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Coty Inc.

Coty Inc.

NYSE•COTY
CEO: Mr. G. Peter Harf
Sector: Consumer Defensive
Industry: Household & Personal Products
Listing Date: 2013-06-13
Coty Inc., together with its subsidiaries, manufactures, markets, distributes, and sells beauty products worldwide. It operates through Prestige and Consumer Beauty segments. The company provides fragrance, color cosmetics, and skin and body care products. It offers Prestige segment products primarily through prestige retailers, including perfumeries, department stores, e-retailers, direct-to-consumer websites, and duty-free shops under the Burberry, Calvin Klein, Chloe, Davidoff, Escada, Gucci, Hugo Boss, Infiniment Coty Paris, Jil Sander, Joop!, Kylie Jenner, Lancaster, Marc Jacobs, Miu Miu, Orveda, philosophy, SKKN BY KIM, and Tiffany & Co. brands. The company provides Consumer Beauty segment products primarily through hypermarkets, supermarkets, drug stores, pharmacies, mid-tier department stores, traditional food and drug retailers, and e-commerce retailers under the Adidas, Beckham, Bozzano, Bourjois, Bruno Banani, CoverGirl, Jovan, Max Factor, Mexx, Monange, Nautica, Paixao, LeGer by Lena Gercke, Rimmel, Risque, Vera Wang, and Sally Hansen brands. It also sells its products through third-party distributors. The company was founded in 1904 and is headquartered in New York, New York. Coty Inc. is a subsidiary of JAB Beauty B.V.
Contact Information
350 Fifth Avenue, New York, NY, 10118, United States
212-389-7300
www.coty.com
Market Cap
$2.84B
P/E (TTM)
-7.7
21.5
Dividend Yield
--
52W High
$7.71
52W Low
$3.12
52W Range
3%
Rank64Top 85.8%
2.1
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q1 2026 Data

Revenue

$1.58B-5.64%
4-Quarter Trend

EPS

$0.07-19.30%
4-Quarter Trend

FCF

$11.20M-213.13%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Quarterly Net Revenue Decline Net revenues decreased 6% to $1,577.2M, driven by 10% unit volume drop, partially offset by 2% FX benefit.
Operating Income Pressure GAAP Operating Income fell 22% to $185.0M; margin compressed 250 basis points to 11.7% due to cost increases.
Adjusted EBITDA Contracted Adjusted EBITDA reached $296.1M, down 18%, with margin falling to 18.8% from 21.5% year prior.
Debt Refinancing Completed Issued $900.0M 2031 Senior Notes, using proceeds to redeem remaining 2026 Dollar and Euro Secured Notes.

Risk Factors

Tariff Cost Headwinds Estimated $35.0M in net tariff costs expected through Q1 fiscal 2027, pressuring gross margin results.
Consumer Beauty Segment Loss Consumer Beauty reported operating loss of $7.7M, down from $14.0M income, due to poor European and Brazil performance.
Talcum Powder Litigation Risk Ongoing asbestos litigation exposure; management cannot reasonably estimate the range of possible losses exceeding current accruals.
Prestige Fragrance Sales Drop Prestige fragrance sales declined $38.7M as customers reduced high trade inventory levels in most major European markets.

Outlook

Strategic Integration Plan Integrating mass fragrances into Prestige business during fiscal 2026 to drive sustainable profitable growth and value creation.
Fixed Cost Reduction Progress Implementing Fixed Cost Reduction Plan; expecting $80.0M cash costs split evenly between fiscal 2026 and fiscal 2027.
Second Quarter Revenue Outlook Expect reported net revenue for Q2 fiscal 2026 to be roughly flat, including estimated low to mid-single digit FX benefit.
Gross Margin Pressure Expected Q2 fiscal 2026 gross margin will be pressured due to lower sales and the net impact from tariffs, easing in H2 2026.

Peer Comparison

Revenue (TTM)

Newell Brands Inc.NWL
$7.26B
-5.9%
Coty Inc.COTY
$5.80B
-5.7%
PriceSmart, Inc.PSMT
$5.27B
+7.2%

Gross Margin (Latest Quarter)

Interparfums, Inc.IPAR
66.2%
+1.7pp
Coty Inc.COTY
62.3%
+1.6pp
National Beverage Corp.FIZZ
37.9%
+0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
LAUR$4.99B24.520.2%0.0%
GHC$4.81B6.516.9%14.9%
CALM$4.16B3.352.4%0.0%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-1.9%
Flat Growth
4Q Net Income CAGR
42.0%
Profitability Improved
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Feb 9, 2026
|
EPS:$0.18
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q1 2026

    Period End: Sep 30, 2025|Filed: Nov 5, 2025|
    Revenue: $1.58B-5.6%
    |
    EPS: $0.07-19.3%
    Miss
  • Form 10-K - FY 2025

    Period End: Jun 30, 2025|Filed: Aug 21, 2025|
    Revenue: $5.89B-3.7%
    |
    EPS: $-0.44-605.2%
    Miss
  • Form 10-Q - Q3 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $1.30B-6.2%
    |
    EPS: $-0.47-11030.2%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Dec 31, 2024|Filed: Feb 10, 2025|
    Revenue: $1.67B-3.3%
    |
    EPS: $0.02-88.3%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Sep 30, 2024|Filed: Nov 6, 2024|
    Revenue: $1.67B+1.8%
    |
    EPS: $0.09+4726.3%
    Miss
  • Form 10-K - FY 2024

    Period End: Jun 30, 2024|Filed: Aug 20, 2024|
    Revenue: $6.12B+10.2%
    |
    EPS: $0.09-85.0%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Mar 31, 2024|Filed: May 7, 2024|
    Revenue: $1.39B+7.5%
    |
    EPS: $0.00-96.4%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Dec 31, 2023|Filed: Feb 8, 2024|
    Revenue: $1.73B+13.4%
    |
    EPS: $0.20-28.6%
    Meet