JBS and Viva to Combine Leather Operations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
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JBS and VIVA Partnership: JBS has entered a binding memorandum of understanding with VANZ HOLDING LTDA. and VIPOSA PARTICIPACOES LTDA. to form a new company, JBS VIVA, combining their leather production and marketing assets.
Ownership Structure: JBS VIVA will be equally owned by JBS S.A. and the Viva Shareholders, with management roles split between the two parties, including JBS appointing the Chairman and CFO, while the Viva Shareholders will appoint the CEO and COO.
Global Market Position: The new entity aims to become a significant player in the global leather sector, enhancing the market presence of both JBS and VIVA.
Transaction Conditions: The completion of the transaction is contingent upon the negotiation of definitive documents and standard conditions typical for such agreements.
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Analyst Views on JBS
Wall Street analysts forecast JBS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBS is 19.07 USD with a low forecast of 17.00 USD and a high forecast of 22.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 15.710
Low
17.00
Averages
19.07
High
22.00
Current: 15.710
Low
17.00
Averages
19.07
High
22.00
About JBS
JBS N.V. is Netherlands-based Company primarily engaged in the food and protein processing industry. The Company focuses on the production and global distribution of animal protein and food products to retail, foodservice, and industrial clients. The Company has in its offer poultry, pork, beef, lamb, fish and plant-based products. In addition, the Company operates in sectors such as leather, biodiesel, fertilizers, collagen, sausage casings, hygiene and beauty, metal packaging, transportation, waste management solutions. The Company is active worldwide in 17 countries and is listed on The New York Stock Exchange (NYSE).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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