$JBS

JBS N.V. (NYSE: JBS) stock rose 7.46% after news of strong global meat demand and potential U.S. beef import policy shifts. The company reported ~R$86bn in revenue, a 0.62x price-to-sales ratio, and a 49x P/E. Analysts note high debt and thin margins but see near-term bullish trends with key support at $11.10 and resistance at $11.80.

JBS and Viva informed Brazil's competition authority, CADE, that their proposed joint venture, JBS Viva, would have limited overlaps in leather production and sales, and unlikely competition concerns. JBS, a Brazilian agribusiness conglomerate, seeks approval for this venture.

Brazil is strengthening ties with ASEAN to diversify trade amid U.S. and EU restrictions. Trade with ASEAN reached $38.4B in 2025, with a $10.3B surplus. JBS, a Brazilian meat processor, invested $100M in Vietnam and partnered with Indonesia's DIM for $2.5B. Embraer also seeks opportunities in Southeast Asia's aviation market.

JBS SA, the world's largest meat processor, confirmed it paid an $11 million ransom to hackers who attacked its systems. The FBI linked the attack to REvil, a Russian-speaking gang. JBS said most facilities were operational during the payment, and investigations suggest no data was compromised. The company spends over $200 million annually on IT. Separately, the FBI recovered most of Colonial Pipeline's ransom.

JBS S.A., a Brazilian meatpacker, has requested to deregister as a public company in Brazil, according to a filing. The move, approved by shareholders, will not affect JBS N.V., its Dutch parent trading in New York. JBS N.V. reported 2025 revenue of $91.17B and a market cap of $12.88B. The deregistration process is subject to regulatory approval.

JBS (NYSE:JBS) proposed acquiring all remaining shares of Pilgrim's Pride (PPC) it doesn't own, offering 2.086 JBS shares per PPC share. JBS reported a Q2 net loss of $102M, down from $528M profit a year earlier, while PPC's adjusted EBITDA fell 38.5%. JBS aims to streamline operations, but market reaction is skeptical due to profit declines and increased leverage.

JBS N.V. (JBS) filed an SEC Form 8-K — Other Events. Item 8.01. Other Events. On September 15, 2026, JBS N.V.’s (“JBS’s”) wholly-owned Brazilian subsidiary JBS S.A. (“JBS S.A.”) entered into a Brazilian law-governed association agreement (the “Association Agreement”) with Viva Holding Ltda. (“Viva Holding”) (JBS S.A. and Viva Holdi

The EU suspended imports of Brazilian poultry, beef, eggs, honey, and other animal products due to non-compliance with antimicrobial rules. The suspension, effective September 3, 2026, impacts major exporters like JBS and Minerva, with Brazil losing access to a market worth USD 1.8 billion annually. The EU cites Brazil's inability to prove compliance, while Brazil argues the move is protectionist. The UK is assessing the situation separately.

Civil society groups in Nigeria protested a $2.5B investment deal between the government and JBS, a global meat-processing company. They demand transparency and safeguards to protect farmers, communities, and the environment. The investment aims to modernize Nigeria's livestock sector, create jobs, and boost food production.

The European Union has blocked $2 billion in Brazilian meat, poultry, fish, and other products due to antibiotic oversight concerns. Brazil disputes the timing and criteria, threatening WTO action. Poultry and honey may resume within weeks, but beef could take two years. The freeze coincides with unresolved EU-Mercosur trade pact negotiations.