In Valkabras, rhythm follows fast and US duty can open new ways

A. Valkabras It started 2025 on the right foot. In the 19th consecutive quarter, the Olympic owner revenue increased 17.4%to $ 701.2 million, which helped the company’s net income earlier 19.5%in advance R 106.1 million.

The Olympic line run continued to be the main growth engine, especially in e-commerce, with an increase of 53.8%, which rose to $ 118.4 million, represented 16.9% of the company’s total net income.

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Brand re -osity establishment Like Olympicus and Performance Sneakers in the Domestic Market Even with the “invasion” of Asian shoes, the company gives the same confidence that the company should not intimidate sales.

This is a greater risk, accepting CFO Wagner Dantas, imposing Government charges of imports mainly affecting Asian products. With the loss of American market space in the sales of Southeast Asian countries, Brazil expands to the destination of the sneakers.

“Soap Opera, her outcome is not sure for us yet. But we live in this accident, because Brazil is one of the markets that can perceive some of this surplus. But Europe and Asia may be the main destinations (from Asian boots” CFO said.

The company has been dealing with more competitive price atmosphere for leading brands such as Nike and Adidas, whose structures are concentrated in Asian countries. “In the first quarter, no brand has raised prices, only ours. We have been able to reduce the effects and have vision grods.”

For executive, this situation of additional Asian stocks is not maintained, as manufacturers of countries such as China, Vietnam and Cambodia receive their structures for less demand. “Asian producer will not produce to sell products in liquidation.”

In addition to the Olympicus, the company has a license to produce the American brand under Armor and Japanese Mizuno. That’s where the tariffs can prove that the manufacturer is opportunities, which can provide high -value technology for shoes and get the cost of their production. Despite the re -AN status of the payroll in the payroll, the company’s gross margin is 40.2%stable, repeating the level of the first quarter of 2024.

Shortly after Tariff’s announcement, the company was introduced from the Under Armor Team to understand how much its production could be redirected to Vulcabras activities in Asia – today, the production of the brand at the factory in Ciar is mostly serving the local market. Other international brands have also sought the manufacturer for early conversations.

“Our brand communication channel is super active. The Under Armor has contacted us, we can be a new source of new supply, a plan for them,” he said.

Challenge, Dantas explains, commitment of volumes. “If we have to invest in relevant investments, we must have some volume commitment. But they are open conversations.” In the first quarter, the Capex R has reached $ 48 million, especially the focus on the development of molds, but also focusing on investment in equipment and machinery and some increased efficiency.

Meanwhile, the company has also considered the opportunity to expand its own brand Olympus exports, and is now very concentrated in Latin America. This feature weighs for foreign sales, whose withdrawal is 13.1%, Especially due to decrease in consumption in Argentina.

“I see not only through tax and sourcing horizon. In terms of expenses, the Brazilian industry is still continuing to compete with the Asian industry. But in terms of brand strength, Olympicus is not so strong and is not ready to take big flights.” The company started selling pilot in Spain. “We are still studying evolution, but it is getting the body.”

In capital allocation, along with the factory’s efficiency and modernization application, Valkabras has announced a new distribution Monthly dividendWere, and,, and,, and,, and,.. R $ 0.125 per share until October 2025. It bought 762,200 shares in the quarter, some part of its re -purchase program, which started in 2022, aiming to optimize the use of resources and produce value to shareholders.

Since re -registering in 2017, the Valkabras action value is 86%. The company’s market value today is R $ 4.86 billion.