{"id":124638,"date":"2026-02-19T17:50:36","date_gmt":"2026-02-19T20:50:36","guid":{"rendered":"https:\/\/monitoramento.spmj.com.br\/noticias\/?p=124638"},"modified":"2026-02-19T17:50:36","modified_gmt":"2026-02-19T20:50:36","slug":"lojas-renner-lren3-inicia-nova-fase-com-cenario-favoravel","status":"publish","type":"post","link":"https:\/\/monitoramento.spmj.com.br\/noticias\/2026\/02\/19\/lojas-renner-lren3-inicia-nova-fase-com-cenario-favoravel\/","title":{"rendered":"Lojas Renner (LREN3) inicia nova fase com cen\u00e1rio favor\u00e1vel"},"content":{"rendered":"<div class=\"elementor-element elementor-element-e1f2aff e-con-full e-flex e-con e-child\" data-id=\"e1f2aff\" data-element_type=\"container\">\n<div class=\"elementor-element elementor-element-9260fa0 e-con-full e-flex e-con e-child\" data-id=\"9260fa0\" data-element_type=\"container\">\n<div class=\"elementor-element elementor-element-23eca4a elementor-widget__width-auto elementor-author-box--layout-image-left elementor-author-box--avatar-yes elementor-author-box--link-no elementor-widget elementor-widget-author-box\" data-id=\"23eca4a\" data-element_type=\"widget\" data-widget_type=\"author-box.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-author-box\"><a class=\"elementor-author-box__avatar\" href=\"https:\/\/acionista.com.br\/author\/rede\/\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/acionista.com.br\/wp-content\/uploads\/2023\/05\/marcos.png\" alt=\"Foto de Marcos Vin\u00edcius Pereira\" width=\"768\" height=\"1024\" \/><\/a><\/p>\n<div class=\"elementor-author-box__text\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-8857a67 e-con-full e-flex e-con e-child\" data-id=\"8857a67\" data-element_type=\"container\">\n<div class=\"elementor-element elementor-element-96e0807 elementor-author-box--name-yes elementor-author-box--link-no elementor-widget elementor-widget-author-box\" data-id=\"96e0807\" data-element_type=\"widget\" data-widget_type=\"author-box.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-author-box\">\n<div class=\"elementor-author-box__text\">\n<h4 class=\"elementor-author-box__name\">Marcos Vin\u00edcius Pereira<\/h4>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-e4f1d3f link elementor-widget elementor-widget-post-info\" data-id=\"e4f1d3f\" data-element_type=\"widget\" data-widget_type=\"post-info.default\">\n<div class=\"elementor-widget-container\">\n<ul class=\"elementor-inline-items elementor-icon-list-items elementor-post-info\">\n<li class=\"elementor-icon-list-item elementor-repeater-item-471ba07 elementor-inline-item\"><span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-custom\">Publicado em:\u00a0<a href=\"https:\/\/acionista.com.br\/category\/noticias-do-mercado\/o-que-comprar\/acoes\/\" rel=\"tag\">A\u00e7\u00f5es e Dividendos<\/a>,\u00a0<a href=\"https:\/\/acionista.com.br\/category\/exclusivo\/\" rel=\"tag\">Clube<\/a><\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-0e1f52f elementor-widget elementor-widget-post-info\" data-id=\"0e1f52f\" data-element_type=\"widget\" data-widget_type=\"post-info.default\">\n<div class=\"elementor-widget-container\">\n<ul class=\"elementor-inline-items elementor-icon-list-items elementor-post-info\">\n<li class=\"elementor-icon-list-item elementor-repeater-item-471ba07 elementor-inline-item\"><a href=\"https:\/\/acionista.com.br\/2026\/02\/18\/\"><span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">18\/02\/2026<\/span><\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-96d3c2f elementor-share-buttons--skin-framed elementor-share-buttons--view-icon elementor-share-buttons--shape-rounded elementor-share-buttons--color-custom elementor-grid-0 elementor-widget elementor-widget-share-buttons\" data-id=\"96d3c2f\" data-element_type=\"widget\" data-widget_type=\"share-buttons.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-grid\" role=\"list\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-82d03a3 elementor-widget elementor-widget-html\" data-id=\"82d03a3\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n<div class=\"elementor-widget-container\"><\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-1bd59e1 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"1bd59e1\" data-element_type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n<div class=\"elementor-widget-container\">\n<figure class=\"wp-caption\"><img loading=\"lazy\" decoding=\"async\" class=\"attachment-large size-large wp-image-515871\" src=\"https:\/\/acionista.com.br\/wp-content\/uploads\/2025\/08\/acoes-2-1600x1067.jpg\" alt=\"\" width=\"800\" height=\"534\" \/><figcaption class=\"widget-image-caption wp-caption-text\">Imagem:Pexels<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<div class=\"elementor-element elementor-element-8b9b03a blurred-content2 elementor-widget elementor-widget-theme-post-content\" data-id=\"8b9b03a\" data-element_type=\"widget\" data-widget_type=\"theme-post-content.default\">\n<div class=\"elementor-widget-container\">\n<p>A\u00a0<strong>Lojas Renner (LREN3)<\/strong>\u00a0atravessou ciclos dif\u00edceis nos \u00faltimos anos, pressionada por juros elevados e consumo mais fraco. Agora, o cen\u00e1rio come\u00e7a a mudar. A\u00a0<strong>XP Investimentos<\/strong>\u00a0mant\u00e9m vis\u00e3o construtiva para a companhia e refor\u00e7a recomenda\u00e7\u00e3o de\u00a0<strong>compra<\/strong>, com\u00a0<strong>pre\u00e7o-alvo de R$ 22,00<\/strong>.<\/p>\n<p>A tese parte de uma expectativa clara: 2026 pode marcar uma retomada mais consistente da demanda. A melhora da renda das fam\u00edlias e a queda das taxas de juros tendem a estimular o consumo, especialmente no varejo de moda.<\/p>\n<h2 class=\"wp-block-heading\"><strong>LREN3 combina demanda s\u00f3lida e efici\u00eancia operacional<\/strong><\/h2>\n<p>A XP destaca cinco pilares que sustentam a recomenda\u00e7\u00e3o positiva.<\/p>\n<p>Primeiro, a proje\u00e7\u00e3o de demanda mais aquecida em 2026, impulsionada por ambiente macroecon\u00f4mico mais favor\u00e1vel. Segundo, a expectativa de\u00a0<strong>margem bruta resiliente<\/strong>, apoiada por iniciativas internas e investimentos estrat\u00e9gicos.<\/p>\n<p>Terceiro, a companhia deve avan\u00e7ar na efici\u00eancia das despesas com vendas, gerais e administrativas (SG&amp;A). A gest\u00e3o trabalha para otimizar custos sem comprometer crescimento.<\/p>\n<p>Quarto, LREN3 pode funcionar como ve\u00edculo relevante de entrada de capital estrangeiro em a\u00e7\u00f5es de mercados emergentes. Empresas l\u00edquidas e com governan\u00e7a consolidada costumam atrair fluxo internacional em ciclos de maior apetite ao risco.<\/p>\n<p>Por fim, a XP v\u00ea espa\u00e7o para revis\u00f5es positivas de lucro. Mesmo que a companhia n\u00e3o entregue integralmente seu guidance, a estimativa de lucro por a\u00e7\u00e3o da casa supera o consenso do mercado em cerca de 12% para 2026.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A\u00a0Lojas Renner (LREN3)\u00a0atravessou ciclos dif\u00edceis nos \u00faltimos anos, pressionada por juros elevados e consumo mais fraco. Agora, o cen\u00e1rio come\u00e7a a mudar. A\u00a0XP Investimentos\u00a0mant\u00e9m vis\u00e3o construtiva para a companhia e refor\u00e7a recomenda\u00e7\u00e3o de\u00a0compra, com\u00a0pre\u00e7o-alvo de R$ 22,00.<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[56,70],"tags":[],"class_list":["post-124638","post","type-post","status-publish","format-standard","hentry","category-l-founders","category-renner"],"acf":[],"_links":{"self":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts\/124638","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/comments?post=124638"}],"version-history":[{"count":1,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts\/124638\/revisions"}],"predecessor-version":[{"id":124639,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts\/124638\/revisions\/124639"}],"wp:attachment":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/media?parent=124638"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/categories?post=124638"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/tags?post=124638"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}