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    Guilherme Assis • Banco Safra S.A.

    Guilherme Assis is a Senior Equity Analyst at Banco Safra S.A., specializing in coverage of Brazilian retail and e-commerce companies, including leaders such as B2W and Lojas Americanas. With a proven track record of insightful analysis, he has provided in-depth assessments of major marketplace strategies, notably commenting on competitive initiatives and terms in the sector, and is recognized for delivering actionable recommendations to institutional investors. Assis has developed his expertise through years at Banco Safra, where his analytical skills and sector knowledge have contributed to strong performance within his coverage universe. His credentials include advanced financial analysis and compliance with Brazilian securities regulation, reflecting his professional standing in equity research.

    Guilherme Assis's questions to Sendas Distribuidora SA (ASAIY) leadership

    Guilherme Assis's questions to Sendas Distribuidora SA (ASAIY) leadership • Q4 2024

    Question

    An analyst, likely Guilherme Assis, asked about the specific drivers of the sales slowdown in the Northeast region and the potential strategic impact on Assaí if competitor Carrefour were to be taken private.

    Answer

    Executive Belmiro de Gomes attributed the Northeast's weakness to a general market frustration and unfulfilled expectations of improved consumer purchasing power. Regarding Carrefour, he stated that he does not expect any significant change in competitive dynamics, as Carrefour would still be accountable to its publicly-listed parent company in France and would continue to be managed for results.

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