By Brazil Stock Guide – JBS (B3: JBSS3; NYSE: JBSAY) used its third consecutive appearance at the Consumer Analyst Group of New York (CAGNY) conference to reinforce its identity as a global, consumer-focused food company built on trusted brands and operational scale. Speaking in Orlando on Tuesday (Feb. 17), Global CEO Gilberto Tomazoni said protein demand remains structurally supported by health trends, demographic shifts and rising interest in balanced diets among younger consumers.
Tomazoni framed JBS at the intersection of three macro themes: convenience, trust and nutrition. The company reaches consumers in 180 markets with a portfolio spanning fresh protein to ready-to-eat meals, supported by more than 150 brands. Demand, he said, is increasingly driven by longevity, muscle maintenance and time-saving meal solutions, particularly among Generation Z.
JBS’s geographic and protein diversification — beef, pork, poultry, fish and eggs — remains central to its resilience. Local production in end markets allows the group to tailor offerings to regional tastes and foodservice demand, while reducing exposure to trade friction and logistics volatility.
Brand Power Across Markets
Wesley Batista Filho, CEO of JBS USA, highlighted the group’s multiprotein platform as a hedge against cyclical swings in individual segments. In Australia, Primo holds 81.7% household penetration, with its snack line generating $19 million in sales within two years. Salmon producer Huon, acquired in 2021, reported 200% sales growth between 2024 and 2025.
In Brazil, Seara leads frozen foods, pizzas, bacon and burgers, with 93% household penetration, supported by innovation such as Air Fryer-ready products and lifestyle collaborations, including with Netflix.
In the U.K., Richmond and Fridge Raiders have grown more than 73% since 2019, while in Mexico, prepared-food brand Alamesa expanded volumes by 116% from 2021 to 2025. Del Día posted 21% growth in breaded chicken over the same period.
Financial Discipline and Scale
Global CFO Guilherme Cavalcanti underscored capital discipline, margin expansion and volatility reduction as pillars of the strategy. JBS has evolved into a consistent dividend payer, backed by strong free cash flow and a deleveraging trajectory.
With investment-grade ratings from the three major agencies, the company has deployed roughly $3 billion in recent projects aimed at expanding prepared foods, aquaculture and high-growth regions such as MENA. Management reiterated its long-term value creation focus, arguing that scale and a unified culture enable JBS to navigate protein and geographic cycles while positioning for the next phase of global demand.
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