COTY

The Vita Coco Company, Inc. COCO is slated to report second-quarter 2026 results on July 23, before market open. The company is likely to report bottom and top-line growth when it posts the quarterly results.The Zacks Consensus Estimate for the company’s earnings is pegged at 56 cents per share, which indicates an increase of 47.4% from the year-ago quarter’s reported figure. The consensus mark has remained stable in the past 30 days. For second-quarter revenues, the consensus mark is pegged at $212 million, indicating a 25.6% rise from the year-ago quarter’s reported figure.In the last reported quarter, the company delivered an earnings surprise of 47.1%. Its earnings outperformed the Zacks Consensus Estimate by 11.7%, on average, in the trailing four quarters. Vita Coco Company’s quarterly performance is expected to have benefited from the strength in its brands and the solid execution of its strategic efforts. Its consistent focus on driving growth in the coconut water category and expanding its share in the category appears encouraging. Its flagship brand has been performing well for a while. Apart from experiencing solid branded retail growth, the company has been witnessing higher private-label coconut water volumes. In addition, Vita Coco Company’s commercial initiatives related to the Vita Coco multi-packs, Vita Coco Farmers Organic and Vita Coco Juice are likely to have contributed to its performance. The company’s focus on expanding coconut water consumption is likely to have driven the category’s performance and the flagship Vita Coco Coconut Water brand’s performance. All the aforementioned strengths, coupled with its focus on growing the core business and a solid international business, are likely to have bolstered the bottom and top-line performance.The Zacks Consensus Estimate for net sales at Americas is pegged at $174 million and at International is pegged at $33.8 million, showing respective increases of 17.6% and 7%, on a sequential basis.On the flip side, a tough macroeconomic landscape, including uncertainty related to the operating environment, global economies and geopolitical issues, is a concern. The company has been witnessing higher SG&A expenses for a while. Vita Coco Company, Inc. price-eps-surprise | Vita Coco Company, Inc. Quote Our proven model does not conclusively predict an earnings beat for Vita Coco Company this time arou...

e.l.f. Beauty, Inc. ELF has pulled back sharply, but the stock is not being valued like a no-growth story. ELF trades at 19.3X forward 12-month earnings while management still projects fiscal 2027 sales growth of 12%-14%.That leaves investors weighing a cheaper multiple against a business in transition. Rhode, Naturium and international expansion support the growth case, but core brand softness and margin pressure keep the buy case from being straightforward. ELF’s valuation has reset materially. Shares are down 14.4% year to date and 48.5% over the trailing 12 months, while the stock trades well below its five-year median earnings multiple of 52.36X.The current 19.3X multiple sits close to the Zacks sub-industry’s 18.78X and below the S&P 500’s 20.95X. That is more reasonable than ELF’s former premium, but not cheap for a company that still needs above-category growth, portfolio scaling and better operating leverage. The strongest reason to keep ELF on the watchlist is that it no longer depends only on e.l.f. Cosmetics. Non-e.l.f. brands now represent about 30% of global consumption, while skincare has climbed to roughly 23% of the mix from 9% three years ago.Rhode is the clearest growth engine. The brand delivered about $390 million in fiscal 2026 net sales, grew more than 80% year over year and remains in less than 20% of Sephora’s global stores.Naturium delivered nearly $250 million in fiscal 2026 global retail sales, roughly double its pre-acquisition level. International markets represented 21% of fiscal 2026 net sales, giving ELF another runway if it can extend its retail and digital playbook.Ulta Beauty, Inc. ULTA gives investors another way to assess beauty demand through specialty retail. Coty Inc. COTY, with exposure across fragrance, color cosmetics and skin care, remains a relevant peer for tracking broader beauty-category sentiment. e.l.f. Beauty price-consensus-eps-surprise-chart | e.l.f. Beauty Quote Revenue growth alone does not settle the investment debate. In the fourth quarter of fiscal 2026, revenues increased 35% year over year to $449.3 million, but adjusted earnings fell 59% to 32 cents per share.The pressure came from spending. Marketing and digital investment increased to 31% of sales from 23% a year earlier, while adjusted selling, general and administrative expenses rose to 67% of sales from 52%.Management expects first-half fisca...

It has been about a month since the last earnings report for Coty (COTY). Shares have lost about 28.3% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Coty due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. Coty posted weaker-than-expected third-quarter fiscal 2026 results. The company reported an adjusted loss of three cents per share against the Zacks Consensus Estimate of breakeven earnings. Results also compared unfavorably with adjusted earnings of a penny in the year-ago quarter. Net revenues were $1,281.6 million, down 1% year over year, and slightly below the Zacks Consensus Estimate of $1,285 million. The metric included a 6% gain from foreign exchange. On a like-for-like (LFL) basis, revenues declined 7%, reflecting disruptions tied to the Middle East conflict.Gross margin was 61.8%, down 230 basis points (bps) year over year, as supply-chain cost under-absorption from lower sales, higher excess and obsolescence in Consumer Beauty, and tariff-related freight costs weighed on results. Adjusted gross margin was 61.8%, down 250 bps. Adjusted operating income plunged 51% to $72.4 million on soft sales and gross profit, with the adjusted operating margin contracting 580 basis points to 5.6%. Adjusted EBITDA declined 38% to $127 million, with adjusted EBITDA margin down 580 basis points to 9.9%. Prestige revenues were $830.9 million, essentially flat on a reported basis year over year, but declined 5% on a LFL basis, reflecting slower category growth. The quarter included an anticipated 2% headwind from Middle East-related conflict. The company’s Prestige strategy has been anchored by major brands like Burberry, Hugo Boss, Calvin Klein, Marc Jacobs, Chloe and Kylie Cosmetics. Year to date through the fiscal year, major launches continue to perform well, including BOSS Bottled Beyond and Cosmic by Kylie Jenner Intense. The adjusted operating margin in the segment decreased 420 basis points to 14.9%. Consumer Beauty revenues came in at $450.7 million, down 4% year over year on a reported basis and down 10% on a LFL basis, including a 1%-headwind from the conflict in the Middle East. The segment recorded an adjusted oper...

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Coty (NYSE:COTY) and the rest of the personal care stocks fared in Q1. While personal care products products may seem more discretionary than food, consumers tend to maintain or even boost their spending on the category during tough times. This phenomenon is known as "the lipstick effect" by economists, which states that consumers still want some semblance of affordable luxuries like beauty and wellness when the economy is sputtering. Consumer tastes are constantly changing, and personal care companies are currently responding to the public’s increased desire for ethically produced goods by featuring natural ingredients in their products. The 9 personal care stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.2% while next quarter’s revenue guidance was 2% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.9% since the latest earnings results. With a portfolio boasting many household brands, Coty (NYSE:COTY) is a beauty products powerhouse spanning cosmetics, fragrances, and skincare. Coty reported revenues of $1.28 billion, down 1.3% year on year. This print exceeded analysts’ expectations by 0.6%. Overall, it was a satisfactory quarter for the company with an impressive beat of analysts’ EBITDA estimates but EPS in line with analysts’ estimates. The stock is down 13.3% since reporting and currently trades at $2.22. Is now the time to buy Coty? Access our full analysis of the earnings results here, it’s free. Going to market with a direct selling model rather than through traditional retailers, USANA Health Sciences (NYSE:USNA) manufactures and sells nutritional, personal care, and skincare products. USANA reported revenues of $250.2 million, flat year on year, outperforming analysts’ expectations by 3.8%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA and EPS estimates. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 8.4% since reporting. It currently trades at $17.65. Is now the time to buy USANA? Access our full analysis of the earnings results here, it’s free. With the first prod...

Coty’s first quarter results were met with a positive market reaction, despite a year-on-year revenue decline and a miss on adjusted earnings per share. Management attributed the quarter’s performance to a combination of ongoing inventory destocking by European retailers, weakness in the Middle East due to geopolitical disruptions, and a highly promotional environment. Executive Chairman and Interim CEO Markus Strobel explained that Coty’s shift from a sell-in to a sellout-driven strategy—prioritizing actual consumer purchases over shipments to retailers—was a key factor in the quarter’s dynamics. The company also reported that, while overall sales declined, brands like CoverGirl and Sally Hansen outperformed in the U.S. in terms of unit volumes. Is now the time to buy COTY? Find out in our full research report (it’s free). Revenue: $1.28 billion vs analyst estimates of $1.27 billion (1.3% year-on-year decline, 0.6% beat) Adjusted EPS: -$0.03 vs analyst estimates of $0 ($0.03 miss) Adjusted EBITDA: $127 million vs analyst estimates of $106 million (9.9% margin, 19.8% beat) Operating Margin: -29%, down from -21.6% in the same quarter last year Organic Revenue fell 7% year on year (miss) Market Capitalization: $2.05 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Filippo Falorni (Citi): Asked about the duration of the sell-in versus sellout gap in both Prestige and Consumer Beauty. Executive Chairman Markus Strobel described this as a transitional effect, expecting convergence as the new strategy takes hold and inventory normalization progresses. Olivia Tong Cheang (Raymond James): Inquired about the timeline for retail destocking and promotional normalization. Strobel stated that structural retailer destocking is mostly complete, but aligning sellout and sell-in will take additional quarters as they scale the new framework. Sydney Wagner (Jefferies): Sought clarity on replicating CoverGirl’s U.S. strategy internationally. Strobel explained that the Gen X-focused positioning would extend to other key brands like Rimmel in the U.K. and Max Factor in Europe. Charles-Louis Scotti (Kepler): Questioned whether the...

Interested in Coty? Here are five stocks we like better. Coty said it is trying to narrow the gap between sell-out and sell-in by shifting to a more retail-driven model, cutting smaller initiatives, and focusing innovation on fewer, bigger launches. Management believes this should improve execution, working capital, and reduce excess inventory over time. Management cited several headwinds weighing on results, including disruption in the Middle East, a highly promotional environment, inventory reductions by European retailers, and about $30 million of tariff impact this year. Coty also said oil-price volatility remains a risk, though it is protected against oil inflation roughly through calendar 2026. In consumer beauty, Coty is repositioning COVERGIRL for Gen X consumers after earlier attempts to target Gen Z missed the mark. The company also denied rumors of a prestige divestiture, said it is exiting Orveda and some smaller markets, and remains focused on brands like Burberry, Hugo Boss, Sally Hansen, Rimmel, and Max Factor. 3 Beauty Stocks Off to an Ugly Start—Can 1 Stage a Comeback? Coty (NYSE:COTY) executives said the beauty company is working to narrow the gap between retail sell-out and sell-in, sharpen its innovation pipeline and maintain discipline on promotions as it navigates headwinds from the Middle East, elevated competition and input-cost volatility. On the company’s fiscal third-quarter 2026 question-and-answer call, Executive Chairman and Interim Chief Executive Officer Markus Strobel said Coty is “not where we want to be yet,” but said the quarter showed the company’s ability to protect profitability and cash flow while taking steps to improve execution. → Wells Fargo’s Comeback Is Real—But Not Risk-Free Rebalancing in 2025: Here Are 3 Stocks to Buy Under $10 Strobel and Chief Financial Officer Laurent Mercier repeatedly pointed to the company’s “Coty. Curated.” framework, which is intended to reduce complexity, focus resources on larger initiatives and improve returns on marketing, innovation and working capital. Strobel said Coty saw some sell-out growth in prestige, which he described as encouraging, but sell-in trailed for three main reasons. First, he said the Middle East disruption hit the business at the end of February, limiting March sales in a region that had been growing strongly and represents a “mid-teens” region for Coty’s pres...

Image source: The Motley Fool. Friday, February 6, 2026 at 8 a.m. ET Executive Chairman & Interim CEO — Markus Strobel Chief Financial Officer — Laurent Mercier Operator: Good morning, and good afternoon, everyone. My name is Chloe, and I will be your conference operator today. At this time, I would like to welcome everyone to Coty's Second Quarter Fiscal 2026 Question-and-Answer Conference Call. As a reminder, this conference call is being recorded today, February 6, 2026, at 8:00 a.m. Eastern Time or 2:00 p.m. Central European Time. Please note that on February 5, 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 these 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] We'll take our first question from Filippo Falorni with Citi. Filippo Falorni: Markus, maybe can you give us a bit more color on the Color the Future performance improvement plan for Consumer Beauty. You mentioned in the prepared remarks yesterday that there's a lot of different initiatives commercially, including streamlining the portfolio. What are you thinking those potential impacts are going to be on sales near term and then a little bit longer term? And then, Laurent, on the margin side, Consumer Beauty has been significantly below corporate average. Do you have an aspiration of what their business operating margins can get back to? Markus Strobel: All right. Thanks, Filippo. I'll take that on. There's about 3 or 4 principles how we are addressing the consumer business priorities and focus on our business building plan. It's imperative for us to get back to sell-out growth...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 8 a.m. ET Executive Chairman of the Board and Interim Chief Executive Officer — Markus Strobel Chief Financial Officer — Laurent Mercier Operator: Good morning and good afternoon, everyone. My name is Chelsea and I will be your conference operator today. At this time, I would like to welcome everyone to Coty's Third Quarter Fiscal 2026 Question-and-Answer Conference Call. As a reminder, this conference call is being recorded today, May 6, 2026, at 8:00 a.m. Eastern Standard Time or 2:00 p.m. Central European Time. Please note that on May 5, at approximately 4:30 p.m. Eastern Standard 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 reports filed with the SEC, where the company lists factors that could cause actual results to differ materially from these 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] Our first question will come from Filippo Falorni with Citi. Filippo Falorni: First question, Markus, I was hoping you can elaborate on the sell-in versus sellout gap that you called out yesterday, both for Prestige and Consumer Beauty, different drivers there. But how should we think about it going forward into Q4 and as you start thinking about fiscal '27? And then one question for Laurent. On the margin side, can you provide some color on the exposure to oil and higher oil prices, both from a raw material standpoint but also from a distribution and logistical standpoint? Markus Strobel: Yes. Thanks, Filippo. On your first question, I mean, first of all, on the Prestige side, it was good that we saw some sellout growth. Not much but it was good and we're happy about that. But the sell-in was trailing. There's basically 3 reasons behind this....

The beauty company posted a loss of $411.4 million in its latest quarter as the conflict in the Middle East hurt demand for its beauty products in the region.

Like‑for‑like sales fell about 7% in Q3, with an estimated 1.4% drag from the Middle East conflict that disproportionately hit prestige fragrances; management expects Q4 like‑for‑like revenue to decline a mid‑single‑digit percentage, with a further 2–3% Middle East headwind. Profitability and margins are under pressure: adjusted gross margin dropped ~250 bps to 61.8%, Consumer Beauty adjusted EBITDA was hit by gross‑margin headwinds and included a $363 million impairment, even though adjusted EBITDA and EPS came in ahead of guidance. Coty is pursuing cost and portfolio actions to deleverage and improve returns, reporting >$15 million in fixed cost savings and >$50 million in productivity savings in Q3, targeting ~$200 million of cumulative fiscal 2026 savings, with free cash flow of $276 million YTD and leverage around 3.4x aiming toward ~2x. Interested in Coty? Here are five stocks we like better. 3 Beauty Stocks Off to an Ugly Start—Can 1 Stage a Comeback? Coty (NYSE:COTY) reported a challenging third quarter for fiscal 2026 as the company navigated sales pressure, category mix shifts, and disruption tied to the Middle East conflict, while management emphasized a renewed focus on “sell-out” trends and tighter prioritization under its Coty.Curated framework. In prepared remarks, Executive Chairman and Interim CEO Markus Strobel said the operating environment remained “mixed,” and described an increased focus on allocating resources to “fewer, higher impact core initiatives” as Coty aims to improve performance over time. CFO Laurent Mercier added that while certain profit metrics came in ahead of guidance, the company remains “not satisfied with the current level of profitability.” → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Rebalancing in 2025: Here Are 3 Stocks to Buy Under $10 Strobel said Coty’s like-for-like sales declined 7% in the quarter, including an estimated 1.4% negative impact from the Middle East due to escalation of the regional conflict. Excluding that impact, Strobel said like-for-like sales were in line with the guidance Coty had previously shared. He attributed the comparatively larger impact to Coty’s portfolio and channel mix, noting the Middle East represents a “mid-single-digit percentage” of total sales, including local travel retail. With fragrances a dominant category in the region, Coty experienced a...

NEW YORK (AP) — NEW YORK (AP) — Coty Inc. (COTY) on Tuesday reported a loss of $408.1 million in its fiscal third quarter. The New York-based company said it had a loss of 47 cents per share. Losses, adjusted for non-recurring costs, came to 3 cents per share. The results missed Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was breakeven on a per-share basis. The beauty products company posted revenue of $1.28 billion in the period, which met Street forecasts. Coty expects full-year earnings in the range of 33 cents to 35 cents per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on COTY at https://www.zacks.com/ap/COTY

Coty (COTY) reported $1.28 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 1.4%. EPS of -$0.03 for the same period compares to $0.01 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.28 billion, representing a surprise of -0.24%. The company delivered an EPS surprise of -1478.95%, with the consensus EPS estimate being $0. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Coty performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Geographic Revenues- Americas: $510.4 million compared to the $526.71 million average estimate based on two analysts. The reported number represents a change of -3.6% year over year. Geographic Revenues- Asia Pacific: $173.6 million compared to the $177.02 million average estimate based on two analysts. The reported number represents a change of +8.9% year over year. Geographic Revenues- EMEA: $597.6 million versus $606.27 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2% change. Net Revenues- Prestige: $830.9 million versus the four-analyst average estimate of $836.66 million. The reported number represents a year-over-year change of +0.2%. Net Revenues- Consumer Beauty: $450.7 million versus $435.05 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -4.1% change. Adjusted Operating Income- Prestige: $123.7 million versus $105.9 million estimated by two analysts on average. Adjusted Operating Income- Consumer Beauty: $-51.3 million versus the two-analyst average estimate of $-48.25 million. View all Key Company Metrics for Coty here>>> Shares of Coty have returned +12% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the nea...