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Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Coty
Coty (COTY) investor relations material
Coty Q1 2027 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 (Q&A) earnings summary5 Nov, 2026
Executive summary
Q1 net revenue was $1,555.2M, down 1% reported and 1.6% LFL; results beat expectations and guidance, with sell-in and sell-out broadly aligned.
Top 6 core Prestige brands grew 5% LFL, with five of six brands growing; growth would have been ~3% excluding the Marc Jacobs Beauty pipeline fill.
FY27 is a transition year, with a non-linear recovery expected; strategic review is targeted for completion by end-CY26.
Financial highlights
Adjusted EBITDA was $274.2M, down 7%, with a 17.6% margin, down 120 bps YoY; adjusted gross margin was 63.3%, down 120 bps.
Middle East freight and material costs contributed ~50 bps of gross-margin pressure; the balance reflected unfavorable mix and excess and obsolete inventory.
Adjusted EPS excluding the equity swap was $0.15, flat YoY; adjusted diluted EPS was $0.16 versus $0.12, including a $0.01 equity-swap benefit.
Free cash flow was $84.6M versus $11.2M YoY; operating cash flow was $130.4M versus $65.2M.
Reported net income attributable to common shareholders rose 64% to $106.2M; adjusted net income increased 38% to $146.1M.
Outlook and guidance
Q2 FY27 LFL revenue is expected to decline at a low-single-digit rate, while Top 6 core Prestige brands are expected to grow LFL.
Q2 reported revenue is expected to decline at a high-single-digit rate YoY, including a low-single-digit FX headwind; adjusted EPS excluding the equity swap is guided to $0.16–$0.18.
H1 FY27 free cash flow is expected to exceed $300M.
Middle East costs are expected to weigh on gross margin through FY27; oil-related impact is forecast at $30M–$40M, toward the upper end if oil stays above $100 per barrel.
Gucci contribution mitigation and savings plans are being finalized, with plans expected by January following the strategic review's targeted year-end completion.
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Latest events from Coty
- All six proposals, including election of nine directors, received preliminary approval.COTY
AGM 2026 - Core Prestige returned to growth as cash flow strengthened, but recovery remains uneven.COTYQ1 2027 Prepared Remarks
- Board refresh, strategic actions, and governance reforms drive focus on long-term value.COTYProxy filing
- Board recommends all proposals, including director elections and auditor ratification.COTYProxy filing
- Board refresh, strategic transformation, and enhanced governance drive long-term value focus.COTYProxy filing
- Global beauty leader with strong brands, financials, and a focus on premiumization and sustainability.COTYInvestor presentation
- Q4 sales outperformed guidance, free cash flow hit $348M, and debt reduction accelerated.COTYQ4 2026 Prepared Remarks
- FY26 saw $847M EBITDA, Gucci license sale, Wella monetization, and a transition focus for FY27.COTYQ4 2026 (Q&A)
- Q2 saw stable revenue, margin pressure, and record-low leverage after the Wella divestiture.COTYQ2 2026 (Q&A)
Next Coty earnings date
Q2 20275 Feb, 2027
Coty
Next Coty earnings date
Q2 20275 Feb, 2027
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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.