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    Iago Souza

    Research Analyst at Genial Investimentos

    Iago Souza is an Equity Research Analyst at Genial Investimentos, specializing in coverage of major Brazilian equities within the consumer, agribusiness, and industrial sectors. He provides in-depth analysis for companies such as JBS, Marfrig, Suzano, Usiminas, and Grupo Panvel, consistently delivering research reports that forecast margins, free cash flow, and operational trends with measurable accuracy—such as a recent EBITDA margin estimate for JBS that was within 0.5 percentage points of reported results and deviation metrics typically under 10% for key financial indicators. Joining Genial Investimentos prior to 2025, he has authored numerous market reviews and is officially recognized by Panvel for his coverage, having previously held analytical roles focused on Brazilian equities. Souza holds professional credentials as an accredited equity analyst and is a registered securities professional, verified by his institutional reports and coverage listings.

    Iago Souza's questions to BRAZILIAN DISTRIBUTION CO COMPANHIA BRASILEIRA DE DISTR CBD (CBDBY) leadership

    Iago Souza's questions to BRAZILIAN DISTRIBUTION CO COMPANHIA BRASILEIRA DE DISTR CBD (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.

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