Company Arezzo Indústria e Comércio S.A.

ARZZ3

BRARZZACNOR3

Footwear

Market Closed - Sao Paulo Other stock markets 16:07:41 2024-06-12 EDT			5-day change	1st Jan Change
49.1 ^BRL	-0.93%		-3.65%	-23.91%

05-09	Transcript : Arezzo Indústria e Comércio S.A., Q1 2024 Earnings Call, May 09, 2024
05-09	Arezzo Indústria e Comércio S.A. Reports Earnings Results for the First Quarter Ended March 31, 2024	CI

Business Summary

Arezzo Industria e Comercio SA is a Brazil-based women's footwear, handbags and accessories retailer. The Companyâs brand portfolio includes Arezzo, a footwear retailer; Blizza, a brand focused on flipflops, sandals, sliders, and purses; Bambini, the Companyâs children's line, with bright colors and comfortable shoes, as well as MyShoes, whose portfolio includes footwear, handbags and fashion content. Each one of Arezzo Industria e Comercio SAâs brands has a specific public and specific products, operating through a variety of distribution channels: Company-owned stores, franchises, multi-brand stores, e-commerce, and some also export. The Company has several subsidiaries, including Arzz International Inc, Tiferet Comercio de Roupas Ltda and Guarana Brasil Difusao de Moda Ltda.

Number of employees: 9,303

Sales per Business

BRL in Million	2022	Weight	2023	Weight	Delta
Arezzo 32.5 %	1,381	32.6 %	1,576	32.5 %	+14.10%
AR&CO 31.3 %	1,200	28.4 %	1,516	31.3 %	+26.31%
Others 23.6 %	925	21.8 %	1,144	23.6 %	+23.70%
Schutz 17.3 %	805	19.0 %	841	17.3 %	+4.45%
Sales Taxes -15.1 %	-581	-13.7 %	-731	-15.1 %	+25.90%
Foreign Market 11.6 %	550	13.0 %	565	11.6 %	+2.68%
Sales Return -10.0 %	-404	-9.5 %	-486	-10.0 %	+20.36%
Anacapri 9.2 %	369	8.7 %	446	9.2 %	+20.97%
Discounts and Rebates -0.5 %	-12	-0.3 %	-24	-0.5 %	+103.09%

Sales per region

BRL in Million	2022	Weight	2023	Weight	Delta
Brazil 114.0 %	4,680	110.5 %	5,523	114.0 %	+18.01%
Sales Taxes -15.1 %	-581	-13.7 %	-731	-15.1 %	+25.90%
Sales Return -10.0 %	-404	-9.5 %	-486	-10.0 %	+20.36%
United States 7.9 %	490	11.6 %	384	7.9 %	-21.49%
Foreign 3.7 %	60	1.4 %	180	3.7 %	+199.42%
Discounts and Rebates -0.5 %	-12	-0.3 %	-24	-0.5 %	+103.09%

Managers

Managers	Title	Age	Since
Alexandre Café Birman CEO	Chief Executive Officer	47	-
Rafael Sachete da Silva DFI	Director of Finance/CFO	-	03-12-31

Members of the board

Members of the board	Title	Age	Since
Alessandro Giuseppe Carlucci CHM	Chairman	57	16-12-31
Guilherme Affonso Ferreira BRD	Director/Board Member	73	11-03-31
Alexandre Café Birman CEO	Chief Executive Officer	47	-
José Ernesto Beni Bolonha BRD	Director/Board Member	76	-
Renata Figueiredo de Moraes Vichi BRD	Director/Board Member	-	-
Rony Meisler BRD	Director/Board Member	-	-
Juliana Buchaim Corrêa da Fonseca BRD	Director/Board Member	-	-

Share class

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	110,989,000	67,055,469 ( 60.42 %)	154,856 ( 0.1395 %)	60.42 %

Shareholders

Name	Equities	%	Valuation
Birman Family 39.43 %	43,758,181	39.43 %	411 M R$
Canada Pension Plan Investment Board 5.057 %	5,613,065	5.057 %	53 M R$
Legacy Capital Gestora de Recursos Ltda. 2.439 %	2,707,035	2.439 %	25 M R$
Itaú Unibanco SA 1.489 %	1,653,034	1.489 %	16 M R$
BlackRock International Ltd. 1.266 %	1,404,732	1.266 %	13 M R$
Itaú Unibanco Asset Management Ltda. 0.8739 %	969,898	0.8739 %	9 M R$
Occam Brasil Gestão de Recursos Ltda. 0.8457 %	938,591	0.8457 %	9 M R$
LarrainVial Asset Management AGF SA 0.7580 %	841,296	0.7580 %	8 M R$
Claritas Administração de Recursos Ltda. 0.6173 %	685,152	0.6173 %	6 M R$
Bram Bradesco Asset Management S/A DTVM 0.5630 %	624,898	0.5630 %	6 M R$