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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Alpargatas
Alpargatas (ALPA4) investor relations material
Alpargatas Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary7 Aug, 2026
Executive summary
Strategy focused on growth in Brazil, international expansion, marketing/portfolio, and disciplined execution in costs and capital allocation, resulting in record Adjusted EBITDA of R$286 million (23.3% margin) and net income nearly doubling to R$170 million in 2Q26.
Net sales reached R$1,226.4 million in 2Q26, up 11.3% year-over-year, with Havaianas contributing R$1,215 million (+11.4%).
Strong brand performance and operational improvements in both Brazil and international markets, supported by successful marketing campaigns.
Net income for the first half of 2026 reached R$332.5 million, up from R$199.4 million year-over-year, with consolidated revenue up 12% to R$2.46 billion.
Comprehensive income for the period was R$293.5 million, reflecting positive operational results despite foreign currency translation losses.
Financial highlights
Global volumes grew 9% in the quarter, driven by 9% growth in Brazil and 21% in Europe, while U.S. volumes declined 30% in the quarter but grew 40% in the first half year-over-year.
Gross profit rose 14.6% to R$690.8 million in 2Q26, with gross margin up 1.6pp to 56.3%; gross profit for the first half was R$1.16 billion.
Adjusted EBITDA increased 48.5% to R$286 million, with margin up 5.8pp to 23.3%.
Net income nearly doubled year-over-year to R$169.7 million in 2Q26, with net margin at 13.8%.
Free cash flow to equity was R$74 million in 2Q26, reversing a negative R$37 million in 2Q25; cash and cash equivalents increased to R$717.7 million as of June 30, 2026.
Outlook and guidance
Management expects continued disciplined execution, focusing on sustainable growth, operational efficiency, and geographic diversification, with significant opportunities in Brazil and international markets.
International operations are expected to regain scale and improve profitability as execution and distribution expand, with Europe targeting accelerated growth and the US monitoring its new business model.
Continued rollout of new usage occasions and global marketing calendar.
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Latest events from Alpargatas
- Record EBITDA and net income growth driven by strong sales and operational efficiency.ALPA4
Q1 2026 - Net income soared 428.8% to R$567.9m on 11.1% higher revenue and record capital returns.ALPA4Q4 2025
- Record EBITDA, strong profit growth, and R$850M capital return highlight the quarter.ALPA4Q3 2025
- Disciplined focus on core, efficiency, and global brand momentum drives sustainable growth.ALPA4Investor Day 2025
- Adjusted EBITDA up 176.6% and net income up 271.1% year-over-year, with resumed dividends.ALPA4Q2 2025
- Net sales and EBITDA surged in 3Q24, with a return to net cash and record profitability.ALPA4Q3 2024
- Net sales up 10% to R$1.0B, normalized net income R$31M, and leverage down to 0.4x.ALPA4Q2 2024
- Net income and revenue surged year-over-year, led by Brazil's growth and margin expansion.ALPA4Q1 2025
- Net income reached R$107 million in 2024, reversing a prior year loss and boosting cash position.ALPA4Q4 2024
Next Alpargatas earnings date
Q3 20269 Nov, 2026
Alpargatas
Next Alpargatas earnings date
Q3 20269 Nov, 2026
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Frequently asked questions
Alpargatas S.A. is a footwear and apparel company known for designing, manufacturing, and marketing casual and lifestyle products. The company’s portfolio includes well-known brands such as Havaianas, known globally for its flip-flops, as well as other footwear and fashion lines. Alpargatas operates through retail, wholesale, and e-commerce channels, serving domestic and international markets. The company is headquartered in São Paulo, Brazil, and its shares are listed on the B3.