StoneCo's Q1 Repricing Drives Gross Profit Surge Amid Rate Pressures

Key Takeaways StoneCo repriced nearly all clients in Q1 to align pricing with Brazil's 15% yield curve. STNE's gross profit rose 19% and EPS jumped 36%, both exceeding full-year guidance due to repricing. STNE's Financial Services revenues grew 20%, driven by repricing, with stable MSMB market share.In the first quarter of 2025, StoneCo Ltd. (STNE) strategically executed a broad repricing initiative aimed at preserving profitability in the face of higher interest rates and a widened yield curve from late ...