Description

Natura & Co.: Strengthening Brand Equity and Increasing Product Prices for Margin Growth!

Natura &Co posted revenue growth in the low double digits for Q1 2024, largely driven by strong performance from the brand in Brazil. CFO Guilherme Castellan noted that gross margin increased by 90 bps and corporate expense reduced by 20 bps, resulting in an improvement in profitability. The company’s consolidated revenue was BRL 6.1 billion (approximately USD 1.17 billion), up 1.1% in constant currency. CEO Fabio Barbosa announced that the company is studying the potential separation of Avon to simplify corporate structure and give business units more autonomy. In terms of operating results, the executives highlighted improvements in key operational metrics and profitability following the implementation of Wave 2 in Latin America. These improvements include productivity, cross[1]selling, and better portfolio mix

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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