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Itausa Investimentos ITAU SA (BSP:ITSA3) posts 12% growth in recurring net income to BRL8.8 billion, with a 10% dividend yield and a narrowed NAV discount, while navigating a challenging 2027 outlook.
Alpargatas SA (BSP:ALPA3) reports robust Q2 2026 with strong international expansion, particularly in Europe, offsetting U.S. weakness and margin pressures.
Alpargatas has the ability to grow the Havaianas market share in both Brazil and in international markets.
Alpargatas SA (BSP:ALPA3) reports a promising turnaround with strategic investments and supply chain optimization, despite challenges in the Brazilian market.
Havaianas owner Alpargatas' focus on a simpler portfolio has restored profitability, helped by record profits in Brazil.
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