OrganizationsOrganization

JBS

JBSS32

Global food company with diversified protein and value-added product operations.

14articles

23material mentions

12connections

Last 90 days

What sources are saying

JBS's controllers entered the defense sector: Globe Investimentos, Joesley and Wesley Batista's personal vehicle, notified Cade of the purchase of all of Avibras — declared a personal investment, unrelated to J&F. At the company, the share-swap proposal to take Pilgrim's Pride private remains under review.

Updated September 23, 2026 · 12 verified articles

Market transmission

Why it matters

Governance, operating execution, input costs, foreign exchange and capital discipline shape the view of the company.

Explanatory mechanism, not a forecast or recommendation.

Articles in chronological order

CORPORATEBrazil

JBS wins a fully favorable ruling in four arbitrations at the B3 chamber brought by foreign funds

JBS said on September 22 that it obtained a fully favorable ruling in four consolidated arbitration proceedings at the B3 Market Arbitration Chamber (CAM 151/20, 157/20, 195/21 and 252/23), brought by foreign investment funds that alleged disclosure failures and sought compensation for losses from the share price decline. The defendants were JBS, J&F, Joesley and Wesley Batista. The final arbitral award was issued on September 4 and the company became aware on September 16; amounts and grounds remain confidential.

2 sourcesSep 22, 2026

MACROBrazil

Lula says Uruguay authorized Brazil to use the surplus of its beef quota for China, but Beijing has yet to confirm

After a bilateral meeting with Uruguayan president Yamandú Orsi in New York on September 21, Lula thanked the authorization for Brazil to use the surplus of the Uruguayan beef export quota to China. Brazil 2026 quota of 1.106 million tonnes ran out in less than seven months, and shipments above it pay a 55% safeguard; Uruguay is said to have about 80,000 tonnes available. Abiec sees limited effect in 2026 given negotiation and transport lead times, and China, which manages the quotas, has not commented; CNN Brasil reports that a swap involving the Brazilian quota in the European Union is being considered, without confirmation.

5 sourcesSep 21, 2026

CORPORATEBrazil

JBS S.A. asks the CVM to cancel its public company registration while the parent holding of the Batista family applies for category B registration

JBS S.A. filed on September 21 with the CVM a request for voluntary cancellation of its category A issuer registration, the one that allows share trading in Brazil. JBS N.V., the holding listed on the New York Stock Exchange, remains a registered issuer and the JBSS32 BDRs keep trading on B3. In the same move, J&F, the Batista family holding that controls JBS, Âmbar Energia, Eldorado, Flora and PicPay, applied for category B public company registration, which allows only debt instruments such as debentures and commercial notes.

5 sourcesSep 21, 2026

MACROBrazil

EU accepts Brazilian sanitary protocols after audit and opens the way for chicken exports to return to the bloc

The Brazilian government received on September 14 official communication from the European Union reporting internal agreement on the sanitary protocols presented after the August and September audit, said on September 16 the executive secretary of the Agriculture Ministry, Cleber Soares. The acceptance opens the way to resume chicken exports, suspended since September 3, but still depends on the detailed protocol from the bloc.

3 sourcesSep 16, 2026

CORPORATEBrazil

JBS and Viva sign an agreement to create JBS Viva, a leather joint venture with 50/50 control

JBS and Viva Holding signed on September 15 the definitive agreement to create JBS Viva, a leather joint venture with a 50% stake for each partner, announced in November 2025: JBS contributes its leather production assets in Brazil and international subsidiaries and supplies raw hides from its plants, and Viva contributes its leather operations and the manufacture of tanning chemicals; excluded are the Cactus (Texas), Germany, Uruguay and Mexico units, JBS collagen and gelatin operations and unused Viva assets. The board will have six seats split equally, with JBS naming the chair and CFO and Viva the CEO and operations director; closing depends on conditions precedent with no set date.

3 sourcesSep 15, 2026

MACROBrazil

B3 changes the Ibovespa methodology and BDRs of Brazilian companies may make up to 10% of the index from 2027

B3 announced on September 9 that BDRs of Brazilian companies listed abroad, such as Nubank, XP and Mercado Livre, may join the Ibovespa from the first half of 2027, with a 10% cap on the theoretical portfolio and the traditional liquidity, tradability and representativeness criteria; the transition schedule will come in a circular.

5 sourcesSep 09, 2026

MACROBrazil

Beef exports fall 27% in August as China's quota runs out and shipments to China plunge 90%

Brazilian beef exports fell 27.1% in volume in August from August 2025, per Agência Brasil citing MDIC data, after China's 1.106 million tonne import quota hit 90% use on August 10 and additional volumes became subject to a 55% tariff. Shipments to China fell 89.8%, from 158 thousand to 16 thousand tonnes, the worst result since December 2021, per CNN Brasil; O Globo records a 19.7% drop in value.

3 sourcesSep 04, 2026

MACROBrazil

EU audit approves Brazil's sanitary controls for poultry and honey, and the government expects a quick export resumption

The inspection by European sanitary authorities from August 24 to September 4 deemed Brazil's poultry and honey controls satisfactory, according to Agriculture Minister André de Paula; resuming exports to the European Union still depends on the official report and administrative steps.

2 sourcesSep 04, 2026

EMPRESASBrazil

JBS unit Mantiqueira to invest R$ 565 million to expand egg output by 50%

Mantiqueira, JBS's egg company, will invest R$ 565 million to lift output by 50%, from about 4 billion to 6 billion eggs a year, per Poder360 and Money Times.

2 sourcesSep 03, 2026

MACROBrazil

EU suspends Brazilian meat imports starting Thursday

September 4 update: the embargo took effect on September 3 and the Brazilian government voiced deep concern in a note, per Agência Brasil, Estado de Minas, Poder360 and O Globo. The EU suspended imports of Brazilian beef and poultry after removing the country from the list of those meeting the bloc's requirements on antibiotic use in livestock; the suspension also covers eggs and honey.

9 sourcesSep 01, 2026

MACROGlobal

Trump widens beef imports and targets meatpackers to curb US prices

On two fronts against rising US beef prices, Trump signed a decree temporarily widening beef imports at reduced tariffs — up to 100,000 tonnes per month for 90 days from September 1 — and announced on August 28 that he is preparing measures against large meatpackers, including Brazilian groups operating in the US.

4 sourcesAug 29, 2026

EMPRESASBrazil

Batista brothers' Globe notifies Cade of full Avibras acquisition

Globe Investimentos, the personal vehicle of Joesley and Wesley Batista, notified Cade of the acquisition of all shares of Avibras Aeroespacial, which holds the defense manufacturer's assets. Completion depends on the regulator's approval; the value was not disclosed. The deal marks the JBS owners' entry into the defense sector.

2 sourcesAug 24, 2026

EMPRESASGlobal

JBS proposes acquiring all of Pilgrim's Pride in a share swap

JBS submitted a non-binding proposal to acquire, via share swap, all Pilgrim's Pride shares it does not yet own, at a ratio of 2.086 JBS Class A shares per share of the subsidiary. The documents were filed with the SEC on August 18.

4 sourcesAug 18, 2026

EMPRESASBrazil

JBS names Wesley Batista Filho as its next global CEO

Wesley Batista Filho will take over as JBS global chief executive in January 2027 following a transition led by Gilberto Tomazoni. The current CEO will become vice chairman of the board and remain connected to the company as a senior adviser.

4 sourcesAug 10, 2026

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What sources are saying

Why it matters

Articles in chronological order

JBS wins a fully favorable ruling in four arbitrations at the B3 chamber brought by foreign funds

Lula says Uruguay authorized Brazil to use the surplus of its beef quota for China, but Beijing has yet to confirm

JBS S.A. asks the CVM to cancel its public company registration while the parent holding of the Batista family applies for category B registration

EU accepts Brazilian sanitary protocols after audit and opens the way for chicken exports to return to the bloc

JBS and Viva sign an agreement to create JBS Viva, a leather joint venture with 50/50 control

B3 changes the Ibovespa methodology and BDRs of Brazilian companies may make up to 10% of the index from 2027

Beef exports fall 27% in August as China's quota runs out and shipments to China plunge 90%

EU audit approves Brazil's sanitary controls for poultry and honey, and the government expects a quick export resumption

JBS unit Mantiqueira to invest R$ 565 million to expand egg output by 50%

EU suspends Brazilian meat imports starting Thursday

Trump widens beef imports and targets meatpackers to curb US prices

Batista brothers' Globe notifies Cade of full Avibras acquisition

JBS proposes acquiring all of Pilgrim's Pride in a share swap

JBS names Wesley Batista Filho as its next global CEO