Coty Inc. Class A (COTY)

Coty's stock price has declined in the past year. In Q1 FY2026, Coty reported EPS that missed expectations, although revenue matched forecasts, leading to a stock decline. The company announced a strategic realignment, initiating a formal strategic review for specific assets within its Consumer Beauty division and planning to integrate its Prestige Beauty and Mass Fragrance businesses. Rothschild & Co initiated coverage of Coty with a "Neutral" recommendation.

Demand for Coty's products is influenced by global economic conditions. Prestige fragrances remain an outperforming category, with strong growth, particularly in the EMEA and Americas regions, and the holiday quarter is generally optimistic for fragrance sales. Growth in the mass beauty segment has slowed, partly attributed to channel shifts and pressure on US mass beauty retailers. E-commerce remains a strong growth driver, and there has been a revival in travel retail. Coty anticipates a rebound in demand for beauty products as pandemic restrictions ease, with luxury beauty, clean beauty, China, and skincare identified as key growth areas.

Coty, Inc. is a multinational beauty company that develops, manufactures, markets, and distributes beauty products, including fragrances, color cosmetics, skin care, nail care, and hair care products. Founded in Paris in 1904, the company is incorporated in Delaware, United States, with its global headquarters in New York City. Coty operates within the Consumer Non-Durables, Consumer Discretionary, Consumer Packaged Goods, and Personal Products sectors, specifically in the Household/Personal Care and Beauty industries. Coty's portfolio includes owned brands and licenses for well-known brands. Coty operates through two primary commercial divisions: Prestige, which focuses on luxury beauty products, and Consumer Beauty, which manages mass-market brands.

Coty has a significant global presence, with products sold in over 120 to 125 countries across six continents. Its global headquarters are in New York City, USA, with key offices in Paris, France, and Geneva, Switzerland. Coty supports its global operations with R&D centers in Germany, Monaco, the US, China, and Switzerland, manufacturing facilities in multiple countries, and extensive marketing, sales, and distribution networks worldwide.

Coty is committed to social causes and minimizing its environmental impact, championing 'Fearless Kindness'. The company's sustainability platform, "Beauty that Lasts," focuses on 'The Beauty of our People,' 'The Beauty of our Products,' and 'The Beauty of our Planet,' with goals extending to 2030. In its Fiscal Year 2025 Sustainability Report, Coty reported progress in cutting water withdrawal, enhancing ingredient transparency, and collaborating with suppliers and retailers. The company also introduced the Jawhara Collection, a new line of five unisex Eaux de Parfums inspired by the Middle East, in November 2025. No specific negative events significantly impacting Coty's brand reputation in the past year were found in the search results.

Coty Inc. is owned by a mix of institutional shareholders and insiders. Institutional shareholders hold 36.47% of the company, while Coty insiders hold 306.31%. JAB Holding Company is the largest shareholder, owning approximately 52% of Coty shares. Other key individual and insider owners include Charles Heilbronn, Sue Nabi (CEO), and Peter Harf (Executive Chairman).