NYSE$COTY
Coty Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Coty reported Q4 net revenues of $1.25 billion, down 8% year-over-year, with adjusted EBITDA of $127 million.
Coty delivered Q4 results in line with expectations amid U.S. softness and retailer destocking. The company expanded FY25 gross margin while reporting a net loss of $72 million for the quarter. Management outlined plans for sequential LFL and EBITDA improvement in FY26 driven by new launches and fragrance mist expansion.
- Q4 net revenues declined 8% reported and 9% LFL to $1,252.4 million, with Prestige down 5% and Consumer Beauty down 12%.
- Adjusted EBITDA fell 23% to $126.7 million with margin of 10.1%, while reported operating income was $15.5 million.
- FY25 adjusted EBITDA reached $1,081.7 million with 18.4% margin, up 60 bps, and free cash flow totaled $277.6 million.
- Company expects LFL sales decline of 6-8% in Q1 FY26 and return to growth in 2H FY26 with adjusted EPS of $0.33-$0.36 in 1H.
Headline financials
Revenue & EPS history
Coty · Revenue · Quarterly
$1.25B
Revenue by segment
Coty · $1.25B total across 2 segments · Q4 2025
- Prestige$761M—60.7%
- Consumer Beauty$492M—39.3%
Forward guidance
Coty expects gradual LFL sales improvement through FY26 with return to growth in 2H26, supported by blockbuster launches and fragrance mists push; 1Q26 LFL decline of 6-8% and 2Q26 decline of 3-5%.
Tailwinds
- Major innovation pipeline including Boss Bottled Beyond tracking ahead of prior blockbusters
- Multi-brand push into profitable fragrance mists category with strong early results
- E-commerce revenue reached $1 billion with Prestige sell-out in line and Consumer Beauty gaining share
- Fixed cost savings from All-In To Win program expected to balance variable compensation resumption
Headwinds
- 1H FY26 gross margin pressure from lower sales and net tariff impact
- Retailer caution and promotional environment amid macro and tariff uncertainty
- 1Q26 adjusted EBITDA expected to decline mid-to-high teens percent
- High single digit to mid-teen percent decline in 1H26 adjusted EPS
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
-0.2%
Avg return
Earnings day
-0.5%
Avg return
5 days after
+1.3%
Avg return
30 days after
43%
23 / 53 earnings
Positive
+36.8%
Q2 2019
Best reaction
-25.8%
Q1 2019
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | +3.9% | -9.4% | -23.4% | |
| Q2 2026 | -14.5% | -19.7% | -24.8% | |
| Q1 2026 | -0.8% | -5.6% | -8.7% | |
| Q4 2025 | -21.6% | -24.1% | -15.4% | |
| Q3 2025 | -11.6% | -3.1% | -2.9% | |
| Q2 2025 | -9.3% | -17.6% | -19.8% | |
| Q1 2025 | -3.8% | -2.4% | +0.9% | |
| Q4 2024 | +6.1% | +4.3% | -1.7% | |
| Q3 2024 | -4.3% | -3.7% | -12.8% | |
| Q2 2024 | -3.2% | -3.6% | +3.7% | |
| Q1 2024 | +1.8% | -0.6% | +18.4% | |
| Q4 2023 | +2.6% | +0.5% | +11.9% | |
| Q3 2023 | -3.7% | -7.3% | -2.6% | |
| Q2 2023 | -0.2% | +7.9% | +3.6% | |
| Q1 2023 | -5.2% | +11.2% | +14.9% | |
| Q4 2022 | +7.4% | +5.7% | -0.1% | |
| Q3 2022 | -13.3% | -9.6% | -1.1% | |
| Q2 2022 | +12.2% | +8.6% | -5.6% | |
| Q1 2022 | +16.4% | +16.4% | +10.5% | |
| Q4 2021 | +15.6% | +18.7% | -2.7% | |
| Q3 2021 | -10.9% | -13.4% | -14.9% | |
| Q2 2021 | -17.3% | -14.6% | +11.5% | |
| Q1 2021 | +33.2% | +38.6% | +132.0% | |
| Q4 2020 | -3.6% | -6.8% | -29.9% | |
| Q3 2020 | -16.7% | -36.7% | -0.8% | |
| Q2 2020 | +13.6% | +12.5% | -19.2% | |
| Q1 2020 | +13.4% | +8.4% | +3.6% | |
| Q4 2019 | +6.2% | +8.5% | +19.7% | |
| Q3 2019 | -5.6% | -4.2% | +10.4% | |
| Q2 2019 | +36.8% | +58.2% | +55.8% | |
| Q1 2019 | -25.8% | -22.6% | -32.9% | |
| Q4 2018 | -5.5% | -3.4% | +4.9% | |
| Q3 2018 | -8.8% | -11.0% | -12.6% | |
| Q2 2018 | +13.6% | +17.6% | +11.0% | |
| Q1 2018 | +10.5% | +14.8% | +20.5% | |
| Q4 2017 | -14.4% | -16.1% | -18.2% | |
| Q3 2017 | +9.9% | +7.5% | +5.1% | |
| Q2 2017 | -8.8% | -3.8% | -4.7% | |
| Q1 2017 | -15.3% | -16.7% | -12.5% | |
| Q4 2016 | -6.9% | -3.6% | -18.2% | |
| Q3 2016 | -12.2% | — | — | |
| Q2 2016 | +14.0% | — | — | |
| Q1 2016 | -4.8% | — | — | |
| Q4 2015 | +3.1% | — | — | |
| Q3 2015 | -1.4% | — | — | |
| Q2 2015 | +15.6% | — | — | |
| Q1 2015 | +6.6% | — | — | |
| Q4 2014 | -4.6% | — | — | |
| Q4 2012 | -4.6% | — | — | |
| Q3 2014 | +3.4% | — | — | |
| Q2 2014 | +3.4% | — | — | |
| Q1 2014 | -2.7% | — | — | |
| Q4 2013 | +0.8% | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — | |
| Q3 2012 | — | — | — | |
| Q2 2012 | — | — | — | |
| Q1 2012 | — | — | — | |
| Q4 2011 | — | — | — |
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