Lojas Renner stock gained 15.39 percent on retail rally today

Published on 10/05/2026 at 22:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lojas Renner stock gained 15.39 percent on October 5, reaching BRL 13.57 on B3. Q2 retail revenue rose 1.1 percent, while analysts set a BRL 17.51 average target.

Lojas Renner, BRLRENACNOR1, Illustration mit AI erstellt.

Lojas Renner stock (ISIN BRLRENACNOR1) was last at BRL 13.57 on B3 on October 5, 2026, up 15.39 percent from the previous session. The move came as Valor Economico reported a 20.5 percent intraday gain for Renner shares as Brazilian retail stocks rallied.

Retail rally lifts Renner shares

The market move was visible before the session ended. At 4:03 p.m. BRT, Valor Economico put Renner's advance at 20.5 percent, above the 12 percent gain for its consumer indicator. The later B3 quote showed the stock at BRL 13.57, with 77,138,900 shares traded.

The price stayed inside the October 5 intraday range of BRL 12.41 to BRL 14.29. Its 52-week range was BRL 10.48 to BRL 16.25, leaving the stock BRL 2.68 below the yearly high and BRL 3.09 above the low.

Q2 growth was modest

The operating backdrop was less dramatic than the share-price move. In Q2 2026, retail net revenue reached BRL 3.689 billion, up 1.1 percent year over year, while net income was BRL 404.6 million and 12-month ROIC stood at 15.1 percent, according to Eu Quero Investir in its September 17, 2026 report.

The same report said Lojas Renner reduced its 2026 retail revenue growth guidance from 9 to 13 percent to 4 to 8 percent after weaker sales. That revision is the key counterweight to the rally because the latest quarter combined positive profit generation with limited top-line growth.

Analysts see higher value

According to Investing.com, the published consensus was Buy, based on 14 analysts, with an average 12-month target of BRL 17.51, a high of BRL 22 and a low of BRL 13. The average target lies 29.0 percent above the October 5 price of BRL 13.57.

Markets Insider reported on September 23, 2026 that Jefferies maintained a Buy rating and a BRL 16.00 price target. That target is below the broader consensus average, showing that the rally has already narrowed part of the valuation gap used by individual analysts.

BRL 13.57 after the rally

Lojas Renner was last at BRL 13.57 on B3 at 5:05 p.m. BRT on October 5, 2026, with a market capitalization of BRL 13.2 billion. For investors, the central tension is clear: the stock gained 15.39 percent in one session, while the latest operating guidance points to 4 to 8 percent retail revenue growth for 2026.