Slides
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Paris, 23 October 2025 Q3 2025 Sales presentations
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Disclaimer Forward-looking statements 2 This presentation contains certain statements that constitute "forward-looking statements", including but not limited to statements that are predictions of or indicate future events, trends, plans or objectives, based on certain assumptions or which do not directly relate to historical or current facts. Such forward-looking statements are based on management's current expectations and beliefs and are subject to a number of risks and uncertainties that could cause actual results to differ materially from the future results expressed, forecast or implied by such forward-looking statements. Accordingly, no representation is made that any of these statements or forecasts will come to pass or that any forecast results will be achieved. Any forward-looking statements included in this presentation speak only as of the date hereof and will not give rise to updates or revision. For a more complete list and description of such risks and uncertainties, refer to Maisons du Monde’s filings with the French Autorité des marchés financiers. Third quarter and nine-month 2025 Sales
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Third quarter and nine-month 2025 Sales 3 François-Melchior de Polignac CEO Denis Lamoureux CFO Your Speakers today
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AGENDA Q3 2025 HIGHLIGHTS BUSINESS REVIEW FINANCIAL REVIEW Q&A SESSION 1. 2. 3. 4. 5. Q4 2025 PRIORITIES
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1 Q3 2025 Highlights
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6 1. Q3 2025 HIGHLIGHTSQ3 2025 Highlights • Good start of the Autumn-Winter 2025 Collection, launched earlier in the season • Enhanced operational processes driving higher product availability and optimized in-store stock depth • Key developments in our omnichannel model, further supporting Click & Collect growth • Continued new store concept, namely CCR • On track cost saving plan With ongoing transformation and execution of business priorities Q2’25 -7,5% Third quarter and nine-month 2025 Sales Gradual activity improvement with materialization in Q3 €224,7m +4,9% vs LY Q3’25 Group net sales €669,2m -5,3% vs LY 9M’25 Group net sales -6,4% -3,9% +2,4% +8,0% Q1’25 -9,9% 9M’25 Like for Like net sales -4,4% vs LY Q2’25 -7,5% Q3’25 +5,9% NPS 56 in September +6pt vs LY
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2 Q3 2025 Business Review
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8 210 34 40 3 1 20 13 6 2 331 stores 30 September 2025 Franchised stores in Algeria (1) and La Réunion (2) 2. BUSINESS REVIEW & 3 franchised of which 18 affiliated Store network MILESTONES Third quarter and nine-month 2025 Sales Resilient performance, surpassing other French stores 2 openings during Q3 18 affiliates stores Extension of our in-store B2B offer with upgraded services 40 B2B corners 1 Outlet store Opening of our first Outlet store in Corbeil-Essones Outperforming network Strong growth in 2 shopping malls Roll out in 2 additional shopping malls 70 renewed concept stores
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9 Inspiring Customers THREE INSPIRING UNIVERSES… …ENHANCED BY COLLABORATIONS 2. BUSINESS REVIEW Third quarter and nine-month 2025 Sales Ethnic Contemporary Comforting classic A singular and creative capsule designed with Chef Mory Sacko 30 products distributed Sustainable collaboration for Paris Design Week 5 exclusive upcycled pieces MdM x Mory Sacko MdM x Christine Phung
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10 Connecting with Customers 1 YEAR SINCE LAUNCHING LOYALTY PROGRAM MARKETING CAMPAIGNS DRIVING ORGANIC TRAFFIC 2. BUSINESS REVIEW Brand campaigns over previous months enhancing visibility and engagement Strong increase in repeat rate across all three customer segments Growing engagement and retention, confirming the program’s appeal TV & social media activation around Mory Sacko Third quarter and nine-month 2025 Sales Resulting in strong growth in organic traffic (SEO) OOH visibility and wide catalog distribution to boost awareness
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11 Focusing on Customers experience EXPANDING OUR NEW CONCEPT: RE OPENING IN LA DEFENSE AND MILAN 2. BUSINESS REVIEW Reopening of La Défense and Milan stores under the new concept Very encouraging initial results confirming customer traction New processes enabling free in-store furniture delivery for Customers Significant increase in Click & Collect sales Third quarter and nine-month 2025 Sales STRENGTHENING IN-STORE PRODUCT AVAILABILITY UPGRADED SERVICES Collection implemented earlier in the season Greater product availability maintained throughout the season Optimized inventory level to secure best-seller performance
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3 Q3 2025 Financial Review
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Q3 2025 sales evolution (in €m) SALES 13 3. FINANCIAL REVIEW 214,1 +€9,9m +15,5% 224,7 LfL retail: +7,9% LfL group: +5,9 % +€10,6m +4,9% +€2,7m +3,5% -€1,5m +€1,9m +1,1% Retail (+6,4%) o LfL Retail at +8% o Strong momentum Internationally, notably in Southern Europe o France remains positive despite strike-related disruptions, supported by improved conversion rates o Traffic back to growth, driven by higher organic visits (SEO) o Strong marketplace momentum, supported by inspiring partnerships extended to Spain and Italy Online (+1,1%) Retail Online Third quarter and nine-month 2025 Sales Both channel are growing
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Q3 2025 sales breakdown 14 BY CATEGORY BY CHANNEL BY GEOGRAPHY 53,7% DECORATION FURNITURE 46,3% 72,8% STORES ONLINE 27,2% 53,5% FRANCE INTERNATIONAL 46,5% Decoration sales increase reflects better product availability and depth of assortment and enhanced in-store merchandising Online sales back to growth reflecting strong uplift from organic traffic (SEO) and increased efficiency of SEA France remains affected by economic uncertainty €163,6m €61,0m €120,2m €104,5m€120,7m €104,0m +6,4% yoy +7,9% Lfl +1.1% yoy +2,2% yoy +7,4% yoy +2,4% yoy +8,0% yoy International is boosted by strong momentum in Spain and Italy Q3 2025 Q3 2025 Q3 2025 Furniture sales growth is trailing behind decoration due to higher dependance to online channel 3. FINANCIAL REVIEW Store strong performance is supported by the ongoing transformation of our distribution model Third quarter and nine-month 2025 Sales
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Looking ahead to Q4 20254
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Q4 2025 Priorities 16 Q4 2025 PRIORITIES Third quarter and nine-month 2025 Sales While keeping financial discipline ✔ Controlled promotional activity FESTIVE CHRISTMAS COLLECTION Early implementation ✔ Reducing inventory levels✔ Close monitoring of expenses Inspiration & business focus ENGAGING TEAMS AND CUSTOMERS IN-STORE Enhanced team engagement In-store events New store concept rollout in La Roche-sur-Yon BOOSTING ONLINE TRAFFIC AND VISIBILITY Capitalize on sustained SEO growth Leverage brand visibility through press, catalog, and OOH activations Dedicated catalog Maintain SEA efforts
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Q&A Session5
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Thank you
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FINANCIAL AGENDA January 30th, 2026 Q4 & FY 2025 SALES March 10th, 2026 FY 2025 Results