RJR Has New Look; but Still Top Cookie?
By George Anders and Roger Lowenstein
02/13/1991 The Wall Street Journal PAGE C1
NEW YORK -- Of the scores of stockbroker inquiries now
flooding RJR
Nabisco, none better summarizes the public's knowledge of
the company
than a recent call from a broker in Tampa, Fla.
Does RJR Nabisco still make Oreos?, the broker asked. Assured
that it did,
he promptly put the stock on his buy list.
Two years after going private in the biggest ever leveraged
buy-out, RJR has
returned to the New York Stock Exchange. The stock, now trading
on a
"when issued" basis, topped the most-active list
for seven days in a row as it
surged to 7 1/4 from 5 1/2 on Feb. 1.
RJR is especially hot with brokers catering to small investors.
Some of these
brokers are pushing the stock as the best thing since, well
-- the old RJR
Nabisco.
But investors will need to digest a lot more than RJR's
trademarked ,
cream-filled cookie to understand the company's new look.
Though the Oreo
hasn't changed, practically everything else about the company
has.
Naturally, the new RJR has much more debt. Total debt,
even after some
repayments the past two years, is $17.9 billion, more than
triple the
pre-buy-out level. More tellingly, the company's product mix
is changed. The
pre-buy-out RJR, like Philip Morris today, diversified itself
by funneling
tobacco cash flow into food company acquisitions. Today RJR
relies on
tobacco for 78% of its operating profit -- up from 63% in
1988 -- and its
dependence on tobacco is expected to increase in years ahead.
RJR also has cut a lot of waste. Most, though not all,
of the corporate jets
and glitzy sports promotions are gone, as is the openhanded
spending style
of F. Ross Johnson, RJR's former boss.
But the real magic has come at the operating level. Profit
margins in
domestic tobacco have risen by 31%; in overseas tobacco by
17%. And in
food, shrunken by asset sales, margins have climbed by 22%.
On the down side, RJR's share of the U.S. tobacco market
has slipped, in
part because archrival Philip Morris has concentrated on marketing
its
dominant Marlboro brand while RJR has had its ears pinned
to the task of
paying down debt.
All these changes have sharply altered how the public ought
to size up RJR
as an investment. Before the buy-out it was a so-called safe
stock -- clip the
dividend, watch earnings grow, and pray that management didn't
make a
mess of reinvesting profits.
Now RJR has become what one fan calls a "high-octane"
stock. It pays no
dividend, and won't for a good while. It hasn't any per-share
earnings and
won't have significant net income for at least a couple of
years. What RJR
has is the octane of leverage, harnessed to a business almost
wholly
dependent on tobacco.
If, as analysts predict, RJR's operating profit increases
10% or about $300
million annually, a bit less than its rate since the buy-out,
the bottom line
should improve much faster. Kidder Peabody's Roy Burry looks
for negligible
per-share earnings this year, a dime or two in 1992 and as
much as $1 in
1994.
In a way, the buy-out by Kohlberg Kravis Roberts &
Co. solved the
tobacconist's perennial problem of what to do with excess
cash flow. RJR is
on a forced march to reduce debt, a better use of cash than
it might have
found outside the lucrative tobacco business. And last week
Moody's
Investors Service upgraded RJR's junk-rated senior debt to
one notch below
investment grade. If cash flow keeps rising, RJR might be
able to win an
investment-grade rating and refinance its costliest debt,
which pays 15% to
17 3/8%. Such a move is likely to be years rather than months
away, but is
being explored by KKR. The potential saving -- on the order
of $400 million in
annual interest -- does tend to grab an investor's eye.
High octane, of course, can backfire. Though RJR seems
to have avoided the
graveyard of many late-1980s LBOs, a small disappointment
in operating
profit would leave the company with much less in net income
than investors
expect. Given RJR's recent rally, Mr. Burry and some of his
peers believe too
much optimism is already factored into the stock. Other analysts,
such as
Salomon Brothers' Diana Temple, are gung-ho. But the Street
remains unsure
of how to value RJR. If meaningful earnings are years away,
what is the stock
worth now?
RJR, in the midst of a bond swap offer, won't comment.
Equally silent is KKR
-- which owns about 59% of the stock on a fully diluted basis
and isn't
expected to sell shares for many years. And so it is up to
the public -- which,
with 175 million shares and warrants, has a 17% stake -- to
value the
company.
One way is to compare RJR's cash flow with its stock and
outstanding debt.
For $25.9 billion, for instance, a mythical investor could
buy all of RJR's stock
and retire all of its debt. That would mean paying about seven
times RJR's
1991 estimated cash flow, or earnings before interest, taxes
and
amortization, of $3.68 billion. Philip Morris, measured by
the same yardstick,
trades at a slightly more pricey multiple of 7.4 times cash
flow.
Philip Morris, with its stronger balance sheet and stronger
cigarette brands,
probably deserves a higher multiple. Thus, relative to Philip
Morris, RJR
hardly looks cheap.
A more serious question involves the decline of RJR's top
two cigarette
brands, Winston and Salem. So far, the industry's ability
to raise prices has
enabled RJR to boost cash flow from tobacco even as the number
of packs
sold fell. If that pattern continues, RJR's lack of diversification
might not be
the negative that analysts suggest. In financial terms, tobacco
is a dream of
a business; the product is addictive, and the threat of litigation
deters
competition.
But according to Wheat First Securities analyst Jack Maxwell,
the combined
market share of Winston and Salem tumbled to 14.9% last year
from 18% in
1988. Even in tobacco, such slides can't be long endured.
RJR's easy gains
from cost-cutting are behind it. With U.S. cigarette consumption
shrinking a
steady 2% to 3% a year, shoring up Winston and Salem becomes
all the
more urgent.
RJR's old management tried to revive Winston for years
and failed. Its new
management aims to do better. A touched-up Winston featuring
new paper,
new filter and new packaging is in the works. Most important
will be RJR's
marketing -- aiming at capturing some of Marlboro's market
and ridding
Winston of its stodgy image. After that, it will be Salem's
turn.
It will be years before the results of these campaigns
are known, and on them
rests much of RJR's future. RJR's de-leveraging plan hinges
on its ability to
cut interest expense and return to investmentgrade status.
In large part, says
William Wetreich, senior vice president of Standard &
Poor's, that depends
on "stabilizing market share" in tobacco.
---
A Much-Changed RJR Nabisco Returns to the Stock Market
SIZE PRE-BUY-OUT RJR NOW 1988 1990
Revenue $17.0 billion $13.9 billion Operating profit $2.97
billlion $3.43 billion
Total employees 116,881 64,000* Tobacco market share 31.8%
29.6% Share
of Operating profits from tobacco 63% 78% Whosesale price
of 1,000
Winstons $43.65 $55.75 Price of 20-oz box of of Oreos $2.49
$2.61
EFFICIENCY
Corporate Jets 11 4 Domestic tobacco profit margins 30.2%
39.7% Corporate
expense $166 million $105 million Tax expense $893 million
$60 million
FINANCIAL STATUS
Credit rating Single-A Double-A Operating profit/interest
coverage ratio 4.9
times 1.5 times Net income (loss) $1.4 billion ($0.43billion)
Market value of
common** and preferred $25.3 billion# $8.0 billion## Face
value of debt** $5.2
billion## $17.9 billion## Total enterprise value $30.6 billion
$25.9 billion
*Excludes work force at Del Monte and other divested units
**Assumes
completion of current exchange offer #As of Feb. 9, 1989 ##As
of Feb. 12,
1981
Sources: RJR Nabisco Inc; Wheat First Securities Inc.;
Kidder Peabody &
Co.