FeedPosted Feb 8th 2010 6:30PM by Joseph Lazzaro (RSS feed)
Filed under: Avon Products (AVP), Stocks to Buy
Avon Products (AVP), which I first wrote about on May 6, 2009, at a price of $23.12, has pulled-back with the market's retreat, but I still like the company and the stock. Here's why:
Avon remains the world leader in direct-marketed cosmetics, toiletries, fashion jewelry, and fragrances, with ample growth opportunities in Latin America, China, and Central/Eastern Europe.
Continue reading Avon Products: An Overcorrection Creates an Opportunity
Posted Feb 6th 2010 11:40AM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Cisco Systems (CSCO), Time Warner (TWX), Exxon Mobil (XOM), AFLAC Inc (AFL), Avon Products (AVP), MasterCard Inc'A' (MA), News Corp'B' (NWS), Western Union (WU), Unilever ADR (UL), Visa Inc. (V)
Here are some highlights from this past week's earnings coverage on BloggingStocks:
- Aflac Inc. (AFL) posted better-than-expected Q4 earnings, though revenue fell short, and offered rosy guidance.
- Avon Products Inc. (AVP) posted Q4 earnings growth that met analysts' expectations but shares sold off.
- Cisco Systems inc. (CSCO) higher Q2 earnings topped the consensus estimate but cash flow fell.
- CME Group Inc. (CME) fell short of analysts' Q4 profit expectations, resulting in price-target cuts.
- ExxonMobil Corp. (XOM) posted better-than-expected Q4 earnings and revenue that boosted shares.
Continue reading Earnings Highlights: Aflac, Cisco, Exxon, MasterCard, Shell, Time Warner ...
Posted Feb 5th 2010 3:20PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Avon Products (AVP)

Avon (
AVP) issued Q4 numbers on Thursday. The stock reacted negatively to the news. A day later, the stock is still selling off. According to
Reuters, adjusted earnings of 68 cents per share basically met expectations. Sales were apparently a little off the mark. Besides the lack of going beyond Wall Street's wishes, currency issues in the Venezuela market is a problem.
If you look at the growth rates, however, things don't appear to be so bad. According to the actual corporate press release, diluted earnings per share increased 15% on a reported basis. Sales shot up 13% (or 8% in terms of local currency). Gross margin also expanded.
Continue reading Avon Grows Q4 Profit, but Stock Selling Off
Posted Nov 17th 2009 11:00AM by Tom Johansmeyer (RSS feed)
Filed under: India, China, Brazil, Russia, Avon Products (AVP), Clorox Co (CLX), Colgate-Palmolive (CL), Procter and Gamble (PG), Kimberly-Clark (KMB)
The rest of the world is going to help U.S. consumer product manufacturers next year. Look for international growth to push the likes of Colgate-Palmolive (CL), Avon (AVP) and Clorox (CLX) higher in 2010, according to Fitch Ratings. In an interview with Reuters, a director gave the Fitch's outlook for consumer goods.
The household and personal care segments increased revenue every year from 2003 to 2008. So, 2009 was but a bump in the road. Even in a recession, you need toilet paper and shampoo, so expect the spending to come back.
Continue reading Consumer goods to gain 5% next year, according to Fitch
Posted Oct 31st 2009 2:10PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Estee Lauder (EL), Revlon (REV), Avon Products (AVP), Procter and Gamble (PG)
Stocks suffered a scary drop on Friday. It was fitting, in a sense, since it was the day before Halloween. In fact, as this Closing Bell piece noted, there were more tricks than treats to be had on Wall Street.
There are always equities bucking the trend, however. The Estee Lauder Companies (NYSE: EL) was one of them. Bullish buyers loved the beauty company's fiscal Q1 earnings release. As has been the case with many reports, the top line wasn't the fun part of the document: Estee Lauder saw a decrease of 2.7% for adjusted revenues. Here's the item of interest: net income after charges was 85 cents per share, more than three times what was made in the comparable frame.
Continue reading Estee Lauder's earnings explode to the upside in Q1
Posted Oct 31st 2009 10:10AM by Trey Thoelcke (RSS feed)
Filed under: Daimler (DAI), Sprint Nextel Corp (S), AFLAC Inc (AFL), Avon Products (AVP), Kellogg Co (K), Hershey Co (HSY), Procter and Gamble (PG), BP p.l.c. ADS (BP), McGraw-Hill Companies (MHP), General Dynamics Corp (GD), Nintendo (NTDOY)
Continue reading Earnings highlights: Aflac, Avon, BP, Hershey, Kellogg, Nintendo, P&G, Sprint ...
Posted Aug 1st 2009 8:40AM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Motorola (MOT), Viacom (VIA), Revlon (REV), Sprint Nextel Corp (S), Aetna Inc (AET), Avon Products (AVP), ConocoPhillips (COP), Under Armour'A' (UA), Las Vegas Sands (LVS)
Continue reading Earnings highlights: Viacom, Sprint, Revlon, DreamWorks, Conoco, Avon ...
Posted Jul 30th 2009 4:40PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Revlon (REV), Avon Products (AVP)
Revlon, Inc. (NYSE: REV) is, simply put, not one of my favorite investment ideas. However, the market seems to think that the company's second-quarter report is nothing less than beautiful. As I write this, shares are rallying almost 8% (although volume isn't that great, to be honest).
I don't know, I just don't see it. Sales declined over 12%. What's that, you want to strip out currency effects? Okay: sales went down over 7% on that basis. Net income on a reported basis was nothing, 0 cents per share. There were, however, 36 cents of charges on the books. According to Earnings.com, Revlon was expected to lose around 8 cents per share. Another source says that 25 cents before special items was the number to hit. No matter how you slice it, I think we can say that management delivered a significant beat today.
Continue reading Revlon up on second-quarter news -- am I wrong about the company?
Posted Jul 30th 2009 1:50PM by Brent Archer (RSS feed)
Filed under: Major Movement, Earnings Reports, Good news, Avon Products (AVP), Options, Technical Analysis
Avon Products (NYSE:
AVP -
option chain) shares are rising today after
the company reported a second-quarter profit this morning of $82.9 million, or 19 cents per share. Excluding one-time items, AVP earned 38 cents per share, beating analysts' expectations of 34 cents per share. If you think that the stock won't fall by too much in the coming months, then now could be a good time to look at a bullish hedged trade on AVP.
AVP opened this morning at $30.31. So far today the stock has hit a low of $14.40 and a high of $32.77. As of 11:40, AVP is trading at $32.36 up $2.62 (8.8%). The chart for AVP looks neutral and
S&P gives AVP a neutral 3 STARS (out of 5) hold ranking.
Continue reading Avon (AVP) beats Q2 estimates
Posted Jun 15th 2009 11:40AM by Mark Fightmaster (RSS feed)
Filed under: Avon Products (AVP), Entrepreneurs, Recession
In order to keep income trickling in, companies the likes of Avon (NYSE: AVP), Mary Kay, and Tupperware are seeing a flux of salespeople -- including professionals forced to take a second job thanks to the recession.
Becke Alexander, the sales manager for Avon, noted that she hears from laid-off bankers and stay-at-home moms every week, but the company is seeing a recent boon from "gainfully employed people worried how long they'll stay that way." In fact, Alexander said, "There are no hobby seekers coming in here. It's people with a legitimate need." This pop in makeup peddlers stems directly from the current economic crisis, but not just from unemployment. A common complaint is that bonuses have disappeared, as have hours, which have forced people to turn to direct sales to make up some cash.
Continue reading Avon, Mary Kay see an employment boom
Posted May 6th 2009 10:00AM by Joseph Lazzaro (RSS feed)
Filed under: Avon Products (AVP), Stocks to Buy
Avon Products' (NYSE:
AVP) restructuring is starting to pay-off: cost savings (including a switch to global-based manufacturing and increased supply chain efficiencies) enacted in F2008 should continue to pay impressive returns in F2009 and F2010.
The world leader in direct-marketed cosmetics, toiletries, fashion jewelry, and fragrances, the global recession should weigh on Avon's results in Latin America and China, but there are recent signs that F2009 revenue will not drop the generally-forecast 7-10%. And that's helped send institutional investors back into shares recently, taking shares from about $14 to roughly $21-23. The First Call F2009 / F2010 EPS estimates for AVP
are $1.64 / $1.89. Continue reading It's time to call on Avon
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