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
Attachments
- Original Link
- Original Document
- Permalink
Disclaimer
Lojas Renner SA published this content on 14 May 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 14 May 2024 21:08:34 UTC.