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EarningsQ4 2026 Earnings Report
COTY Q4 2026 EPS Results
Actual EPS-$0.02
Consensus EPS>-$0.01
Beat/MissMissed by -$0.01
One Year Ago EPS-$0.05
COTY Q4 2026 Revenue Results
Actual Revenue$1.27B
Expected Revenue$1.19B
Beat/MissBeat by +$75.63M
YoY Revenue Growth+1.34%
Earnings Announcement Details
QuarterQ4 2026
Date08/19/2026
TimeAfter Close
Conference CallWednesday, August 19, 2026
COTY Upcoming Earnings
Coty's next earnings date is estimated for November 10, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
COTY Q4 2026 Earnings Call
0:00 / 0:00
Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed cautious optimism: clear operational actions and early wins (notably in U.S. consumer, Brazil and Travel Retail), SKU rationalization, lowered CapEx and identified financial mitigants (tariff refund potential and Kering compensation) provide constructive upside. However, the company faces material near-term challenges — sell-out trailing the category, inventory/obsolescence pressures, the upcoming Gucci departure (low double-digit % of sales) and slower implementation in Europe — which require significant restructuring and create execution and timing risk. Management presented a balanced, pragmatic plan but significant uncertainties remain for FY27.Company Guidance
U.S. Consumer Turnaround - CoverGirl & Sally Hansen
Focused advertising and concentrated investment in core franchises drove meaningful sell-out improvement in the U.S.; Sally Hansen is now growing ahead of the market in value and CoverGirl has substantially reduced its gap versus the category through focused TV and innovation (e.g., Insta-Dri).
SKU Rationalization and Lower CapEx
Company plans a roughly 20% SKU reduction on shelves, executed via spring/fall shelf resets; expects no material sales impact and improved inventory turns. Cosmetic CapEx is being reduced through procurement and vendor work to lower installation costs.
Rollout of Performance Programs to Europe
Color the Future / Coty.Curated interventions, which showed strong traction in the U.S., are being rolled out to Europe (Rimmel, Max Factor, Manhattan, Bourjois, etc.) with early positive signs (Rimmel catching up in the U.K.).
Regional Recoveries - Brazil and Travel Retail
Brazil is back to growth with share gains in skin care; Travel Retail is growing and being used strategically to launch/scaffold innovations and build brand image.
Innovation & Selective Launches Driving Incrementality
Examples include BOSS Bottled Beyond (one of the top 2 male launches of the year) and the planned Boss Beyond for Her launch to create incremental female business; Marc Jacobs fragrance posted double-digit growth in English-speaking markets over the past six months.
Financial Upside / Mitigants Identified
Management built in $20–$30M of incremental costs tied to higher oil (assumed $90–$100) but noted potential upside from an expected tariff refund of about $30M and confirmed they secured compensation from Kering that covers roughly a year of profit/cash related to the Gucci transaction; targeting FY27 EBITDA and free cash flow close to FY26 levels.
Management Incentives Realigned to Sell-Out and Profit
Bonus systems restructured for FY27 to include market-share sell-out as a major KPI while retaining strong EBITDA and sales components to prevent reckless promotional volume chasing.
COTY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed