Loading...
•
Mar 31
Coty Q3 2025 Earnings Report
Coty posted a Q3 net loss and revenue decline as FX headwinds and softness in the U.S. impacted performance.
Key Takeaways
Coty reported a net loss of $409 million in Q3 2025 with revenue declining 6% year-over-year. The company emphasized cost control, adjusted operating income growth, and strategic plans for FY26 amid continued market challenges.
Revenue fell 6% to $1.299 billion, with FX headwinds contributing 3% to the decline.
Adjusted EPS was $0.01, while GAAP EPS stood at -$0.47.
Consumer Beauty revenue declined 9% amid weakness in color cosmetics, particularly in the U.S.
Coty launched the next phase of its 'All-in to Win' program aiming for $500 million in savings through FY27.
Coty
Coty
Coty Revenue by Segment
Coty Revenue by Geographic Location
Revenue by Segment
Prestige Revenue
CapyFin.comConsumer Beauty Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEMEA Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.com Forward Guidance
Coty expects high-single-digit LFL sales decline in Q4 FY25, but forecasts gradual improvement in FY26 led by blockbuster launches, cost savings, and enhanced execution.
Positive Outlook
- Blockbuster launches planned in both H1 and H2 FY26.
- New brand expansion into U.S. and Amazon launch in fall.
- Robust plans in both Prestige and Consumer Beauty to capture demand shifts.
- All-in to Win program expected to generate $500M in savings by FY27.
- Continued progress in ESG, with upgraded ratings from MSCI and Sustainalytics.
Challenges Ahead
- Expected LFL sales decline in Q4 FY25 due to weak retailer inventory dynamics.
- Challenging U.S. market impacting both Prestige and Consumer Beauty segments.
- Gross margin contraction in Q3 impacted by normalization from prior high levels.
- High restructuring and impairment charges continued to pressure profitability.
- FX remains a 3% headwind to reported sales for the remainder of FY25.
Revenue & Expenses
Visualization of income flow from segment revenue to net income