Vivara Participacoes SA
BOVESPA:VIVA3
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Vivara Participacoes SA
BOVESPA:VIVA3
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Vivara Participacoes SA
Vivara Participações SA is a holding company, which engages in the manufacturing and sale of jewelry and other articles. The company is headquartered in Sao Paulo, Sao Paulo and currently employs 4,430 full-time employees. The company went IPO on 2019-10-10. The company specializes in jewels that manufactures and sells across the country through its chain of more than 120 stores located in shopping malls in major Brazilian cities, such as Sao Paulo, Rio de Janeiro, Manaus, Belo Horizonte and Florianopolis, among others.
Vivara Participações SA is a holding company, which engages in the manufacturing and sale of jewelry and other articles. The company is headquartered in Sao Paulo, Sao Paulo and currently employs 4,430 full-time employees. The company went IPO on 2019-10-10. The company specializes in jewels that manufactures and sells across the country through its chain of more than 120 stores located in shopping malls in major Brazilian cities, such as Sao Paulo, Rio de Janeiro, Manaus, Belo Horizonte and Florianopolis, among others.
Inventory: Vivara has around 8 months of gold raw material on hand (about half of that is enough to run production) and management expects at least 18 months of runway to reposition prices versus spot gold.
Pricing: Management is selectively passing commodity-driven price increases through to customers, using product engineering (lighter designs), internalization and mix changes to protect volumes and margins.
Life strategy: The Life brand is being positioned as a full jewelry proposition with more commercial collections, higher internal production and an accelerated store rollout; only 58% of Life sales are currently produced in-house (Vivara overall ~86%).
Inventory targets: Management aims to reduce total days of stock back toward historical levels of about 400–450 days over a 12–24 month horizon.
Cash & subsidies: 2025 subsidies / tax credits were BRL 330 million; management expects a similar absolute level for 2026 under current assumptions and is focusing on cash conversion rather than just EBITDA.
Margins & factory: Factory efficiency improvements and product mix initiatives should support gross margin recovery; marketing settled near ~4.5% of net revenue while digital saw ~82% growth in the quarter and Life digital grew ~50% YoY.
Stores & ROI: Management says new Life stores are hitting return targets faster than expected and reiterated a meaningful store-opening cadence (management referenced a 55–65 stores range previously for openings).
