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Lojas Renner S.A.BOVESPA:LREN3 Stock Report

Market Cap R$12.9b
Share Price
R$13.55
n/a
1Y7.3%
7D-2.7%
Portfolio Value
​
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Lojas Renner S.A.

BOVESPA:LREN3 Stock Report

Market Cap: R$12.9b

Lojas Renner (LREN3) Stock Overview

Operates as a fashion and lifestyle company in Brazil, Argentina, and Uruguay. More details

LREN3 fundamental analysis
Snowflake Score
Valuation4/6
Future Growth1/6
Past Performance5/6
Financial Health6/6
Dividends4/6

Rewards

Price-To-Earnings ratio (9.6x) is below the Specialty Retail industry average (13x)

Revenue is forecast to grow 7.99% per year

Earnings grew by 12.6% over the past year

Trading at good value compared to peers and industry

Analysts in good agreement that stock price will rise by 41.5%

Risk Analysis

Unstable dividend track record


LREN3 Community Fair Values

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See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Lojas Renner

Share Buyback And Governance Reforms Will Shape Retail’s Next Phase

Key Takeaways Unified omnichannel integration and supply chain advancements are driving digital sales, operational efficiency, and margin improvement, positioning the company for sustained earnings growth. Expansion into new markets and strong ESG initiatives enhance brand value, support long-term growth, and may lower capital costs through increased investor appeal.
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R$19.5
FV
30.5% undervalued intrinsic discount
8.11%
Revenue growth p.a.
30
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
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Lojas Renner

Brazil's Rising Middle Class And Digital Adoption Will Boost Retail

Key Takeaways Fully integrated digital, distribution, and in-house financial platforms position the company for outperformance in market share, earnings quality, and margin expansion versus industry peers. Growth from private labels, trusted brand, and urban market expansion will drive long-term revenue and profitability gains as cost leverage amplifies bottom-line results.
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R$22
FV
38.4% undervalued intrinsic discount
18.20%
Revenue growth p.a.
6
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Lojas Renner S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Lojas Renner
Historical stock prices
Current Share PriceR$13.55
52 Week HighR$19.87
52 Week LowR$10.80
Beta0.39
1 Month Change-10.80%
3 Month Change-14.99%
1 Year Change7.28%
3 Year Change-26.86%
5 Year Change-62.85%
Change since IPO32,523.87%

Recent News & Updates

Lojas Renner S.A.'s (BVMF:LREN3) Price Is Out Of Tune With Earnings

Nov 30
Lojas Renner S.A.'s (BVMF:LREN3) Price Is Out Of Tune With Earnings

Results: Lojas Renner S.A. Exceeded Expectations And The Consensus Has Updated Its Estimates

Nov 12
Results: Lojas Renner S.A. Exceeded Expectations And The Consensus Has Updated Its Estimates

Recent updates

Lojas Renner S.A.'s (BVMF:LREN3) Price Is Out Of Tune With Earnings

Nov 30
Lojas Renner S.A.'s (BVMF:LREN3) Price Is Out Of Tune With Earnings

Results: Lojas Renner S.A. Exceeded Expectations And The Consensus Has Updated Its Estimates

Nov 12
Results: Lojas Renner S.A. Exceeded Expectations And The Consensus Has Updated Its Estimates

Lojas Renner's (BVMF:LREN3) Returns Have Hit A Wall

Nov 09
Lojas Renner's (BVMF:LREN3) Returns Have Hit A Wall

Does Lojas Renner (BVMF:LREN3) Have A Healthy Balance Sheet?

Aug 28
Does Lojas Renner (BVMF:LREN3) Have A Healthy Balance Sheet?

Here's What's Concerning About Lojas Renner's (BVMF:LREN3) Returns On Capital

Jul 31
Here's What's Concerning About Lojas Renner's (BVMF:LREN3) Returns On Capital

Does Lojas Renner (BVMF:LREN3) Have A Healthy Balance Sheet?

May 28
Does Lojas Renner (BVMF:LREN3) Have A Healthy Balance Sheet?

Getting In Cheap On Lojas Renner S.A. (BVMF:LREN3) Is Unlikely

Apr 14
Getting In Cheap On Lojas Renner S.A. (BVMF:LREN3) Is Unlikely

Is Now The Time To Look At Buying Lojas Renner S.A. (BVMF:LREN3)?

Mar 10
Is Now The Time To Look At Buying Lojas Renner S.A. (BVMF:LREN3)?

Lojas Renner S.A. (BVMF:LREN3) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Feb 22
Lojas Renner S.A. (BVMF:LREN3) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year
User avatar

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.

Lojas Renner (BVMF:LREN3) Has A Rock Solid Balance Sheet

Jan 29
Lojas Renner (BVMF:LREN3) Has A Rock Solid Balance Sheet

Capital Allocation Trends At Lojas Renner (BVMF:LREN3) Aren't Ideal

Dec 30
Capital Allocation Trends At Lojas Renner (BVMF:LREN3) Aren't Ideal

Shareholders Should Be Pleased With Lojas Renner S.A.'s (BVMF:LREN3) Price

Dec 14
Shareholders Should Be Pleased With Lojas Renner S.A.'s (BVMF:LREN3) Price

Lojas Renner S.A. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

Nov 10
Lojas Renner S.A. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Safely

Oct 16
These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Safely

Is Now The Time To Look At Buying Lojas Renner S.A. (BVMF:LREN3)?

Sep 13
Is Now The Time To Look At Buying Lojas Renner S.A. (BVMF:LREN3)?

Investor Optimism Abounds Lojas Renner S.A. (BVMF:LREN3) But Growth Is Lacking

Aug 11
Investor Optimism Abounds Lojas Renner S.A. (BVMF:LREN3) But Growth Is Lacking

We Think Lojas Renner (BVMF:LREN3) Can Stay On Top Of Its Debt

Jul 05
We Think Lojas Renner (BVMF:LREN3) Can Stay On Top Of Its Debt

The Returns On Capital At Lojas Renner (BVMF:LREN3) Don't Inspire Confidence

May 04
The Returns On Capital At Lojas Renner (BVMF:LREN3) Don't Inspire Confidence

Lojas Renner S.A.'s (BVMF:LREN3) Share Price Matching Investor Opinion

Apr 09
Lojas Renner S.A.'s (BVMF:LREN3) Share Price Matching Investor Opinion

Lojas Renner's (BVMF:LREN3) Problems Go Beyond Weak Profit

Mar 21
Lojas Renner's (BVMF:LREN3) Problems Go Beyond Weak Profit

Is Lojas Renner (BVMF:LREN3) Using Too Much Debt?

Feb 15
Is Lojas Renner (BVMF:LREN3) Using Too Much Debt?

What Lojas Renner S.A.'s (BVMF:LREN3) P/E Is Not Telling You

Dec 21
What Lojas Renner S.A.'s (BVMF:LREN3) P/E Is Not Telling You

Lojas Renner (BVMF:LREN3) Could Be Struggling To Allocate Capital

Dec 03
Lojas Renner (BVMF:LREN3) Could Be Struggling To Allocate Capital

Here's Why Lojas Renner (BVMF:LREN3) Can Manage Its Debt Responsibly

Nov 10
Here's Why Lojas Renner (BVMF:LREN3) Can Manage Its Debt Responsibly

Lojas Renner's (BVMF:LREN3) Returns On Capital Not Reflecting Well On The Business

Aug 23
Lojas Renner's (BVMF:LREN3) Returns On Capital Not Reflecting Well On The Business

These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Reasonably Well

Aug 05
These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Reasonably Well

Be Wary Of Lojas Renner (BVMF:LREN3) And Its Returns On Capital

May 25
Be Wary Of Lojas Renner (BVMF:LREN3) And Its Returns On Capital

Lojas Renner (BVMF:LREN3) Seems To Use Debt Quite Sensibly

May 07
Lojas Renner (BVMF:LREN3) Seems To Use Debt Quite Sensibly

Here's What's Concerning About Lojas Renner's (BVMF:LREN3) Returns On Capital

Feb 23
Here's What's Concerning About Lojas Renner's (BVMF:LREN3) Returns On Capital

These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Reasonably Well

Feb 05
These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Reasonably Well

Returns On Capital Signal Tricky Times Ahead For Lojas Renner (BVMF:LREN3)

Nov 25
Returns On Capital Signal Tricky Times Ahead For Lojas Renner (BVMF:LREN3)

These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Reasonably Well

Nov 05
These 4 Measures Indicate That Lojas Renner (BVMF:LREN3) Is Using Debt Reasonably Well

Why Lojas Renner S.A. (BVMF:LREN3) Could Be Worth Watching

Aug 27
Why Lojas Renner S.A. (BVMF:LREN3) Could Be Worth Watching

Returns On Capital Signal Tricky Times Ahead For Lojas Renner (BVMF:LREN3)

Aug 11
Returns On Capital Signal Tricky Times Ahead For Lojas Renner (BVMF:LREN3)

Is Lojas Renner (BVMF:LREN3) A Risky Investment?

Jul 27
Is Lojas Renner (BVMF:LREN3) A Risky Investment?

Shareholder Returns

LREN3BR Specialty RetailBR Market
7D-2.7%-1.0%-0.6%
1Y7.3%-7.1%19.3%

Return vs Industry: LREN3 exceeded the BR Specialty Retail industry which returned -9% over the past year.

Return vs Market: LREN3 underperformed the BR Market which returned 18.2% over the past year.

Price Volatility

Is LREN3's price volatile compared to industry and market?
LREN3 volatility
LREN3 Average Weekly Movement5.2%
Specialty Retail Industry Average Movement6.0%
Market Average Movement4.4%
10% most volatile stocks in BR Market8.9%
10% least volatile stocks in BR Market1.6%

Stable Share Price: LREN3 has not had significant price volatility in the past 3 months compared to the BR market.

Volatility Over Time: LREN3's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196525,102Fabio Facciowww.lojasrennersa.com.br/en/

Lojas Renner S.A., together with its subsidiaries, operates as a fashion and lifestyle company in Brazil, Argentina, and Uruguay. It operates through Retail and Financial Products segments. The company trades clothes and sports products, shoes, accessories, perfumery, domestic appliances, towels and linen, furniture, and decoration articles, as well as cosmetics.

Lojas Renner S.A. Fundamentals Summary

How do Lojas Renner's earnings and revenue compare to its market cap?
LREN3 fundamental statistics
Market capR$12.91b
Earnings (TTM)R$1.39b
Revenue (TTM)R$15.61b
9.6x
P/E Ratio
0.9x
P/S Ratio

Is LREN3 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LREN3 income statement (TTM)
RevenueR$15.61b
Cost of RevenueR$6.02b
Gross ProfitR$9.58b
Other ExpensesR$8.19b
EarningsR$1.39b

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

Mar 05, 2026

Earnings per share (EPS)1.41
Gross Margin61.41%
Net Profit Margin8.92%
Debt/Equity Ratio3.7%

How did LREN3 perform over the long term?

See historical performance and comparison

Dividends

6.2%
Current Dividend Yield
54%
Payout Ratio

Does LREN3 pay a reliable dividends?

See LREN3 dividend history and benchmarks
When do you need to buy LREN3 by to receive an upcoming dividend?
Lojas Renner dividend dates
Ex Dividend DateDec 12 2025
Dividend Pay DateJan 13 2026
Days until Ex dividend13 days
Days until Dividend pay date19 days

Does LREN3 pay a reliable dividends?

See LREN3 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/23 18:20
End of Day Share Price 2025/12/23 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lojas Renner S.A. is covered by 25 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David BelaundeBarclays
Andréa AznarBB Banco de Investimento S.A.
Georgia JorgeBB Banco de Investimento S.A.