Monro, Inc. (NASDAQ:MNRO) Q3 2022 Earnings Conference Call January 26, 2022 8:30 AM ET Company Participants Mike Broderick ??? President and Chief Executive Officer Brian D???Ambrosia ??? Chief Financial Officer Felix Veksler ??? Senior Director of Invest Relations Conference Call Participants Jonathan Lamers ??? BMO Capital Bret Jordan ??? Jefferies Brian Nagel ??? Oppenheimer Rick Nelson ??? Stephens David Bellinger ??? Wolfe Research Scott Stember ??? C.L. King Stephanie Moore ??? Truist Operator Good mo ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________ FORM 10-Q ____________________________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 25, 2021 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ ...

Financial Data and Key Metrics Changes - Sales increased by 20.5% year-over-year to a record $347.7 million in the second quarter, up approximately 7% compared to pre-COVID levels in fiscal 2020 [30] - Same-store sales increased by 14.8%, driven by broad-based strength across all product and service categories [31] - Gross margin increased by 140 basis points from the prior year to 37.6% due to higher comparable store sales and a favorable sales mix [31] - Operating income grew to $34.5 million or 9.9% of sales compared to $24.4 million or 8.5% of sales in the prior year [33] - Net income was $21 million compared to $12.8 million in the same period last year, with diluted earnings per share at $0.62 compared to $0.38 [35] Business Line Data and Key Metrics Changes - Service sales as a percentage of total sales increased during the quarter, contributing to improved gross margins [11] - Sales from new stores increased by $17.8 million, including $17.2 million from recent acquisitions [31] - The company is focused on improving in-store operational execution in five key areas: staffing, scheduling, training, attachment selling, and outside purchase management [13] Market Data and Key Metrics Changes - Comps were up approximately 14% in fiscal October compared to comps down 12% in the same period last year [12] - All regions experienced double-digit growth, with the Northeast and West outperforming due to recovery from prior underperformance [121] Company Strategy and Development Direction - The company is committed to its Monro.Forward initiatives, focusing on operational excellence and improving in-store execution [22] - The company plans to continue acquiring family-owned businesses, with 17 stores expected to be added to the portfolio in the next quarter [24] - A store reimage program is underway to align acquired stores with company standards [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the business for the remainder of the fiscal year, citing improved vehicle miles traveled and consumer behavior trends [10] - The company remains optimistic about its performance despite the fluid COVID-19 situation and is not providing formal guidance for the remainder of fiscal 2022 [40] - Management highlighted the importance of partnerships with suppliers to navigate inflation and supply chain challenges [55] Other Important Information - The company generated $102 million of cash from operations in the first half of fiscal 2022 and maintained a strong balance sheet with net bank debt of $163 million [36] - The company is focused on enhancing its online presence, particularly in appointment scheduling and communication with customers [109] Q&A Session Summary Question: Opportunities for top line and margin expansion - Management emphasized the focus on in-store execution and expanding comp sales to improve acquisition potential and employee retention [48][49] Question: Impact of courtesy inspection services - Management noted that the courtesy inspection is crucial and has been supported by improved labor scheduling [51][52] Question: Labor shortages and supply chain challenges - Management acknowledged the importance of a strong HR organization and technology in addressing staffing needs and supply chain reliability [54][55] Question: Continued improvement in service sales - Management confirmed that service sales trends from Q1 continued into Q2, with most categories returning to pre-pandemic levels [56] Question: Market share insights - Management indicated that they are tracking at or above industry units in the tire segment and are seeing significant growth in service sales [65][66] Question: Inflation impact on pricing - Management stated that they are passing through cost increases while maintaining competitive pricing [74] Question: Acquisition strategy and geographic targeting - Management expressed enthusiasm for recent acquisitions and indicated a focus on both contiguous and new markets [75] Question: Staffing needs to meet demand - Management did not disclose specific staffing numbers but emphasized the goal of reducing overtime and managing capacity effectively [84] Question: Oil change business performance - Management noted that the oil change business is lagging behind other categories but is showing positive trends [122] Question: Future guidance - Management is considering reinstating guidance but is cautious due to ongoing COVID-19 management [124]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________ FORM 10-Q ____________________________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 26, 2021 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to __ ...

FIRST QUARTER FISCAL 2022 EARNINGS CALL JULY 28, 2021 MONRO TIRECHSICE MR.TIRE 45000ASS OF THE WAREHOUSE WINN CAR mession Window Safe Harbor Statement and Non-GAAP Measures Certain statements in this presentation, other than statements of historical fact, including estimates, projections, statements related to our business plans and operating results are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Monro has identified some of these forward-looking s ...

Monro, Inc. (NASDAQ:MNRO) Q1 2022 Earnings Conference Call July 28, 2021 8:30 AM ET Company Participants Maureen Mulholland - EVP and Chief Legal Officer Mike Broderick - President and CEO Brian D'Ambrosia - CFO Conference Call Participants Jonathan Lamers - BMO Capital Market Brian Nagel - Oppenheimer and Company Bret Jordan - Jefferies Stephanie Moore - Truist David Bellinger - Wolfe Research Rick Nelson - Stephens Scott Stember - C.L. King & Associates Operator Good morning, ladies and gentlemen, and wel ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________ FORM 10-K _________________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 27, 2021 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM ______ TO ______ Commission File Number 0-19357 __________________________________ ...

FOURTH QUARTER FISCAL 2021 EARNINGS CALL MAY 20, 2021 MONRO TIRECHSICE MR.TIRE 48700ARDE OF THE WAREHOUSE MININ CAR TRENDY WINNER Safe Harbor Statement and Non-GAAP Measures Certain statements in this presentation, other than statements of historical fact, including estimates, projections, statements related to our business plans and operating results are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Monro has identified some of these forward-looking ...

Monro, Inc. (NASDAQ:MNRO) Q4 2021 Earnings Conference Call May 20, 2021 8:30 AM ET Company Participants Maureen Mulholland - Executive Vice President and Chief Legal Officer Robert Mellor - Chairman Mike Broderick - President and Chief Executive Officer Brian D???Ambrosia - Chief Financial Officer Rob Rajkowski - Chief Operating Officer Conference Call Participants Jonathan Lamers - BMO Capital Markets Brian Nagel - Oppenheimer Bret Jordan - Jefferies Rick Nelson - Stephens Stephanie Benjamin - Truist Opera ...

(Mark One) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________ FORM 10-Q ____________________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 26, 2020. OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ ...