Coty Inc.
- Open
- 2.83
- Day high
- 2.87
- Day low
- 2.76
- Prev close
- 2.85
- Volume
- 5.4M
- Mkt cap
- $2.5B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 0.8
- P/S
- 0.4
- Yield
- —
- Per share
- —
Coty Inc. (COTY) is a Consumer Defensive company listed on NYSE. The stock is down 35% over the past year. Drillr has 2 published research articles covering COTY.
Coty Inc. (COTY) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
COTY earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 19, 2026 | $-0.01 | $-0.02 | -224.7% | $1.3B | +6.3% |
| May 6, 2026 | $0.00 | $-0.03 | -3070.3% | $1.3B | +1.0% |
| Feb 5, 2026 | $0.18 | $0.14 | -22.2% | $1.7B | +25.1% |
| Nov 5, 2025 | $0.15 | $0.12 | -20.0% | $1.6B | -4.9% |
| Aug 20, 2025 | $0.01 | $-0.05 | -600.0% | $1.3B | -22.8% |
| Aug 20, 2024 | $0.05 | $-0.03 | -159.4% | $1.4B | -0.9% |
| Feb 7, 2024 | $0.20 | $0.25 | +25.0% | $1.7B | +2.9% |
| Aug 22, 2023 | $0.02 | $0.01 | -36.0% | $1.4B | +3.4% |
| Feb 8, 2023 | $0.15 | $0.22 | +46.7% | $1.5B | +1.5% |
| Aug 25, 2022 | $-0.01 | $-0.01 | -9.1% | $1.2B | +2.0% |
| Feb 8, 2022 | $0.11 | $0.17 | +54.5% | $1.6B | -1.6% |
| Aug 26, 2021 | $-0.05 | $-0.09 | -80.0% | $1.1B | +34.7% |
COTY insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Apr 10, 2026 | Srinivasan Priyaofficer: Chief People & Purpose Officer | Option | 4,741 | — |
| Apr 10, 2026 | Srinivasan Priyaofficer: Chief People & Purpose Officer | Tax | 2,347 | — |
| Apr 3, 2026 | Gogi Aalia Nighatdirector | Grant | 7,142 | — |
| Apr 3, 2026 | Fischer Carstendirector | Grant | 7,142 | — |
| Apr 3, 2026 | Kunst-Concewitz Robertdirector | Grant | 7,142 | — |
| Apr 3, 2026 | Liuni Maria Carladirector | Grant | 7,142 | — |
| Mar 20, 2026 | Plaines Stephaniedirector | Grant | 7,142 | — |
| Mar 18, 2026 | Strobel Markusdirector, officer: Interim CEO | Grant | 6,000,000 | $2.22 |
| Mar 18, 2026 | Strobel Markusdirector, officer: Interim CEO | Grant | 1,351,352 | — |
| Mar 9, 2026 | von Bretten Gordondirector, officer: President - Consumer Beauty | Buy | 83,000 | $2.41 |
| Feb 18, 2026 | Mercier Laurentofficer: Chief Financial Officer | Buy | 5,000 | $2.65 |
| Jan 5, 2026 | Makanju Anna Adeoladirector | Option | 13,287 | — |
| Jan 5, 2026 | Capel Patriciadirector | Grant | 12,363 | — |
| Dec 22, 2025 | Srinivasan Priyaofficer: Chief People & Purpose Officer | Grant | 81,846 | — |
| Dec 22, 2025 | Blazewicz Kristinofficer: Chief Legal Officer | Grant | 86,487 | — |
Source: COTY SEC Form 4 filings, latest Apr 10, 2026. For informational purposes only — not investment advice.
See the full COTY insider & 13F page →COTY research & analysis
Coty (COTY) Puts a Visibility Score on Its Brands in AI Answers
Coty scores how often its brands appear in unbranded AI answers; Rimmel UK hit 13.8 and rose from No. 7 to No. 4. Vendors selling the fix have demand, not price.
CTTMFDLPNDRCTL'Oréal's Kering Beauté Deal Threatens EL and COTY — Both Down Up to 32% Already
L'Oréal's completion of the Kering Beauté acquisition strengthens its luxury beauty arsenal, posing fresh competitive threats to US peers Estée Lauder and Coty amid their ongoing sales and profitability struggles. EL and COTY shares have tumbled 16-32% over three months, with razor-thin margins leaving little room for error. Investors should brace for near-term pressure but eye H2 turnarounds.
EL
Coty Inc. company profile
Overview
Coty Inc. (NYSE:COTY) is a global beauty company founded in 1904 and headquartered in New York. The company went public in 2013 and operates as a subsidiary of Cottage Holdco B.V. Coty has evolved from a small fragrance house into one of the world's largest beauty companies, manufacturing and distributing cosmetics, fragrances, and personal care products across approximately 150 countries and territories. The company operates through two main divisions: Prestige and Consumer Beauty, serving both luxury and mass market segments of the global beauty industry.
Business
Coty operates in the global beauty and personal care industry, which encompasses fragrances, color cosmetics, skincare, and body care products. The beauty industry is characterized by constant innovation, brand loyalty, and seasonal demand patterns, with consumers seeking both functional benefits and emotional connections to products. The company's business is structured around two primary segments: Prestige Division (approximately 60-65% of revenue): This segment focuses on luxury beauty products sold through high-end retail channels including department stores, perfumeries, duty-free shops, and direct-to-consumer websites. Key brands include prestigious fragrance licenses such as Gucci, Burberry, Calvin Klein, Hugo Boss, Marc Jacobs, and celebrity partnerships with Kylie Jenner and Kim Kardashian West. The division also includes luxury skincare brands like Lancaster and philosophy, as well as prestige color cosmetics under brands like Gucci Beauty. Consumer Beauty Division (approximately 35-40% of revenue): This segment targets the mass market through hypermarkets, supermarkets, drug stores, pharmacies, and e-commerce platforms. Major brands include CoverGirl, Rimmel, Max Factor, Sally Hansen, and Bourjois for color cosmetics, along with mass fragrance brands like Adidas, Nautica, and 007 James Bond. This division focuses on accessible pricing while maintaining quality and innovation. The company's product portfolio spans four main categories: fragrances (the largest and fastest-growing segment), color cosmetics (including makeup and nail products), skincare (a growing focus area), and body care products. Fragrances represent the company's strongest performing category, benefiting from premiumization trends and expanding consumer demographics including younger users and male consumers.
Revenue model
Coty generates revenue primarily through product sales to retailers and distributors, operating on a traditional wholesale business model. The company sells its products to various retail partners who then sell to end consumers, with revenue recognized when products are shipped to these intermediaries. The company's customers include department stores, specialty beauty retailers, mass market retailers, e-commerce platforms, and duty-free operators. Revenue streams vary by division: the Prestige segment typically commands higher margins due to premium pricing and brand positioning, while Consumer Beauty operates on higher volumes with lower per-unit margins but broader market reach. Key factors that influence Coty's profitability include: Positive margin drivers: The fragrance category's strong growth and premiumization trends provide pricing power. The company benefits from expanding into higher-margin categories like ultra-premium fragrances and skincare. E-commerce growth (now 20% of business) often provides better margins than traditional retail. Geographic expansion in growth markets like Brazil, India, and Mexico offers margin expansion opportunities. The company's ongoing $370 million cost savings program and operational efficiency initiatives also support margin improvement. Margin pressure factors: The challenging color cosmetics market, particularly in the U.S., faces structural headwinds from changing consumer preferences and increased competition from social media-native brands. Rising input costs and potential tariff impacts (estimated at low $100 million annually) create cost pressures. Retailer inventory management has become more conservative, affecting sell-through timing. Currency fluctuations impact international operations, while promotional activities and competitive pricing in mass market segments can compress margins. The company has been implementing strategic pricing increases, particularly in the Prestige segment with planned mid-single-digit price increases, while focusing resources on higher-margin fragrance categories and reducing exposure to challenging color cosmetics markets.
Competitive moat
Coty's competitive moat is moderate and primarily built around its extensive portfolio of licensed luxury brands and established retail relationships, though it faces significant competitive pressures in several areas. The company's strongest moat comes from its licensed brand portfolio, particularly in prestige fragrances where it holds exclusive licensing agreements with luxury fashion houses like Gucci, Burberry, Calvin Klein, and Hugo Boss. These licensing relationships create barriers to entry as competitors cannot easily replicate access to these prestigious brand names, and the agreements typically span multiple years with renewal options. The fragrance category itself provides some natural protection due to the importance of brand heritage, consumer loyalty, and the complexity of scent development. Coty also benefits from established retail relationships and distribution networks built over decades, providing access to premium department stores, duty-free channels, and mass market retailers globally. The company's scale allows for significant marketing investments and shelf space negotiations that smaller competitors cannot match. However, the moat faces several challenges. In the color cosmetics segment, particularly mass market, the company confronts intense competition from digitally-native brands that leverage social media marketing and direct-to-consumer models more effectively. Brands like Fenty Beauty, Rare Beauty, and numerous influencer-driven cosmetics lines have disrupted traditional beauty marketing and distribution models. The licensing model, while providing brand access, also creates dependency on brand owners who could potentially choose not to renew agreements or demand less favorable terms. Additionally, the beauty industry's shift toward social commerce and influencer marketing has lowered barriers to entry for new brands, making it easier for startups to gain market share without traditional retail relationships. Competition from established players like L'Oréal, Unilever, and P&G, combined with the rise of direct-to-consumer brands and private label products, continues to pressure market share and margins across multiple categories.
Risks & safety
Coty presents moderate to high financial risk with several concerning liquidity and leverage metrics, though recent improvements in operational performance provide some stability. • Liquidity concerns: Current ratio of 0.82 indicates current liabilities exceed current assets by approximately $430 million. Quick ratio of 0.51 shows limited ability to meet short-term obligations without inventory liquidation. Cash position of $244 million is relatively low given the company's size and debt obligations. • Debt burden: Debt-to-equity ratio of 1.12 indicates significant leverage. Net debt levels remain elevated despite reduction efforts over recent years. The company has been working to reduce leverage from over 4x to below 3x EBITDA, showing improvement but still concerning levels. • Cash flow volatility: Recent quarters show significant cash flow swings, with Q3 2025 showing negative $123 million operating cash flow and negative $165 million free cash flow, contrasting with positive $464 million operating cash flow in Q2 2025. • Valuation metrics: Negative EBITDA in recent quarter creates meaningless EV/EBITDA ratio. Historical P/E ratios have been volatile, ranging from negative to over 95x, indicating earnings instability. • Other considerations: The company faces potential tariff impacts estimated at low $100 million annually. Ongoing restructuring costs and one-time charges affect profitability. Working capital management challenges with inventory and retailer relationships create additional cash flow pressures.
Recent development
Over the past few years, Coty has undergone significant strategic transformation focused on portfolio optimization and operational efficiency. The company has been implementing a comprehensive $370 million cost savings program while restructuring its organizational approach to create more agile, regionally-focused operations. A major strategic pivot involves creating an English-speaking region encompassing the U.S., U.K., Canada, Australia, and New Zealand, with increased local decision-making power to respond more quickly to market dynamics. This represents a shift from centralized global management to more responsive regional structures. The company has been reallocating resources from underperforming segments to higher-growth opportunities, particularly pivoting away from challenging color cosmetics markets toward more profitable mass fragrances. This includes reducing focus on Asia (China, Travel Retail Asia, Australia) while increasing investment in U.S. and European markets where fragrance categories show stronger momentum. Innovation pipeline development has been a key focus, with management preparing for a significant product launch cycle in fiscal 2026. The company has established an agile innovation model within Consumer Beauty to accelerate product development cycles and respond more quickly to social media and influencer-driven trends. Digital transformation initiatives include expanding e-commerce capabilities, which now represent 20% of total business, and developing social commerce strategies to compete with digitally-native beauty brands. The company has been investing in virtual trial tools, live streaming initiatives, and influencer partnerships to strengthen its digital presence. In the fragrance category, Coty has been expanding across price points from mass market to ultra-premium segments, with particular success in ultra-premium fragrances growing 17% in recent quarters. Key launches include Burberry Goddess, Gucci Flora Orchid, and Marc Jacobs Daisy Wild, demonstrating continued innovation in the company's strongest category.
COTY company profile · for informational purposes only — not investment advice.
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