seekingalpha.com · Nov 21, 2025
Marfrig Global Foods Will Need Packaged Food Growth To Offset Commodity Pressures
Marfrig Global Foods faces near-term headwinds in U.S. beef and global poultry, but packaged foods offer long-term growth potential. MBRFY's Q3 results were resilient despite margin pressures, with revenue growth driven by strong pricing and packaged food sales offsetting volume declines. Processed foods, now 30% of revenue, are key to margin expansion and stability, with investments targeting further growth and market share gains.
