Coty Inc. (COTY) Earnings Call Transcripts

Coty Inc.'s Latest Earnings Call - June 10, 2026

In the fiscal quarter ending June 2026, Coty Inc. reported $5.8 billion in sales, with an EBITDA of $880 million. The company's performance has been challenged over the past year, leading to a reduction in both EBITDA margins and EPS. Management has introduced a new strategic framework, Coty Curated, aimed at sharpening priorities and improving execution, which they believe will return the company to a path of sustained growth. They emphasized the importance of focusing on core brands and markets while managing a diversified portfolio to capitalize on the growing beauty market.

Reported metrics

Guidance from management

Management has indicated a focus on improving execution and profitability in the Consumer Beauty division while continuing to drive growth in the Prestige division. They expect to deliver additional cost savings of $200 million or more this year.

What management said

Sure. I mean I think it's always helpful to kind of set the challenges of the last 12 months versus a track record in the last -- in the prior 4 years, where there was actually very strong momentum. So I don't want to discount the progress that the company and the leadership team executed in fiscal '21, '22, '23 and '24, I mean, double digits...

Yes. So JB effectively actually built Coty in the early '90s. They are effectively a holding company that's set about acquiring different consumer brands and beauty brands, that ultimately got split up on the consumer side and to what is now record bank user. And on the beauty side, what is now Coty. So they own Coty privately for about 20 years. They took it public in 2013. We've been a public company but a controll...

What analysts pressed on

Analysts expressed concerns regarding the execution challenges faced by Coty and the impact of a class action lawsuit on the company's reputation. There were questions about the strategic direction of the Consumer Beauty division and how the company plans to regain market share.

Main topics on the call

• Strategic Framework Implementation — Coty has unveiled a new strategic framework called Coty Curated, which aims to sharpen priorities and improve execution. Management stated, "Coty Curated is all about setting sharper priorities and deliberate choices foc...
• Challenges in Recent Performance — The company has faced executional challenges and market share loss over the past year, with management acknowledging that resources were spread too thin. They noted, "the performance in the last year has been -- has not ...
• Focus on Prestige Division — Coty's Prestige division accounts for two-thirds of sales and over 90% of profits. Management emphasized their focus on "continuing to overdrive our Prestige business, which is the growth and profit engine of the company...
• Consumer Beauty Business Review — Coty is conducting a strategic review of its Consumer Beauty division, with management stating, "there's a strategic review underway for our Consumer Beauty business." This indicates a potential shift in focus or restruc...

Read the full Coty Inc. transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 66 Coty Inc. earnings call transcripts on record, spanning February 5, 2020 to June 10, 2026. Based on this history, Coty Inc. reports quarterly. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

COTY

Exchange

NYSE

Country

US

Sector

Consumer Staples

Industry

Personal Care Products

Calls on record

66

First call

February 5, 2020

Most recent

June 10, 2026

Reporting cadence

quarterly