Added to YB: 2026-07-01
Pitch date: 2026-06-28
ALPA4.SA [neutral]
Alpargatas S.A.
-1.33%
current return
Author Info
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Company Info
Alpargatas S.A. manufactures and sells footwear and accessories in Brazil and internationally. The company offers its products under the Havaianas, ioasys, and Rothys brands.
Market Cap
BRL 7.5B
Pitch Price
BRL 9.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.83
P/E
13.98
EV/Sales
1.73
Sector
Textiles, Apparel and Luxury Goods
Category
N/A
Alpargatas - $ALPA4.SA
ALPA4.SA (overview): Owns Havaianas, dominant Brazilian flip-flop brand (65%+ category share, 25% of all footwear sales, ~205-210M pairs/yr). Branded-staple w/ resilient volumes, premiumization upside (50% of sales premium). 15% NOPAT/op assets, strong dividends. Int'l (20M pairs) offers convexity but hard to execute. Valuation full for Brazil; top pick for a Brazilian downturn.
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