Avon: Buy Shares for 15% Discount on the Next Global Cosmetics Champion

In This Article:

 

By IPO Edge Contributor SmallCapTrader

  • Natura Cosméticos S.A. is emerging as a global cosmetics powerhouse from Brazil to China and is acquiring Avon Products Inc.’s non-U.S. business for $2 billion to cement its global reach

  • The deal will allow Avon investors to trade their ownership in a fading business for a big stake in a growing global champion at a discount

  • Investors buying Avon at $3.86 get a 15.4% discount on post-merger Natura based on latest closing prices

  • One way to think about the deal is a U.S. initial public offering of Natura that brings along valuable synergies and savings

Natura Cosméticos S.A. is emerging as a global emerging markets powerhouse in the cosmetics world and its latest acquisition of Avon Products Inc.’s business outside of the U.S. is a smart way to consolidate its home market and cement itself in the industry’s top ranks.

Given that Natura’s shares trade in Brazil, the takeover of Avon provides investors a route to bet on this compounding global grower at a discount via merger arbitrage. By purchasing shares in Avon Products today at $3.86, they get a 15.4% discount on Natura shares post-merger because the all-stock deal gives 0.3 Natura shares for each Avon share. Once the merger is completed early next year, the combined Natura-Avon will trade in both Brazil and in the U.S.

One way to think about the deal is a U.S. initial public offering that brings along valuable synergies and savings. Rather than offering fully-priced new shares to prospective U.S. investors, they are offering the shares at a discount along with $150 million to $250 million per year in cost savings.

Because Natura and Avon compete with a similar business model in Brazil and the rest of Latin America, they will be able to cut most costs there. Avon owners have long been disappointed with the company’s performance in emerging markets, particularly, Asia, where Avon got just 10% of revenue and has exited markets like Thailand and Australia.

Natura, by contrast, has grown aggressively across the globe, acquiring Aesop in 2013 and The Body Shop in 2017. Combined, the two companies will jump from outside the top 10 to the fourth largest global pure-play cosmetics group with a combined $10.9 billion in annual revenue. It leapfrogs rival Coty and puts Natura in the same league as Shiseido and Estée Lauder. L’Oréal S.A. remains the industry giant in terms of revenue.

The combination makes a lot of sense in terms of building scale and reducing overlaps in companies with a similar organizational structure and footprint. Avon, which has struggled of late but boasts a network of salespeople that sell its products door-to-door, would give Natura more brands to sell both direct-to-consumers and in its Body Shop store network. Avon shareholders gain a globally savvy, aggressive management team with a far superior growth profile.