Tuesday, March 08, 2016

Crisis squeezes margins of refrigerators

São Paulo-in the last 12 months, the arroba of oxen had an average of 9%. On the other side, since January, wholesale beef prices crash 3.6% accumulate. With the mismatch in the accounts, the margin of refrigerators reflects the crisis in the country.
Scot Consulting specialists warn that the difference between the amount paid by oxen and received by calling Equivalent Scot Boning (revenue with the sale of meat without bones, leather, tallow, kids, derivatives and by-products) is 14.7%, 10.6 percentage points lower in relation to the first week of the year, when the index registered 25.3%.
"Per capita income of the population fell 5%. A value-added product, like meat, becomes increasingly difficult to put a price, "notes the analyst Alex Lee about the difficulty in passing the retail, market analysis released yesterday by the consultancy (7).
The DCI, the construction and consultant of the Scot, Isabella Camargo, explains that this scenario causes the refrigerator to offer lower prices to the rancher by the at sign. In General, industry''s offerings range from $ 1 to $ 2 below the market, however, "came the offer of $ 7 to $ 10 less than the official indicator," he says.
In pasto, in view of the high cost of the calf to spare, the output is betting on growth of technology and productivity gains. For Lee, this is the way to win margin.
In the industry, with domestic demand, export desaquecida follows as the primary tool of lifting revenue in local currency, but there is a greater degree of difficulty for small and medium-sized refrigerators to travel for this market.
"Minors suffering from domestic consumption sluggish and have nowhere to drain", emphasizes Isabella.
The President of the Brazilian Association of Refrigerators (Abrafrigo), Pericles Salazar, believes that all sizes of this sector are having trouble in shipments. For him, the macroeconomic framework and political environment affects negotiations in progress, such as enabling plants to China and the opening of the United States for fresh meat.
Export
Data from the International Relations Department of agribusiness (SRI) of the Ministry of agriculture, livestock and food supply (Mapa), disclosed yesterday show that the complex Karns was the most exported in February, with $ 1.05 billion in revenue. However, the amount indicates fall of 1.1% compared to the result of the same month of 2015. The soybean complex, in the second position of the ranking, advanced 42.6% and reached $ 1.04 billion.
In value, the beef has surpassed that of chicken last month. Have been exported $ 477.14 million (10.9%) gain, due to the increase of 25.4% on the quantity shipped. External sales totaled US $ 450.97 million chicken, pigs, $ 85.31 million and those of peru, R$ 14.34 million.
In the case of the ox, Salazar says the shipments "no increase" as expected.
DCI
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