Sendas Distribuidora S.A. (ASAIY) Q2 2026 Earnings Call Transcript
Sendas Distribuidora (ASAIY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Sendas Distribuidora remains a hold as aggressive expansion delivered only modest revenue and profitability gains amid challenging Brazilian macro conditions. ASAIY's revenue per store grew just 4.35% annually over five years, barely outpacing inflation, while returns on equity and assets deteriorated. Despite trading at a cheap 6.3x forward P/E and showing declining leverage, high-interest rates and muted operational improvements limit near-term upside.
Sendas Distribuidora S.A. Sponsored ADR (ASAIY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Here is how Sendas Distribuidora S.A. Sponsored ADR (ASAIY) and Columbia Sportswear (COLM) have performed compared to their sector so far this year.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Sendas Distribuidora S.A. (ASAIY) Shareholder/Analyst Call Prepared Remarks Transcript
Assaí delivered on its deleveraging plan, achieving 2.56x net debt/EBITDA, with robust cash generation despite high nominal interest rates. ASAIY's revenue growth was pressured by deflation in core commodities, but volume and customer traffic remained resilient, signaling temporary rather than structural headwinds. The stock's EV/EBITDA multiple has improved from distress levels but remains below the historical average, offering re-rating potential as macro conditions normalize.
Sendas Distribuidora S.A. (ASAIY) Q4 2025 Earnings Call Transcript
Sendas Distribuidora S.A. (OTC:ASAIY) Q3 2025 Earnings Call November 7, 2025 9:00 AM EST Company Participants Gabrielle Castelo Helu Belmiro de Gomes - CEO, Member of Executive Board & Director Aymar Giglio - Non-Statutory VP of Finance & Director of Treasury Sandra Vicari Anderson Castilho - Vice President of Operations & Member of Executive Board Conference Call Participants Danniela Eiger - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A.
Sendas Distribuidora S.A. (OTC:ASAIY) Q2 2025 Earnings Conference Call August 8, 2025 10:00 AM ET Company Participants Aymar Giglio - Non-Statutory VP of Finance & Director of Treasury Belmiro de Figueiredo Gomes - CEO, Member of Executive Board & Director Gabrielle Castelo Helu - Corporate Participant Conference Call Participants Andrew R.