Coty Inc., together with its subsidiaries, manufactures, markets, distributes, and sells branded beauty products worldwide. It operates through two segments: the Prestige ...
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Est. EPS $0.03 · Revenue $1.29B · 3 analysts
Est. EPS $0.33 · Revenue $5.72B · 8 analysts
Est. EPS $0.09 · Revenue $1.38B · 3 analysts
Est. EPS $0.12 · Revenue $1.48B · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $5.8B | -1.5% | -1.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-604.8M | -64.4% | +65.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +62.9% | -3.0% | -1.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -1.4% | -134.3% | -375.9% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -10.4% | -66.8% | +65.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $348.2M | +25.4% | +129.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +6.0% | +27.3% | +129.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 109.8% | -4.7% | -0.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.75x | -1.9% | -8.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $10.2B | -14.3% | -0.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.70 vs 0.22 | -424.8% | -0.16 vs 0.03 | -619.7% |
| Revenue Surprise | $5.8B vs $5.7B | +1.3% | $1.3B vs $1.3B | -1.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Apr 4, 2026 | Srinivasan Priya | officer: Chief People & Purpose Officer | Restricted Stock Units | D | 4,741 | — |
| Apr 4, 2026 | Srinivasan Priya | officer: Chief People & Purpose Officer | Class A common stock | A | 4,741 | — |
| Apr 4, 2026 | Srinivasan Priya | officer: Chief People & Purpose Officer | Class A common stock | D | 2,347 | — |
| Mar 18, 2026 | Liuni Maria Carla | director | Restricted Stock Units | A | 7,142 | — |
| Mar 18, 2026 | Kunst-Concewitz Robert | director | Restricted Stock Units | A | 7,142 | — |
Operator: Good 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 Coty's Fourth Quarter Fiscal 2026 Question-and-Answer Conference Call. As a reminder, this conference call is being recorded today, August 20, 2026, at 8:00 a.m. Eastern Time or 2:00 p.m. Central European Time. Please note that on August 19, at approximately 4:30 p.m. Eastern Time or 10:30 p.m. Central European Time, Coty issued a press release and prepared remarks webcast, which can be found on its Investor Relations website. On today's call are Markus Strobel, Executive Chairman of the Board and Interim Chief Executive Officer; and Laurent Mercier, Chief Financial Officer. I would like to remind you that many of the comments today may contain forward-looking statements. Please refer to Coty's earnings release and the reports filed with the SEC where the company lists factors that could cause actual results to differ materially from those forward-looking statements. In addition, except where noted, the discussion of Coty's financial results and Coty's expectations reflect certain adjustments as specified in the non-GAAP financial measures section of the company's release. With that, we will now open the line for questions. Operator: [Operator Instructions] And our first question will come from Filippo Falorni with Citi. Filippo Falorni: So I wanted to ask a bit about fiscal '27. Obviously, you characterized it a transition year and the framework you provided in the prepared remarks was helpful. But I love to hear a bit more of your KPI internally that you're looking to achieve throughout this transition year. And maybe talk a little bit more about the potential sources of upside, both from a top line and profit standpoint and any risk that you see as you think about this transition year? Markus Strobel: Okay. Yes, Filippo, you probably know that in the last couple of quarters, our sellout has been trailing below the category, okay? And obviously, that has led to lower sell-in and has led to all of the problems that we have. So our objective is to drive sell-out and to drive market share. This is new thinking for the organization. The organization was traditionally sell-in focused, and it takes some time to this adaptation. So we believe, as we outlined in the first quarter, probably see a similar trend that we have seen in the last 2 quarters, but then we want to sequentially improve that. We have some strong incremental innovation coming up. We have a more disciplined approach to spending. We focus on fewer bets. And we believe that this will, over time, decrease the sell-out gap versus the market. Now the question is how long this will take? I cannot answer you that today. If this takes -- if this catches on faster, there will be upside. If this takes longer, then we better manage. And so far, we have tried to give a 50-50 balanced picture on that. But it all depends on how fast …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Laurent Mercier | Chief Financial Officer | USD 1,005,214 | Male | 1971 | Active |
Anna Von Bayern | Chief Corporate Affairs Officer & CEO of Kylie Jenner's Beauty Brands | USD 971,802 | Female | 1979 | Active |
Kristin Ely Blazewicz | Chief Legal Officer, General Counsel & Secretary | USD 903,702 | Female | 1979 | Active |
Priya Srinivasan | Chief People & Purpose Officer | USD 600,714 | Female | — | Active |
Gordon Von Bretten | President of Consumer Beauty | USD 120,000 | Male | 1974 | Active |
Caroline Andreotti | Chief Commercial Officer for Prestige | — | Female | — | Active |
Graeme Carter | Chief Global Supply Chain Officer | — | Male | — | Active |
Jean Holtzmann | Chief Brands Officer of Prestige | — | Male | — | Active |
Anne Jaeckin | Chief Human Resources Officer | — | Female | — | Active |
Shimei Fan | Chief Scientific & Sustainability Officer | — | — | — | Active |
Olga Levinzon | Senior Vice President of Investor Relations | — | Female | — | Active |
Stephane Delbos | Chief Performance & Operational Excellence Officer | — | Male | — | Active |
Markus Strobel | Executive Chairman & Interim CEO | — | Male | — | Active |
Jerome Auvinet | Chief Information, Digital Innovation & Business Services Officer | — | Male | — | Active |
Coty NYSE: COTY said it is shifting its internal focus toward retail sell-out and market-share gains as it works through a fiscal 2027 transition year, following a period in which sell-out trailed the broader beauty category.
Coty Inc. (COTY) Q4 2026 Earnings Call Prepared Remarks Transcript
COTY's sales beat expectations, but margin pressure, weak LFL growth and the Gucci Beauty transition cloud its outlook.
Coty missed on sales but beat on earnings last night. Coty's GAAP loss was even worse than the headline numbers suggest.
Coty Inc. (COTY) Q4 2026 Earnings Call Transcript
