Natura (NTCO3): Executivo descarta venda de mais uma marca após operação com Aesop
Após fechar um negócio bilionário com a venda da Aesop para a L'Oreal, a Natura (NTCO3) não pretende se desfazer de mais uma marca — pelo menos, por enquanto. Guilherme Castellan, CFO da companhia, disse nesta terça (4) que uma nova operação de venda não está no radar da empresa de cosméticos, após especulações de que a próxima operação que poderia deixar o catálogo da empresa seria a The Body Shop.
"Nada pensado em termos de vendas de pontos ativos ou marcas, nada na mesa quanto a isso", ressaltou Castellan durante uma teleconferência com acionistas.
A venda da Aesop para a L'Oreal foi concluída na segunda (3) em um acordo de US$ 2,525 bilhões. No comunicado publicado na Comissão de Valores Mobiliários (CVM), a Natura afirmou que essa operação visa auxiliar na desalavancagem financeira da companhia e permitirá que o negócio foque nas prioridades estratégicas.
Fabio Barbosa, CEO da Natura, destacou em teleconferência esses benefícios da operação: "As receitas permitirão investir em prioridades, que Inclui a ampliação e integração das marcas Natura e Avon na América Latina, assim como a otimização e melhoria dos negócios da The Body Shop".
"Nosso foco será na redução da dívida bruta após a finalização da transação. A principal prioridade será no custo e no fluxo de caixa livre, que foi deficitário ano passado. Nosso foco é diminuir essa questão, tendo em mente olhando para maturidade do negócio, custo de dívida", complementou Castellan.
Natura: análises sobre a venda da Aesop
Thiago Macruz, do Itaú BBA, vê a operação como positiva: "O valor captado com a venda do ativo vai acelerar o processo de desalavancagem da Natura e melhorar sua dinâmica de fluxo de caixa daqui para frente, visto que as despesas com juros vêm consumindo um volume relevante de caixa recentemente".
O banco trabalha com recomendação outperform, equivalente à compra, para as ações da Natura, com um preço-alvo de R$ 18.
Cotação NTCO3
Gráfico gerado em: 04/04/2023
6 Meses-6,15 (-0,90%)Variação do períodoR$ 9,91MínimaR$ 15,45Máxima
Fonte:
let chart_92c9a2c6f8a0938e3665ecf457202548 = document.getElementById('chart-92c9a2c6f8a0938e3665ecf457202548');let data_json_92c9a2c6f8a0938e3665ecf457202548 = "[{\"date\":\"04\\\/10\\\/22 \",\"value\":14.63},{\"date\":\"05\\\/10\\\/22 \",\"value\":14.35},{\"date\":\"06\\\/10\\\/22 \",\"value\":14.45},{\"date\":\"07\\\/10\\\/22 \",\"value\":13.75},{\"date\":\"10\\\/10\\\/22 \",\"value\":13.16},{\"date\":\"11\\\/10\\\/22 \",\"value\":13.2},{\"date\":\"13\\\/10\\\/22 \",\"value\":13.25},{\"date\":\"14\\\/10\\\/22 \",\"value\":12.82},{\"date\":\"17\\\/10\\\/22 \",\"value\":12.99},{\"date\":\"18\\\/10\\\/22 \",\"value\":14.24},{\"date\":\"19\\\/10\\\/22 \",\"value\":14.13},{\"date\":\"20\\\/10\\\/22 \",\"value\":14.63},{\"date\":\"21\\\/10\\\/22 \",\"value\":15.11},{\"date\":\"24\\\/10\\\/22 \",\"value\":14.62},{\"date\":\"25\\\/10\\\/22 \",\"value\":14.29},{\"date\":\"26\\\/10\\\/22 \",\"value\":13.65},{\"date\":\"27\\\/10\\\/22 \",\"value\":14.13},{\"date\":\"28\\\/10\\\/22 \",\"value\":14.14},{\"date\":\"31\\\/10\\\/22 \",\"value\":14.95},{\"date\":\"01\\\/11\\\/22 \",\"value\":14.77},{\"date\":\"03\\\/11\\\/22 \",\"value\":14.47},{\"date\":\"04\\\/11\\\/22 \",\"value\":14.35},{\"date\":\"07\\\/11\\\/22 \",\"value\":13.42},{\"date\":\"08\\\/11\\\/22 \",\"value\":13.09},{\"date\":\"09\\\/11\\\/22 \",\"value\":13.14},{\"date\":\"10\\\/11\\\/22 \",\"value\":13.02},{\"date\":\"11\\\/11\\\/22 \",\"value\":12.88},{\"date\":\"14\\\/11\\\/22 \",\"value\":13.34},{\"date\":\"16\\\/11\\\/22 \",\"value\":12.72},{\"date\":\"17\\\/11\\\/22 \",\"value\":12.84},{\"date\":\"18\\\/11\\\/22 \",\"value\":12.31},{\"date\":\"21\\\/11\\\/22 \",\"value\":12.64},{\"date\":\"22\\\/11\\\/22 \",\"value\":12.38},{\"date\":\"23\\\/11\\\/22 \",\"value\":11.86},{\"date\":\"24\\\/11\\\/22 \",\"value\":12.18},{\"date\":\"25\\\/11\\\/22 \",\"value\":11.45},{\"date\":\"28\\\/11\\\/22 \",\"value\":11.37},{\"date\":\"29\\\/11\\\/22 \",\"value\":11.51},{\"date\":\"30\\\/11\\\/22 \",\"value\":11.71},{\"date\":\"01\\\/12\\\/22 \",\"value\":11.33},{\"date\":\"02\\\/12\\\/22 \",\"value\":12.48},{\"date\":\"05\\\/12\\\/22 \",\"value\":12.06},{\"date\":\"06\\\/12\\\/22 \",\"value\":12.41},{\"date\":\"07\\\/12\\\/22 \",\"value\":12.39},{\"date\":\"08\\\/12\\\/22 \",\"value\":11.83},{\"date\":\"09\\\/12\\\/22 \",\"value\":11.53},{\"date\":\"12\\\/12\\\/22 \",\"value\":11.29},{\"date\":\"13\\\/12\\\/22 \",\"value\":10.87},{\"date\":\"14\\\/12\\\/22 \",\"value\":10.66},{\"date\":\"15\\\/12\\\/22 \",\"value\":10.39},{\"date\":\"16\\\/12\\\/22 \",\"value\":9.91},{\"date\":\"19\\\/12\\\/22 \",\"value\":10.24},{\"date\":\"20\\\/12\\\/22 \",\"value\":11.12},{\"date\":\"21\\\/12\\\/22 \",\"value\":11.12},{\"date\":\"22\\\/12\\\/22 \",\"value\":10.97},{\"date\":\"23\\\/12\\\/22 \",\"value\":11.42},{\"date\":\"26\\\/12\\\/22 \",\"value\":11.24},{\"date\":\"27\\\/12\\\/22 \",\"value\":10.68},{\"date\":\"28\\\/12\\\/22 \",\"value\":11.45},{\"date\":\"29\\\/12\\\/22 \",\"value\":11.61},{\"date\":\"02\\\/01\\\/23 \",\"value\":10.64},{\"date\":\"03\\\/01\\\/23 \",\"value\":10.12},{\"date\":\"04\\\/01\\\/23 \",\"value\":11.02},{\"date\":\"05\\\/01\\\/23 \",\"value\":11.7},{\"date\":\"06\\\/01\\\/23 \",\"value\":12.25},{\"date\":\"09\\\/01\\\/23 \",\"value\":12.15},{\"date\":\"10\\\/01\\\/23 \",\"value\":12.59},{\"date\":\"11\\\/01\\\/23 \",\"value\":12.7},{\"date\":\"12\\\/01\\\/23 \",\"value\":12.34},{\"date\":\"13\\\/01\\\/23 \",\"value\":12.24},{\"date\":\"16\\\/01\\\/23 \",\"value\":12.07},{\"date\":\"17\\\/01\\\/23 \",\"value\":12.18},{\"date\":\"18\\\/01\\\/23 \",\"value\":12.27},{\"date\":\"19\\\/01\\\/23 \",\"value\":12.25},{\"date\":\"20\\\/01\\\/23 \",\"value\":12.06},{\"date\":\"23\\\/01\\\/23 \",\"value\":12.52},{\"date\":\"24\\\/01\\\/23 \",\"value\":13.37},{\"date\":\"25\\\/01\\\/23 \",\"value\":13.18},{\"date\":\"26\\\/01\\\/23 \",\"value\":12.93},{\"date\":\"27\\\/01\\\/23 \",\"value\":12.94},{\"date\":\"30\\\/01\\\/23 \",\"value\":13.65},{\"date\":\"31\\\/01\\\/23 \",\"value\":14.55},{\"date\":\"01\\\/02\\\/23 \",\"value\":14},{\"date\":\"02\\\/02\\\/23 \",\"value\":14.16},{\"date\":\"03\\\/02\\\/23 \",\"value\":14},{\"date\":\"06\\\/02\\\/23 \",\"value\":14.2},{\"date\":\"07\\\/02\\\/23 \",\"value\":13.91},{\"date\":\"08\\\/02\\\/23 \",\"value\":14.43},{\"date\":\"09\\\/02\\\/23 \",\"value\":14.64},{\"date\":\"10\\\/02\\\/23 \",\"value\":14.63},{\"date\":\"13\\\/02\\\/23 \",\"value\":14.52},{\"date\":\"14\\\/02\\\/23 \",\"value\":14.32},{\"date\":\"15\\\/02\\\/23 \",\"value\":15.14},{\"date\":\"16\\\/02\\\/23 \",\"value\":15.36},{\"date\":\"17\\\/02\\\/23 \",\"value\":15.11},{\"date\":\"22\\\/02\\\/23 \",\"value\":14.9},{\"date\":\"23\\\/02\\\/23 \",\"value\":15.33},{\"date\":\"24\\\/02\\\/23 \",\"value\":14.9},{\"date\":\"27\\\/02\\\/23 \",\"value\":14.97},{\"date\":\"28\\\/02\\\/23 \",\"value\":15.32},{\"date\":\"01\\\/03\\\/23 \",\"value\":14.49},{\"date\":\"02\\\/03\\\/23 \",\"value\":14.37},{\"date\":\"03\\\/03\\\/23 \",\"value\":14.39},{\"date\":\"06\\\/03\\\/23 \",\"value\":14.91},{\"date\":\"07\\\/03\\\/23 \",\"value\":15.24},{\"date\":\"08\\\/03\\\/23 \",\"value\":15.45},{\"date\":\"09\\\/03\\\/23 \",\"value\":15},{\"date\":\"10\\\/03\\\/23 \",\"value\":14.64},{\"date\":\"13\\\/03\\\/23 \",\"value\":14.81},{\"date\":\"14\\\/03\\\/23 \",\"value\":12.22},{\"date\":\"15\\\/03\\\/23 \",\"value\":13.03},{\"date\":\"16\\\/03\\\/23 \",\"value\":13.55},{\"date\":\"17\\\/03\\\/23 \",\"value\":13.66},{\"date\":\"20\\\/03\\\/23 \",\"value\":12.95},{\"date\":\"21\\\/03\\\/23 \",\"value\":13.04},{\"date\":\"22\\\/03\\\/23 \",\"value\":13.33},{\"date\":\"23\\\/03\\\/23 \",\"value\":13.33},{\"date\":\"24\\\/03\\\/23 \",\"value\":13.63},{\"date\":\"27\\\/03\\\/23 \",\"value\":13.59},{\"date\":\"28\\\/03\\\/23 \",\"value\":14.2},{\"date\":\"29\\\/03\\\/23 \",\"value\":13.93},{\"date\":\"30\\\/03\\\/23 \",\"value\":13.64},{\"date\":\"31\\\/03\\\/23 \",\"value\":13.2},{\"date\":\"03\\\/04\\\/23 \",\"value\":13.57},{\"date\":\"04\\\/04\\\/23 \",\"value\":13.73}]";let isPositive_92c9a2c6f8a0938e3665ecf457202548 = "";let color_92c9a2c6f8a0938e3665ecf457202548 = isPositive_92c9a2c6f8a0938e3665ecf457202548 ? '#3AB53A' : '#D92C2D';let data_92c9a2c6f8a0938e3665ecf457202548 = JSON.parse(data_json_92c9a2c6f8a0938e3665ecf457202548);const result_92c9a2c6f8a0938e3665ecf457202548 = {date: [],value: [],};data_92c9a2c6f8a0938e3665ecf457202548.forEach((item) => {result_92c9a2c6f8a0938e3665ecf457202548.date.push(item.date);result_92c9a2c6f8a0938e3665ecf457202548.value.push(Number(item.value));});let myChart_92c9a2c6f8a0938e3665ecf457202548 = echarts.init(chart_92c9a2c6f8a0938e3665ecf457202548);// Specify the configuration items and data for the chartlet option_92c9a2c6f8a0938e3665ecf457202548 = {// variavel de cor globalcolor: [color_92c9a2c6f8a0938e3665ecf457202548],title: {text: '',},tooltip: {trigger: 'axis',axisPointer: {type: 'cross',label: {// cor dos valores em X e YbackgroundColor: color_92c9a2c6f8a0938e3665ecf457202548,formatter: (value) => {if (typeof value.value === 'number') {return Number(value.value).toLocaleString('pt-br', {style: 'currency',currency: 'BRL'});}return value.value;},},},valueFormatter: (value) => Number(value).toLocaleString('pt-br', {style: 'currency',currency: 'BRL'}),},legend: {// data: ['Valor de Fechamento'],show: false,},toolbox: {feature: {saveAsImage: {show: false,},},},grid: {left: '0px',right: '0px',bottom: '0px',containLabel: true,},xAxis: [{type: 'category',data: result_92c9a2c6f8a0938e3665ecf457202548.date,boundaryGap: true,}],yAxis: [{type: 'value',min: Math.min(...result_92c9a2c6f8a0938e3665ecf457202548.value),max: Math.max(...result_92c9a2c6f8a0938e3665ecf457202548.value),axisLabel: {formatter: (value) => value.toLocaleString('pt-br', {style: 'currency',currency: 'BRL'}),},}],series: [{name: 'Valor de Fechamento',type: 'line',stack: 'Total',// cor do graficoareaStyle: {},emphasis: {focus: 'series',},data: result_92c9a2c6f8a0938e3665ecf457202548.value,// cor da linhalineStyle: {color: color_92c9a2c6f8a0938e3665ecf457202548,},}, ],};// Display the chart using the configuration items and data just specified.myChart_92c9a2c6f8a0938e3665ecf457202548.setOption(option_92c9a2c6f8a0938e3665ecf457202548);
Com o anúncio da venda da Aesop, as ações da Natura operam em alta nesta terça. Por volta das 12h50, os papéis registravam queda de 1,25%, ao preço de R$ 13,40. Mais cedo, o crescimento chegou a ser superior a 7%.
