Lojas Renner S A : Institutional Presentation | March 2024

Institutional presentation

Overview

6 BUSINESS

Renner, Camicado,Youcom, Ashua,Realizee Repassa

666 STORES

420 Renner (in Brazil, Uruguay andArgentina)

104 Camicado / 124 Youcom/ 18 Ashua

4 DISTRIBUTIONCENTERS

SP, SC and RJ

24.4THOUSAND in 2023

employees

+20 PROPRIETARY BRANDS

(Renner,Camicado,Youcom,Ashua)

2

R$ 15.5 biin 2023

GMV Total¹

15.8%

online penetration

1ST IN THEAPPAREL INDUSTRY IN BRAZIL

TotalGMV1

18.6MM in 2023 activecustomersin the ecosytem

R$ 5.7 BI

Realize portfolio

Data as of March 2024, unless otherwise specified. ¹Considers 1P and 3P sales, on and offline.

Classificação: Interno

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	420
% Net Revenues
2022	92%

2011

Leader in home and décor in Brazil

18 to 39

A-, B and C+

104

5%

2013

Specialized in young lifestyle

18 to 35

A-, B and C+

124

3%

2016

Curve & plus size

format

25 to 45

A-, B and C+

18

Consolidated on Renner's income statement

2021

Reseller

Plataform

B and C+

Consolidated on Renner's income statement

FINANCIAL SERVICES

ECOSYSTEM ENABLER

Realize is a fintech specialized in fashion and lifestyle that supports

the loyalty and convenience of our customers, supporting the	Digital native Logtech focused on optimizing corporate deliveries
Company's retail operation
	3

Classificação:Interno

Proprietary and differentiated operational model that enabled strategic

and competitive advantages over other players and consistent creation of value

• Clear value proposition and 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

4

Characterized by different business and investment cycles

						Evolution in
					profitability with
			Adaptation of	efficiency in digital
Subsidiary of	Fast	the operations to		and a strong
JCPenney		Retailer	the pandemic		balance sheet
1998- 2005		2012 - 2018		2020		2022/ 2023
1991-1998	2005- 2012		2019	2021		2024→
Family	Corporation		Definition of	Acceleration of	+ Growth
company			the ecosystem	investments in	+ Profitability
			strategy	the ecosystem:	+ Competitivity
				4 years in 2

Ciclo de digitalizaçãoe ecossistema

5

Growth opportunities ahead with additional consolidation

Brazilianfashionmarketislargeand stillfragmented

LojasRenner S.A. is leader in the specializedfashionmarketin Brazil

TOP3

22%

~10%

Formal market

Market concentrationinTOP3

developedcountries:

31%

35%

34%

Source: Euromonitor 2023 and company estimates;

considers on and off appareland footwear market

6

Classificação: Interno

And based on our strategic objectives (3Rs) for the evolution of the value proposition seeking differentiation and customer preference

Referencein

fashionand lifestyle

Time-to-market

Greater varietyofproducts

Inspiration in fashion andlifestyle

Referencein

enchantingexperiences

Velocityand excellence

Omnijourney

Fluid UX with morecontentand personalization ofthejourney

Modernization

and digitalizationof stores

Referencein

responsiblefashion

Positive impact on thefashion industry

Improvementsin diversity, equalityand social inclusion

Best corporategovernance

practices

7

Investmentsfocused on strategicpriorities, seeking opportunitiesfor

acceleratinggrowth, profitabilityand competitiveness

Enchanting	Expansion	Digital acceleration	New SPDC	Financial
collections	ofstores&	& omnichannel		solutions
Capturingtendencies	productivity	Efficiency	Velocity	Ecosystem
Time-to-Market	Newmunicipalities	Level of service	Efficiency	integration
Renner andYoucom	Customer base
Quality	Punctualabsorptions	Spending	Accuracy
Assortment	for productivitygains	Purchasingfrequency	Servicelevel

Culture

Talents

ESG

Brand

8

Classificação: Interno

Fashion execution and "Time to Market"

4.0Product	Supply chain	Personalizationin	Greater
Data& Analytics &	integration	assortment	assortment
digital

+ Accuracy

+ Velocity

+ Frequency of purchasing

+ Sales

+ Gross margin

+ Inventory turnover

9

Expansion of the omni experience

POTENTIALFOR

EXPANSION

125 MUNICIPALITIES

Potentialof ~570 stores ~75% in new municipalities Qualified demandin new municipalities

~R$20 billion

Scale ofphysical storessupportsdigital expansion

Digital channel: +20 p.p.in new municipalities

Data relates to Renner

Qualified Demand (ABC1) for Renner products (Clothing, Personal Care, Accessories, Footwear, Sporting Goods) - Source: IBOPE/IBGE (2021) Average Monthly Family Income Values - Source: IBOPE/IBGE (2021)

10