Amid the conflict between Carrefour Brasil () and large Brazilian slaughterhouses, the poultry and swine sectors were further away from the spotlight. More fragmented, the segment has less capacity to mobilize like the one that occurred among large beef suppliers.
In recent days, meatpackers JBS (), Marfrig () and Masterboi have moved to the Carrefour Brasil chain following the statement by CEO Alexandre Bompard, last Wednesday (20), that he would stop selling Mercosur meat in French units. The industry demanded a public retraction from the executive.
Press outlets reported shortages in Brazilian units, especially in the beef segment. Although the , denied that there was a lack of products on the shelves.
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According to an executive from a regionally distributed Brazilian poultry producer, with some exposure to the Carrefour chain, it would be more difficult for the poultry sector to take on a mobilization like that made by some of the main beef suppliers.
“The pork and poultry sector is more fragmented and less organized than the beef sector. In the beef sector, there are few large producers, so they are able to organize themselves better”, said this source, on condition of anonymity.
It turns out that, apart from BRF, the slaughterhouse with greater exposure to the poultry market, other larger companies have a more regionalized operation. In addition to them, there are small local slaughterhouses that could be able to serve chains like Carrefour in the event of a boycott.
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The assessment is that, as BRF did not take on the dispute with Carrefour, even if some larger regional producers joined, the impact on the network would be minimal.
To give you an idea, Friboi, a JBS beef brand, accounts for 80% of the volume supplied to the group of French origin, and in the Atacadão chain the brand’s supply is 100%.
To the source heard by the InfoMoneya possible impact on the poultry market would be an increase in sales due to the shortage of beef. “This would only happen if the interruption affected beef prices, but Carrefour does not have the representation to the point where a boycott would impact the price of the entire chain,” he said.
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This Tuesday morning (26), Carlos Fávaro, lamenting that his promise to keep South American meat off his shelves in France was perceived as having “put into doubt his partnership with Brazilian agriculture”.
After the demonstration, the retailer said that it “works intensely to resolve the situation with suppliers and expects supply to normalize in the short term to mitigate the impact on consumers”.
