Core Insights - The New York Society of Cosmetic Chemists (NYSCC) will host the 2025 Suppliers' Day on June 3-4 at the Javits Center in New York City, featuring Stacey House from Coty as the keynote speaker [1][4] - Stacey House's presentation titled "Change is Constant – Agility is Key" will focus on the importance of agility in the evolving beauty industry, highlighting Coty's AGILE Beauty approach as a standard for innovation [2][3] - The event will also include discussions on augmented beauty and advanced research by L'Oreal, showcasing how technology is transforming the beauty sector [4] Industry Trends - The beauty industry is experiencing continuous evolution driven by changing consumer needs and expectations, necessitating a nimble and innovative approach [2][3] - Educational programs at Suppliers' Day will cover various topics including dermabeauty, neuroaesthetics, hair care innovations, and sustainability in cosmetics, reflecting current industry trends [5] - The event will also feature a Future Chemists Workshop and a Career Fair aimed at supporting young professionals in the cosmetic science field [6] Organizational Highlights - NYSCC is dedicated to advancing cosmetic science and promoting high ethical and professional standards within the industry [7] - The Suppliers' Day is recognized as a leading North American event for beauty ingredients and formulation innovations, emphasizing the organization's role in the industry [7]

Core Viewpoint - Coty Inc. (COTY) is currently undervalued, trading at a forward P/E ratio of 10.57, significantly below its historical median of 13.30 and the industry average of 23.01, indicating potential for long-term growth and investment opportunity [1]. Financial Performance - Coty's shares have declined by 11.9% over the past three months, underperforming the industry and S&P 500, which saw declines of 8.6% and 0.9% respectively, suggesting challenges in the current market environment [4]. - The company achieved approximately $40 million in cost savings in the third quarter of fiscal 2025, with a target of $120 million in total productivity savings for the full fiscal year [7]. Growth Strategy - Coty is focusing on six strategic pillars for sustainable growth, including stabilizing Consumer Beauty brands, accelerating luxury fragrances, expanding into skincare, enhancing e-commerce capabilities, growing in China, and leading in sustainability [5]. - E-commerce now accounts for about 20% of Coty's total sales, with plans to launch a new brand on Amazon in fiscal 2026 and engage with emerging platforms like TikTok Shop [6]. Challenges - The U.S. operations have been a significant headwind, contributing to a decline in like-for-like sales in the third quarter of fiscal 2025, prompting leadership changes and organizational restructuring [10]. - The Prestige division faced multiple challenges, including a slowdown in the prestige fragrance market, lack of major product launches, and elevated inventory levels at retailers [11]. - Increased advertising and consumer promotions spending has remained high, potentially impacting margins and profitability if not managed effectively [12].

Core Insights - The event "2025 9th China Listed Company Brand Value List Release Conference" was held in Shanghai, focusing on the theme "Digital Intelligence Upgrade, Brand Resonance" [1] - Mathieu Dufresne, General Manager of Coty China, shared insights on localization strategies in the Chinese market, emphasizing the need for deeper connections rather than mere adaptations [2][3] Localization Strategies - Localization should go beyond simple adaptations like translating marketing materials; it should focus on creating connections with local consumers [2][3] - Dufresne highlighted three effective methodologies for localization: finding connections between brand spirit and local culture, establishing emotional resonance, and leveraging local ambassadors to drive consumer engagement [3][4] Emotional Engagement - Coty's approach to localization involves creating spaces that resonate emotionally with consumers, such as the opening of the first limited-time bookstore for the Chloe brand in China [4] - The company emphasizes emotional resonance as a key to building brand value and trust in the local market, rather than relying solely on traditional brand promotion [5][6]

Coty Inc. (NYSE:COTY) Q1 2025 Results Prepared Remarks May 6, 2025 5:00 PM ET Company Participants Olga Levinzon - VP, IR Sue Nabi - Chief Executive Officer Laurent Mercier - Chief Financial Officer Olga Levinzon Hello everyone, this is Olga Levinzon, Coty’s Senior Vice President of Investor Relations. Thank you for joining us today for the Prepared Remarks portion of Coty’s Third Quarter Fiscal 2025 Earnings. On Wednesday, May 8, 2025, at approximately 8 a.m. Eastern Time or 2 p.m. Central European Time, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER 001-35964 COTY INC. (Exact name of registrant as specified in its charter) Delaware 13-3823358 (State or other jurisdiction of incor ...

Core Insights - Coty Inc. reported third-quarter fiscal 2025 results with both net sales and earnings missing Zacks Consensus Estimates, reflecting year-over-year declines [1][4][21] - The company's performance was affected by foreign exchange headwinds and broader market challenges, but it remains strategically positioned for fiscal 2026 with plans for innovation and operational efficiency [2][19] Financial Performance - Adjusted earnings were 1 cent per share, missing the estimate of 5 cents, and down from 5 cents in the prior year [4] - Net revenues were $1,299.1 million, a 6% decline year-over-year, with a 3% adverse impact from foreign exchange [4][21] - On a like-for-like basis, net revenues decreased by 3%, with a 3% decline in Prestige and a 5% decline in Consumer Beauty [5] Segment Analysis - **Prestige Segment**: Net revenues were $829.4 million, a 4% drop, with a 1% foreign exchange headwind. Adjusted operating income increased to $158.8 million, with a margin of 19.1% [8][9] - **Consumer Beauty Segment**: Net revenues were $469.7 million, a 9% decline, primarily due to weaker color cosmetics and body care performance. The segment reported an adjusted operating loss of $10.9 million [11][12] Regional Performance - **Americas**: Net revenues of $529.7 million, a 10% decline, impacted by lower Prestige revenues and market softness [15] - **EMEA**: Generated $610 million in net revenues, a 3% decline, with lower revenues in both segments [16] - **Asia Pacific**: Reported $159.4 million in net revenues, a 5% decline, primarily due to lower Prestige revenues in mainland China [17] Future Outlook - Coty is focusing on resetting its baseline in fiscal 2025, with plans to align retailer inventories and prioritize high-margin categories [19][20] - The company anticipates a high single-digit like-for-like sales decline in the fiscal fourth quarter, projecting a 2% decline for fiscal 2025 [21] - Coty expects gross margin expansion to approximately 65% and EBITDA margin growth of about 70 basis points for fiscal 2025 [22]

Coty (COTY) Q3 2025 Earnings Call May 07, 2025 08:00 AM ET Company Participants Robert Ottenstein - Senior Managing Director & PartnerSue Nabi - CEOFilippo Falorni - Director - Equity ResearchLaurent Mercier - CFOBonnie Herzog - Managing Director Olivia Tong - Managing DirectorAshley Helgans - Senior Vice PresidentAnna Lizzul - Vice President - Equity Research Conference Call Participants Susan Anderson - Managing Director & Senior AnalystKorinne Wolfmeyer - Vice President & Senior Equity Research Analyst - ...

Coty (COTY) Q3 2025 Earnings Call May 07, 2025 08:00 AM ET Speaker0 My name is Chelsea, and I'll be your conference operator today. At this time, I would like to welcome everyone to CODI's Third Quarter Fiscal twenty twenty five Question and Answer Conference Call. As a reminder, this conference call is being recorded today, 05/07/2025 at 08:00 a. M. Eastern Time or 02:00 p. M. Central European Time. Please note that on May 6 at approximately 04:30 p. M. Eastern Time or 10:30 p. M. Central European Time, CO ...

COTY 3Q FY25 EARNINGS CALL May 6, 2025 CURRENT BACKDROP SUE NABI CHIEF EXECUTIVE OFFICER CHALLENGES FROM SLOWER CATEGORY TRENDS, ELEVATED PRESTIGE COMPARISONS AND RETAILER DESTOCKING, AND RECALIBRATED CB EQUATION COTY FOCUSED ON PROTECTING PROFITABILITY, CASH FLOW AND DELEVERAGING PATH COTY MORE STRONGLY POSITIONED TO WEATHER CURRENT TARIFF AND MACRO UNCERTAINTY 2 3 Q3 SALES -2.5% WITH LFL VOLUMES -3%, INCLUDING FRAGRANCES +1% -4.8% PRESTIGE CONSUMER BEAUTY WITH VOLUMES FLAT Notes: All figures refer to LFL ...

每经记者｜王帆 每经编辑｜陈俊杰 5月9日，在第九个中国品牌日前夕，由每日经济新闻主办、清华大学经济管理学院中国企业研究中心提供学术支持的"2025第九届中国上市公司品牌价值榜 发布会"（以下简称发布会）将在上海举行。本次活动的主题为"数智升维 品牌共振"，希望在当下的数智发展变革中，寻求企业向新创变的品牌升维路径。 在我国消费市场中，国际品牌是促进消费升级、创新消费体验、激活消费活力的一股中坚力量。随着《2025年稳外资行动方案》的实施，外资品牌在华将迎 来更为广阔的发展前景。 成立于1904年，运营有GUCCI美妆、Burberry美妆、Chloé等品牌的全球知名美妆公司科蒂，近十年来持续发力中国市场。在中国这个全球最具活力和竞争 最激烈的美妆市场之一，科蒂的发展轨迹可以说是外资品牌与中国共同成长的代表案例。在本次发布会上，科蒂中国总经理Mathieu Dufresne将分享国际品 牌的"中国化"路径和经验。 AMIL Allall 科蒂中国总经理Mathieu Dufresne 主办方供图 寻找品牌精神与本土文化的联结点 Mathieu Dufresne是一位在美妆和香水行业深耕超过19年，并拥有丰富国 ...