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Jun 30, 2025
Coty Q4 2025 Earnings Report
Coty reported a net loss for Q4 2025 with revenue declining year-over-year, driven by softness in mass cosmetics and proactive inventory adjustments.
Key Takeaways
Coty posted a Q4 2025 net loss of $72.1 million, with revenues declining 8% year-over-year to $1.25 billion. The quarter was impacted by weakness in U.S. mass color cosmetics and inventory rightsizing, but Prestige fragrances showed resilience.
Revenue declined 8% YoY to $1.25 billion due to pressure in Consumer Beauty and Prestige segments.
Net loss narrowed to $72.1 million from $100.2 million a year earlier.
Adjusted EPS was $(0.05), impacted by equity swap mark-to-market effects.
Prestige fragrances outperformed other categories, comprising 61% of sales.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Coty expects a gradual improvement in sales and profit trends throughout FY26, returning to growth in the second half.
Positive Outlook
- Anticipates return to LFL growth in 2H FY26.
- Major fragrance launches planned under top brands.
- Continued push into fragrance mists category.
- Organizational changes expected to yield operational benefits.
- Cost savings to balance variable compensation impacts.
Challenges Ahead
- LFL sales expected to decline 6–8% in Q1 FY26.
- LFL sales expected to decline 3–5% in Q2 FY26.
- Gross margin pressure expected in 1H FY26 due to tariffs and lower sales.
- Adjusted EBITDA expected to decline in 1H FY26.
- Continued macroeconomic uncertainty and cautious retailer behavior.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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