巴西市场概况 - 巴西市场占比约为29%，主要通过12个分销中心和仓库进行产品分销[39] - 信用卡销售占净营收的比例分别为49%、47%和44%[39] - 未来发展策略包括开设新店铺，可能需要开设新的分销中心或扩大现有中心以满足需求[39] 公司业务风险 - 公司可能无法续签或维持软件许可协议，可能对业务、运营和财务状况产生重大不利影响[34] - 公司可能面临GDPA合规问题，可能导致罚款和数据处理活动暂停[42] - 公司内部控制存在重大缺陷，可能影响财务报告准确性[50] 公司财务表现 - 2022年度公司净营业收入为545.2亿雷亚尔，同比增长30.1%[209] - 2022年度公司毛利润为89.63亿雷亚尔，同比增长25.4%[210] - 2022年度公司营业利润为28.5亿雷亚尔，同比增长10.5%[210] - 2022年度公司净利润为12.2亿雷亚尔，同比下降24.2%[210] 公司可持续发展 - 公司在2022年取得了一些可持续发展方面的成就，如减少二氧化碳排放目标等[160] - 公司自2021年上市以来一直遵循B3的最高公司治理标准，并于2022年加入了B3的企业可持续性指数[162] - 公司定期发布可持续性报告，报告经独立审计师审查[163]

公开发行 - Sendas Distribuidora S.A.宣布由Casino Group进行普通股公开发行[3] - 全球发行将包括最多2.54亿股，包括ADS形式，由Selling Shareholder持有[5] 承销商 - BTG Pactual、Bradesco BBI、Itaú BBA和J.P. Morgan担任全球协调人，Goldman Sachs、UBS、Citigroup、Credit Suisse、Safra和Santander担任联席承销商[7]

Sendas Distribuidora S.A. (NYSE:ASAI) Q4 2022 Earnings Conference Call February 16, 2023 9:00 AM ET Company Participants Gabrielle Helu - Investor Relations Director Belmiro de Gomes - Chief Executive Officer Daniela Sabbag - Chief Financial Officer Wlamir dos Anjos - Logistics and Commercial VP Anderson Castilho - Operational VP Conference Call Participants Danniela Eiger - XP Maria Clara - Itau Marcella Recchia - Credit Suisse Vinicius Strano - UBS Vinicius Pretto - Bank of America Ruben Couto - Santander ...

EARNINGS RELEASE 4 th QUARTER 2022 February 16th, 2023 SOLID OPERATIONAL PERFORMANCE WITH RESULTS ABOVE EXPECTATIONS Higher-than-expected profitability and significative market share gains RECORD EXPANSION: 60 new stores in 2022 (above initial guidance of 52 stores) 263 stores in operation +36% of sales areas R$ 4.5 bi Investments GROSS SALES: ~R$ 60 billion in 2022 Robust growth: +31% Strong performance of converted stores and solid SSS ADJUSTED EBITDA: ~R$ 4 bi in 2022 Successful commercial strategy Opera ...

Sendas Distribuidora S.A. (NYSE:ASAI) Q2 2022 Earnings Conference Call July 28, 2022 10:30 AM ET Company Participants Gabrielle Helú - Director, IR Belmiro de Gomes - CEO Daniela Sabbag - CFO Wlamir dos Anjos - VP, Commercial and Logistics Conference Call Participants Danniela Eiger - XP Luiz Guanais - BTG Ruben Couto - Santander Thiago Macruz - Itaú BBA Felipe Cassimiro - HSBC João Soares - Citi Vinicius Strano - UBS Joseph Giordano - JPMorgan Irma Sgarz - Goldman Sachs Vinicius Strano - Bank of America An ...

Sendas Distribuidora S.A. (NYSE:ASAI) Q1 2022 Results Conference Call May 10, 2022 10:00 AM ET Company Participants Gabrielle Helú - Director, IR Belmiro Gomes - CEO Daniela Sabbag - CFO Wlamir dos Anjos - VP, Commercial and Logistics Anderson Castilho - VP, Operations Conference Call Participants Danniela Eiger - XP Felipe Cassimiro - HSBC João Soares - Citi Felipe Rached - Goldman Sachs Joseph Giordano - JP Morgan Operator Good morning, everyone, and thank you for waiting. Welcome to the Earnings Call for ...

Sendas Distribuidora S.A. (NYSE:ASAI) Q4 2021 Earnings Conference Call February 22, 2022 8:00 AM ET Company Participants Gabrielle Helú - Director of Investor Relations Belmiro Gomes - Chief Executive Officer Daniela Sabbag - Chief Financial Officer Wlamir dos Anjos - Vice President of Commercial and Logistics Anderson Castilho - Operations Conference Call Participants Felipe Cassimiro - HSBC Danniela Eiger - XP Felipe - Goldman Sachs Robert Ford - Bank of America Joseph Giordano - J.P.Morgan Operator Good ...