Inferra AI / Company / COTY

Coty Inc.

COTY · Materials

Last earnings Aug 19, 2026

Key results

Net revenuequarter

$1,281.6 million

1 Three Months Ended March 31, 2026, Summary Results For the three months ended March 31, 2026, compared to the three months ended March 31, 2025 Net revenue of $1,281.6 million decreased 1% on a reported basis and included a 6% benefit from foreign exchange (FX).

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Revenuequarter

7%

On a like-for-like (LFL) basis, net revenue declined 7%, which included an estimated 1.4% headwind from the conflict in the Middle East.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Prestige net revenue of $830.9 million, representing 65% of the Company's total sales, was flat on a reported basis and declined 5% on a LFL basis.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Consumer Beauty net revenue of $450.7 million, representing 35% of the Company's total sales, decreased 4% on a reported basis and 10% on a LFL basis, which included an estimated 1% headwind from the conflict in the Middle East.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Reported gross marginquarter

61.8%

Reported gross margin of 61.8% decreased 230 basis points year-over-year, driven by supply chain cost under absorption due to lower sales, particularly in Consumer Beauty, coupled with elevated excess obsolescence in Consumer Beauty, and the impact from tariffs on freight costs.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Adjusted gross marginquarter

61.8%

Adjusted gross margin of 61.8% decreased 250 basis points year-over-year.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Adjusted operating incomequarter

$72.4 million

Adjusted operating income of $72.4 million declined from $147.9 million in the prior year, reflecting lower sales and gross profit.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Adjusted operating marginquarter

5.6%

Adjusted operating margin of 5.6% contracted by 580 basis points year-over-year.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

AI analysis

Q3 FY2026 · reported May 5, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Net revenue · Q3 FY2026
$1,281.6M
EX-99 · May 5, 2026
Reported gross margin · Q3 FY2026
61.8%
EX-99 · May 5, 2026
Adjusted operating income · Q3 FY2026
$72.4M
EX-99 · May 5, 2026
Adjusted gross margin · Q3 FY2026
61.8%
EX-99 · May 5, 2026

Headline figures

MetricQ3 FY2026Prior qtrYear ago
Net revenue$1,281.6 million——
Revenue7%——
Reported gross margin61.8%——
Adjusted gross margin61.8%——
Adjusted operating income$72.4 million——
Adjusted operating margin5.6%——

EX-99 · May 5, 2026

Guidance · company-stated

No guidance located in the held release

Stated figure1 %
Next earningsNo verified date on fileNo date is estimated or imported

Margin

Reported gross margin61.8%
Adjusted gross margin61.8%
Adjusted operating margin5.6%

Capital allocation

Free cash flow$276M

htm EX-99.1 Document COTY ANNOUNCES THIRD QUARTER FISCAL YEAR 2026 RESULTS Q3 Results Inline to Ahead of Expectations Growth in Fiscal Year to Date Operating Cash Flow to $422M and Free Cash Flow to $276M, Despite Lower Profit, Reflecting Disciplined Working Capital and Capital Expenditure Initial Implementation of Coty.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

While the Q3 results were below our potential on an absolute basis, we were pleased to deliver profitability ahead of our guidance despite the disruption in our Middle East business late in the quarter

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

htm EX-99.1 Document COTY ANNOUNCES THIRD QUARTER FISCAL YEAR 2026 RESULTS Q3 Results Inline to Ahead of Expectations Growth in Fiscal Year to Date Operating Cash Flow to $422M and Free Cash Flow to $276M, Despite Lower Profit, Reflecting Disciplined Working Capital and Capital Expenditure Initial Implementation of Coty.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

* These measures, as well as financial net debt, are Non-GAAP Financial Measures.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

is net of the Convertible Series B Preferred Stock dividends.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Total debt of $3,216.2 million on March 31, 2026 increased from $3,038.1 million on December 31, 2025.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

This resulted in a total debt to net income ratio of 6.2x.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Financial net debt of $2,959.1 million increased from $2,601.4 million on December 31, 2025.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Strategy & priorities

Curated Strategic Framework to Support Healthier Business In FY27 Beyond NEW YORK - May 5, 2026-- Coty Inc.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Curated strategic framework announced last quarter, centered on sharper priorities, more focused investments, improved execution, and increased support behind our core businesses.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

As we near the conclusion of our strategic planning and portfolio assessment, to be validated with our Board including our new independent directors, we expect to share more details in the coming quarters.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Noteworthy Developments Coty s Prestige strategy continues to be anchored by key brands such as Burberry, Hugo Boss, Calvin Klein, Marc Jacobs, Chlo and Kylie Cosmetics.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Coty continued to make progress on its Color the Future roadmap to improve Consumer Beauty cosmetics performance, supported by more consistent media investment behind key franchises, a more focused innovation pipeline, ongoing value chain optimization, and actions to stabilize gross margins over time.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Risks & headwinds

On a like-for-like (LFL) basis, net revenue declined 7%, which included an estimated 1.4% headwind from the conflict in the Middle East.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

This included an estimated 2% headwind from the conflict in the Middle East.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Consumer Beauty net revenue of $450.7 million, representing 35% of the Company's total sales, decreased 4% on a reported basis and 10% on a LFL basis, which included an estimated 1% headwind from the conflict in the Middle East.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Reported gross margin of 61.8% decreased 230 basis points year-over-year, driven by supply chain cost under absorption due to lower sales, particularly in Consumer Beauty, coupled with elevated excess obsolescence in Consumer Beauty, and the impact from tariffs on freight costs.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Reported gross margin of 63.5% decreased 200 basis points year-over-year, reflecting supply chain cost under absorption due to lower sales, particularly in Consumer Beauty, the impact from tariffs and a more promotional environment in the first half of the year.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

This outlook embeds a benefit from an easier prior year comparison base, largely offset by headwinds in the Middle East business, which is expected to impact fourth quarter sales by an estimated 2% to 3%.

SEC original ↗Coty Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

33 documents

Earnings releases

12 documents

Presentations

0 documents

No presentations for Coty Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Coty Inc. are held in this edition of the library.

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