Brazilian Retailers: UBS Shopping Cart: Amazon Hours Delivery; ACE‘s standalone rollout

研报英文原文证据摘录

Brazilian Retailers: UBS Shopping Cart: Amazon Hours Delivery; ACE‘s standalone rollout

Global Research

1 July 2026ab

Brazilian Retailers Equities

AmericasUBS Shopping Cart: Amazon Hours Delivery;

ACE's standalone rollout Consumer, Cyclical

Vinicius Strano, CFA

Analyst

vinicius.strano@ubs.com

Amazon launches Hours Delivery for FBA Products in SP and RJ +55-11-2767 6688

Amazon launched its Hours Delivery service for FBA products in São Paulo and Rio de Isabella Lamas

Janeiro, enabling customers to choose from multiple delivery windows and receive Analyst

items across more than 30 categories within hours of purchase. Prime members are isabella.lamas@ubs.com

eligible for free delivery on orders above R$19, except for grocery and books, where +55-11-2767 6836

the minimum threshold is R$79. For sellers, the service comes at no additional cost, Lucca Biasi

as Amazon proactively positions high-demand inventory in dedicated fulfillment Associate Analyst

centers and manages the entire logistics process. lucca.biasi@ubs.com

+55-11-2767 6173

C&A opens ACE's first standalone store Pedro Perone

According to Bloomberg Línea, C&A has opened the first standalone store for its Associate Analyst

premium athleisure brand, ACE. According to the company, Brazil's premium pedro.perone@ubs.com

athleisure segment generates R$4bn in annual sales and is expected to grow 50% +55-11-2767 6007

over the next five years, positioning ACE as an additional growth avenue for the

company. Following this opening at Shopping Ibirapuera, three additional stores

have already been confirmed by the end of 2026, including one in São Paulo, Rio de

Janeiro, and Belo Horizonte. Through ACE, C&A aims to capture the premium tier of

Brazil's sportswear market, which already accounts for R$30bn in annual apparel