Marfrig Global Foods SA

Marfrig Global Foods SA

Marfrig Global Foods SA

Overview
Date Founded

1986

Headquarters

Avenida Chedid Jafet 222,Bloco A, 5º andar,Vila Olimpia,São Paulo, Sao Paulo 4551-065

Type of Company

Public

Employees (Worldwide)

32.8K

Industries

Livestock & Animals
Wholesale: Livestock & Agriculture
Food

Company Description

Marfrig Global Foods SA engages in the production, processing, and trade of meat products and food made from animal proteins. It operates through two reportable business segments: Beef and Keystone. The Beef business segment engages in marketing, promotion, and export of beef. The Keystone business segment is a supplier of processed food made from animal protein to global restaurant chains, with operations concentrated in the United States and Asia. The company was founded by Marcos Antônio Molina dos Santos in 1986 and is headquartered in São Paulo, Brazil.

Executives & Employees

Chief Executive Officer

Chief Legal Officer

Chief Administrative Officer

Controller

Investor Relations Officer

In-House Counsel

In-House Counsel

Sustainability Manager

Board of Directors

Chief Executive Officer at Mms Participações SA

Vice Chairman at Mirab SA

Head-Global Economy Center at Fundação Getúlio Varga

Managing Director-Finance & Market Relations at Hering Textil SA

Former Chief Executive Officer, South America Operation at Ford Motor Company

Chairman at Instituto de Pesquisa Economica Aplicada

Associate Member at Brazilian Institute of Financial Executives Rio de Janeiro

Marfrig Global Foods SA

Director, Grendene at Da Mata SA - Açúcar e Álcool

Former Executive Officer at Swift (Argentina)

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Owners & Shareholders
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Brandes Investment Partners' investment approach is based on use Graham & Dodd value principles with places emphasis on long-term total return. As a value-oriented, global investment advisor, the firm applies fundamental analysis to bottom-up security selection. Brandes believes that consistently buying businesses at discounts to conservative estimates of their intrinsic value has the potential to produce competitive long-term results. Their goal is to outperform relevant benchmarks over the long-term. Brandes offers a range of equity and fixed income strategies. The firm generally expects their strategies to be invested in the equity securities of approximately 35-85 issuers, depending on the availability of stocks meeting their selection criteria. Within that range, single country strategies are more likely to be at the lower end in terms of number of issuers, and multi-country strategies (particularly those focused on smaller-cap issuers) will likely be at the upper end. While Brandes' fixed income security selection approach focuses on securities they believe are priced below their actual value, they may also select securities for other reasons in order to manage portfolio characteristics including but not limited to average maturity, average rating, duration, and liquidity.^

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Skagen AS Investment Management is an active, risk-averse, value-oriented, contrarian investor with a focus on long-term performance. They exclusively manage equity and fixed-income funds across regions and sectors, with a focus on Norwegian equity.The firm performs in-house research, following a bottom-up stock picking process and seeks to identify high quality firms which are undervalued, under-researched and unpopular. They base investment decisions on fundamental research and invest in firms with solid business models, a sensible debt exposure and whose management focuses on creating shareholder value. They are a socially responsible investor and consider ethical factors before investing in companies.Portfolio managers have the freedom to select companies from equity and fixed-income markets around the world. The firm minimizes risk by maintaining a geographic and sector balance. They generally hold investments for three to five years.

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Pioneer-IM-UK is an active, knowledge-driven, value-based manager which aims to provide competitive risk-adjusted returns through equity, fixed-income and Multi-Asset investments.For equities, research analysts and portfolio managers work together to identify value and investment opportunities, employing sector-specific research and strong risk management to identify equities likely to outperform over the longer-term. Research Analysts make buy and sell recommendations to the Portfolio Managers who ultimately decide which stocks to buy and sell within their portfolio. A proprietary risk budgeting tool allows an optimal mix of portfolio strategies based on a quantitative assessment of their contribution to overall portfolio risk.The firm's fixed-income invests are based on leveraging their Credit Analysts' research to select the best investment strategies. Analysts provide top-down and bottom-up input to the Portfolio Managers, who utilize a top-down assessment of the macroeconomic and credit cycle to select strategies. Dedicated portfolio construction teams assist the investment team to analyze the risk associated with each investment strategy.Pioneer-IM-UK's multi-asset investment process aims to allocate risk dynamically across different asset classes on the basis of their asset allocation, fund selection and credit & equity research. Their integrated top-down approach to asset allocation is based on the macroeconomic cycle and analysis of the valuation of different asset classes. Portfolio Managers translate this into a portfolio allocating risk around Core (directional and relative value), Satellite (non-directional and lowly correlated to the Core strategies), Hedging and Selection strategies (to select the most suitable active managers, stocks and bonds).

Recent Transactions
Details Hidden

Marfrig Global Foods SA purchases National Beef Packing Co. LLC from Jefferies Financial Group, Inc.

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Black Bamboo Enterprises SA, Heilongjiang Foresun Agricultural Group Co., Ltd. purchase Marfrig Global Foods SA /Argentinian Units (4) from Marfrig Global Foods SA

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JBS SA purchases Moy Park Ltd. from Marfrig Global Foods SA

Transaction Advisors
Legal Advisor

Advised onMarfrig Global Foods SA issued Ordinary Shares

Underwriter

Advised onMarfrig Global Foods SA issued Ordinary Shares

Auditor

Advised onMarfrig Global Foods SA issued Ordinary Shares

Associate

Advised onMarfrig Global Foods SA purchases National Beef Packing Co. LLC from Jefferies Financial Group, Inc.

Legal Advisor

Advised onMarfrig Global Foods SA purchases OSI Group LLC /Brazil & European Poultry Ops (6) from OSI Group LLC

Attorney

Advised onMarfrig Global Foods SA purchases National Beef Packing Co. LLC from Jefferies Financial Group, Inc.

Advisors & Consultants
Legal Advisor

Partner at Linklaters LLP

Legal Advisor

Managing Partner at Milbank, Tweed, Hadley & McCloy LLP

Legal Advisor

Managing Partner, US at Linklaters LLP

Clients

As a high school student working at a local pizza pub in Jeffersonville, Indiana, Papa John's founder John Schnatter felt there was something missing from national pizza chains – a superior-quality traditional pizza delivered right to the customer's door. His dream was to one day open a pizza restaurant that would fill that void. In 1983, John picked up his business degree from Ball State University and went back to Jeffersonville, Indiana. There, at the age of 22, he knocked down the broom closet of his father's tavern (Mick's Lounge), purchased $1600 worth of used restaurant equipment, and began delivering pizzas out of the back of the bar. From day one, John knew he could make a better pizza by using fresh dough and superior-quality ingredients, and he refused to sway from that commitment to quality. It worked, and people loved his pizza. In 1984, John opened his first Papa John's restaurant, and Papa John's has been going strong ever since. Today, Papa John's is the recognized leader of the pizza category and now owns or franchises more than 3,500 restaurants in all 50 states and 29 countries. More than 25 years later, one thing remains the same – Papa John's is still fully committed to delivering on its brand promise of "Better Ingredients. Better Pizza."

Shake Shack, Inc. is a holding company, which engages in operating fast food hamburger restaurants. It offers angus beef burgers and flat-top dogs, cage-free chicken, spun-fresh frozen custard, crinkle cut fries, craft beer, and wine. The company was founded by Daniel Harris Meyer on September 23, 2014 and is headquartered in New York, NY.

Bloomin' Brands, Inc. engages in the acquisition, operation, design, and development of restaurant concepts. It operates through the following segments: U.S. and International. The U.S. segment operates in USA and Puerto Rico. The International segment operates in Brazil, South Korea, Hong Kong, and China. Its brands include Outback Steakhouse, Carrabba's Italian Grill. Bonefish Grill, and Fleming's Prime Steakhouse & Wine Bar. The company was founded by Chris Thomas Sullivan, Robert Danker Basham and John Timothy Gannon in October 2006 and is headquartered in Tampa, FL.

Key Stats and Financials As of 2017
Market Capitalization
$4.99B
Total Enterprise Value
$12.6B
Earnings Per Share
$-0.82
Revenue
$18.6B
Net Profit
$-483M
EBITDA
$1.71B
EBITDAMargin
9.19%
Total Debt
$12.5B
Total Equity
$2.63B
Enterprise Value Sales
0.68x
Enterprise Value EBITDAOperating
7.4x
TEVNet Income
-26.14x
Debt TEV
0.99x
Three Year Compounded Annual Growth Rate Of Revenue
-4.11%
Five Year Compounded Annual Growth Rate Of Revenue
-4.77%
Investments
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TraceAssured Ltd. provides Internet based service for food chain industry. The company is headquartered in County Armagh, the United Kingdom.

Suppliers
GFPT Public Co., Ltd. Food | Bangkok, BM

GFPT Public Co. Ltd. engages in production and distribution of chicken meat products. It operates through the following segments: Chicken Evisceration, Broiler Farm, Feed Mill, Parent Chickens, Chicks Distribution, Processed Food Production and Distribution, and Grandparent Chickens. The company was founded on November 25, 1981 and is headquartered in Bangkok, Thailand.