Earnings Call 1Q20

UNIVERSE

2

Distr ibution of hand sanit izers and protection masks to stores.

DC’s and off ices

COVID-19: Company’s Initiatives

OPERATIONS

Traff ic control in stores

Direct l ines to medical communication

PEOPLE

Assortment reposit ioning

Essential goods prior itization

O2O acceleration and new services creation

RESILIENCY

Gradual improvements in the physical platform

Growth acceleration in the digital platform

Platforms adaptations

3 3 3

AMERICANAS UNIVERSE

1Q20

GMV AND NET REVENUE GMV: R$ 7.3 BI (+17.5% vs. 1Q19) RL: R$ 4.1 BI (+14.2% vs. 1Q19)

ACTIVE CUSTOMERS 40.2 MM OF ACTIVE CUSTOMERS, ADDTION OF 3 MM NEW CUSTOMERS

AME 7.5 MM DOWNLOADS 1.7 MM CONNECTED STABLISHMENTS

O2O GMV OF R$ 530. 5 MM OF THE COMBINED INITIATIVES (+85% vs. 1Q19)

WORKING CAPITAL IMPROVEMENT OF 31 DAYS CONSISTENT IMPROVEMENTS IN BOTH PLATFORMS

SOCIAL IMPACT ADOPTION OF A SERIES OF MEASURES + R$ 45 MM IN DONATIONS

SOLID CASH POSITION R$ 12.8 BI IN CASH AND CASH EQUIVALENTS R$ 1.2 BI DECREASE IN NET DEBT

4

PHYSICAL PLATFORM

NET REVENUE OF R$ 2.8 BI (+4.3% VS. 1Q19)

1Q20 SSS (%NR) OF +2.0%

GROSS MARGIN (%NR) OF 38.0% (-60 BPS VS. 1Q19)

EBITDA MARGIN (%NR) OF 20.8% (FLAT VS. 1Q19)

+6.5% STORES IN STREETS (~70% OF TOTAL)

-4.2% STORES IN SHOPPING (~30% OF TOTAL)

4

OPERATIONAL RESULTS

5

DIGITAL PLATFORM 1Q20

TOTAL GMV (R$)

4.6 BI +27.3%

#ORDERS +35% (vs. Mar/19)

MARKETPLACE GMV

(R$)

2.7 BI +24.5%

(59.8% of Total GMV)

#NEW SELLERS +8.6 Mil

in 1Q20

ASSORTMENT

31.7 MM of items in 1Q20

INTEGRATION OF SUPERMERCADO

NOW LAUNCH OF

AMERICANAS MARKET

WORKING CAPITAL

36 35

157 142

-152 -158

41

1Q20 1Q19

19

-22

73 66

121 121

-150 -174

44

1Q19

13

1Q20

-31

Physical Platform

Decrease of 22 days

Consolidated

Decrease of 31 days

Inventories Suppliers Receivables 6

Click& Collect

LASA Seller

Click& Collect

Now

Ship From Store

Infinite Shelf

“Everything. Anytime. Anywhere.”

7

“Na Sua Casa”

Americanas Drive-Thru

O2O – ONLINE TO OFFLINE

One Stop App

7.5 MM downloads

+1.7 MM stablishments

+40 features 8

Donation HUB Ame connected

70 NGOs :

Doctors without borders, UNICEF, Red Cross and much more!

17 K couriers

500 cities

150 K deliveries

#AmeFazerSuaParte

8,000 gas

stations

3,000 BR Mania stores and LUBRAX +

BR Distribuidora Partnership

+

10

O2O INITIATIVES STRENTENING

CRIATION OF NEW SALES CHANNELS

PARTNERSHIPS

WhatsApp “Na Sua Casa”

Americanas Drive-thru

10

11

DONATIONS

Construction of the field hospital in Rio de Janeiro

THE CRISIS COMMITTEE OF THE AMERICANAS UNIVERSE FEASIBLE + R$ 45 MM IN DONATIONS TO SOCIAL CAUSES

Offer of logistics services in partnership with the public sector

Volunteer network created by the Company

Donations to over 70 connected NGOs

Import of PPE’s for the prevention of contagion

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12

Q&A

Americanas Universe

14

Fulfill consumer’s dreams and meet the consumption needs, sparing

them time and money and exceeding their expectations.

“

”

O U R P U R P O S E

Americanas Universe

15

S O C I A L R E L E V A N C E

Americanas Universe

9 0 Y E A R S

16

A M E R I C A N A S U N I V E R S E

UNIQUE

RESILIENT

FLEXIBLE

17

N E X T 3 YEARS

18

Everything Continuously increase the supply of products and services

Anytime Improve and expand our availability

Anywhere Deliver our products and services wherever the customer wishes

O U R M O T T O

19

FOCUS: be even more relevant in the day-to-day life of the clients

CLIENT

INN

OVA

TIO

N

PEO

PLE

EVERYTHING

20

38 MM

46 MM

2019

ACTIVE CLIENT BASE Million

Our Dream of Growth

2022

+8MM

327 MM

552 MM

2019

TRANSACTIONS Million

2022

+69%

21

8.6x

12.0x

2019

FREQUENCY Purchases per year

2022

+40%

1.3 MM

5.2 MM

2019

ONLINE TO OFFLINE Million of clients

2022

+300%

Our Dream of Growth

Relações com Investidores investidores@lasa.com.br

Everything. Anytime. Anywhere.

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