Delayed
Sao Paulo
11:15:32 2024-04-29 am EDT
5-day change
1st Jan Change
15.7
BRL
-0.06%
+0.71%
-9.87%
Lojas Renner S A : Institutional Presentation | March 2023
June 30, 2023 at 03:24 pm EDT
Institutional Presentation
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$ 6.1 BI
Realize portfolio
+900 MM in 2022
online visits
+13MM em 2022
App downloads
+1000SELLERS
in Rennere Camicadomarketplaces
INSTITUTIONAL
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
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
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
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Disclaimer
Lojas Renner SA published this content on 30 June 2023 and is solely responsible for the information contained therein. Distributed by Public , unedited and unaltered, on 30 June 2023 19:23:01 UTC .
Transcript : Lojas Renner S.A., Q4 2023 Earnings Call, Mar 15, 2024
Mar. 15
Lojas Renner S.A. Reports Earnings Results for the Fourth Quarter Ended December 31, 2023
Mar. 14
CI
Lojas Renner S.A. Reports Earnings Results for the Full Year Ended December 31, 2023
Mar. 13
CI
Brazil fashion companies Arezzo, Soma in talks on combination
Jan. 31
RE
Transcript : Lojas Renner S.A., Q3 2023 Earnings Call, Nov 10, 2023
Nov. 10
Lojas Renner S.A. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2023
Nov. 08
CI
Transcript : Lojas Renner S.A., Q2 2023 Earnings Call, Aug 04, 2023
23-08-04
Lojas Renner S.A. Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2023
23-08-02
CI
Lojas Renner S.A.'s Equity Buyback announced on January 20, 2022, has expired.
23-07-14
CI
Lojas Renner S.A. Reports Earnings Results for the First Quarter Ended March 31, 2023
23-05-02
CI
Brazil to end tax exemption on international orders, targeting Asian e-commerce giants
23-04-12
RE
Transcript : Lojas Renner S.A., Q4 2022 Earnings Call, Feb 17, 2023
23-02-17
Lojas Renner S.A. Reports Earnings Results for the Full Year Ended December 31, 2022
23-02-16
CI
Lojas Renner S.A. Reports Earnings Results for the Fourth Quarter Ended December 31, 2022
23-02-16
CI
Transcript : Lojas Renner S.A., Q3 2022 Earnings Call, Nov 04, 2022
22-11-04
Lojas Renner S.A. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2022
22-11-03
CI
Transcript : Lojas Renner S.A., Q2 2022 Earnings Call, Aug 05, 2022
22-08-05
Lojas Renner S.A. Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2022
22-08-04
CI
Transcript : Lojas Renner S.A., Q1 2022 Earnings Call, May 06, 2022
22-05-06
Lojas Renner S.A. Reports Earnings Results for the First Quarter Ended March 31, 2022
22-05-05
CI
Tranche Update on Lojas Renner S.A.'s Equity Buyback Plan announced on January 20, 2022.
22-05-05
CI
Brazil's Lojas Renner acquires logistics startup Uello
22-04-04
RE
Brazil retailer Lojas Renner expects around $200 mln in 2022 capex
22-03-18
RE
Transcript : Lojas Renner S.A., Q4 2021 Earnings Call, Mar 18, 2022
22-03-18
Lojas Renner S.A. Reports Earnings Results for the Full Year Ended December 31, 2021
22-03-16
CI
Duration Auto. 2 months 3 months 6 months 9 months 1 year 2 years 5 years 10 years Max.
Period Day Week
More charts
Lojas Renner S.A. specializes in the retail distribution of clothes and accessories for men, women and children. Gross sales break down by activity as follows:
- sale of products (90.4%): clothes, lingerie, shoes, bags, accessories, perfumes, cosmetic products, etc.;
- financial products (9.6%).
At the end of 2021, the marketing of the products is ensured through a network of 636 stores under the Renner (404), Camicado (119), Youcom (104) and Ashua (9) names in Brazil, and through Internet.
More about the company
Last Close Price
15.71
BRL
Average target price
19.96
BRL
Spread / Average Target
+27.06%
Consensus
1st Jan change
Capi.
-9.87% 2.93B +11.29% 151B +18.29% 80.65B -5.14% 44.8B -15.76% 44.23B +1.72% 26.43B +12.17% 13.71B -6.34% 11.76B +10.76% 9.19B +2.61% 7.97B
Other Apparel & Accessories Retailers
+951% of historical performance
More than 20 years at your side
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