POLAND - 2025/03/07: In this photo illustration, the Coty Inc company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesMerely a year ago, Coty Inc. stock (NYSE: COTY) was priced around $10, but it now hovers close to $4, having declined more than 50% from its peak. This significant drop is indicative of more than just market fluctuations—it highlights the pressures that are heavily impacting one ...

Did Elf Beauty make a mistake buying Haley Bieber's Road for a billion dollars, especially now that tariffs are increasing the price of doing business. ELF Beauty has raised prices by $1 because of the tariffs, which might not seem like a big deal, but it's known for its affordability. It's the second time it's done this in 3 years, but E.L. F. has also built a devoted fan base, especially on social media.Customers say they love the company's transparency and creative ads, but most of all, people think of E ...

Group 1 - The article discusses the observation of Coty, Inc. (NYSE: COTY) shares and the anticipation of upcoming financial results, with the stock previously trading around $4.60 [1] - The author emphasizes a long-term investment strategy focused on strategic buying opportunities, particularly in dividend and value stocks, which has led to a high rating on Tipranks.com and a significant following on Seeking Alpha [1] Group 2 - There is no specific financial performance data or detailed analysis provided in the content [2]

Coty reported an unexpected quarterly loss, which the beauty company attributed to retailers being "cautious." https://t.co/ZLWlxx7JvP ...

e.l.f. Beauty (ELF) FY 2025 Annual General Meeting August 21, 2025 11:30 AM ET Company ParticipantsTarang Amin - CEO & ChairmanScott Milsten - SVP, General Counsel & Chief People OfficerOperatorHello, and welcome to the Annual Meeting of Stockholders of e. L. F. Beauty Inc. Please note that today's meeting is being recorded.During the meeting, there will be a question and answer session. Stockholders of record as of the record date may submit questions or comments at any time by clicking on the Q and A tab ...

Coty (COTY) Q4 2025 Earnings Call August 21, 2025 08:00 AM ET Company ParticipantsLaurent Mercier - Chief Financial OfficerSue Nabi - CEO & DirectorSydney Wagner - Equity Research Senior Associate - Beauty & Personal CareJulia Shelanski - Equity Research - Consumer, Luxury & Specialty RetailAndrea Teixeira - Managing DirectorAnna Lizzul - VP - Equity ResearchConference Call ParticipantsOlivia Tong - MD & Senior Analyst - ConsumerSusan Anderson - MD & Senior AnalystSteve Powers - Equity Research AnalystChris ...

Coty (COTY) Q4 2025 Earnings Call August 21, 2025 08:00 AM ET Speaker0Good morning and good afternoon everyone. My name is Chelsea and I'll be your conference operator today. At this time, I would like to welcome everyone to CODI's Fourth Quarter Fiscal twenty twenty five Question and Answer Conference Call. As a reminder, this conference call is being recorded today, 08/21/2025 at 08:00 a. M.Eastern Time or 02:00 p. M. Central European Time. Please note that on August 20 at approximately 04:30 p. M.Eastern ...

Financial Performance & Strategic Transformation - Coty's Prestige fragrance leadership has strengthened, with sales reaching approximately $3.5 billion in FY25, reflecting a Compound Annual Growth Rate (CAGR) of 10% from FY21 to FY25[3,6] - Consumer Beauty stabilized and grew, achieving approximately $2.1 billion in sales in FY25, with a CAGR of 2% from FY21 to FY25[7,8] - Adjusted EBITDA reached $1.082 billion in FY25, representing an 18.4% margin, and a CAGR of 9% from FY21 to FY25[10] - The company delivered approximately $850 million in savings over five years[34] Challenges & Outlook - Coty faced challenges in CY25, including U.S execution weakness, retailer inventory build-up, and headwinds from lapping FY24 innovation[14,16] - Underperformance in the U.S significantly impacted FY25 results, with Coty revenues declining by mid-single digits percent in the U.S Prestige Beauty market (market growth of +4%) and by mid-teens percent in the U.S Mass Beauty market (market decline of -1%)[17] - For 1H FY26, the company anticipates a LFL revenue decline of 6% to 8% in 1Q26 and a LFL revenue decline of 3% to 5% in 2Q26[43] - Coty expects approximately inline to below the Q4 level of ~3.5x leverage in CY25[43] Strategic Focus & Initiatives - Coty is refocusing on core strengths, particularly fragrances, which already account for over 60% of revenues[46,48] - The company's e-commerce revenues reached $1 billion in FY25[115] - Coty is implementing AI across various functions, including marketing, supply chain, and finance[86,89]

Financial Performance - Total net revenues reached RMB 1086.7 million, a 36.8% year-over-year increase[24] - Skincare brands experienced significant revenue growth of 78.7% year-over-year, reaching RMB 581.3 million[24] - The company achieved a non-GAAP net income of RMB 11.5 million, compared to a non-GAAP net loss of RMB 74.9 million in the prior year period[26] - GAAP net loss was RMB 19.5 million, narrowed from a loss of RMB 85.5 million in the same period last year[26] - Gross margin increased by 1.5 percentage points year-over-year to 78.3%[10, 45] - Net cash generated from operating activities was RMB 77.7 million[10] Market and Brand Performance - Total retail sales of consumer goods in China grew by 5.4%, outpacing the 2.6% growth in beauty retail sales[19, 20, 21] - Combined net revenues for Galénic, DR.WU (mainland China business), and Eve Lom increased by 88.1% year-over-year[29] Operational Efficiency - Selling and marketing (S&M) expenses decreased as a percentage of total net revenues due to leveraging effect of higher total net revenues, from 68.6% to 66.5%[49, 51] - General and administrative (G&A) expenses also decreased as a percentage of total net revenues due to lower payroll expenses and higher total net revenues, from 15.0% to 7.7%[49, 51]

the LVMH $160 lipstick, which they have just rolled out. There's a lot of buzz about this, both positive and negative. There is virtually no market for $160 lipstick in especially when you have um Hermes setting the top of the market with an $80 lipstick.So, I think this uh was a strategic play to try to reinforce um their market position and their market lead. But I I think it's way premature to suggest that this is going to be a success for for LMH. ...