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Investor Presentaiton

ACCELERATING SALES AND PROFIT MOMENTUM FY22 FY23E FY23-26E NET REVENUES $5.30B +9-10% LFL CAGR Upper end of +6-8% LFL CAGR GROSS MARGIN 63.7% Modest Expansion Mid 60s % by '25 $955-965M FY26 & Beyond +6-8% LFL CAGR Expanding EBITDA $905M 1 TAX RATE ~28% EPS 2 $0.28 $0.38-0.39 Mid 20s % CAGR 3 DILUTED SHARES 834M 860-870M Gradual Reduction Mid-to-High 20% +9-11% CAGR Mid-to-High 20% +9-11% CAGR Mid-to-High 20% Mid to High Teens % CAGR ~800M 1 Assuming no significant changes in tax regulations 2 Excludes mark-to-market on equity swap 3 Reflects fully diluted share count, including convertible preferred shares; reported share count may differ due GAAP anti-dilutive provisions, with no material impact to estimated adjusted EPS in FY23 and beyond

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