Coty Inc. is a leading global beauty company that operates across fragrance, color cosmetics, skincare, and body care categories. The company offers a diverse portfolio of iconic brands, selling its products in over 120 countries and territories. Coty focuses on both high-end and mass-market beauty products, catering to a wide range of consumer preferences.
- Prestige - Offers high-end fragrances, cosmetics, and skincare products, targeting premium and luxury markets with brands like Gucci, Burberry, and Calvin Klein.
- Consumer Beauty - Focuses on mass-market products, including color cosmetics, body care, and mass fragrances, with key brands such as CoverGirl, Rimmel, and Sally Hansen.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Sue Y. Nabi ExecutiveBoard | Chief Executive Officer (CEO) | None | CEO since September 2020, previously Worldwide President at L’Oréal and founder of Orveda. Led Coty to consecutive years of double-digit growth and major fragrance launches. | View Report → |
Anna von Bayern Executive | Chief Corporate Affairs Officer | Lichtblick Children and Youth Foundation (philanthropy) | Joined Coty in September 2020. Former journalist and author. Leads corporate affairs and communications. | |
Kristin Blazewicz Executive | Chief Legal Officer, General Counsel, and Secretary | None | Joined Coty in March 2020. Oversees legal and compliance. Previously VP at Keurig Dr Pepper and associate at Gibson Dunn & Crutcher. | |
Laurent Mercier Executive | Chief Financial Officer (CFO) | None | CFO since February 2021, joined Coty in 2017. Previously held finance leadership roles at Danone. | |
Priya Srinivasan Executive | Chief People & Purpose Officer | None | Joined Coty in April 2023. Oversees HR and purpose-driven initiatives. Previously held HR leadership roles. | |
Anna Adeola Makanju Board | Director | VP of Global Impact at OpenAI; Director at Panera Brands | Joined Coty Board in December 2020. Policy and governance expert with experience at Facebook and the U.S. government. | |
Beatrice Ballini Board | Director | Operating Partner at VAM Investments; Board Member at Gruppo Florence and VAM Investments SPAC BV | Joined Coty Board in September 2019. Chair of the Remuneration and Nomination Committee. Extensive experience in retail and family business governance. | |
Isabelle Parize Board | Director | Director at Carbios and FLO Health Inc. | Joined Coty Board in February 2020. Extensive experience in beauty and retail, including CEO roles at Douglas Holding and Nocibe. | |
Joachim Creus Board | Director | CEO, Managing Partner, and Vice Chairman at JAB Sarl; Director at JDE Peet’s and Keurig Dr Pepper | Joined Coty Board in 2019. Extensive expertise in legal, tax, and corporate governance. Key leader at JAB Sarl. | |
Johannes Huth Board | Vice Chairman and Lead Independent Director | Board Member at Axel Springer SE, Roompot, and Marshall Wace Ltd.; Chairman of Invest Europe; Trustee at Städel Museum and others | Joined Coty Board in May 2020. Extensive global investment and governance experience. Appointed Lead Independent Director in June 2023. | |
Lubomira Rochet Board | Director | Director at Keurig Dr Pepper, Societe Generale, and JAB-controlled entities | Joined Coty Board in January 2023. Former Chief Digital Officer at L’Oréal. Expert in digital transformation. | |
Olivier Goudet Board | Director | Senior Investment Advisor at JAB Sarl; Chairman at Krispy Kreme; Director at Keurig Dr Pepper, JDE Peet’s, and others | Joined Coty Board in 2013. Brings financial and strategic expertise from leadership roles at JAB and other companies. | |
Peter Harf Board | Chairman of the Board | CEO, Managing Partner, and Vice Chairman at JAB Sarl; Director at Keurig Dr Pepper, JDE Peet’s, and others | Chairman since November 2018. Longtime Coty Board member (since 1996). Extensive leadership experience at JAB and other global companies. | |
Robert Singer Board | Director | Director at Swarovski, Keurig Dr Pepper, and Panera Bread; Advisor to IDG Capital | Joined Coty Board in 2010. Extensive financial and operational expertise. Former Lead Independent Director (2020–2023). |
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Your target for mid-single-digit growth in fiscal '26 and beyond reflects a deceleration from your previous long-term target of 6% to 8% growth; what factors are driving this slowdown, and how do you plan to address potential challenges to maintain robust growth?
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With some of your retail partners rightsizing their store fleets and facing their own challenges, how are you managing the associated risks to your distribution channels, and what strategies are in place to mitigate potential negative impacts on your sales?
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The possibility of a 10% to 20% customs tax on imported products into the U.S. could significantly affect your prestige products made in Europe; how do you plan to mitigate this cost impact, and are you considering relocating production to facilities in the U.S. or other regions?
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Given recent declines in China and Travel Retail Asia, suggesting you're no longer immune to turmoil in these markets, how do you plan to address these challenges and capitalize on growth opportunities in these regions?
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As you implement your new demand planning program consolidating planning hubs, what key risks do you foresee, and how are you managing them to ensure it doesn't disrupt your supply chain or negatively affect your service levels?
Research analysts who have asked questions during COTY earnings calls.
Anna Lizzul
Bank of America Corporation
5 questions for COTY
Susan Anderson
Canaccord Genuity Group
5 questions for COTY
Ashley Helgans
Jefferies
4 questions for COTY
Christopher Carey
Wells Fargo & Company
4 questions for COTY
Oliver Chen
TD Cowen
4 questions for COTY
Andrea Teixeira
JPMorgan Chase & Co.
3 questions for COTY
Filippo Falorni
Citigroup Inc.
3 questions for COTY
Korinne Wolfmeyer
Piper Sandler & Co.
3 questions for COTY
Olivia Tong Cheang
Raymond James Financial, Inc.
3 questions for COTY
Robert Ottenstein
Evercore ISI
3 questions for COTY
Carla Casella
JPMorgan Chase & Co.
2 questions for COTY
Julia Shelanski
TD Securities
2 questions for COTY
Mark Astrachan
Stifel
2 questions for COTY
Olivia Tong
Raymond James Financial, Inc.
2 questions for COTY
Patrice Kanada
Goldman Sachs Group, Inc.
2 questions for COTY
Priya Ohri-Gupta
Barclays Capital
2 questions for COTY
Shovana Chowdhury
JPMorgan Chase & Co.
2 questions for COTY
Steve Powers
Deutsche Bank
2 questions for COTY
Sydney Wagner
Jefferies
2 questions for COTY
Anna Lazul
Bank of America Corporation
1 question for COTY
Bonnie Herzog
Goldman Sachs
1 question for COTY
Chris Terry
Wells Fargo & Company
1 question for COTY
Priya Uri Gupta
Barclays PLC
1 question for COTY
Stephen Robert Powers
Deutsche Bank
1 question for COTY
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Walmart | Retail distribution of Coty products | All | 4% of total net revenues in FY2025 |
A.S. Watson | Retail distribution of Coty products | All | 4% of total net revenues in FY2025 |
Recent press releases and 8-K filings for COTY.
- Coty Inc. and its wholly-owned subsidiaries completed a private offering of $900.0 million aggregate principal amount of 5.600% senior notes due 2031 on October 15, 2025.
- The notes will accrue interest at 5.600% per annum, payable semi-annually starting January 15, 2026, and will mature on January 15, 2031.
- These notes are senior unsecured obligations but will become fully and unconditionally guaranteed on a senior secured basis by Coty's subsidiaries and secured by first-priority liens if they cease to maintain investment grade ratings from at least two of three ratings agencies.
- Covenants in the Indenture are suspended as long as the notes maintain investment grade ratings, but will impose restrictions on additional indebtedness, dividends, investments, and asset sales if ratings fall below investment grade.
- Coty Inc. has priced a $900 million private offering of 5.600% senior notes due 2031 to refinance existing senior secured notes maturing in 2026, with the offering expected to close around mid-October 2025.
- The new notes will initially be unsecured but may become senior secured if their investment grade ratings fall below certain thresholds.
- Despite this refinancing, Coty faces financial challenges including declining revenue per share and a negative net margin, though it maintains strength in prestige beauty products and operational cash flow.
- German investment firm JAB holds a controlling 54% stake in Coty as of June 2025.
- Coty Inc. announced the pricing of $900.0 million aggregate principal amount of 5.600% Senior Notes due 2031 on October 6, 2025.
- The offering of these notes is expected to close on or around October 15, 2025.
- The proceeds from the new notes, combined with cash on hand, will be used to redeem all outstanding 5.000% senior secured notes due 2026 and a portion of the 3.875% senior secured notes due 2026.
- Coty Inc. launched a private offering of senior notes to qualified institutional buyers and non-U.S. persons.
- The proceeds from this offering, combined with cash on hand, are intended to redeem all outstanding 5.000% senior secured notes due 2026 and a portion of 3.875% senior secured notes due 2026.
- The notes will be senior unsecured obligations as long as they maintain investment grade ratings from at least two of three agencies; otherwise, they will become senior secured and guaranteed by Coty's subsidiaries.
- Bragar Eagel & Squire, P.C. is investigating Coty Inc. for potential violations of federal securities laws and/or unlawful business practices on behalf of its stockholders.
- The investigation follows Coty's August 20, 2025, report of an unexpected loss and disappointing guidance for its full fiscal year 2025 and fourth quarter.
- Following this news, Coty's stock price fell $1.05 per share, or 21.6%, closing at $3.81 per share on August 21, 2025.
- Coty's Chief Financial Officer attributed sluggish sales to moderating profit in the broader beauty market, value-seeking behavior, innovation fatigue, and anti-theft and immigration policy changes.
- Hagens Berman is investigating Coty Inc. (NYSE: COTY) after a 21% stock price drop on August 21, 2025, following the company's disclosure of "retailer inventory destocking issues" and weak Q4 and full-year financial results.
- The investigation is examining whether Coty misled investors about its growth trajectory and the success of its digital inventory strategy, SAP S/4HANA.
- Hagens Berman is exploring if Coty deliberately shipped excess inventory to retailers to mask its own inventory buildup and meet earnings expectations, a practice that would contradict earlier optimistic claims about its digital transition.
- The August 21 earnings report revealed a steep year-over-year revenue decrease in both the Prestige (approximately 65% of revenue) and Consumer Beauty (approximately 35% of revenue) segments, which Coty attributed to the same retailer inventory issues it had previously downplayed.
- Coty Inc. is undergoing a strategic transformation to focus on its core fragrance business, which represents 69% of the company's sales and is outperforming the global beauty market.
- The company has initiated a comprehensive review of its $1.2 billion mass color cosmetics segment, exploring options such as partnerships, divestitures, and spin-offs.
- Organizational changes include the appointment of Gordon von Bretten to lead the Consumer Beauty division, following the departures of the Chief Brands Officer and Chief Commercial Officer.
- This strategic pivot aims to reinforce the fragrance business as the primary driver of revenue and profit, addressing challenges like cautious U.S. retailers and cost-conscious consumers impacting sales projections.
- Coty will integrate its Prestige Beauty and Mass Fragrance businesses to enhance growth and leverage scale, as fragrances represent 69% of the company's sales.
- A comprehensive strategic review has been initiated for Coty's Consumer Beauty business, which includes a $1.2 billion revenue mass color cosmetics business and a $400 million revenue Brazil business.
- The review will consider various strategic alternatives, including partnerships, divestitures, and spin-offs, to maximize long-term value and strengthen the balance sheet.
- Gordon von Bretten has been appointed President of Consumer Beauty to lead this strategic review.
- Hagens Berman is investigating Coty Inc. (NYSE: COTY) following a 21% drop in its stock price on August 21, 2025, after the company disclosed "retailer inventory destocking issues" and weak Q4 and full-year financial results.
- The investigation is probing whether Coty misled investors about its growth trajectory and the success of its digital inventory strategy, SAP S/4HANA.
- Hagens Berman is exploring if Coty may have deliberately shipped excess inventory to retail partners to mask its own inventory buildup and meet earnings expectations, contradicting earlier statements that its digital transition "went off without a hitch".
- The August 21 earnings report showed a steep year-over-year revenue decrease in both the Prestige and Consumer Beauty segments, which Coty attributed to the previously downplayed retailer inventory issues.
- Hagens Berman is investigating Coty Inc. (NYSE: COTY) following a 21% stock price drop on August 21, 2025, after the company disclosed "retailer inventory destocking issues" and weak Q4 and full-year financial results.
- The investigation focuses on whether Coty misled investors about its growth trajectory and digital inventory strategy, specifically if the company shipped excess inventory to retailers to mask its own buildup and meet earnings expectations.
- The August 21 earnings report revealed a steep year-over-year revenue decrease in both its Prestige and Consumer Beauty segments, which comprise approximately 65% and 35% of the company's revenue, respectively.