Anna Lazul's questions to Coty Inc (COTY) leadership • Q4 2025
Question
Anna Lazul of Bank of America asked whether COTY is observing a pullback in prestige fragrance consumption from specific demographics like Gen Z, men, and Hispanics, or from any particular income tiers in the U.S. beauty market.
Answer
CEO Sue Nabi stated definitively that the company is not seeing a pullback from these key demographics. She noted that penetration continues to increase, particularly among teen males, and that the proportion of heavy users among Gen Z has never been higher. She described the Hispanic community as a consistently strong consumer base, with the overall trend supported by the growing perfume mist phenomenon.