Alpargatas SA
BOVESPA:ALPA4
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Alpargatas SA
BOVESPA:ALPA4
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Alpargatas SA
Alpargatas SA engages in the manufacture and distribution of footwear and footwear components, apparel items, textiles and textile components, leather, resin and natural or synthetic rubber goods, and sports items. The company is headquartered in Sao Paulo, Sao Paulo. The firm manufactures and sells footwear and its components, clothing as well as textile products. The firm's brand names portfolio includes Havaianas, manufacturing flip-flops in numerous designs and colors; Osklen, a fashion brand offering male and female clothing, shoes and accessories, such as bags and sunglasses, and Dupe, sandals manufacturer that uses HXP Gel technology which provides more comfort and softness to the consumers’ feet. The firm is present throughout the world, including Colombia, Hong Kong, London, Lisbon and Sao Paulo.
Alpargatas SA engages in the manufacture and distribution of footwear and footwear components, apparel items, textiles and textile components, leather, resin and natural or synthetic rubber goods, and sports items. The company is headquartered in Sao Paulo, Sao Paulo. The firm manufactures and sells footwear and its components, clothing as well as textile products. The firm's brand names portfolio includes Havaianas, manufacturing flip-flops in numerous designs and colors; Osklen, a fashion brand offering male and female clothing, shoes and accessories, such as bags and sunglasses, and Dupe, sandals manufacturer that uses HXP Gel technology which provides more comfort and softness to the consumers’ feet. The firm is present throughout the world, including Colombia, Hong Kong, London, Lisbon and Sao Paulo.
Sell-out momentum: Brazil sell-out rose 4.8% for 2025 and 8% in Q4, driven by better assortment, point-of-sale execution and marketing, supporting a return to volume growth.
Profitability jump: Record margins across Brazil (gross margin ~51% in Q4; full-year Brazil gross margin 48%) and consolidated EBITDA of BRL 825 million, driven mainly by efficiency and premiumization of mix.
International recovery: Europe rebounded (high-single-digit season; Q4 +30%), U.S. transitioned to a distribution partnership with Eastman (inventory moved in Dec 2025), and international distribution markets showed recovery after prior destocking.
Operational fixes working: On-time-in-full improved from ~30% to ~80%; inventories reduced from BRL 1.3 billion to BRL 700 million and are largely current-season stock.
Strong cash and capital returns: Generated >BRL 250 million operational cash in 2025, leverage at 0.8, and BRL 1.2 billion returned to shareholders in 2025.
Rothy's turnaround: Rothy’s EBITDA turned positive (about +$20 million last 12 months) despite tariff headwinds, helped by wholesale and cost actions.
