UST Inc. Case Summary

1038 Words3 Pages

UST Inc. is a dominant player in the smokeless tobacco industry. We have been tasked with weighing the cost and benefits of having leverage in their capital structure and to advise the CEO whether or not to go ahead with the recapitalization. After solving for UST’s credit ratings and value given three different stock buyback scenarios, $700 million, $1 billion, and $1.5 billion, we would suggest that UST move forward with the recap at $1 billion. While the primary business risks associated with UST include political risks, legal risks, competition, and the recent resignation of key executive officers, some attribute weigh in favor of adding debt to the capital structure. Antitrust and advertising legislature is expected to continue that may decrease future cash flows. Legally, UST faces seven current health related lawsuits and recently signed the Smokeless Tobacco Settlement Agreement with Medicaid that requires a payment of $100 to $200 million over the next 10 years. UST commands the market with 77% market share, yet their market share has been decreasing at a steady 1.6% rate over the last seven years. The resignation of the CEO and CFO of the tobacco unit may decrease future cash flows, as well. At the same time, some factors weigh in favor of adding debt to their capital structure. UST is …show more content…

This buyback would occur at a price of $34.88. Before the recap, there are 185.5 million shares outstanding, the market equity divided by the share price. After the recapitalization of $700 million, $1 billion, and $1.5 billion, the share price would be $39.12, $41.27, and $45.41, respectively. Because the number of shares decrease but the market equity remains constant, the share prices increases, and therefore, creates value for the shareholders. The number of shares outstanding in each scenario, will decrease by the amount of debt issued divided by the share price at the time of the buyback,

More about UST Inc. Case Summary

Open Document