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科蒂进入转型关键期
Xin Lang Cai Jing· 2025-12-24 17:47
就发展相关问题,北京商报记者对科蒂进行采访,但截至发稿未收到回复。 在更换核心领导人的同时,科蒂也在对产品架构进行调整。上周,科蒂宣布将Wella威娜公司剩余25.8% 的股份出售给KKR管理的资本账户和投资关联公司。这意味着,科蒂将不再持有这一曾被誉为"欧洲专 业美发标杆"百年品牌的股权。科蒂方面透露,此次出售完成了2020年启动的计划,该计划旨在简化科 蒂的投资组合和运营,同时实现其Wella业务的全部价值。据了解,科蒂打算将与这笔交易相关的预付 现金收益的绝大部分(不含税)用于偿还短期和长期债务。 科蒂首席财务官Laurent Mercier对外透露:"这笔交易标志着科蒂的关键里程碑——无论是在我们的转 型,还是我们长期去杠杆承诺方面。" 科蒂正在通过出售股权带来的现金偿还债务,同时也寄希望于核心领导人的更换进一步推动其转型,而 这背后是科蒂所面临的困境。 转自:北京日报客户端 科蒂迎来新的当家人。近日,科蒂官方宣布,Markus Strobel将于2026年1月1日起出任临时首席执行 官,接替即将离任的Sue Nabi。 从科蒂披露的信息来看,Markus Strobel有着丰富的从业经验。在加入科蒂 ...
换帅,出售股权……科蒂进入转型关键期
Bei Jing Shang Bao· 2025-12-24 10:54
Core Insights - Coty has appointed Markus Strobel as the interim CEO starting January 1, 2026, succeeding Sue Nabi, indicating a significant leadership change at a critical time for the company [1][3] Leadership Change - Markus Strobel brings 33 years of experience from Procter & Gamble, where he was the president of global skin and personal care, overseeing a multi-billion dollar portfolio [3] - Coty expresses strong confidence in Strobel's ability to lead the company through a strategic review of its consumer beauty business, aiming to enhance its leadership position and drive profitability [3] Product Portfolio Adjustment - Coty announced the sale of its remaining 25.8% stake in Wella to KKR-managed capital accounts, completing a plan initiated in 2020 to simplify its portfolio and operations [4] - The proceeds from this sale will primarily be used to repay short-term and long-term debt, marking a key milestone in Coty's transformation and long-term deleveraging commitment [4] Impact of Brand Loss - The recent deal between Kering and L'Oréal, valued at over €4 billion, affects Coty's management of the Gucci brand, which is crucial to its strategy, as Gucci accounts for approximately 8% of Coty's total sales and 11% of its profits [5] - The loss of Gucci's authorization is expected to significantly impact Coty's high-end strategy and brand competitiveness in the beauty market [5] Financial Performance Challenges - Coty reported a net revenue of $5.893 billion for fiscal year 2025, a decline of 3.68%, and a loss of $381 million, marking a shift from profit to loss [6] - In the first quarter of fiscal year 2026, Coty experienced an 8% revenue decline, with both high-end and mass beauty segments seeing decreases of 6% and 11%, respectively [6] Strategic Initiatives - In response to challenges, Coty is focusing on its high-end brands, including Hugo Boss and Burberry, with Hugo Boss's new fragrance performing well in Europe [6] - Coty has signed beauty licensing agreements with Italian luxury brands Etro and Marni, as well as Swarovski, and is launching its own fragrance brand, Infiniment Coty Paris, in 2024 [6]