Q1 2026 Coty Inc Earnings Call (Pre-recorded) Transcript

Nov 5, 2025 / 10:59 AM GMT

Release Date Price: $3.78 (-1.31%)

Transcript 10-Q8-K

Key Points

Positve

Coty Inc (COTY) remains in the top three for total global fragrances and prestige fragrances, even without the Gucci license.
The company has successfully grown major brands such as Burberry, Hugo Boss, and Chloe significantly over the past five years.
Coty Inc (COTY) is focusing on expanding its portfolio with new licenses and brands, including Swarovski and others.
The company is seeing strong performance in the fragrance market, particularly in the US, with mid-single-digit growth.
Coty Inc (COTY) is leveraging its expertise in scenting to innovate in the body mist category, which is showing promising growth.

Negative

The exit of the Gucci license is expected to have a profit impact after its expiration.
Coty Inc (COTY) is facing challenges with the uncertainty and public comments regarding the Gucci license.
The company has filed a lawsuit against Kering for breach of contract, indicating potential legal and financial complications.
There is a need to address cost structure and optimize the Gucci brand during its remaining term.
Coty Inc (COTY) is experiencing pressure from promotional activities by peers, which could impact its pricing strategy.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

COTY.N - Coty Inc
Q1 2026 Coty Inc Earnings Call (Pre-recorded)
Nov 05, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good morning and conference operator today. At this time, I would like to welcome everyone to Cody's first quarter fiscal 2026 question-and-answer conference call. As a reminder, this conference call is being recorded today, November 6, 2025 at 9:30 a.m. Eastern time or 3:30 p.m. Central European Time.

Please note that on November 5th at approximately 4:30 p.m. Eastern time or 10:30 p.m. Central European Time, Cody issued a press release and prepared remarks webcast, which can be found on its investor relations website. On today's call are Sue Nay, Chief Executive Officer, and Laurent Mercier, Chief Financial Officer.

I would like to remind you that many of the statements today may contain forward-looking statements. Please refer

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