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Julia Shelanski

Research Analyst at TD Securities

Julia Shelanski is an analyst at TD Securities, with a focus on research and analysis within the financial sector. Her responsibilities include evaluating financial data and supporting capital markets initiatives, though specific companies she covers or performance metrics are not publicly disclosed. Details about her career timeline, prior firms, or notable professional credentials and recognitions are not available from current public records. While associated with TD Securities' analyst team, there is no verifiable record of securities licenses or rankings on performance-tracking platforms.

Julia Shelanski's questions to COTY (COTY) leadership

Julia Shelanski's questions to COTY (COTY) leadership • Q4 2025

Question

Julia Shelanski, on for Oliver Chen, asked about the evolution of the Travel Retail channel into fiscal 2026, its current health and sell-through, and any noteworthy consumer trends across regions that could influence demand.

Answer

CEO Sue Nabi detailed a strategy to transform Travel Retail into a 'discovery channel' by offering one-month exclusives on key innovations, such as the new Hugo Boss fragrance. She noted that while the Americas and EMEA Travel Retail channels are growing nicely, the Asian region remains affected by the slowdown in Chinese consumption. However, she pointed to a gradual improvement in China's domestic prestige beauty market as a positive sign for the region's eventual recovery.

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Julia Shelanski's questions to COTY (COTY) leadership • Q4 2025

Question

Julia Shelanski, on for Oliver Chen, asked about the evolution of the Travel Retail channel into fiscal 2026, its current health, brand performance, and long-term strategy, as well as any noteworthy regional consumer trends.

Answer

CEO Sue Nabi detailed a strategy to transform Travel Retail into a "discovery channel" by offering one-month exclusives on major launches. She noted that while Travel Retail sales are growing in the Americas and EMEA, the Asian region remains affected by lower Chinese consumption. However, she expressed optimism, citing gradual improvement in China's domestic prestige beauty market.

Ask Fintool Equity Research AI