Lojas Renner Announces Second Quarter 2025 Earnings Results

PORTO ALEGRE, Brazil, Aug. 7, 2025 /PRNewswire/ -- Lojas Renner S.A. (B3: LREN3) announces its results for the second quarter 2025 (2Q25). All amounts are expressed in millions of Reais and comparisons are with the same period in the previous year, except when otherwise indicated.

Highlights

Apparel sales increased by 20.0% and SSS by 18.6%, reaching a 58.4% gross margin (+0.9p.p.)

Retail gross margin increased by 0.9p.p., to 57.1%

Youcom sales increased by 21.7%, achieving a gross margin of 63.7% (0.6p.p.)

Expense dilution of 0.8p.p; representing one more quarter of improvement

Results for Realize CFI were R$ 118 MM (R$ 58 MM ex regulatory changes "Res. 4,966") and continued improvement in portfolio risk

Total Adjusted EBITDA reached R$ 891 MM (+32.9%) with a 24.4% (+2.6p.p.) margin

Cash position of R$ 1.8 bi and net cash position of R$ 1.2 bi

Reduction of 12 days in the financial cycle and generation of R$ 333 MM in Free Cash Flow

~70% of the buyback program executed to date (52 million shares)

Net profit of R$ 404 MM (+28.4%) and Earnings per Share of R$ 0.4024 (+34.4%)

Another quarter of ROIC LTM evolution, to reach 14.1% (+2.0 p.p.)

The world's first retailer to adopt international IFRS Sustainability Disclosure Standards - Climate (IFRS S1 and S2)

Message from the CEO

We had another quarter of solid performance in growth, profitability and value ...