With KKR's funding and experience, the beauty company should be poised to grow brands like Calvin Klein, Burberry Beauty, and many more.Excitingly, this year Coty announced a long-term partnership with celebrity Kylie Jenner to build her global brand Kylie Cosmetics within Coty. Coty is transforming the business into an omnichannel model to emphasize direct-to-consumer and online sales. This is an ideal move to both streamline the supply chain and expand margins as our world shifts to e-commerce.While owning this beauty stock has been a challenge for years, the KKR news is encouraging. Jenner has over 200 million social media followers who generally care about beauty and what she has to say. It also issued $1 billion in new credit to Coty to fortify its balance sheet at a 9.5% interest rate.
Coty is entering a complicated string of deals with KKR to reduce leverage.The deal involves quite some dilution and high interest costs in the meantime, as Coty is selling the majority of its best-performing division.I like the measures being taken as it all comes a bit late, as Coty has been over-promising and using too much leverage for too long.Hence, the company does not deserve the benefit of the doubt, even as valuations look low.Finding value that gets unlocked in M&A, IPOs and other corporate events
For investors willing to stomach a high volatility stock, Coty may be a good longer-term place to look.Stock Advisor launched in February of 2002. Cumulative Growth of a $10,000 Investment in Stock AdvisorIs Coty Stock a Buy? It includes popular brands like CoverGirl.
Coty will pay a 9 per cent coupon to KKR under the terms of the preferred equity, which can be converted into common shares when Coty’s stock price reaches $6.24. This segment could boost Prestige sales going forward. Stock Market KKR will also ultimately buy a majority 60% stake in its professional beauty and retail hair division, once it's carved out of the Coty group. Investing Basics
The deal valued Coty -- a global company that develops, … The deal involves quite some dilution and high interest costs in the meantime, as Coty … KKR will own 60% of this separately managed entity and Coty will own the remaining 40%. Furthermore, With the stock trading at new lows, KKR took advantage and bought a majority interest in Coty's professional and retail hair businesses for $2.5 billion.
That bodes well for a sales recovery in the long term.The other area of focus, Coty's Mass Beauty segment, is also being revamped.
Without majority ownership in its hair businesses, CEO Peter Harf plans to use the cash to Coty's Prestige business includes high-margin fragrances and a decent global market share. With KKR's help, Coty plans to cut its fixed costs by 25% ($600 million) over the next few years. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services.Coty has struggled for years with developing its e-commerce capabilities as an effective strategy for a slowdown in brick-and-mortar shopping. Returns as of 09/04/2020. Retirement
About Us In May of this year, global asset management firm KKR purchased 60% of Coty's () assets.
The balance sheet is far healthier than it had been and prospects are encouraging. Kardashian West's brand (called KKW Beauty) doubled from 2018 to 2019 and was on an impressive growth track until COVID-19 arrived.Stay-at-home orders certainly hurt demand for beauty products, but in terms of celebrity partnerships and brands in the beauty industry, it is hard to do better than Jenner, Kardashian West, and all the labels Coty has to utilize. It's feasible to think this partnership will continue to be fruitful for both parties, as it had been pre-COVID-19. The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. Under the definitive agreement announced today, Coty and KKR have entered into a strategic transaction for Coty’s Professional and Retail Hair business, including the Wella, Clairol, OPI and ghd brands (together, “Wella”), valuing the businesses at $4.3 billion on a cash- and debt-free basis. Stock market nerd, hooked on uncovering hidden equity value for others. The deal valued her beauty business at $1 billion and gave Coty a 20% stake in it. Already, Coty's net debt-to-EBITDA ratio dropped from 5.6 to 4.5 as a direct result of the deal, providing encouraging deleveraging to its stressed financials.The billions in new liquidity is key for Coty to effectively expand its now more simplified portfolio. Compared to Jenner's 200 million followers, Kardashian West has 300 million. Coty is entering a complicated string of deals with KKR to reduce leverage.
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