In brief
iFood BenefíciosiFoodOrganizationLargest delivery platform in Brazil, controlled by Prosus, with payments and credit operations (iFood Pago) and corporate benefits; not listed on B3, but relevant to competitors in retail, payments and digital banks.Open in the Market Map ↗ will buy Caju.
The deal needs Cade and Central Bank approval.
What we know
05Verified fact · material
iFood BenefíciosiFoodOrganizationLargest delivery platform in Brazil, controlled by Prosus, with payments and credit operations (iFood Pago) and corporate benefits; not listed on B3, but relevant to competitors in retail, payments and digital banks.Open in the Market Map ↗ signed an agreement to buy 100% of Caju, announced on October 20, 2026.
Acquisition.
Verified fact
According to NeoFeed, the purchase price exceeds R$ 1.2 billion.
Reported price.
Sources[01]Verified fact
According to Brazil Journal, the companies did not disclose the price, and a source cites a valuation of about R$ 1 billion.
Valuation.
Sources[02]
Transmission to assets
Market read-through
The deal expands iFoodiFoodOrganizationLargest delivery platform in Brazil, controlled by Prosus, with payments and credit operations (iFood Pago) and corporate benefits; not listed on B3, but relevant to competitors in retail, payments and digital banks.Open in the Market Map ↗'s scale in benefits, but still faces antitrust review.
Portfolio impact
01Concentration changes sector competition.
Antitrust remedies.
What would change the view: Cade approval.
Direction is an explanatory hypothesis, not a forecast or recommendation.
Next signals
What to watch
- Cade review
- Reaction from sector rivals
Limits of the reporting
What remains uncertain
- The price was not officially disclosed and estimates differ.