Brazilian Retailers "UBS Shopping Cart: Apparel sales amid world sup; Ci..."

研报英文原文证据摘录

Brazilian Retailers "UBS Shopping Cart: Apparel sales amid world sup; Ci..."

Global Research

20 May 2026ab

Brazilian Retailers Equities

AmericasUBS Shopping Cart: Apparel sales amid world

sup; Cimed enters food retail; Northeastern Consumer, Cyclical

food retail; Bershka expansion Vinicius Strano,AnalystCFA

vinicius.strano@ubs.com

+55-11-2767 6688

Apparel & Footwear sales rise in April amid early world cup demand Isabella Lamas

Associate Analyst

According to the Stone Retail Index (IVS), the Apparel & Footwear segment posted a isabella.lamas@ubs.com

+1.3% YoY increase in sales volumes in April, possibly reflecting the initial impacts of +55-11-2767 6836

world cup-related demand. According to Valor, the term “Brazil 2026 jersey”

Lucca Biasi

became a trending search on Google Trends, surpassing 10,000 searches and rising

more than 400%. Also, on Netshoes, Brazil jerseys sold 350% more on May 18–19 lucca.biasi@ubs.com

compared to the previous week. On a monthly basis, however, the segment +55-11-2767 6173

recorded a 0.8% decline.

Pedro Perone

Cimed expands into food retail channel pedro.perone@ubs.com

According to Panorama Farmacêutico, Cimed is expanding its presence in the food +55-11-2767 6007

retail channel as part of a new business front. FlyNow, an isotonic drink focused on

hydration and nutrient replenishment, and Super, a personal care brand whose

presence in national retail is being expanded. The company stated that the strategy

aims to strengthen its presence in high-frequency and convenience categories,

while expanding distribution channels and points of sale. Management expects

categories linked to the food retail channel to represent 25% of the company’s sell-

in in the first year of operation.

Heavy rains in Northeastern region impact food retail stores