What is the expected timeline for the new CFO to implement any operational or financial initiatives?

Implementation timeline

The press release makes clear that Guillermo López Pérez will “join us in the next few months.” In practice, a new CFO typically needs a short‑ramp‑up period – 1–2 months to get fully briefed on the balance sheet, cash‑flow forecasts and ongoing projects, followed by another 2–4 months to design and roll out any operational or financial initiatives (e.g., cost‑structure reviews, capital‑allocation plans, or new reporting frameworks). Thus, investors should expect the first tangible CFO‑driven actions to materialise within roughly 3–6 months after his start date.

Trading implications

• Short‑term (0‑3 months): The market will likely price the appointment as a “lead‑in” signal, with modest upside as the leadership depth improves. Expect the stock to hold its current level or see a modest, low‑volatility rally on the news.
• Medium‑term (3‑6 months): As Guillermo’s initiatives begin to take shape—potentially tighter cost controls, improved cash‑conversion cycles, or clearer capital‑deployment strategies—fundamentals could strengthen, supporting a buy‑on‑dip or mid‑term accumulation if the share price remains undervalued relative to the company’s growth trajectory.
• Technical view: dLocal’s price action has been trading near its 50‑day moving average; a breakout above this level in the next 2–4 weeks could signal the market’s confidence in the CFO transition. Conversely, a breach below the 20‑day EMA may indicate short‑term skepticism that could be bought into for a longer‑run upside once the CFO’s plans are evident.

Actionable take‑away: Keep the position flat or lightly long for the next 1–2 months while the CFO onboarding completes. As the 3‑month mark approaches and any CFO‑driven initiatives surface, consider scaling in on any bullish technical breakouts or adding to the position on pull‑backs, given the expectation of improved operational efficiency and financial discipline within the next 3‑6 months.