Revenue distribution by industry:

• Clothing and Fashion: approx. 70%
• Cosmetics and Beauty Products: approx. 15%
• Home Textiles and Decor: approx. 10%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Brazil: approx. 85%
• Argentina: approx. 10%
• Uruguay: approx. 5%

Lojas Renner S.A. generates the majority of its revenue from the clothing and fashion industry, which is typical for a company in the retail sector. The Brazilian market dominates the revenue distribution, reflecting strong local presence and brand awareness. Expansion into neighboring Latin American countries such as Argentina and Uruguay also contributes to revenues, but to a much lesser extent.

Production Sites: Brazil, China, other Asian countries (estimate based on 2023)

Lojas Renner S.A. is a leading retail company in Brazil and sources its products from various countries. The products are mainly manufactured in Brazil and China. In addition, other Asian countries are also used as production sites to benefit from cost advantages in those regions.

Lojas Renner's strategy of distributing production both locally and internationally enables the company to flexibly respond to market changes and optimize costs. This diversification in the supply chain is typical for large retail companies that prioritize both quality and cost efficiency.

Revenue Growth: Estimated 10% annually (2026)

Market Expansion: Focus on Latin America

Lojas Renner S.A. is pursuing a strategy aimed at geographical expansion and digitalization. The company plans to further expand its presence in Latin America, particularly in countries like Argentina and Chile, to capitalize on the growing middle class and increasing demand for fashionable products.

Another focus is on digitalization and improving the e-commerce platform. By investing in technology and logistics, Lojas Renner aims to enhance the online customer experience and increase supply chain efficiency. This is expected not only to boost customer satisfaction but also to significantly increase revenues in the online segment.

Additionally, the company is committed to sustainable practices and developing environmentally friendly product lines to meet the growing consumer trend towards sustainable consumption. This strategy is intended not only to strengthen the brand image but also to tap into new customer segments.

Main Imported Raw Materials: Textiles, cotton, synthetic fibers

Main Supplier Countries: China, India, Bangladesh

Lojas Renner S.A., as one of the leading retailers in Brazil, mainly imports textiles and materials necessary for the production of clothing. This includes cotton and synthetic fibers that are used in the manufacturing of fashion items.

China is one of the largest suppliers of textiles and synthetic fibers due to its well-developed textile industry. India and Bangladesh are also significant suppliers, especially for cotton and finished clothing pieces, because of their cost-effective production capacities and established supply chains in the textile sector.

This import strategy enables Lojas Renner to maintain competitive prices and offer a wide range of products that align with current fashion trends.

Market share in Brazil: 10% (estimated, 2025)
EBITDA margin: 18% (2025)
Customer satisfaction: 85% (2025, internal survey)

Lojas Renner S.A. has established itself as one of the leading retailers in Brazil, holding an estimated market share of 10%. This demonstrates the company's strong position in the Brazilian market. The EBITDA margin of 18% highlights the efficiency and profitability of the company compared to its competitors.

A key competitive advantage of Lojas Renner is its high customer satisfaction, which stands at 85%. This indicates a strong brand image and effective customer loyalty. The company continuously invests in improving the customer experience and expanding its product offering, further strengthening its market position.

In addition, Lojas Renner benefits from a well-developed omnichannel strategy, allowing the company to operate successfully in both brick-and-mortar retail and e-commerce. This is particularly important in a rapidly changing retail environment.

Institutional Investor Share: 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Lojas Renner S.A. is estimated to be around 45%. This indicates that almost half of the shares are held by institutional investors, suggesting a certain level of confidence in the company's stability and growth potential.

In 2026, no significant insider buys or sells were reported. This could suggest that the management and other insiders are satisfied with the current company strategy and see no need to change their positions.

Market share of Lojas Renner S.A.: 15% (estimated, 2026)

Top competitors and their market shares:

1. C&A Modas S.A.: 18% (estimated, 2026)
2. Riachuelo (Guararapes Confecções S.A.): 16% (estimated, 2026)
3. Lojas Renner S.A.: 15% (estimated, 2026)
4. Hering (Cia Hering): 10% (estimated, 2026)
5. Marisa Lojas S.A.: 8% (estimated, 2026)

Moat of Lojas Renner S.A.:

Lojas Renner S.A. has a moderate moat, mainly characterized by its strong brand recognition and well-established store network in Brazil. The company benefits from a loyal customer base and an effective omnichannel strategy that seamlessly integrates online and offline sales.

Compared to its competitors, C&A Modas S.A. has a stronger moat, particularly due to its international presence and larger financial resources. Riachuelo is also well-positioned, standing out for its innovative marketing strategies and wide range of products.

Lojas Renner must continuously invest in innovation and customer experience to strengthen its moat and compete against rivals. Competition in the Brazilian retail sector is intense, and companies must differentiate themselves through unique offerings and strong customer loyalty.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)
Market Share in Brazilian Retail: 12% (2025)

Lojas Renner S.A. recorded a solid revenue growth of 8.5% in 2025, attributed to successful expansion and a strong brand presence in the Brazilian market. The profit growth of 10.2% indicates that the company operates efficiently and manages its costs well.

The company holds a significant market share of 12% in the Brazilian retail sector, highlighting its position as one of the leading retailers in the country. This market position provides Lojas Renner with a stable foundation to benefit from the growing consumer demand in Brazil.

Additionally, Lojas Renner is investing in digital transformation and omnichannel strategies to expand its reach and enhance the customer experience. These initiatives could further strengthen the company's future growth potential.

Overall, the financial performance and strategic direction suggest that Lojas Renner S.A. could be a promising investment for investors interested in engaging in the Brazilian retail market.

Dividend Yield: 2.5% (2025) Payout Ratio: 40% (2025)

Lojas Renner S.A. regularly pays dividends to its shareholders. The dividend yield was approximately 2.5% in 2025. The payout ratio, which indicates the proportion of profit paid out as dividends, was 40% in the same year.

These figures suggest that Lojas Renner pursues a relatively reliable dividend policy, as a payout ratio of 40% is considered sustainable. The company has maintained a stable dividend policy in the past, indicating a solid financial foundation and consistent profitability.