BRF turnaround story under Marfrig control is genuinely working — operational improvements driving margins back to historical levels, Halal segment in MENA continuing to dominate, US/China protein cycles favorable. Marfrig/BRF merger announced creating Brazilian protein giant. Avian flu disruptions globally continue to support pricing.
Thesis reviewed May 29, 2026
BRF SA is headquartered in Brazil, which is currently showing moderate signals.
🇧🇷Brazil52NEUTRALView Brazil risk detail →🛍Consumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| JD | JD.com Inc | 27 | +13% | ↑2% | EARLY |
| NIO | NIO Inc | 27 | -10% | ↑2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | ↑2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | ↑2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | ↑2% | NEUTRAL |
| RACE | Ferrari NV | 27 | +17% | ↑2% | EARLY |
| TM | Toyota Motor Corporation | 27 | +12% | ↑2% | EARLY |
Investors who hold BRFS may also have indirect exposure through these country funds.
Marfrig-BRF merger announced; deal closes H2 2026
BRF Q4 EBITDA margin hits 16%, highest in 5 years
Sadia/Perdigao premiumization driving Brazil ASP higher