Casas Bahia stock faces pressure as inventory falls 40.5 percent

Published on 10/07/2026 at 05:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Casas Bahia stock faces a fresh test after pledged inventory fell 40.5 percent between April and August. The second-quarter loss reached BRL 10.1 billion.

Casas Bahia, BRBHIAACNOR1, Illustration mit AI erstellt.

Casas Bahia stock faces a fresh test after a court-appointed review found pledged inventory fell 40.5 percent between April and August. The October 6 report also showed pressure on staffing and liquidity as the retailer works through court-supervised reorganization.

Inventory falls by 40.5 percent

According to Valor International on October 6, inventory pledged to creditors declined from BRL 3.18 billion in April to BRL 1.89 billion in August. The review said operations continued across 735 of 744 stores and 25 of 29 distribution centers.

The same report placed the August workforce at 25,090 people, down 4,647 from 29,737 on August 3. That is a 15.6 percent reduction in less than one month, adding an operating dimension to the retailer's restructuring effort.

Liquidity remains the key test

Casas Bahia recorded BRL 999.2 million of cash inflows in August, with 40.8 percent passing through restricted accounts, according to Valor International. The court-appointed experts also reported adjusted operating cash flow of negative BRL 298 million in the first half of 2026.

The balance-sheet burden is visible in the latest quarterly figures. The Rio Times reported that the second-quarter accounting loss was BRL 10.1 billion, while the adjusted loss was BRL 978 million, 76 percent worse than a year earlier. Negative equity stood at BRL 8.2 billion.

Market value totals BRL 1.4 billion

Casas Bahia's market capitalization was BRL 1.4 billion as of October 7, 2026. The B3-listed company traded within a 52-week range of BRL 0.29 to BRL 4.17, leaving the market value closely tied to the outcome of its restructuring process rather than to earnings alone.

For investors, the central comparison is between ongoing operations and financial strain: stores and distribution centers remained active, while pledged inventory fell 40.5 percent and adjusted first-half operating cash flow was negative BRL 298 million. The next material signal is the court process and the company's ability to preserve liquidity while negotiating with creditors.