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    Luiz Guanais

    Sell-Side Analyst at BTG

    Luiz Guanais is a Sell-Side Analyst at BTG Pactual, specializing in equity research and financial analysis with a focus on investment banking. He covers notable Brazilian companies such as Grupo Panvel and Vivara, providing investment recommendations and buy ratings. Joining BTG Pactual in September 2016, Luiz’s career has included prior roles at Bradesco BBI as an Equity Research Associate and strategic positions at iES2, Anglo American, and FGV Projetos. He holds a Master's and Bachelor's degree in Finance and Business Administration from Fundação Getulio Vargas, and has furthered his studies at Regent's University London, reflecting strong academic and professional credentials for his analyst role.

    Luiz Guanais's questions to ASAI leadership

    Luiz Guanais's questions to ASAI leadership • Q4 2023

    Question

    Asked about the competitive environment at the end of 2023 and the start of 2024, and inquired about the primary drivers for future growth, specifically the balance between market share gains and productivity improvements.

    Answer

    The competitive environment is intense, but Assai's unique value proposition (central locations, enhanced services) allows it to attract customers from both cash & carry competitors and traditional retail. Q4 results demonstrate their ability to perform well in this scenario. Future growth will come from volume gains, as seen in early 2024, and capturing more spending as the economy improves, rather than relying on inflation.

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