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    Leandro Fontanesi

    Research Analyst at Banco Bradesco BBI

    Leandro Fontanesi is an Analyst at Bradesco BBI, specializing in equity research within the consumer staples sector, with a particular emphasis on companies in the beverages industry such as Ambev. He has demonstrated a strong performance, with a reported 100% success rate and an average return of 11.8% on stock ratings, ranking 2,238 among 4,783 analysts according to external performance trackers. Fontanesi has served as an equity analyst at Bradesco BBI and its brokerage arm, Bradesco Corretora, covering companies prominent in Brazil’s consumer and agricultural markets; previous firm affiliations and start dates are not publicly documented. His professional credentials include significant experience with institutional research in Brazil, but specific securities licenses or FINRA registrations are not listed in available disclosures.

    Leandro Fontanesi's questions to BRF (BRFS) leadership

    Leandro Fontanesi's questions to BRF (BRFS) leadership • Q1 2024

    Question

    Leandro Fontanesi of Banco Bradesco BBI asked about the processed products segment, inquiring about the potential for the Sadia and Perdigao brands, the competitive scenario, and the balance between volume and price. He also revisited the capital allocation topic, asking what options the company would have if strong cash generation and deleveraging continue.

    Answer

    CFO Fabio Mendes Mariano stated that BRF's market share in processed products remained stable quarter-over-quarter and that the company continues to lead on pricing dynamics, with the cold cuts category showing the most advancement recently. On capital allocation, he reiterated that management's focus is on improving profitability and adding shareholder value, while the specific method of compensation (dividends, etc.) is a decision for the controller and the board.

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