Corporate streamlining and probable sale of Avon International within 12 months provide greater visibility into Latin America's results Positive cash generation driven by countries with more mature integration between Natura and Avon brands (Wave 2) and improved working capital dynamics...
Related Questions
How will the probable sale of Avon International within 12 months affect Natura's revenue and profit outlook?
What is the expected valuation and timing of the Avon International sale and its impact on cash flow?
How does the net income of BRL 445 million compare to the same quarter last year and market expectations?
What are the key drivers behind the positive cash generation and which markets contributed most?
How will the integration of Natura and Avon (Wave 2) impact margins and operating expenses going forward?
What are the expected synergies from the corporate streamlining and integration, and when will they materialize?
How will the improved working capital dynamics affect the company’s free cash flow and dividend policy?
What is the outlook for the Brazilian and other Latin American markets post‑integration?
How does the current earnings performance compare with major competitors such as L'Oréal, Unilever, and other regional beauty firms?
What are the potential risks related to the Avon sale, regulatory approvals, and integration execution?
How might this news influence the stock's valuation multiples (P/E, EV/EBITDA) and investor sentiment?
What guidance does Natura provide for FY2024 earnings, cash flow, and capex in light of these developments?