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Consumer Retailing
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Empreendimentos Pague Menos
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Empreendimentos Pague Menos Community
BOVESPA:PGMN3 Community
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Empreendimentos Pague Menos
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Empreendimentos Pague Menos
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Pharmaceutical Retail And Digital Channels Will Expand Market Reach
Key Takeaways Expanding pharmacy offerings, urbanization, and robust digital growth are driving sustained revenue increases, market expansion, and higher-value customer engagement. Operational efficiencies and industry trends are boosting earnings, margins, and positioning for greater market share and long-term profitability.
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R$4.8
FV
24.2% undervalued
intrinsic discount
12.05%
Revenue growth p.a.
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9 days ago
author updated this narrative
Empreendimentos Pague Menos
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Brazil's Aging Demographic Will Ignite Digital Pharmacy Expansion
Key Takeaways Rapid store integration, digital channel growth, and operational leverage position the company for significant revenue and margin expansion, outpacing analyst expectations. Strong chronic care focus, demographic tailwinds, and local market consolidation drive long-term sales growth, top-line diversification, and industry-leading scale advantages.
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R$5.6
FV
35.0% undervalued
intrinsic discount
19.11%
Revenue growth p.a.
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0
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8 days ago
author updated this narrative
Empreendimentos Pague Menos
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Brazil Retail Will Falter Amid Digital Competition
Key Takeaways Growing digital health adoption and demographic shifts threaten store volumes, limiting revenue growth and the effectiveness of physical expansion strategies. Intensified competition and rising regulatory burdens risk squeezing margins, increasing operational costs, and dampening overall profitability.
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R$3.4
FV
7.1% overvalued
intrinsic discount
7.87%
Revenue growth p.a.
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about 1 month ago
author updated this narrative