Coty Inc. Class A (COTY)

Coty's stock price has declined approximately 33.24% in the past six months. In November 2025, Coty reported Q1 FY26 results in line with expectations, but revenue decreased due to weakened demand and retailer inventory adjustments. In February 2026, Q2 FY26 earnings missed forecasts, leading to a stock decline, and strategic initiatives were announced. In March 2026, Coty revamped its board with new independent directors. In May 2026, Q3 FY26 results showed an EPS miss but a slight revenue beat, impacted by geopolitical disruptions, and the company reinstated its annual profit target.

Coty's business exhibits demand seasonality, with the fourth fiscal quarter (April-June) being a key commercial period due to events like Mother's Day and Father's Day. The company anticipates seasonally strong free cash flow in the first half of the fiscal year, influencing financial planning and investment allocation.

Coty, Inc., founded in Paris in 1904, is a multinational beauty company with headquarters in Amsterdam and a corporate office in New York. It operates in the Consumer Non-Durables sector, focusing on Cosmetic & Beauty Product Manufacturing, Perfume & Fragrance Manufacturing, and Lipstick Manufacturing. Coty holds a significant portfolio of brands across fragrance, color cosmetics, and skin and body care, including Adidas, Bourjois, Burberry, Calvin Klein and others. The company develops, manufactures, markets, and distributes nail care and professional and retail hair care products.

Coty has a significant global presence, distributing products in over 125 countries across six continents. It maintains key operational hubs in Amsterdam, New York, and Paris. Coty also has R&D centers in Germany, Monaco, the US, China, and Switzerland, along with manufacturing facilities and extensive marketing, sales, and distribution networks worldwide. Europe accounts for approximately 48% of sales, the Americas for 40%, and Asia-Pacific for 12%.

Coty emphasizes "Fearless Kindness" and is dedicated to social causes and minimizing environmental impact. The Science Based Targets initiative (SBTi) validated its net zero commitment for FY2050, and it partnered with Pencil to integrate AI-powered content creation. However, Coty is facing a US$41 million lawsuit over a David Beckham fragrance license dispute. Additionally, a significant impairment charge linked to the Consumer Beauty division and the strategic review of this division could negatively impact brand perception.

Coty Inc. has 316 institutional owners and shareholders holding a total of 327,815,155 shares. The largest institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and BNP Paribas Arbitrage, Sa. JAB Holding Company is Coty's largest shareholder, owning approximately 52% of Coty shares as of September 13, 2024. Insiders increased their holdings slightly in February 2026.