Iago Souza's questions to Companhia Brasileira de Distribuicao SA (CBDBY) leadership • Q1 2025
Question
Iago Souza of Genial Investimentos requested details on the retail media business, including supplier count and banner presence, and asked for an update on the removal of guarantees related to former parent company Casino.
Answer
Executive Marcelo Pimentel shared that GPA has over 100 supplier agreements for retail media, currently focused on the Pão de Açúcar format but expanding to Extra Mercado and Proximity. He emphasized a strategic shift from selling space to providing intelligent, data-driven customer access. Regarding the guarantees, Pimentel reiterated that GPA disagrees with Casino's position, considers the agreements valid under Brazilian law, and is taking all necessary actions.