)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Coty (COTY) investor relations material
Coty Q4 2025 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 (Q&A) earnings summary21 Aug, 2025
Executive summary
Achieved five years of transformation with strong financial results, market leadership in prestige and mass fragrances, and $850M in savings, despite divestitures and market exits.
Prestige and mass fragrance categories remain healthy, with strong sellout in key markets, major launches planned, and a multi-brand push into fragrance mists.
Innovation fatigue in color cosmetics is being addressed by shifting investment strategies and simplifying product offerings.
Travel retail is being repositioned as a discovery channel, with exclusive launches and strong growth in Americas and EMEA, while Asia remains challenged.
No pullback observed in key demographics for prestige fragrances; Gen Z, men, and Hispanics continue to drive growth.
Financial highlights
FY25 adjusted EBITDA reached $1,082M (18.4% margin), with leverage ratio at 3.5x; free cash flow exceeded $350M in 1H FY26 outlook.
EBITDA for the full year is expected to exceed $1 billion, with tariffs as the main headwind; excluding tariffs, EBITDA would be only slightly negative.
FY25 net revenue: $5,892.9M, down 4% reported and 2% LFL year-over-year; gross margin expanded to 64.9%.
Skincare outperformed the market by 11%, driven by e-commerce and strong growth of the Lancaster brand in China.
Delivered $850M in savings over five years, with continued focus on cost efficiencies and portfolio optimization.
Outlook and guidance
Sequential improvement expected in Q1 and Q2 FY26, with LFL revenue decline of 6–8% in Q1 and 3–5% in Q2; growth and EBITDA expansion anticipated in H2.
Retailer destocking is expected to gradually diminish, reaching zero by Q3 FY26.
Full-year EBITDA above $1 billion is supported by productivity actions and cost savings in H2.
Cash flow and deleveraging remain top priorities, with refinancing of 2026 maturities actively underway.
Medium-term focus on outperforming the beauty market and expanding margins.
What's driving FY26 trend improvement?
Assess impact of retailer caution on Coty.
Explain Coty's strategy for color cosmetics.
What drives H2 fiscal '26 growth confidence?
How will Consumer Beauty profitability improve?
Coty's strategy to counter rising promotions?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Coty earnings date
Q1 2026 Prepared Remarks5 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
Frequently asked questions
Beauty Experts
Coty Inc. is an important player in the worldwide beauty industry. The company owns and operates a large number of brands within areas such as perfumes, skincare, cosmetics, and similar products. Founded in 1904 by François Coty in Paris, France, the company has an intriguing history and an expansive portfolio of well-known brands that have cemented them as one of the biggest players in the industry.
From a Fragrance Producer to a Beauty Empire
François Coty started his journey in the beauty industry by selling perfume. The French businessman revolutionized the world of perfumes by combining natural and synthetic scents to create distinct and appealing fragrances. His first fragrance, La Rose Jacqueminot, was an instant success and set the stage for Coty to expand his operations and reach.
Coty's knack for capturing the consumer's desire and transforming it into tangible products propelled the company's growth. François Coty is also credited with understanding the importance of packaging, investing in beautifully designed bottles that added to the allure of his fragrances. Over time, Coty expanded its product line to include skincare, cosmetics, and other beauty products and continued the journey toward their current market position where they compete with brands like Estée Lauder, L'Oréal, and Ulta Beauty.
A Portfolio of Iconic Brands
Today, Coty is a multinational beauty company selling products in over 150 countries. The company owns more than 70 brands, which are divided into three divisions: Luxury, Professional Beauty, and Consumer Beauty. The Luxury division comprises prestige fragrance, skincare, and cosmetics brands. The Professional Beauty division focuses on servicing salon owners and professionals in both hair and nail. In contrast, the Consumer Beauty division targets broader consumer markets with a focus on color cosmetics, retail hair coloring, and styling products, body care, and mass fragrances.
Coty's brand portfolio includes household names like CoverGirl, Rimmel, Max Factor, and Sally Hansen, among many others. Each brand under Coty's umbrella has a unique identity and caters to different consumer demands and wants, which in turn helps the company to cover a broad spectrum of the beauty market.
Constantly Improving
Coty has always been at the forefront of innovation. With a rich history of pioneering new beauty products, Coty is a driving force in developing and shaping the beauty industry. The company places a large focus on Research and Development with centers worldwide working to create modern beauty products. Several celebrities have also teamed up with Coty to produce lines of beauty products, something that has been appreciated by customers and is highly profitable for Coty.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage