Natura

Natura &Co Holding SA develops, manufactures, distributes and sells cosmetics, fragrances and toiletries. It operates through the following segments: Natura &Co LATAM, Avon International, TBS International, Aesop International and Corporate Expenses. The Natura &Co Latam segment includes Natura Cosméticos, Avon, Aesop and TBS operations located in Brazil and Latin America. The Avon International comprises of Avon operations, with the exception of Avon operations located in Brazil and Latin America. The TBS International segment consists of all The Body Shop operations, with the exception of The Body Shop operations located in Brazil and Latin America. The Aesop International deals with all Aesop operations, with the exception of Aesop operations located in Brazil and Latin America. The company was founded in 1969 and is headquartered in Sao Paulo, Brazil.

Earnings data Q3 2023

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Natura &Co faced cultural integration challenges following its acquisitions over the last few years, impacting financial performance. Q2 results showed improved gross margins but higher transformation costs, while the sale of Aesop and a possible sale of The Body Shop aim to enhance the company's financial position. Long-term growth prospects remain uncertain due to Brazil's high interest rates and relatively high share multiples, warranting a neutral stance.

Natura &Co: Transformation's Cloudy Horizon

Natura & Co (NYSE: NTCO) is considering offloading “The Body Shop” – its world-famous brand of skincare and cosmetic products.

Natura & Co may soon offload The Body Shop

Brazilian beauty conglomerate Natura & Co, which owns the Avon brand, is considering a sale of The Body Shop after numerous quarters of declining sales.

Avon owner Natura & Co considers sale of The Body Shop as revenue declines

NTCO has been marred by tepid consumer spends, particularly in the international markets dragged by Avon and The Body Shop. It began a series of strategic transformation, including selling its priced Aesop brand, which would make its balance sheet almost debt-free. Its focus on profitability over growth visible through turnaround initiatives in Avon bodes well for the long term prospects.

Natura &Co: Available At A Beautiful Value

Natura &Co Holding S.A. (NYSE:NTCO ) Q2 2023 Earnings Conference Call August 15, 2023 8:00 AM ET Company Participants Fabio Barbosa - Chief Executive Officer Guilherme Castellan - Chief Financial Officer Joao Paulo Ferreira - Chief Executive Officer of Natura &Co Latin America Conference Call Participants Danniela Eiger - XP Investments Irma Sgarz - Goldman Sachs Ruben Couto - Santander Thiago Macruz - Itau BBA Joseph Giordano - JPMorgan Robert Ford - Bank of America Joao Soares - Citibank Operator Good morning, and welcome to Natura &Co's Second Quarter 2023 Earnings.

Natura &Co Holding S.A. (NTCO) Q2 2023 Earnings Call Transcript

Natura &Co Holding S.A. ADR (NTCO) was a big mover last session on higher-than-average trading volume.

Natura &Co Holding S.A. ADR (NTCO) Surges 8.5%: Is This an Indication of Further Gains?

Natura &Co Holding S.A. develops, produces, and distributes cosmetics, fragrances, and personal care products across various regions. Revenue growth has begun to decline, as Avon drags the company's performance down.

Natura: Transformation Story Begins

Natura &Co Holding S.A. (NYSE:NTCO ) Q1 2023 Results Conference Call May 9, 2023 9:00 AM ET Company Participants Fabio Barbosa - Chief Executive Officer Guilherme Castellan - Chief Financial Officer Joao Paulo Ferreira - Chief Executive Officer of Natura &Co Latin America Conference Call Participants Danniela Eiger - XP Investimentos Joao Soares - Citi Group Joseph Giordano - JP Morgan Irma Sgarz - Goldman Sachs Eric Huang - Santander Robert Ford - Bank of America Andrew Ruben - Morgan Stanley Operator Good morning.

Natura &Co Holding S.A. (NTCO) Q1 2023 Earnings Call Transcript

Natura &Co Holding S.A. ADR (NTCO) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it.

Down -19.65% in 4 Weeks, Here's Why Natura &Co Holding S.A. ADR (NTCO) Looks Ripe for a Turnaround

Natura & Co, the Brazilian personal care giant, saw its shares decline following news of the sale of its luxury skincare brand Aesop to L'Oreal for US$2.5 billion. Shares of Natura & Co were down 8% at US$4.83 at the beginning of Wednesday trading after getting a small bump earlier this week when the deal was first announced.

Natura & Co stock falls on investor concerns regarding Aesop sale to L'Oreal

L'Oreal SA

L'Oreal's acquisition of the Australian luxury brand Aesop from Natura & Co., announced Monday (April 3), for an enterprise value of $2.53 billion, sets L'Oreal to expand its presence in the high-end skincare market and facilitate international expansion, especially in China.

L'Oreal Sets Eyes on Chinese Consumers, Buys Luxury Brand Aesop

L'Oreal is buying Australian brand Aesop in a deal that values it at $2.5 billion, in the biggest brand acquisition ever made by the French beauty giant.

L'Oreal buys Aesop in $2.5 billion deal, its biggest acquisition ever

L'Oréal is set to acquire Australian luxury cosmetics brand Aesop for $2.5 billion from its Brazilian owner, Natura & Co. This marks L'Oréal's largest acquisition in decades and a significant move for boss Nicolas Hieronimus, who took over running the company two years ago.

L'Oréal targets Aussie cosmetics brand in $2.5bn deal

L'Oreal OR, +1.02% on Monday said it had signed an agreement with Natura & Co to acquire Australian premium beauty-products maker Aesop in a $2.525 billion deal. L'Oreal executives said the move to buy Aesop — which makes plant-based hair and body-care products — would help the iconic beauty brand expand its global luxury offerings.

L'Oreal agrees to buy Aesop in $2.5 billion deal

Natura &Co Holding S.A. (NYSE:NTCO ) Q4 2022 Earnings Conference Call March 14, 2023 9:00 AM ET Company Participants Fábio Barbosa - Chief Executive Officer Guilherme Castellan - Chief Financial Officer João Paulo Ferreira - Chief Executive Officer of Natura &Co Latin America Conference Call Participants João Soares - Citi Danniela Eiger - XP Investimentos Thiago Macruz - Itaú Unibanco Robert Ford - Bank of America Joseph Giordano - JP Morgan Eric Huang - Santander Andrew Ruben - Morgan Stanley Operator Welcome to Natura &Co's Fourth Quarter and Full Year 2022 Earnings Call.

Natura &Co Holding S.A. (NTCO) Q4 2022 Earnings Call Transcript

Natura & Co shares fell after the company reported a fourth-quarter net loss of 890.4 million reais ($169.7 million), as it reported a contraction in revenue across all its business lines. The Brazilian cosmetic maker reported that net revenue was down 11% at 10.39 billion reais, bogged down by Avon International and The Body Shop which both saw revenues decline by more than 20%.

Natura stock plunges after 4Q loss as revenue contracts

While 2022 was a challenging year, Natura isn't out of the woods yet. In addition to the withdrawn guidance and recent fines, the leverage levels are also a concern.

Natura &Co: More Risk Than Reward

Natura &Co Holding S.A. (NYSE:NTCO ) Q3 2022 Earnings Conference Call November 10, 2022 8:00 AM ET Company Participants Antonio Luiz da Cunha Seabra - Founder and Co-Chairman Roberto de Oliveira Marques - Executive Chairman and Group CEO Fábio Barbosa - Chief Executive Officer Guilherme Castellan - Chief Financial Officer Jao Paulo Ferreira - Chief Executive Officer of Natura &Co Latin America Conference Call Participants Guilherme Vilela - JP Morgan Andrew Ruben - Morgan Stanley Gabriela Moraes - Itaú BBA Irma Sgarz - Goldman Sachs Operator Welcome to Natura &Co.'s Third Quarter 2022 Earnings Call.

Natura &Co Holding S.A. (NTCO) Q3 2022 Earnings Call Transcript

Natura &Co Holding S.A. ADR (NTCO) witnessed a jump in share price last session on above-average trading volume.

Natura &Co Holding S.A. ADR (NTCO) Soars 11.1%: Is Further Upside Left in the Stock?

A spinoff of its top luxury brand got investors excited.

Why Natura &Co Stock Popped Today

Natura &Co Holding S.A. (NYSE:NTCO ) Q2 2022 Earnings Conference Call August 12, 2022 9:00 AM ET Company Representatives Fábio Barbosa - Chief Executive Officer Guilherme Castellan - Chief Financial Officer Jao Paulo Ferreira - Chief Executive Officer of Natura &Co Latin America Conference Call Participants Robert Ford - Bank of America Joseph Giordano - JP Morgan Thiago Macruz - Itaú Stephanie Wissink - Jefferies João Soares - Citibank Irma Sgarz - Goldman Sachs Richard Cathcart - Bradesco Danniela Eiger - XP Investimentos Operator Welcome to Natura &Co.'s Second Quarter 2022 Earnings.

Natura &Co Holding S.A. (NTCO) CEO Fábio Barbosa on Q2 2022 Results - Earnings Call Transcript

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Brazil's Natura & Co Holding SA said on Wednesday that Chief Executive and Executive Chairman Roberto Marques was stepping down in an organizational shakeup, handing over the reins of the cosmetics maker to board member Fabio Barbosa.

Natura's CEO steps down in shakeup at Brazil cosmetic maker

Roberto Marques to step down, retiring by year end; Fabio Barbosa assumes role of Natura &Co's main executive to work on a new Group structure SÃO PAULO , June 15, 2022 /PRNewswire/ -- Following a period of transformative acquisitions and the complex integration of its businesses, processes and a common sustainability vision, now is the time to evolve. Natura &Co is announcing today a Group reorganization in line with its strategic direction to increase the accountability of the individual Business Units and brands - Natura, Avon, The Body Shop, and Aesop.

Natura &Co to reorganize its Group functions

Natura &Co is poised to capture the growth of the global cosmetics industry. The company has been making strategic acquisitions, including Avon in 2020.

News for Natura Stock (NTCO)