{"id":408823,"date":"2024-04-19T14:09:30","date_gmt":"2024-04-19T14:09:30","guid":{"rendered":"https:\/\/redepress.ecompare.com.br\/noticias\/?p=408823"},"modified":"2024-04-19T15:50:50","modified_gmt":"2024-04-19T15:50:50","slug":"fusao-da-pets-e-cobasi-analise-rb-investimentos","status":"publish","type":"post","link":"https:\/\/redepress.com.br\/noticias\/2024\/04\/fusao-da-pets-e-cobasi-analise-rb-investimentos\/","title":{"rendered":"Fus\u00e3o da Petz e Cobasi | An\u00e1lise RB Investimentos"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p style=\"margin-bottom: 0pt; direction: ltr; text-align: justify; margin-top: 0pt; line-height: 1.38;\">A fus&atilde;o entre as empresas <a href=\"https:\/\/ecompare.com.br\/lojas\/?q=petz#gsc.tab=0&amp;gsc.q=petz&amp;gsc.page=1\" target=\"_blank\" rel=\"noopener\">Petz<\/a> e <a href=\"https:\/\/ecompare.com.br\/lojas\/tag\/&lt;a%20href=\" https: target=\"_blank\">Cobasi<\/a>-br\/&quot; target=&quot;_blank&quot; rel=&quot;noopener&quot;&gt;<a href=\"https:\/\/www.cobasi.com.br\/?aw_affid=690303&amp;awc=17870_1784312591_222fcfe6c4cab5452bfd766a24ca648d&amp;utm_source=zanox&amp;utm_campaign=690303+&amp;utm_medium=afiliados\" target=\"_blank\">Cobasi<\/a> representa um desafio substancial, especialmente devido &agrave;s distintas din&acirc;micas operacionais que ambas mantiveram at&eacute; o momento. Ambas as empresas t&ecirc;m suas ra&iacute;zes profundamente atreladas aos seus respectivos propriet&aacute;rios, com a forte influ&ecirc;ncia de Zimmerman e Paulo Nassar na <a href=\"https:\/\/www.&lt;a%20href=\" https: target=\"_blank\">Cobasi<\/a>.com.br\/?p&amp;idsku=626899&amp;awc=17870_1713535539_e8b56286ca6f0ed6cb9dc55f047ab7d3&amp;utm_source=zanox&amp;utm_campaign=690303+&amp;utm_medium=afiliados&quot; target=&quot;_blank&quot; rel=&quot;noopener&quot;&gt;<a href=\"https:\/\/www.cobasi.com.br\/?aw_affid=690303&amp;awc=17870_1784312591_222fcfe6c4cab5452bfd766a24ca648d&amp;utm_source=zanox&amp;utm_campaign=690303+&amp;utm_medium=afiliados\" target=\"_blank\">Cobasi<\/a>. A combina&ccedil;&atilde;o de seus neg&oacute;cios n&atilde;o se mostra evidente em termos de sua opera&ccedil;&atilde;o di&aacute;ria. Embora j&aacute; esteja estabelecido que Paulo Nassar assumir&aacute; o cargo de CEO da <a href=\"https:\/\/www.cobasi.com.br\/?aw_affid=690303&amp;awc=17870_1784312591_222fcfe6c4cab5452bfd766a24ca648d&amp;utm_source=zanox&amp;utm_campaign=690303+&amp;utm_medium=afiliados\" target=\"_blank\">Cobasi<\/a>, e Zimmerman ocupar&aacute; a presid&ecirc;ncia do Conselho, a l&oacute;gica por tr&aacute;s dessas designa&ccedil;&otilde;es pode n&atilde;o ser imediatamente clara e poder&aacute; apresentar desafios adicionais no futuro. Este &eacute; um grande desafio que as duas empresas enfrentam em conjunto.<\/p>&nbsp;&nbsp;\n<p>&nbsp;<\/p>\n<p style=\"margin-bottom: 0pt; direction: ltr; text-align: justify; margin-top: 0pt; line-height: 1.38;\">O mercado em quest&atilde;o apresenta um grande potencial, considerando que o Brasil abriga mais de 139 milh&otilde;es de animais de estima&ccedil;&atilde;o, tornando-se o segundo maior mercado mundial nesse segmento. Com 54 milh&otilde;es de c&atilde;es, 23 milh&otilde;es de gatos, e 19 milh&otilde;es de peixes, al&eacute;m de 39 milh&otilde;es de aves, &eacute; evidente o forte envolvimento dos brasileiros nesse mercado. A cada 100 fam&iacute;lias, 44 possuem um animal de estima&ccedil;&atilde;o, enquanto apenas 36 t&ecirc;m crian&ccedil;as em casa. Portanto, &eacute; not&aacute;vel que os setores relacionados aos animais de estima&ccedil;&atilde;o s&atilde;o uma tend&ecirc;ncia significativa a longo prazo. Enquanto muitos discutem o envelhecimento da popula&ccedil;&atilde;o como um fator impulsionador do setor da sa&uacute;de, o <a href=\"https:\/\/www.&lt;a%20href=\" https: target=\"_blank\">Cobasi<\/a>.com.br\/?p&amp;idsku=626899&amp;awc=17870_1713535539_e8b56286ca6f0ed6cb9dc55f047ab7d3&amp;utm_source=zanox&amp;utm_campaign=690303+&amp;utm_medium=afiliados&quot; target=&quot;_blank&quot; rel=&quot;noopener&quot;&gt;setor pet tamb&eacute;m se destaca, pois as pessoas percebem que criar um filho se tornou mais dispendioso e optam por ter animais de estima&ccedil;&atilde;o, al&eacute;m do fato de que est&atilde;o se casando menos. Essa din&acirc;mica oferece um potencial significativamente positivo para o setor.<\/p>&nbsp;&nbsp;\n<p>&nbsp;<\/p>\n<p style=\"margin-bottom: 0pt; direction: ltr; text-align: justify; margin-top: 0pt; line-height: 1.38;\">No entanto, a integra&ccedil;&atilde;o das opera&ccedil;&otilde;es das duas empresas representa um desafio consider&aacute;vel devido &agrave;s diferen&ccedil;as significativas em suas respectivas gest&otilde;es. Observamos a Petz enfrentando dificuldades nos &uacute;ltimos anos ao realizar aquisi&ccedil;&otilde;es e incorporar novas marcas, como eles pr&oacute;prios reconhecem em suas comunica&ccedil;&otilde;es. Apesar disso, o gasto mensal m&eacute;dio dos brasileiros com animais de estima&ccedil;&atilde;o &eacute; elevado, variando entre 274 e 425 reais, dependendo do porte do animal. Nos Estados Unidos, essa m&eacute;dia &eacute; at&eacute; cinco vezes superior, e a tend&ecirc;ncia &eacute; que esse gasto aumente. &Eacute; importante ressaltar que o setor pet &eacute; altamente pulverizado, com ambas as marcas competindo vigorosamente no mercado. A poss&iacute;vel redu&ccedil;&atilde;o do espa&ccedil;o para outras empresas decorrente dessa fus&atilde;o pode ser vista como um desafio pelo Conselho Administrativo de Defesa Econ&ocirc;mica (CADE), especialmente considerando a presen&ccedil;a significativa de players regionais al&eacute;m da abrang&ecirc;ncia nacional da Petlove.<\/p>&nbsp;&nbsp;\n<p>&nbsp;<\/p>\n<p style=\"margin-bottom: 0pt; direction: ltr; text-align: justify; margin-top: 0pt; line-height: 1.38;\">Em suma, compreendo que este setor ainda enfrenta desafios em rela&ccedil;&atilde;o &agrave; menor disponibilidade para aquisi&ccedil;&atilde;o de bens em 2024 e principalmente devido &agrave; libera&ccedil;&atilde;o nos &uacute;ltimos anos das compras isentas de impostos para valores at&eacute; 50 d&oacute;lares. Isso resultou na aquisi&ccedil;&atilde;o de itens como roupas e pequenos brinquedos para animais em plataformas estrangeiras, uma situa&ccedil;&atilde;o pela qual as empresas t&ecirc;m expressado preocupa&ccedil;&atilde;o e solicitado a retomada da taxa&ccedil;&atilde;o desses produtos.<\/p>&nbsp;&nbsp;\n<p>&nbsp;<\/p>\n<p style=\"margin-bottom: 0pt; direction: ltr; text-align: justify; margin-top: 0pt; line-height: 1.38;\">Gustavo Cruz, estrategista-chefe da RB Investimentos<\/p>\n<p style=\"margin-bottom: 0pt; direction: ltr; text-align: justify; margin-top: 0pt; line-height: 1.38;\">_______________________________<\/p>\n<p>&nbsp;<\/p>\n<hr>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=75&amp;resize=75&amp;ssl=1 75w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=100&amp;resize=100&amp;ssl=1 100w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=150&amp;resize=150&amp;ssl=1 150w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=240&amp;resize=240&amp;ssl=1 240w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=320&amp;resize=320&amp;ssl=1 320w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=500&amp;resize=500&amp;ssl=1 500w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=640&amp;resize=640&amp;ssl=1 640w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=800&amp;resize=800&amp;ssl=1 800w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=1024&amp;resize=1024&amp;ssl=1 1024w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=1280&amp;resize=1280&amp;ssl=1 1280w, https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1&amp;w=1600&amp;resize=1600&amp;ssl=1 1600w\" style=\"height: 120px; width: 175px; margin-left: 0px; margin-top: 0px;\" fifu-data-src=\"https:\/\/i2.wp.com\/lh7-us.googleusercontent.com\/vWJXjLlho-RUhqfOfx6c7iW3XLlli6WiHnlai84P3iMNwhzaeQr6rLepKwSgmdyWxBX-fuHVr3lAK5Pu3zNlfKrmFb3uUxuS7X_JfmTo-2t6muHltmPySzf9FzX0a2rLCF7zPd8IkLz5CDMqqhUGUm8?ssl=1\" width=\"175\" height=\"120\"\/><\/p>\n<p style=\"margin-bottom: 0pt; direction: ltr; text-align: justify; margin-left: 36pt; margin-top: 0pt; line-height: 1.38;\">Adriano Santos| Assessor de Imprensa<\/p>\n<p style=\"margin-bottom: 0pt; direction: ltr; text-align: justify; margin-left: 36pt; margin-top: 0pt; line-height: 1.38;\">adriano.santos@tamer.com.br<\/p>\n<p style=\"margin-bottom: 0pt; direction: ltr; text-align: justify; margin-left: 36pt; margin-top: 0pt; line-height: 1.38;\">(11) 93474-9698<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; A fus&atilde;o entre as empresas Petz e Cobasi representa um desafio substancial, especialmente devido &agrave;s&hellip;<\/p>\n","protected":false},"author":4,"featured_media":408824,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[21201,20904,32309,29011],"tags":[787,19276,23820,19802,312,296,15664,10082,17114,10094,2316,12061,4034,2676,91,32358,34553,111,4002,9643,66,1373,3465,4227,17953,3485,5069,248,260,4035,9461,5567,29745,48,16079,11062,1859,281,34815,17587,564],"class_list":["post-408823","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-destaques","category-mercado","category-nao-deixe-de-ler","category-negocios","tag-animais","tag-aquisicao","tag-aquisicoes","tag-aves","tag-brasil","tag-brasileiros","tag-caes","tag-cargo","tag-casa","tag-ceo","tag-compras","tag-criancas","tag-defesa","tag-desafio","tag-desafios","tag-dinamica","tag-e","tag-empresas","tag-estados","tag-estados-unidos","tag-futuro","tag-gatos","tag-impostos","tag-imprensa","tag-integracao","tag-investimentos","tag-marcas","tag-mercado","tag-mostra","tag-nacional","tag-os","tag-peixes","tag-pelo","tag-pessoas","tag-pet","tag-populacao","tag-positivo","tag-prazo","tag-produtos","tag-reducao","tag-santos","wpcat-21201-id","wpcat-20904-id","wpcat-32309-id","wpcat-29011-id"],"_links":{"self":[{"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/posts\/408823","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/comments?post=408823"}],"version-history":[{"count":0,"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/posts\/408823\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/media\/408824"}],"wp:attachment":[{"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/media?parent=408823"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/categories?post=408823"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/redepress.com.br\/noticias\/wp-json\/wp\/v2\/tags?post=408823"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}