Lojas Renner SA

Lojas Renner beat earnings expectations in the second quarter with EPS of $0.449 but missed revenue at $4.17 billion, citing the FIFA World Cup and a weak consumer climate. Management lowered its 2026 sales growth forecast from about 9% to 4–8% and expects a recovery in the second half of the year thanks to larger selling space and commercial initiatives. Despite weak sales, gross margins rose to record levels for a Q2, the online business grew by 13.1%, and the stock fell sharply after the close. The company plans 50–60 new stores, further investments in digital, and maintains a payout of 50–80% of net income. » Altro su de.investing.com

Lojas Renner reported record gross margins and improved profitability for Q1 2026 but missed analysts’ expectations for revenue and earnings per share. Net retail revenue rose 4.3% to R$2,875.9m, same-store sales grew 3.2%, and digital sales accounted for 16.6% of revenue. Net income and free cash flow increased strongly, ROIC improved, while management is focusing on omnichannel investments, AI initiatives and store expansion. Investors are sensitive to the missed consensus estimates and are watching whether revenue growth will meet forecasts going forward. » Altro su de.investing.com

Lojas Renner reported a record 2025 net profit of R$1.5bn and its highest gross margins in six years, driven by pricing power and operational discipline. In the fourth quarter, revenue (R$4.84bn) and EPS (R$0.5621) were slightly below analyst expectations, while the quarter’s gross margin rose to 56.5% and the retail segment’s EBITDA margin reached 24.2%. The company generated R$1.4bn of free cash flow, returned R$1.8bn to shareholders, and plans to open 50–60 stores in 2026. For 2026–2030, Lojas Renner targets annual retail revenue growth of 9–13% and a ROIC increase to around 20% by 2030. » Altro su de.investing.com