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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?
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Q1 2026 Prepared Remarks5 Nov, 2025
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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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