Added to YB: 2026-09-15
Pitch date: 2026-09-12
CEAB3.SA [bullish]
C&A Modas S.A.
Author Info
No bio for this author
Company Info
C&A Modas S.A. operates as a fashion retailer for women, men, and children in Brazil and internationally.
Market Cap
BRL 2.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.42
P/E
5.01
EV/Sales
0.59
Sector
Specialty Retail
Category
turnaround
Bullet Investment Ideas #2 Second Edition - C&A Modas S.A.
CEAB3.SA: C&A is a low-multiple bet on three things: Estratégia Energia finishing roughly on schedule in 2026, the one-year swing from R$509.6M of net debt to R$83.7M of net cash, and valuation at ~6x FY2025 adjusted earnings and ~2x EV/EBITDA with a yield above 5%. Clothing revenue per square meter has risen 27.4% since 2023 and Beauty grew 46% in 2025, but weaker Q4 operating trends and non-recurring profit items challenge the thesis.
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