JBS S.A. and JBS USA Q4 2024 Earnings Conference Call: Key Insights
On March 26, 2025, JBS S.A. (OTCQX: JBSAY) and JBS USA held their Fourth Quarter and Year of 2024 Results Conference Call. The following are the major highlights from the call, featuring the participation of Gilberto Tomazoni, Global Chief Executive Officer; Guilherme Cavalcanti, Global Chief Financial Officer; Wesley Batista Filho, Chief Executive Officer, JBS USA; Christiane Assis, Investor Relations Director; and George Bailey from Lord Abbett.
Barclays Participants: Ben Theurer and Andrew Strelzik
During the call, Ben Theurer from Barclays inquired about the company’s beef prices in the context of the current market environment. In response, Gilberto Tomazoni explained that the company had faced higher costs due to droughts and other weather-related issues, which had affected cattle production. However, he also mentioned that the company had managed to maintain its competitive position in the market, thanks to its operational efficiency and strong relationships with customers.
BMO Participant: Priya Ohri-Gupta
Priya Ohri-Gupta from BMO asked about the company’s expectations for the pork business in 2025. Guilherme Cavalcanti answered that the pork business had performed well during the year, and the company expected it to continue doing so in the coming year. He attributed this to strong demand for pork, particularly in Asia, and the company’s focus on innovation and sustainability.
Lord Abbett Participants: George Bailey and Isabella Sun
George Bailey from Lord Abbett inquired about the company’s plans for expanding its operations in the United States. Wesley Batista Filho stated that the company was always looking for opportunities to grow, and the US market was an attractive prospect due to its large size and strong demand for protein. He mentioned that the company was exploring various possibilities, including acquisitions and greenfield projects.
Impact on Individual Investors
The conference call provided valuable insights into JBS S.A. and JBS USA’s performance during 2024 and their expectations for the future. For individual investors, this information can help inform investment decisions, particularly in the context of the broader market environment. By staying informed about the company’s financial performance and strategic initiatives, investors can make more informed decisions and potentially capitalize on opportunities.
Impact on the World
JBS S.A. and JBS USA’s performance and outlook have broader implications for the global economy and food industry. As one of the world’s largest food companies, JBS plays a significant role in the global food supply chain. Its ability to maintain operational efficiency, navigate market challenges, and innovate in response to changing consumer preferences can have ripple effects throughout the industry and beyond. Additionally, the company’s focus on sustainability and reducing its carbon footprint aligns with broader global trends, which could contribute to long-term growth opportunities.
Conclusion
The JBS S.A. and JBS USA Fourth Quarter and Year of 2024 Results Conference Call provided valuable insights into the company’s financial performance and strategic initiatives. For individual investors, this information can help inform investment decisions, while for the broader world, JBS S.A. and JBS USA’s performance and outlook have implications for the global food industry and economy. As the company continues to navigate market challenges and capitalize on opportunities for growth, it will be an important player to watch in the years to come.
- JBS S.A. and JBS USA held their Q4 2024 and Year of 2024 Results Conference Call on March 26, 2025.
- Participants included Gilberto Tomazoni, Guilherme Cavalcanti, Wesley Batista Filho, Christiane Assis, and George Bailey.
- Barclays’ Ben Theurer and Andrew Strelzik, BMO’s Priya Ohri-Gupta, and Lord Abbett’s George Bailey and Isabella Sun participated in the call.
- The call provided insights into the company’s beef prices, pork business, and expansion plans in the US.
- Individual investors can use this information to make more informed investment decisions.
- JBS S.A. and JBS USA’s performance and outlook have broader implications for the global food industry and economy.
