Natura &Co Holding SA

Natura reported a revenue decline in Q1 2026 to R$4.7bn (−7.7% y/y) and an EBITDA margin that fell by 790 basis points to 7.3%. The company recorded a net loss of R$445m and missed earnings and EPS expectations; the stock fell after the results. Management attributes the pressures to restructuring costs, operational deleverage and macroeconomic headwinds, especially in Brazil and Argentina; the measures are about 75% complete. Natura expects a gradual revenue pick-up in Q2 and long-term margin improvement from the new operating model, but sees execution risks in the planned SAP rollout. » Mais em de.investing.com

Natura reported Q4 2025 net revenue of 6.2 billion BRL (22.2 billion BRL for the year) and a currency-adjusted revenue decline of 3.4%. Adjusted EBITDA margin rose to 15.8% in the quarter (+700 basis points). Net income from continuing operations was 620 million BRL in Q4 and 974 million BRL for the year. Management completed its multi-year transformation, cut net debt to 3.5 billion BRL, and signals a 2026 focus on revenue growth through the Avon relaunch and market stabilization in Hispanoamerica; investors responded with a 10.2% share-price rise on the presentation day. » Mais em de.investing.com

Natura reported Q3 2025 EPS of $0.1301 (expectation $0.1483, -12.27%) and revenue of $5.19 billion (expectation $6.74 billion, -23%). On a constant-currency basis revenue fell 3.8% and the recurring EBITDA margin declined by 350 basis points; net income from continuing operations showed a loss of BRL 119 million. Management cited macroeconomic weakness in Brazil and problems at the Avon brand as the main reasons, but plans margin improvements by year-end, a leverage target range of 1–1.2 and a focus on sustainable growth from 2026. The stock remained at $9.20 after the results, near its 52-week low. » Mais em de.investing.com