Alpargatas (ALPA4) Investor Day 2025 summary

Strategic vision and evolution

• Refocused on core flip-flop category, prioritizing efficiency, simplification, and disciplined capital allocation for sustainable growth over the next five years.

• Emphasizes a consumer-centric approach, leveraging global insights and behavioral trends to drive innovation and portfolio optimization.

• Strengthened governance and operational alignment across global and local teams to ensure strategic consistency and local competitiveness.

• Vision to inspire the world to walk a lighter path, with culture principles centered on consumer inspiration, execution, and collaboration.

Brazil growth and channel strategy

• Protects leadership in grocery and women’s segments, while closing share gaps in men’s and kids’ categories and expanding in slides and sandals.

• Channel mix is shifting from traditional to modern trade, with increased focus on specialized and monobrand channels for higher margins and differentiated portfolios.

• Enhanced execution in specialized channels and monobrand stores, driving double-digit sell-out growth and improved service levels.

• Penetration opportunities remain in underrepresented regions and cities, with targeted go-to-market strategies.

International growth and business model

• International strategy centers on building consistency, focusing on priority markets, and expanding distribution in the US and Europe.

• Transitioned US business to a distributor model to improve profitability, reduce G&A, and leverage local expertise.

• Developed a structured funnel framework to prioritize actions across international distributor markets, focusing resources on high-potential countries.

• Brand maintains top-of-mind status in key international markets, with renewed marketing investments and high-profile partnerships driving awareness.