LREN3 · B3 · Retail
Lojas Renner
We own 213 shares · in the portfolio for 5 days
- Since we bought
- −3.1%
- Ibovespa, same period
- −4.4%
At the close of 30 Oct 2026. Includes dividends declared since purchase.
Why we own it
Net cash and a low valuation. The income-tax exemption up to R$ 5,000 a month and cash transfers support mass-market spending.
What could go wrong
- Credit-card losses rise as the economy slows.
- Online competitors take share.
What would make us sell
Written before we bought. A falling price is not on this list.
- Credit-card losses rise for two quarters in a row.
Twelve months against the Ibovespa
| Date | Lojas Renner | Ibovespa |
|---|---|---|
| 31 Oct 2025 | 0.0% | 0.0% |
| 5 Nov 2025 | +4.2% | +2.5% |
| 10 Nov 2025 | −2.3% | +3.8% |
| 13 Nov 2025 | −0.1% | +5.1% |
| 18 Nov 2025 | +1.6% | +4.7% |
| 24 Nov 2025 | +1.8% | +3.8% |
| 27 Nov 2025 | +7.0% | +5.9% |
| 2 Dec 2025 | +6.4% | +7.7% |
| 5 Dec 2025 | −6.5% | +5.2% |
| 10 Dec 2025 | −5.5% | +6.4% |
| 15 Dec 2025 | −1.2% | +8.7% |
| 18 Dec 2025 | −8.6% | +5.6% |
| 23 Dec 2025 | −7.5% | +7.3% |
| 30 Dec 2025 | −8.1% | +7.7% |
| 6 Jan 2026 | −8.1% | +9.4% |
| 9 Jan 2026 | −9.2% | +9.2% |
| 14 Jan 2026 | −7.7% | +10.4% |
| 19 Jan 2026 | −8.6% | +10.2% |
| 22 Jan 2026 | +2.1% | +17.4% |
| 27 Jan 2026 | +4.0% | +21.7% |
| 30 Jan 2026 | +2.0% | +21.3% |
| 4 Feb 2026 | +3.8% | +21.5% |
| 9 Feb 2026 | +5.3% | +24.5% |
| 12 Feb 2026 | +3.1% | +25.6% |
| 19 Feb 2026 | +6.5% | +26.1% |
| 24 Feb 2026 | +8.5% | +28.1% |
| 27 Feb 2026 | +6.4% | +26.2% |
| 4 Mar 2026 | +3.5% | +24.0% |
| 9 Mar 2026 | −0.5% | +21.0% |
| 12 Mar 2026 | +2.6% | +19.9% |
| 17 Mar 2026 | +3.3% | +20.6% |
| 20 Mar 2026 | +1.4% | +17.8% |
| 25 Mar 2026 | +6.7% | +24.0% |
| 30 Mar 2026 | −1.9% | +22.1% |
| 2 Apr 2026 | +2.6% | +25.8% |
| 8 Apr 2026 | +7.1% | +28.5% |
| 13 Apr 2026 | +9.3% | +32.4% |
| 16 Apr 2026 | +4.0% | +31.6% |
| 22 Apr 2026 | +1.0% | +29.0% |
| 27 Apr 2026 | −3.5% | +26.8% |
| 30 Apr 2026 | −6.0% | +25.3% |
| 6 May 2026 | +1.5% | +25.5% |
| 11 May 2026 | −5.2% | +21.6% |
| 14 May 2026 | −5.2% | +19.3% |
| 19 May 2026 | −5.7% | +16.5% |
| 22 May 2026 | +4.1% | +17.8% |
| 27 May 2026 | +2.8% | +17.5% |
| 1 Jun 2026 | +3.8% | +15.2% |
| 5 Jun 2026 | +2.9% | +13.0% |
| 10 Jun 2026 | +2.4% | +12.8% |
| 15 Jun 2026 | +5.8% | +14.0% |
| 18 Jun 2026 | −3.3% | +12.5% |
| 23 Jun 2026 | +0.5% | +14.5% |
| 26 Jun 2026 | +4.8% | +15.9% |
| 1 Jul 2026 | +4.0% | +14.8% |
| 6 Jul 2026 | −1.3% | +15.3% |
| 9 Jul 2026 | −0.9% | +15.5% |
| 14 Jul 2026 | +0.1% | +18.1% |
| 17 Jul 2026 | −6.0% | +16.2% |
| 22 Jul 2026 | −5.2% | +18.7% |
| 27 Jul 2026 | −3.9% | +17.2% |
| 30 Jul 2026 | −5.3% | +18.5% |
| 4 Aug 2026 | −4.3% | +19.0% |
| 7 Aug 2026 | −13.2% | +15.4% |
| 12 Aug 2026 | −17.8% | +12.0% |
| 17 Aug 2026 | −22.8% | +11.5% |
| 20 Aug 2026 | −26.5% | +12.3% |
| 25 Aug 2026 | −22.4% | +16.7% |
| 28 Aug 2026 | −25.1% | +17.5% |
| 2 Sep 2026 | −20.6% | +23.8% |
| 8 Sep 2026 | −18.6% | +25.3% |
| 11 Sep 2026 | −20.7% | +25.2% |
| 16 Sep 2026 | −19.5% | +24.1% |
| 21 Sep 2026 | −18.8% | +24.8% |
| 24 Sep 2026 | −21.8% | +23.0% |
| 29 Sep 2026 | −19.1% | +22.9% |
| 2 Oct 2026 | −16.2% | +28.5% |
| 7 Oct 2026 | −4.3% | +36.6% |
| 13 Oct 2026 | −1.3% | +38.3% |
| 16 Oct 2026 | −3.8% | +37.4% |
| 21 Oct 2026 | +5.1% | +38.1% |
| 26 Oct 2026 | −31.0% | +18.1% |
| 29 Oct 2026 | −33.2% | +13.1% |
| 30 Oct 2026 | −36.0% | +12.3% |
Valuation
- Price to earningsPrice ÷ last 12 months’ earnings per share
- 6.3×
- Price to bookPrice ÷ equity per share
- 0.9×
- EV to EBITDA
- 2.7×
- PEG ratio
- 0.69
- Dividend yieldLast 12 months
- 10.3%
- Market value
- R$ 9.4 bn
Profitability
- Return on equity
- 14.4%
- Return on assets
- 7.8%
- Gross margin
- 62.0%
- EBITDA margin
- 19.3%
- Net margin
- 9.4%
Growth
- Revenue, latest quarter vs a year ago
- +3.5%
- Earnings, latest quarter vs a year ago
- +9.2%
- Revenue, last full year
- +9.6%
- Earnings, last full year
- +21.8%
Balance sheet
- Cash
- R$ 1.9 bn
- Total debt
- R$ 757.8 mn
- Net debt to EBITDA
- -0.4×
- Debt to equity
- 0.07
- Current ratio
- 1.69
Risk, last 12 months
- Total returnIncluding dividends
- −36.0%
- VolatilityAnnualised, daily returns
- 60%
- Largest fall from a peak
- −41.8%
- Beta to the Ibovespa1.0 moves with the index
- 1.84
- Below its 12-month high
- −44.0%
Dividends
- Paid per share, last 12 months
- R$ 0.9204
Five years of results
| Year | Revenue | Net income | Earnings per share | Equity | Return on equity |
|---|---|---|---|---|---|
| 2025 | R$ 15.8 bn | R$ 1.5 bn | R$ 1.44 | R$ 10.5 bn | 13.9% |
| 2024 | R$ 14.4 bn | R$ 1.2 bn | R$ 1.14 | R$ 10.8 bn | 11.1% |
| 2023 | R$ 13.6 bn | R$ 976.3 mn | R$ 1.02 | R$ 10.0 bn | 9.7% |
| 2022 | R$ 13.3 bn | R$ 1.3 bn | R$ 1.33 | R$ 10.1 bn | 12.8% |
| 2021 | R$ 10.6 bn | R$ 633.1 mn | R$ 0.66 | R$ 9.8 bn | 6.5% |
Annual consolidated statements as reported to the CVM, via brapi.
Company profile
- Sector
- Consumo Cíclico
- Industry
- Tecidos, Vestuário e Calçados
- Employees
- 25,102
- Website
- www.lojasrennersa.com.br
Data as of the close of 30 Oct 2026. Market data from brapi.dev; financial statements as filed with the CVM. Ratios are provider estimates and may differ from company reports.