Neste episódio, inauguramos um novo formato de análise setorial, unindo as visões complementares dos times de Equity Research e Crédito do Itaú BBA para entender em profundidade o setor de varejo no Brasil.
Convidamos Rodrigo Gastim, analista de varejo do Itaú BBA, e Paulo Ramiro, superintendente de crédito do Itaú BBA, para discutir os impactos do cenário macroeconômico com juros altos, o que os balanços das principais empresas mostram sobre o setor, os segmentos que vêm surpreendendo positivamente, oportunidades de investimento e o que esperar para o segundo semestre.
Moderação: Marcelo Serrano, Analista de Research para Pessoa Física do Itaú BBA.
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