Coty Q4 Sales Rise 1% but FY26 Net Loss Widens to $618M; Guides to Transition Year
COTY sits 54% above its 52-week low of $1.82.
Summary
Coty reported Q4 revenue of $1.27 billion, up 1% reported but down 1% like-for-like, with adjusted EBITDA down 26% to $93.6 million. Full-year net loss widened to $618 million on impairments and swap losses. FY27 guidance points to a transition year with declining Q1 revenue and EBITDA.
Key Events · Earnings and Guidance · COTY
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Q4 Sales Up 1%, LFL Down 1%
Net revenues of $1,269.2 million rose 1% reported, but like-for-like sales declined 1%, including an estimated 1% headwind from the Middle East conflict.
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FY26 Net Loss Widens to $618M
Reported net loss attributable to common shareholders was $618.0 million, driven by $362.8 million in asset impairment charges and a $115.8 million mark-to-market loss on equity swaps.
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Adjusted EBITDA Down 22% for FY26
Adjusted EBITDA fell to $846.9 million from $1,081.7 million, with margin contracting 380 basis points to 14.6%.
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FY27 Guidance: Transition Year
Coty expects 1Q27 LFL revenue to decline low- to mid-single digits, adjusted EBITDA to decline low-teens, and adjusted EPS of $0.11-$0.13. First-half FY27 free cash flow is guided to over $300 million.
Analysis · COTY · Industrial Applications And Services
Coty's Q4 results beat expectations on sales and cash flow, but the full-year picture shows a reported net loss of $618 million, driven by $362.8 million in asset impairments and a $115.8 million mark-to-market loss on equity swaps. The company is guiding for a transition year in FY27, with Q1 revenue expected to decline low- to mid-single digits and adjusted EBITDA down low-teens. The Gucci Beauty license exit will create a sales and profit step-down in FY28, though Coty is planning cost cuts and new brand launches to offset the impact.
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At the time of this filing, COTY was trading at $2.81 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $2.7B. The 52-week trading range was $1.82 to $5.03. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.