Overview

• Coty posted fourth-quarter revenue of $1.25 billion versus $1.20 billion expected, down 8% year over year on strength in international premium fragrances.
• The company reported an adjusted loss of $0.05 per share versus a $0.02 profit forecast, including a $0.07 negative equity-swap mark-to-market tied to the quarter’s share-price decline.
• Management guided first-quarter like-for-like sales to fall 6% to 8% and said new launches in prestige and consumer beauty are expected to support growth in the second half.
• Coty forecast adjusted EPS of $0.33 to $0.36 for the first half of fiscal 2026, and the stock dropped about 16% after hours to roughly $4.10, a 52-week low.
• To blunt tariff effects, Coty is shifting U.S.-sold mass and entry-prestige fragrance production onshore, after recording a $212.8 million non-cash impairment in Q3 tied to color cosmetics and noting ongoing travel retail softness.