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Jun 30
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.
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 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