Sendas Distribuidora S.A.

OTCPK:ASAI.Y Stock Report

Market Cap: US$2.6b

Sendas Distribuidora Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

Belmiro de Gomes

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenure15.6yrs
CEO ownershipn/a
Management average tenure9.8yrs
Board average tenure2.4yrs

Recent management updates

Recent updates

Seeking Alpha • Sep 07

Sendas Distribuidora Q2: High Leverage Overshadows Profitability

Summary Despite improved margins from cost control and store maturation, the company's high leverage remains a concern, impacting profitability. Valuation shows a potential downside of 6.7%, making the shares unattractive; however, a potential merger with Grupo Mateus could alter the outlook. Overall, advise waiting for further deleveraging and developments regarding the merger before making any changes to the investment position. Read the full article on Seeking Alpha
Seeking Alpha • May 28

Sendas Distribuidora: The Costco Of Brazil

Summary Assai is the second largest grocery player in Brazil's cash and carry segment, with significant growth potential. The company has been aggressively increasing its store count and expects continued organic store growth. Profitability has been impacted by investments in store conversions and store openings, but is expected to improve as the stores mature and SG&A costs decrease. Read the full article on Seeking Alpha
Seeking Alpha • Oct 16

Sendas Distribuidora: A Pre-Q3 Buy Opportunity

Summary Assaí Atacadista is about to release its Q3 results amid challenges from food disinflation and high-interest rates, but it has managed them well compared to peers. The company is expected to benefit from improving economic conditions, with lower interest rates on the horizon, potentially leading to a 41% upside. With its resilience and firm performance in the Brazilian cash and carry sector, Assaí stock presents an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Aug 03

Sendas Distribuidora: Maintaining A Neutral Stance Amidst Brazilian Disinflation

Summary Sendas Distribuidora (Assaí Atacadista) is a leading company in the Brazilian cash and carry wholesale market with operational autonomy after its spin-off in 2021. Despite challenges from falling commodity prices, Assaí Atacadista has shown resilience compared to its domestic competitors as recently reported its second-quarter results. Given the current macroeconomic pressures, such as disinflation and high-interest rates in Brazil, I find the company's above-industry-average valuation less attractive. Read the full article on Seeking Alpha
Seeking Alpha • May 23

Sendas Distribuidora S.A.: Checkout This Brazilian Grocery Chain

Summary ASAI is generating strong growth during an accelerated expansion phase. The company may benefit from a resilient Brazilian economy and solid consumer spending trends. ASAI looks interesting following the recent selloff. Read the full article on Seeking Alpha
Seeking Alpha • Feb 15

Sendas Distribuidora reports Q4 2022 results

Sendas Distribuidora press release (NYSE:ASAI): Q4 adj. EBITDA of R$1.17B (+28.5 Y/Y). Revenue of R$15.95B (+38.0% Y/Y). Same store sales growth of 10.5%.
Seeking Alpha • Jul 27

Sendas Distribuidora reports Q2 results

Sendas Distribuidora press release (NYSE:ASAI): Q2 Net Income of R$319M (+21% Y/Y). Revenue of R$14.5B (+33% Y/Y). Adjusted EBITDA strongly improved by 30%, reaching R$978M with margin of 7.4%

CEO

Belmiro de Gomes (55 yo)

15.6yrs
Tenure

Mr. Belmiro de Figueiredo Gomes has been Chief Executive Officer at Sendas Distribuidora S.A. since February 2011 and serves as its Member of Executive Board and serves as its Director since October 2022....

Leadership Team

NamePositionTenureCompensationOwnership
Belmiro de Gomes
CEO, Member of Executive Board & Director15.6yrsno datano data
Rafael da Silva
Chief Financial Officerless than a yearno datano data
Anderson Castilho
Vice President of Operations & Member of Executive Board13.8yrsno datano data
Wlamir dos Anjos
VP of Commercial & Logistics and Member of Executive Boardno datano datano data
Vitor Faga de Almeida
Member of Executive Boardno datano datano data
Gabrielle Castelo Helu
Investor Relations Directorno datano datano data
Sandra Vicari
Vice President of People Management & Sustainabilityno datano datano data
Aymar Giglio
Director of Treasury5.7yrsno datano data
9.8yrs
Average Tenure
51yo
Average Age

Experienced Management: ASAI.Y's management team is seasoned and experienced (9.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Belmiro de Gomes
CEO, Member of Executive Board & Director3.9yrsno datano data
Leonardo Gomes Pereira
Independent Directorno datano datano data
Oscar De Paula Bernardes Neto
Independent Chairmanno datano datano data
Enéas César Neto
Independent Director3yrsno datano data
Leila Loria
Independent Directorno datano datano data
Andiara Petterle
Independent Directorno datano datano data
Jose Roberto Mussnich
Independent Director2yrsno datano data
Adriano Seabra
Member of Fiscal Councilno datano datano data
Artemio Bertholini
Chairman of Fiscal Council2.4yrsno datano data
Leda Maria Hahn
Member of Fiscal Council2.4yrsno datano data
Julio Cesar Queiroz Campos
Independent Directorno datano datano data
2.4yrs
Average Tenure
65.5yo
Average Age

Experienced Board: ASAI.Y's board of directors are not considered experienced ( 2.4 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 17:18
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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 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

Sendas Distribuidora S.A. is covered by 21 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andréa AznarBB Banco de Investimento S.A.
Robert Ford AguilarBofA Global Research
Pedro PintoBradesco S.A. Corretora de Títulos e Valores Mobiliários