“Hipermercado caro é hipermercado morto”, diz presidente do GPA
O GPA, dona das redes Extra e Pão de Açúcar, disse nesta quinta-feira (29), em teleconferência de resultados, que a operação de hipermercados foi afetada pela base forte de comparação de 2020 e, nos supermercados Pão de Açúcar, houve efeito da migração de consumidores para outros canais, como atacarejos e até outros supermercados. Por isso, houve queda nas vendas no grupo no segundo trimestre — a retração ficou acima do verificado no concorrente Carrefour, salientaram analistas em relatórios hoje.
“Para Pão de Açúcar, estamos cauteloso com o resto do ano, e mais animados para o ano que vem. Ainda esperamos redução gradual no terceiro trimestre, mas agosto e setembro melhor que julho. O quarto trimestre deve ser melhor que terceiro trimestre”, disse o presidente Jorge Faiçal.
“As pessoas estão voltando das férias, então deve haver perda em julho, mas um ganho em agosto, então em setembro vai melhorando, porque a base de setembro teve queda em 2020”, disse ele.
Sobre a rede Pão de Açúcar, a companhia está migrando lojas para o modelo mais moderno (geração sete) com 25 migrações no segundo trimestre e mais 25 até o fim do ano — e esse modelo se recupera melhor hoje.
“A queda de vendas em Pão de Açúcar no segundo trimestre é pontual, entendemos que a rede é a nossa ‘joia da coroa’ e continuará a ser”, disse. O executivo citou preocupação com a fase atual, mas entende que é uma fotografia do momento, e as medidas que vem sendo tomadas, sobre reformas e foco no on-line, devem fortalecer a marca da companhia.
Para analistas, a empresa sentiu, em linhas gerais, o efeito estatístico dos números fortes em 2020, quando o início da pandemia fez a demanda disparar nas lojas, mas a empresa, ao crescer menos que o seu rival direto no trimestre, pode ter sentido mais o cenário difícil para o setor. O aspecto positivo no Brasil, dizem analistas, foi a rentabilidade acima da estimativa do mercado, efeito da queda de despesas — apesar de, ao incluir a operação colombiana de Exito no total, essa margem final ter ficado abaixo do projetado, como salientou a XP em...
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