Natura: Strategic Confusion And Subpar Execution - Seeking Alpha

Feb 8, 2024 · Natura (NTCO) is a Brazilian beauty company with a global reach and relevant size in the industry. It operates in a market that generated $430 Billion in revenues in 2022 and is …

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Natura: Strategic Confusion And Subpar Execution - Seeking Alpha

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Feb 8, 2024 · Natura (NTCO) is a Brazilian beauty company with a global reach and relevant size in the industry. It operates in a market that generated $430 Billion in revenues in 2022 and is …

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FAQs about Natura: Strategic Confusion And Subpar Execution - Seeking Alpha Coupon?

Is Natura in a worse position after Aesop sale?

Aesop boasts an impressive 18.5%, which means margins will decline further from FY23. This does suggest Natura will be in a far worse position following the sale of Aesop. The company received an attractive valuation which we think they rightly accepted but the question now becomes, what next. ...

What's happening at Natura &Co?

REUTERS/Amanda Perobelli SAO PAULO, April 4 (Reuters) - The chief executive of Brazilian cosmetics maker Natura &Co Holding SA (NTCO3.SA) said on Tuesday the company was now focused on a disciplined capital allocation and deleveraging after it agreed to sell luxury brand Aesop to L'Oreal (OREP.PA). ...

Are Aesop acquisitions dilutive to Natura?

This suggests the acquisitions have been dilutive to the business. Aesop boasts an impressive 18.5%, which means margins will decline further from FY23. This does suggest Natura will be in a far worse position following the sale of Aesop. ...

Why is Natura's share price struggling?

Natura's share price has struggled in the last few years, as a growth-at-all-costs strategy has seemingly been derailed. The company has quickly found itself in a position of difficulty, turning defensive rather than offensive. Presented above is Natura's financial performance for the last decade. ...

Do sophisticated investors scale up information acquisition after exogenous reductions of analyst coverage?

Hypothesis 2a (Information acquisition under substitution): After exogenous reductions of analyst coverage, sophisticated investors will scale up information acquisition on the affected stocks to substitute the information previously provided by analysts. On the other hand, sophisticated investors may also decrease their information acquisition. ...

Why is Natura & Co introducing a new workforce plan?

As part of a commitment to diversity, equality and inclusion, Natura &Co will set out a new plan to ensure its workforce reflects the demographic composition of the societies in which it operates. ...