BRF S.A. Price & Performance (BRFS)

BRF S.A. has announced its subsidiary's agreement to acquire a 50% stake in Gelprime for 312.5 million reais. This deal may increase by an additional $13.6 million depending on Gelprime's performance over the next three years, reflecting BRF's strategic push for growth and diversification in its operations.1

Following BRF S.A.'s earnings miss, analysts have slightly lowered revenue projections for 2025 to R$63.9 billion, down from R$65.6 billion. Despite this, the company is expected to achieve a modest 4.1% revenue growth rate, though slower than its historical performance and below industry averages.2

Amid U.S.-China trade tensions, Brazil is seizing opportunities to expand agricultural exports, including meat and soybeans. While this benefits companies like BRF with rising export demand, it also pressures domestic supply and raises feed costs, potentially impacting profitability in the local market.3