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换帅,出售股权……科蒂进入转型关键期
Bei Jing Shang Bao· 2025-12-24 10:54
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。在加入科蒂之前,Markus Strobel在宝洁公司工作了33年,其曾担任宝洁全球皮肤和个人护理 业务总裁,该部门包括12个以上全球品牌的数十亿美元投资组合。科蒂方面披露称,Markus Strobel推动P&G Beauty的类别和组织转型,并将SK-II振兴为亚 洲领先的知名护肤品牌而受到广泛 ...
分拆出售部分美妆业务,科蒂集团在下一盘怎样的棋
Bei Jing Shang Bao· 2025-06-18 11:52
Core Viewpoint - Coty Group is actively seeking buyers or considering a split sale of its high-end and mass beauty divisions, with negotiations still in early stages. The potential transaction may take the form of a split rather than a complete sale, with strategic partnerships or mergers being more likely than traditional acquisitions [4]. Financial Performance - For the third quarter of fiscal year 2025, Coty Group reported net revenue of $1.2991 billion, a year-on-year decline of 6.24%, and a loss of $402 million. For the first three quarters of fiscal year 2025, net revenue was $4.6405 billion, down 2.4%, with a loss of $280.9 million [5]. - The financial struggles indicate that the news of potential sales is not unfounded, as many international beauty brands are facing cash flow pressures, including Coty [5]. Brand Portfolio and Risks - Coty Group's high-end beauty division includes brands like Burberry, while its mass beauty division includes Covergirl, Max Factor, and Rimmel. The company faces risks of losing licensing rights for several brands, such as Miu Miu, which will end its contract with Coty in 2024 [4][6]. - The high-end beauty division generates over 60% of Coty's revenue, with Gucci being a significant contributor. However, the licensing agreement for Gucci is set to expire in 2028, and the parent company, Kering, has indicated intentions to reclaim the brand [6]. Strategic Adjustments - Experts suggest that losing Gucci will impact Coty's brand structure and performance in the high-end market. However, Coty is expected to make strategic adjustments to seek more competitive and promising brands to maintain its market position [7]. - Coty is also attempting to mitigate risks by launching its own fragrance brand, Infiniment Coty Paris, which is seen as a significant initiative to create a new era in fragrances and scents [7].