Lojas Renner (LREN3) Panoramica del titolo
Lojas Renner S.A., insieme alle sue controllate, opera come azienda di moda e lifestyle in Brasile, Argentina e Uruguay. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
LREN3 Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Lojas Renner S.A.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | R$13.36 |
| Massimo di 52 settimane | R$18.40 |
| Minimo di 52 settimane | R$12.43 |
| Beta | 0.36 |
| Variazione di 1 mese | -9.49% |
| Variazione a 3 mesi | -1.76% |
| Variazione di 1 anno | -17.89% |
| Variazione a 3 anni | -20.78% |
| Variazione a 5 anni | -60.78% |
| Variazione dall'IPO | 32,066.42% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Jun 16
LREN3: Higher Fair Value Will Support Future Upside
Analysts trimmed their price target for Lojas Renner slightly from R$19.15 to R$19.12, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E as the key drivers of the adjustment. What's in the News No recent company specific news items or key developments were provided for Lojas Renner in the supplied sources.Aggiornamento narrativa • Jun 02
LREN3: Share Buybacks And Higher Fair Value Will Support Future Upside
Lojas Renner's analyst price target has edged higher from about R$18.97 to R$19.15, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as the key drivers behind the refresh. What's in the News Lojas Renner reported on a share buyback tranche covering October 1, 2025 to December 31, 2025, during which the company repurchased 5,609,000 shares for R$75.05 million, representing about 0.57% of its shares.
Aggiornamento narrativa • May 09
LREN3: Completed Share Buybacks Will Support Higher Profitability And Future Upside
Analysts have maintained their price target for Lojas Renner at R$22.00. The changes made relate only to fine tuning of the discount rate, revenue growth, profit margin, and future P/E assumptions, which together did not alter the headline number.Aggiornamento narrativa • Apr 21
LREN3: Completed Share Buybacks Will Support Higher Profitability And Future Upside
Analysts have maintained their price target for Lojas Renner at R$22.00, citing only minor adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Lojas Renner completed its share buyback program announced on February 20, 2025, repurchasing a total of 70,474,400 shares, representing 6.8% of the company, for BRL 935.62m (Key Developments).Recent updates
Aggiornamento narrativa • Jun 16
LREN3: Higher Fair Value Will Support Future Upside
Analysts trimmed their price target for Lojas Renner slightly from R$19.15 to R$19.12, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E as the key drivers of the adjustment. What's in the News No recent company specific news items or key developments were provided for Lojas Renner in the supplied sources.Aggiornamento narrativa • Jun 02
LREN3: Share Buybacks And Higher Fair Value Will Support Future Upside
Lojas Renner's analyst price target has edged higher from about R$18.97 to R$19.15, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as the key drivers behind the refresh. What's in the News Lojas Renner reported on a share buyback tranche covering October 1, 2025 to December 31, 2025, during which the company repurchased 5,609,000 shares for R$75.05 million, representing about 0.57% of its shares.Aggiornamento narrativa • May 09
LREN3: Completed Share Buybacks Will Support Higher Profitability And Future Upside
Analysts have maintained their price target for Lojas Renner at R$22.00. The changes made relate only to fine tuning of the discount rate, revenue growth, profit margin, and future P/E assumptions, which together did not alter the headline number.Aggiornamento narrativa • Apr 21
LREN3: Completed Share Buybacks Will Support Higher Profitability And Future Upside
Analysts have maintained their price target for Lojas Renner at R$22.00, citing only minor adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Lojas Renner completed its share buyback program announced on February 20, 2025, repurchasing a total of 70,474,400 shares, representing 6.8% of the company, for BRL 935.62m (Key Developments).Aggiornamento narrativa • Apr 06
LREN3: Completed Share Buybacks Will Support Higher Profitability And Future Upside
Analysts have kept their price target for Lojas Renner steady at R$22.00, reflecting only small adjustments to assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Lojas Renner completed its share buyback program announced on February 20, 2025, reaching a total of 70,474,400 shares repurchased under the plan.Aggiornamento narrativa • Mar 23
LREN3: Share Repurchases Will Support Higher Profitability And Future Upside
Analysts kept their R$22.00 price target for Lojas Renner unchanged, citing a balance between revised assumptions for softer revenue growth, a higher profit margin, and a slightly higher future P/E multiple. What's in the News The company reported completion of its share repurchase program announced on February 20, 2025.Aggiornamento narrativa • Mar 09
LREN3: Lower Assumed P/E Multiple Will Support Future Share Price Upside
Analysts have slightly reduced their price target for Lojas Renner, with fair value moving from about R$19.10 to roughly R$18.97. This adjustment reflects updated assumptions around revenue growth, profit margins and a somewhat lower future P/E.Aggiornamento narrativa • Feb 23
LREN3: Higher Future P/E Assumptions Will Support Share Price Upside
Analysts kept their fair value estimate for Lojas Renner steady at R$19.10, while revising assumptions such as a slightly lower discount rate and a higher future P/E, which together explain the recent adjustment in their price target narrative. Valuation Changes Fair Value: kept steady at R$19.10 per share, with no change between the previous and updated estimates.Aggiornamento narrativa • Feb 07
LREN3: Higher Margin Outlook And Buybacks Will Support Future Upside
Analysts have made a modest upward adjustment to their fair value estimate for Lojas Renner to R$19.10, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair value estimate: Adjusted slightly from R$19.03 to R$19.10 per share.Aggiornamento narrativa • Jan 24
LREN3: Share Repurchases Will Support Stronger Future Returns
Analysts have slightly adjusted their fair value estimate for Lojas Renner to about R$19.03 per share, down from roughly R$19.17, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News From July 1, 2025 to September 30, 2025, Lojas Renner repurchased 12,870,000 shares, representing 1.29% of its shares, for R$210.25 million under its existing buyback program (Key Developments).Aggiornamento narrativa • Jan 09
LREN3: Ongoing Share Buybacks Will Support Stronger Long-Term Performance
Analysts have slightly trimmed their price target for Lojas Renner from R$19.50 to about R$19.17. The adjustment reflects updates to their models that now factor in a marginally higher discount rate, a slightly lower revenue growth assumption, a small improvement in profit margin and a modest adjustment to expected future P/E.Articolo di analisi • Jan 06
We Think Lojas Renner (BVMF:LREN3) Can Manage Its Debt With Ease
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Aggiornamento narrativa • Dec 21
LREN3: Stronger Top Line And Buyback Activity Will Support Future Upside
Analysts have trimmed their price target on Lojas Renner from approximately R$23.95 to R$22.00, reflecting expectations of stronger top line growth but lower profitability and a modestly higher risk profile, which together support a lower future earnings multiple. What's in the News Completed a major share buyback program, repurchasing a total of 64,865,400 shares (equivalent to 6.23% of its capital) for BRL 860.57 million under the program announced on February 20, 2025 (Key Developments) In the most recent tranche from July 1 to September 30, 2025, the company repurchased 12,870,000 shares (1.29% of its capital) for BRL 210.25 million (Key Developments) Held an Analyst and Investor Day event, providing updates on strategy, operations, and financial outlook to the market (Key Developments) Valuation Changes Fair Value Estimate reduced modestly from R$23.95 to R$22.00, implying a slightly lower target multiple on future earnings.Aggiornamento narrativa • Dec 07
LREN3 Share Buybacks Will Support Stronger Long-Term Performance
Analysts have slightly lowered their price target for Lojas Renner to approximately R$19.50 from about R$19.59, reflecting marginally higher discount rate assumptions and only modest tweaks to long term growth and profitability expectations. What's in the News Lojas Renner completed a major share buyback program, repurchasing a total of 64,865,400 shares, or 6.23% of its share capital, for BRL 860.57 million under the program announced on February 20, 2025 (Key Developments).Articolo di analisi • Nov 30
Lojas Renner S.A.'s (BVMF:LREN3) Price Is Out Of Tune With Earnings
It's not a stretch to say that Lojas Renner S.A.'s ( BVMF:LREN3 ) price-to-earnings (or "P/E") ratio of 11.2x right now...Aggiornamento narrativa • Nov 23
LREN3: Share Buybacks and Governance Reforms Will Support Long-Term Performance
Analysts have slightly lowered their price target for Lojas Renner from R$19.79 to R$19.59, citing marginal adjustments to fair value estimates and company forecasts. What's in the News Completed the repurchase of 64,865,400 shares, totaling 6.23% of the company, for BRL 860.57 million as part of the buyback announced on February 20, 2025 (Key Developments).Articolo di analisi • Nov 12
Results: Lojas Renner S.A. Exceeded Expectations And The Consensus Has Updated Its Estimates
Last week saw the newest quarterly earnings release from Lojas Renner S.A. ( BVMF:LREN3 ), an important milestone in...Articolo di analisi • Nov 09
Lojas Renner's (BVMF:LREN3) Returns Have Hit A Wall
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Aggiornamento narrativa • Nov 09
LREN3: Long Term Governance Reforms Expected To Drive Future Performance
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.Aggiornamento narrativa • Oct 25
Share Buyback And Governance Reforms Will Shape Retail’s Next Phase
Analysts have slightly lowered their fair value estimate for Lojas Renner from R$20.31 to R$19.99. They cite updated views on discount rates and projected revenue growth as the main reasons for this adjustment.Articolo di analisi • Aug 28
Does Lojas Renner (BVMF:LREN3) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Articolo di analisi • Jul 31
Here's What's Concerning About Lojas Renner's (BVMF:LREN3) Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Articolo di analisi • May 28
Does Lojas Renner (BVMF:LREN3) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Apr 14
Getting In Cheap On Lojas Renner S.A. (BVMF:LREN3) Is Unlikely
When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 8x, you may consider Lojas...Articolo di analisi • Mar 10
Is Now The Time To Look At Buying Lojas Renner S.A. (BVMF:LREN3)?
While Lojas Renner S.A. ( BVMF:LREN3 ) might not have the largest market cap around , it saw a double-digit share price...Articolo di analisi • Feb 22
Lojas Renner S.A. (BVMF:LREN3) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Lojas Renner S.A. ( BVMF:LREN3 ), who've watched their investment drop 14% to R$11.79 in the...
Nuova narrativa • Feb 11
Digital Expansion And Operational Efficiency Will Strengthen Future Retail Performance
Lojas Renner's strategic investment in infrastructure and improved efficiency efforts are creating a foundation for increased profitability and revenue growth.Articolo di analisi • Jan 29
Lojas Renner (BVMF:LREN3) Has A Rock Solid Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Dec 30
Capital Allocation Trends At Lojas Renner (BVMF:LREN3) Aren't Ideal
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Articolo di analisi • Dec 14
Shareholders Should Be Pleased With Lojas Renner S.A.'s (BVMF:LREN3) Price
With a price-to-earnings (or "P/E") ratio of 11.6x Lojas Renner S.A. ( BVMF:LREN3 ) may be sending bearish signals at...Articolo di analisi • Nov 10
Lojas Renner S.A. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Lojas Renner S.A. ( BVMF:LREN3 ) just kicked off its latest quarterly results with some very strong...Articolo di analisi • Oct 16
These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Sep 13
Is Now The Time To Look At Buying Lojas Renner S.A. (BVMF:LREN3)?
While Lojas Renner S.A. ( BVMF:LREN3 ) might not have the largest market cap around , it saw a significant share price...Articolo di analisi • Aug 11
Investor Optimism Abounds Lojas Renner S.A. (BVMF:LREN3) But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 12.8x Lojas Renner S.A. ( BVMF:LREN3 ) may be sending bearish signals at...Articolo di analisi • Jul 05
We Think Lojas Renner (BVMF:LREN3) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • May 04
The Returns On Capital At Lojas Renner (BVMF:LREN3) Don't Inspire Confidence
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Apr 09
Lojas Renner S.A.'s (BVMF:LREN3) Share Price Matching Investor Opinion
With a price-to-earnings (or "P/E") ratio of 16.8x Lojas Renner S.A. ( BVMF:LREN3 ) may be sending very bearish signals...Articolo di analisi • Mar 21
Lojas Renner's (BVMF:LREN3) Problems Go Beyond Weak Profit
The latest earnings report from Lojas Renner S.A. ( BVMF:LREN3 ) disappointed investors. We did some digging and...Articolo di analisi • Feb 15
Is Lojas Renner (BVMF:LREN3) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Dec 21
What Lojas Renner S.A.'s (BVMF:LREN3) P/E Is Not Telling You
Lojas Renner S.A.'s ( BVMF:LREN3 ) price-to-earnings (or "P/E") ratio of 17.6x might make it look like a strong sell...Articolo di analisi • Dec 03
Lojas Renner (BVMF:LREN3) Could Be Struggling To Allocate Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Articolo di analisi • Nov 10
Here's Why Lojas Renner (BVMF:LREN3) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Aug 23
Lojas Renner's (BVMF:LREN3) Returns On Capital Not Reflecting Well On The Business
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Articolo di analisi • Aug 05
These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • May 25
Be Wary Of Lojas Renner (BVMF:LREN3) And Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Articolo di analisi • May 07
Lojas Renner (BVMF:LREN3) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Rendimenti per gli azionisti
| LREN3 | BR Specialty Retail | BR Mercato | |
|---|---|---|---|
| 7D | -0.07% | -2.4% | -1.7% |
| 1Y | -17.9% | 18.7% | 17.2% |
Ritorno vs Industria: LREN3 ha avuto una performance inferiore rispetto al BR Specialty Retail che ha registrato un rendimento 18.7 % nell'ultimo anno.
Rendimento vs Mercato: LREN3 ha avuto una performance inferiore al mercato BR che ha registrato un rendimento 17.2 % nell'ultimo anno.
Volatilità dei prezzi
| LREN3 volatility | |
|---|---|
| LREN3 Average Weekly Movement | 5.8% |
| Specialty Retail Industry Average Movement | 6.3% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in BR Market | 7.8% |
| 10% least volatile stocks in BR Market | 1.9% |
Prezzo delle azioni stabile: LREN3 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato BR.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di LREN3 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1965 | 26,058 | Fabio Faccio | www.lojasrennersa.com.br/en/ |
Lojas Renner S.A., insieme alle sue controllate, opera come azienda di moda e lifestyle in Brasile, Argentina e Uruguay. Opera attraverso i segmenti Retail e Prodotti finanziari. L'azienda commercia abbigliamento e prodotti sportivi, scarpe, accessori, profumeria, elettrodomestici, asciugamani e biancheria, mobili e articoli di decorazione, oltre a cosmetici.
Lojas Renner S.A. Riepilogo dei fondamenti
| LREN3 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | R$13.04b |
| Utili (TTM) | R$1.49b |
| Ricavi(TTM) | R$15.94b |
8.7x
Rapporto P/E0.8x
Rapporto P/SLREN3 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| LREN3 Conto economico (TTM) | |
|---|---|
| Ricavi | R$15.94b |
| Costo del fatturato | R$6.06b |
| Profitto lordo | R$9.87b |
| Altre spese | R$8.38b |
| Utili | R$1.49b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 06, 2026
| Utile per azione (EPS) | 1.53 |
| Margine lordo | 61.95% |
| Margine di profitto netto | 9.37% |
| Rapporto debito/patrimonio netto | 3.8% |
Come si è comportato LREN3 nel lungo periodo?
Vedi performance storica e confrontoDividendi
6.3%
Rendimento attuale del dividendo58%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/30 19:08 |
| Prezzo dell'azione a fine giornata | 2026/07/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Lojas Renner S.A. è coperta da 25 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Belaunde | Barclays |
| Andréa Aznar | BB Banco de Investimento S.A. |
| Robert Ford Aguilar | BofA Global Research |