BRF S.A. (BRFS) and Marfrig Merge to Form MBRF Global Foods, Unlocking $141M in Synergies

We recently compiled a list of the 13 Best Bear Market Stocks to Buy Right Now. BRF S.A. is one of them.

BRF S.A. (NYSE:BRFS), a major global producer of poultry, pork, processed foods, and pet food, has strengthened its international presence with a growing focus on alternative proteins and plant-based products.

On September 22, 2025, BRFS merged with Marfrig Global Foods, creating MBRF Global Foods Company S.A. BRFS shareholders received Marfrig shares at 0.8521 ADS per BRF ADS. The merger, approved by Brazil’s antitrust authority without concerns, aims to streamline operations, cut costs, and generate BRL 805 million ($141 million) in annual synergies. Miguel Gularte was named global CEO, while the company’s shares jumped over 18% ahead of the merger, with dividends scheduled for late September.

Despite avian flu and trade volatility, BRF S.A. (NYSE:BRFS) reported 3% revenue growth in Q2 2025 to BRL 15.4 billion. Its pet food segment expanded 8%, and the plant-based division grew 12.5% with new R&D investments. Export diversification added 11 markets, including Argentina and Saudi Arabia, offsetting EU and China challenges.

While leverage remains relatively high at 1.5, merger-driven liquidity improvements have earned positive recognition from rating agencies, positioning MBRF Global Foods for stronger global growth and efficiency.

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