The trio of Americana reference shareholders (AMER3) also felt the retailer’s share stake collapse in their pockets after revelations of a R$20 billion hole found in the company’s balance sheet sent shares down 77% Thursday (12).
Jorge Paulo Lehmann, Carlos Alberto “Beto” Secubira, and Marcel Telles, of 3G Capital, each lost nearly R$3.2 billion. The trio own about 40% of Americana and are the major shareholders in the company.
Lehman, the nation’s richest man, has also been hardest hit, according to daily billionaires ranking data from bloomberg. The businessman saw his wealth decrease by R$1.48 billion (according to the current exchange rate), from R$109.7 billion to R$108.2 billion. In 12 months, Jorge Paulo Lehmann’s balance remains positive at R$604.5 million.
Beto Sicupira lost R$945 million, to R$42 billion, and Marcel Telles lost R$802.6 million, to R$49.9 billion. Notably, differences in the equity of these billionaires are common, as many of their assets are tied to publicly traded shares. On Friday (13), for example, business should recover a bit from the decline, as shares of Americanas rose about 40% (around 2:55pm BST).
In addition to the daily “loss”, the trend is that the 3G trio need to take more cash in their pockets to help save the retailer. The direction is a follow-up to the injection of money into Americana and the business has already committed to being involved in the process, which has yet to be disclosed.
Continue after the announcement
In the last Americanas financing, in 2020, the trio contributed R$3 billion to the operation that raised a total of R$8 billion. Given the seriousness of the situation, the trend is for the billionaires’ numbers to appear again, as already predicted by former CEO Sergio Real, at a conference with market agents.