November 9th, 2021
Presentation
3Q21
Results
Videoconferencia
12pm (ET) / 14pm (BRT)
Access Link: Clique aqui
Code: 899 2926 2975
3T21 HIGHLIGHTS
OPERATING HIGHLIGHTS
- Continuous evolution of results despite the challenges imposed by the macro environment;
- SSS recovering to 2019 levels;
- Conversion gains in the physical channel partially alleviating the impact of lower store traffic;
- Strong growth in Digital sales;
- Inventory management helping gross margin preservation;
- Structural efficiency gains in SG&A (Retail + Mbank);
- Mbank portfolios recovering continuously.
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3T21 HIGHLIGHTS
STRATEGIC MILESTONES- 3Q21
- APP reached 11 million downloads and >70% of digital channel sales;
- Official launch of Mbank and product portfolio integration to the Marisa APP;
- Implementation of our 2nd dark store (Minas Gerais);
- Launch of 1st seller on the marketplace-in;
- Beginning of 4 pilot stores remodeling into our new format.
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Retail Sales Performance
Net Sales and SSS Performance
❑ (0.8%) SSS 3Q21 vs 2Q19
❑ Reduction in store flow - especially on the street
❑ Positive performance in August, indicating a good acceptance of the mid-season collection launched at the beginning of that month
❑ Digital +96.6% vs 3Q19, with very positive performance every month
❑ Highlight for the Children's, Men's and Accessories categories
❑ Positive performance confirmed in October*
* Dados de outubro não-auditados. | 4 |
Retail Sales (Digital)
Digital sales breakdown per channel (Site vs App)
❑ +97% Digital sales vs 3Q19
❑ 14% of total retail sales accumulated 2021
❑ >71% of Digital sales originated from APP
❑ 11mn downloads until end of 3Q21 (12mm by end of October)
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Marisa Lojas SA published this content on 09 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 09 November 2021 16:34:24 UTC.