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Q2 2023 Via SA Earnings Call (English, Portuguese) Transcript
Good afternoon, everyone. How is it going? Welcome to our earnings call for the Q&A on the results of our second quarter of '23 and also our transformation plan. Before we open up for Q&A, we'd like to recap on the material that we shared yesterday. Our release and our presentation as well as the video where we go over the main pillars of the transformation plan.
Please, we can move on to the next slide. First of all, I just want to make it clear, the change in Via's positioning and what we are at Via. There's always a concern and some issues related to new generic platforms or marketplaces that are coming into the market. And why this is not a concern to us?
Well, Via is a company with a very clear I should say, a unique positioning, and we're really concentrated in our core. And in our 1P, we have our core categories, which are furniture, refrigerators, freezers, screens, portable devices and electric home appliances, et cetera. So the tail is complementary to our customer categories. So it's very different
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