 337 Sellers

Camicado: 466 sellers

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Gross Margin at similar levels to 2019 with Markdowns at

their historical lowest

4,417.9	+0.4 pp	-0.5 pp
in Margin	in Margin
	versus 3Q21	versus 3Q19

3,218.8

							• Continuing low markdown levels
		1,265.9	1,408.3				• Lower share of spring-summer
1,049.9					55.1%
788.2	53.4%	53.8%	53.7%	items pressured gross margin
54.3%	47.7%
3Q19	3Q20	3Q21	3Q22		9M21	9M22
		Gross Profit (R$ MM)		Gross Margin (%)

- 4 -

SG&A Operating Expenses: similar performance to that of the last few quarters with

sequential gains in productivity

Growth in NOR +35%

SG&A +49% -> +3.5 pp

1,008.0

+0.8 pp

1,008.0

677.4		+1.2 pp
	+1.5 pp		Omni Ecosystem
			38.5%
35.1%			• Tribes
	Digital penetration
		• IT/Data/NB
	BAU	• Marketing	• Team structures
	• Freight	• Third party services
	• Inflation

• Store expansion	• Third party services

• New DC

866.4

36.5%

38.5%

3Q19

3Q22

SG&A post-IFRS 16 % of NOR

3Q21 3Q22

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