Azzas 2154 S.A. (BVMF:AZZA3)
Brazil · Delayed Price · Currency is BRL | Market Cap | 3.79B -42.2% |
| Revenue (ttm) | 11.60B +16.0% |
| Net Income | 832.02M +115.3% |
| EPS | n/a |
| Shares Out | 201.93M |
| PE Ratio | 4.56 |
| Forward PE | 4.37 |
| Dividend | 2.48 (13.00%) |
| Ex-Dividend Date | Dec 22, 2025 |
| Volume | 1,804,400 |
| Average Volume | 3,220,825 |
| Open | 19.05 |
| Previous Close | 19.34 |
| Day's Range | 18.58 - 19.34 |
| 52-Week Range | 18.32 - 45.66 |
| Beta | 0.08 |
| RSI | 32.34 |
| Earnings Date | May 7, 2026 |
About Azzas 2154
Azzas 2154 S.A. designs, develops, manufactures, markets, and sells shoes, handbags, clothing, and accessories for women and men. The company offers its products through franchise stores, company-operated store, and an e-commerce channel under the Arezzo, Schutz, Anacapri, Alexandre Birman, Alme, Vans, AR&CO, TROC, ZZ mall, Baw clothing, Carol Bassi, and Vicenza brands. The company was formerly known as Arezzo Indústria e Comércio S.A. and changed its name to Azzas 2154 S.A. in July 2024. Azzas 2154 S.A. was founded in 1972 and is headquartered... [Read more]
Financial Performance
In 2025, Azzas 2154's revenue was 11.82 billion, an increase of 41.05% compared to the previous year's 8.38 billion. Earnings were 911.25 million, an increase of 166.66%.
Financial StatementsNews
Azzas 2154 Earnings Call Transcript: Q1 2026
Revenue and EBITDA declined year-over-year due to underperformance in Vans and Hering, but premium women's brands and Farm Rio showed strong growth. Cash generation and working capital improved, with further inventory optimization and margin recovery expected in the second half.
Azzas 2154 Earnings release: Q1 2026
Azzas 2154 released its Q1 2026 earnings on May 8, 2026, summarizing the period's financial results.
Azzas 2154 Slides: Q1 2026
Azzas 2154 has posted slides in relation to its Q1 2026 quarterly earnings report, which was published on May 8, 2026.
Azzas 2154 Earnings Call Transcript: Q4 2025
Revenue grew 7.1% to BRL 14.7 billion in 2025, driven by strong sell-out channels and premium brands. Operating cash generation hit record levels, leverage declined, and CapEx was cut by 30%. Strategic focus for 2026 includes Hering turnaround, disciplined capital allocation, and global expansion for Farm.
Azzas 2154 Earnings release: Q4 2025
Azzas 2154 released its Q4 2025 earnings on March 12, 2026, summarizing the period's financial results.
Azzas 2154 Slides: Q4 2025
Azzas 2154 has posted slides in relation to its Q4 2025 quarterly earnings report, which was published on March 12, 2026.
Azzas 2154 Earnings Call Transcript: Q3 2025
Gross revenues grew 4.4% year-over-year to BRL 3.7 billion, with net income up 22.9%. Transformation efforts, especially in Hering, focus on operational efficiency, cash generation, and inventory normalization. Women's apparel and international operations led segment growth.
Azzas 2154 Earnings release: Q3 2025
Azzas 2154 released its Q3 2025 earnings on November 11, 2025, summarizing the period's financial results.
Azzas 2154 Slides: Q3 2025
Azzas 2154 has posted slides in relation to its Q3 2025 quarterly earnings report, which was published on November 11, 2025.
Azzas 2154 Earnings Call Transcript: Q2 2025
Q2 2025 delivered 10% revenue growth, strong EBITDA, and robust net income, driven by premium brand performance and operational efficiencies. Leadership transitions and strategic integration support Vision 2030, with high-teen growth expected in key segments.
Azzas 2154 Earnings release: Q2 2025
Azzas 2154 released its Q2 2025 earnings on August 8, 2025, summarizing the period's financial results.
Azzas 2154 Slides: Q2 2025
Azzas 2154 has posted slides in relation to its Q2 2025 quarterly earnings report, which was published on August 8, 2025.
Azzas 2154 Earnings release: Q1 2025
Azzas 2154 released its Q1 2025 earnings on May 4, 2025, summarizing the period's financial results.
Azzas 2154 Slides: Q1 2025
Azzas 2154 has posted slides in relation to its Q1 2025 quarterly earnings report, which was published on May 4, 2025.
Azzas 2154 Earnings Call Transcript: Q4 2024
Q4 2024 saw 50% revenue growth and stable gross margins, with strong performance from Hering and Farm brands. Non-recurring tax and inventory impacts affected net income, but 2025 will focus on efficiency, cash generation, and minimal one-off expenses.
Azzas 2154 Slides: Q4 2024
Azzas 2154 has posted slides in relation to its Q4 2024 quarterly earnings report, which was published on March 12, 2025.
Azzas 2154 Earnings release: Q4 2024
Azzas 2154 released its Q4 2024 earnings on March 12, 2025, summarizing the period's financial results.
Azzas 2154 Earnings release: Q3 2024
Azzas 2154 released its Q3 2024 earnings on December 16, 2024, summarizing the period's financial results.
Azzas 2154 Slides: Q3 2024
Azzas 2154 has posted slides in relation to its Q3 2024 quarterly earnings report, which was published on December 16, 2024.
Azzas 2154 Earnings Call Transcript: Q3 2024
Azzas 2154 reported 12.2% revenue growth in Q3 2024, driven by strong performance in apparel and e-commerce, with EBITDA margin at 15.7%. Integration costs and margin pressures are expected to ease, while 2025 will focus on efficiency, cash generation, and portfolio optimization.
Azzas 2154 Transcript: Investor Update
Azzas 2154, formed by the merger of leading fashion groups, is executing a robust integration focused on brand autonomy, operational synergies, and international expansion. Key value levers include footwear, multi-brand optimization, and digital transformation, with disciplined governance and a strong cultural foundation supporting sustainable growth.
Azzas 2154 Slides: Investor Update
Azzas 2154 has posted slides in relation to its latest quarterly earnings report, which was published on August 15, 2024.
Azzas 2154 Earnings Call Transcript: Q2 2024
Year-over-year revenue grew 7% to BRL 2.9 billion, with stable margins and strong e-commerce and franchise performance. Integration with Grupo Soma is progressing, and key brands like Arezzo, Anacapri, and Vans delivered robust results.
Azzas 2154 Earnings release: Q2 2024
Azzas 2154 released its Q2 2024 earnings on August 14, 2024, summarizing the period's financial results.
Azzas 2154 Slides: Q2 2024
Azzas 2154 has posted slides in relation to its Q2 2024 quarterly earnings report, which was published on August 14, 2024.