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What smart money is saying about Lojas Renner SABrazil flag

LREN3.SA · Consumer Cyclical · Department Stores · Market cap $2.72B

2 funds in our archive have pitched Lojas Renner SA — most recently Ariel Global in December 2025.

Company profile

Lojas Renner S.A., together with its subsidiaries, operates as a fashion and lifestyle company in Brazil, Uruguay, and Argentina. The company operates in Retail and Financial Products segments. It engages in the trade of clothes and sports products, shoes, accessories, perfumery, domestic appliances, towels and linen, furniture, and decoration articles. The company owns and operates Renner stores, including 392 units in Brazil, 8 units in Brazil, and 4 in Argentina; 119 Camicado stores; 104 Youcom stores; and 114 Ashua stores. It also engages in the granting of withdrawals, and financing of purchases and insurance, as well as provides personal loans. The company was incorporated in 1965 and is headquartered in Porto Alegre, Brazil.

Fund coverage · 2 theses

  • Ariel Global
    December 2025

    Lojas Renner SA is a Brazilian apparel retailer poised for earnings growth from distribution efficiencies, better inventory management, and a less competitive environment.

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  • Harding Loevner Emerging Markets Equity
    June 2025

    Lojas Renner is a Brazilian retailer that has successfully improved its profitability and operational efficiency after investing in online customization and supply chain enhancements, positioning itself for margin recovery despite ongoing competition.

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