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LREN3: Long Term Governance Reforms Expected To Drive Future Performance

Update shared on 09 Nov 2025

Fair value Decreased 1.00%
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AnalystConsensusTarget's Fair Value
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1Y
-4.7%
7D
-1.7%

Narrative Update: Lojas Renner Analyst Price Target Revision

Analysts have modestly lowered their price target for Lojas Renner from R$19.99 to R$19.79. This revision reflects slightly softer expectations for revenue growth and profit margins in the coming period.

What's in the News

  • Lojas Renner hosted its Analyst/Investor Day, providing updates to the investment community on strategic initiatives. (Key Developments)
  • A Special/Extraordinary Shareholders Meeting is scheduled for September 18, 2025, to address proposals on a new long term incentive plan, reforms to corporate bylaws, and other governance matters. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target decreased slightly from R$19.99 to R$19.79.
  • The Discount Rate increased modestly from 20.81% to 20.96%.
  • The Revenue Growth projection declined from 8.38% to 8.17%.
  • The Net Profit Margin estimate fell from 9.81% to 9.47%.
  • The future P/E ratio rose marginally from 15.74x to 15.87x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.