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Coty (COTY) investor relations material
Coty Q1 2026 [Q&A] earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 [Q&A] earnings summary6 Nov, 2025
Executive summary
Q1 FY26 results were in line with expectations, with net revenues down 6% year-over-year to $1,577.2 million and sequential improvement in like-for-like sales trends in both Prestige and Consumer Beauty segments.
Strategic actions included a new regional structure, U.S. leadership changes, and a focus on integrating Prestige Beauty and Mass Fragrance, expanding in ultra-premium fragrances, and launching new products under key brands.
Operating income fell 22% to $185.0 million, with margin down to 11.7%, and adjusted EBITDA declined 18% to $296.1 million.
The company remains a top-three global fragrance player, with strong market share momentum in Brazil and China, and continued focus on operational efficiency, AI implementation, and omnichannel integration.
The "All In to Win" program and cost-saving initiatives delivered over $40M in productivity savings, with a target of ~$200M in FY26.
Financial highlights
Prestige segment net revenues decreased 4% to $1,069.5 million, with operating income down 13% to $208.9 million and margin at 19.5%.
Consumer Beauty segment net revenues declined 9% to $507.7 million, with an operating loss of $7.7 million.
Gross margin decreased by 100 basis points to 64.5%, mainly due to higher manufacturing/material costs and increased freight/customs duties.
Adjusted operating income margin was 15.2% (down from 18.2% last year), and adjusted EBITDA margin was 18.8% (down from 21.5%).
Free cash flow was $11.2M, improved from a $7.9M outflow in the prior year.
Outlook and guidance
Q2 FY26 net revenue is expected to be roughly flat year-over-year, with FX providing a low to mid-single digit benefit.
Q2 LFL sales are expected at the favorable end of prior guidance (-3% to -5%), with sequential improvement in both Prestige and Consumer Beauty.
LFL sales and adjusted EBITDA are expected to return to growth in 2H26, targeting $1B in adjusted EBITDA for FY26.
Q2 adjusted EPS (excluding equity swap): $0.18–$0.21; 1H26 adjusted EPS: $0.33–$0.36.
Seasonally strong free cash flow in 1H26 expected to exceed $350M; leverage to remain around 3.5x by year-end.
What is the expected outcome of the Consumer Beauty strategic review?
What is the timeline for Wella monetization?
When will Prestige sell-in align with sell-out growth?
Target mix for ultra-premium fragrances?
What percentage of licenses are long-term?
When will Brazil strategic review conclude?
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Q2 202610 Feb, 2026
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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.
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