New York, New York--(Newsfile Corp. - February 24, 2026) - Levi & Korsinsky notifies investors that it has commenced an investigation into Coty Inc. ("Coty Inc.") (NYSE: COTY) concerning potential violations of the federal securities laws.Coty's quarterly loss stands out within the global beauty and personal care sector, an industry that has generally posted resilient consumer demand over the past two years. Peers such as Estée Lauder, L'Oréal, and Shiseido reported stable or improving margins in their mos ...

Summary of L'Oréal 2026 Conference Call Company Overview - **Company**: L'Oréal (OTCPK:LRLC.F) - **Industry**: Global beauty - **Sales**: EUR 44 billion in 2025 - **Profit**: EUR 6.4 billion - **Units Sold**: 7 billion globally - **Employees**: 95,000 - **Market Cap**: Approximately EUR 200 billion - **Brand Portfolio**: 40 global brands sold in 150 countries [1][3][4] Core Financial Performance - **2025 Performance**: Strong financial results despite geopolitical challenges, with L'Oréal outperforming the beauty market, which grew around 3.5% [4][10] - **Growth Rate**: L'Oréal achieved a global growth rate of +4% in 2025, with notable acceleration in the second half of the year [4][10] - **Divisional Growth**: - Mass market (consumer products): +3.5% - Luxury: Slower growth - Dermatological beauty: Fastest-growing division, accelerated in the second half - Professional products: +7.5% [6][10] Market Dynamics - **Emerging Markets**: Close to +10% growth, with Southeast Asia at +11% and Latin America at +8% [9] - **US Market**: Accelerated growth from +2% in the first half to +4% in the second half [10] - **China Market**: Positive growth returning, with +1% in the first half and +5% in the second half [10] E-commerce and Innovation - **E-commerce Growth**: Represents 30% of sales, up from 5% a decade ago, growing at 13% [12][13] - **Investment in Technology**: Record investment of EUR 1.5 billion in technology, including AI and R&D [17] - **Innovation Rate**: Increased by 150 basis points, with 725 patents filed in 2025, marking a record year for innovation [22][23] Acquisitions and Strategic Moves - **Major Acquisitions**: - Kering Beauty, including high-end brands like Creed and licenses for Bottega Veneta and Balenciaga [24] - Medik8 and Color Wow, enhancing skincare and styling capabilities [24] - Increased stake in Galderma from 10% to 20% [25][26] Sustainability and Ethical Leadership - **Sustainability Recognition**: Received a triple A rating from CDP for the 10th consecutive year, emphasizing L'Oréal's commitment to sustainability [16] Future Outlook - **Market Growth Potential**: Targeting 2 billion consumers over the next decade, with a focus on emerging middle classes and younger demographics [28][29] - **Diversity in Beauty**: Addressing diverse consumer needs, including different hair types and skin tones, to capture new market segments [30] - **Skincare Ambitions**: Plans to enhance skincare offerings, leveraging acquisitions and innovations to meet growing consumer demand [38][39] US Market Insights - **US Subsidiary Performance**: Accounts for 27% of group turnover, with consistent growth and a strong local production footprint [44][45] - **Market Share**: L'Oréal holds a 13% share in the US beauty market, significantly outperforming competitors [50] - **Consumer Segmentation**: Targeting diverse demographics, including Gen Z, millennials, and older consumers, with tailored brand strategies [56][58] Conclusion - L'Oréal is positioned for continued growth through innovation, strategic acquisitions, and a strong focus on e-commerce and sustainability, with a robust outlook for the beauty market in the coming years [41][42]

Nicolas HIERONIMUS Chief Executive Officer WORLD LEADER IN BEAUTY €44Bn €6.4Bn 2025 SALES 2025 NET PROFIT1 >7Bn >150 UNITS SOLD COUNTRIES 95,000 ~ €200Bn EMPLOYEES MARKET CAPITALIZATION2 1 Net Profit excluding nonrecurring items after non controlling interests. 2 As of 31 May 2026. PERFORMING TRANSFORMING ACCELERATION TO PREPARE FUTURE GROWTH ENGINES 1 2025 like-for-like sales growth, adjusted for the phasing related to the 2024 and 2025 IT transformation. 1 ~ +3.5%1 MARKET 1 L'Oréal beauty market estimates ...

Core Insights - Coty Inc. reported a net loss of $126.9 million for Q2 FY 2026, significantly missing the consensus estimate of $0.18 EPS by $0.04, resulting in a 22% earnings surprise [1][1][1] - The company's like-for-like revenue declined approximately 3%, contrasting with previous guidance of low-single-digit growth, marking a notable deviation from industry peers who reported stable or improving margins [1][1][1] - Following the earnings miss, Coty withdrew its full-year FY 2026 guidance and introduced a new turnaround strategy called "Coty. Curated." under interim CEO Markus Strobel, aimed at refocusing on core brands [1][1][1] Company Performance - Coty's $126.9 million loss is an outlier in the beauty and personal care sector, where competitors like Estée Lauder, L'Oréal, and Shiseido have shown resilience and growth [1][1][1] - The stock price fell approximately 15% in after-hours and pre-market trading, reaching a 52-week low of $2.66 [1][1][1] - Prior to the earnings announcement, management had expressed optimism about Q2 performance, indicating a significant gap between public expectations and actual results [1][1][1]

Core Viewpoint - Nestlé is offloading its remaining ice-cream business and pulling back from several brands as part of a broader strategy to revitalize the company under new CEO Philipp Navratil following recent setbacks and management changes [1][4]. Group 1: Company Strategy - The company will reorganize around four main categories: coffee, petcare, nutrition, and food, to better align with changing consumer preferences and reduce costs [2]. - Nestlé plans to sell its remaining ice-cream operations to its Froneri joint venture, where it holds a 50% stake, which was established in 2016 to manage some of its ice-cream brands, including Häagen-Dazs [2]. - Discussions have begun to offload its waters and premium beverages division, which includes brands like Perrier and San Pellegrino, as part of a trend in the food and beverage industry to streamline portfolios [3]. Group 2: Leadership and Management Changes - Investors were keenly awaiting updates from Nestlé regarding its future direction under Navratil, who took over in September after the ousting of former CEO Laurent Freixe [4]. - Navratil has indicated a willingness to explore further business trims and has already announced plans to cut 16,000 jobs [5]. - Despite investor interest, Navratil has not prioritized the potential sale of Nestlé's 20% stake in cosmetics company L'Oréal, stating that the company is content with its holdings [5][6]. Group 3: Market Reaction - Following the announcements, shares in Nestlé experienced an increase, reflecting positive investor sentiment towards the company's strategic direction [7].

Core Insights - JCDecaux is launching an enhanced version of its 360 Footprint tool internationally, which measures the environmental, economic, and social impact of advertising campaigns, aiming to set a new benchmark for responsible communication [1][2][4] Group 1: Product Launch and Features - The 360 Footprint tool allows advertisers to measure the environmental impact, societal benefits, and identify areas for improvement in their campaigns [2][5] - The tool has been successfully piloted in France, analyzing over 235 campaigns for nearly 50 major advertisers across various sectors from 2021 to 2025 [3][4] - The enhanced version now covers all advertising environments offered by JCDecaux, providing solutions like low-impact inks and certified recycled paper [5] Group 2: Strategic Importance - The rollout of 360 Footprint aligns with JCDecaux's 2030 ESG and Climate Strategies, aiming for significant emissions reductions in line with its Net Zero ambition [6] - The initiative supports JCDecaux's long-standing commitment to improving quality of life through sustainable services, such as advertising-funded street furniture [6] Group 3: Communication and Market Engagement - A communication campaign, developed by Publicis Consultants, will promote the 360 Footprint tool, emphasizing its ability to measure unseen impacts like carbon and water footprints [7][9] - The campaign will utilize transparent street furniture and social media to engage stakeholders and raise awareness about the tool's benefits [7] Group 4: Leadership Statements - Lénaïc Pineau, Chief Sustainability and Quality Officer, highlighted that 360 Footprint not only measures impact but also facilitates informed conversations with clients and local authorities [8] - Jean-François Decaux, Chairman and Co-CEO, stated that the international rollout represents a milestone in JCDecaux's commitment to innovation and positive impact in outdoor advertising [9]

Core Viewpoint - L'Oréal is a leading global cosmetics company facing competition but has received a positive stock upgrade from HSBC, indicating a favorable outlook for future performance [1][6] Company Performance - L'Oréal reported total sales of $52.29 billion last year, reflecting a 1.3% increase on a like-for-like basis, supporting an optimistic outlook for 2026 [4][6] - The current stock price is $89.06, which represents a 2.70% increase, with a trading range between $88.16 and $89.43 [4] Market Position - L'Oréal's market capitalization is approximately $237.69 billion, highlighting its significant presence in the cosmetics industry [5] - The stock has shown volatility over the past year, with a high of $95.10 and a low of $69.35, indicating potential for momentum investing [5] Investment Sentiment - Despite recent challenges, L'Oréal is viewed as a strong candidate for momentum investors, holding a Momentum Style Score of B, suggesting it is well-positioned for those looking to capitalize on stock trends [3][6] - The company has faced a decline in stock value due to weaker-than-expected performance at the end of the previous year, impacting investor sentiment [2]

Core Viewpoint - L'Oréal's Q4 2025 report led to an 11% drop in stock price, which is viewed as an overreaction given the solid underlying business performance [1]. Financial Performance - The Q4 2025 report indicates that despite the stock decline, the company's fundamental business remains strong [1]. Market Reaction - The market's negative response to the earnings report is seen as disproportionate, suggesting potential for recovery in stock value [1].

Core Insights - L'Oréal achieved solid growth in 2025, with sales reaching €44.05 billion, reflecting a 4.0% increase like-for-like and a 1.3% increase reported, outperforming the beauty market [14][20][22] - The company reported record gross and operating margins, with gross margin at 74.3% and operating margin at 20.2%, driven by efficiency gains [14][65] - L'Oréal's transformation strategy includes advancements in AI, R&I capabilities, and a significant M&A offensive, including the acquisition of Kering Beauté and an increased stake in Galderma [4][60] Financial Performance - Sales for 2025 amounted to €44.05 billion, with a like-for-like growth of 4.0% and a reported growth of 1.3% [20][22] - Gross margin improved by 10 basis points to 74.3%, while operating margin increased by 20 basis points to 20.2% [14][65] - Earnings per share rose to €12.71, marking a 0.4% increase, and the proposed dividend is €7.20 per share, up 2.9% from the previous year [14][77][74] Division Performance - The Professional Products Division grew by 7.5% like-for-like, driven by premium haircare and a successful omnichannel strategy [25][26] - The Consumer Products Division saw a growth of 3.5% like-for-like, with strong performances from L'Oréal Paris and NYX Professional Makeup [29][30] - L'Oréal Luxe achieved a 2.8% like-for-like growth, with significant contributions from fragrances and a strong performance in emerging markets [33][36] - The Dermatological Beauty Division posted a 5.5% like-for-like growth, led by La Roche-Posay and CeraVe [38][40] Regional Performance - Sales in Europe grew by 4.4% like-for-like, with strong contributions from e-commerce and successful product launches [42][44] - North America experienced a growth of 3.4% like-for-like, with significant acceleration in the second half of the year [46][49] - North Asia's sales grew by 0.5% like-for-like, with a notable recovery in the second half, particularly in mainland China [50][51] - SAPMENA-SSA region saw a robust growth of 10.9% like-for-like, driven by strong performances across all divisions [53][54] - Latin America achieved an 8.3% like-for-like growth, demonstrating resilience despite softening market conditions [56][58] Strategic Developments - L'Oréal's acquisition of an additional 10% stake in Galderma aims to enhance its presence in the fast-growing aesthetics market [60] - The company introduced breakthrough technologies at CES 2026, showcasing its commitment to innovation in beauty tech [67] - L'Oréal was recognized as the most innovative company in Europe by Fortune magazine, highlighting its leadership in the beauty industry [82]

Core Insights - Coty Inc. reported a quarterly loss of $126.9 million, which is a significant outlier in the beauty and personal care sector, where competitors like Estée Lauder, L'Oréal, and Shiseido have shown stable or improving margins [2] - The company's like-for-like revenue declined approximately 3%, contrasting with previous guidance of low-single-digit growth, and the earnings per share (EPS) missed consensus estimates by 22%, indicating a substantial gap between public expectations and internal performance [2][3] - Coty has withdrawn its full-year FY 2026 guidance and introduced a new turnaround strategy called "Coty. Curated." under interim CEO Markus Strobel, which aims to refocus on core brands [3] Company Performance - The reported loss of $126.9 million places Coty among the widest negative earnings surprises in the mid-cap consumer space for the reporting period [2] - Prior to the earnings announcement, management had expressed optimism about the second quarter, expecting to be at the "more favorable end of our guidance range," which contrasts sharply with the actual reported loss [4] Strategic Changes - The introduction of the "Coty. Curated." strategy coincided with the withdrawal of forward-looking targets, leading to a negative reaction from investors and analysts [3]