In the Zacks Cosmetics industry, companies are navigating through inflationary pressures and supply chain obstacles. The general decline in discretionary spending due to prevailing inflationary conditions has impacted the demand for products from various companies. Nevertheless, initiatives aimed at enhancing digital capabilities and fostering innovation have proven effective for firms such as The Estee Lauder Companies Inc. (EL) , Coty Inc. (COTY) , Helen of Troy Limited (HELE) and European Wax Center, Inc ...

Have you looked into how Coty (COTY) performed internationally during the quarter ending March 2024? Considering the widespread global presence of this beauty products company, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth. In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDEDMARCH 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER001-35964 COTY INC. (Exact name of registrant as specified in its charter) Delaware 13-3823358 (State or other jurisdiction of incorpo ...

财务数据和关键指标变化 - 第三季度收入同比增长10%,年初至今增长13%,超出公司此前9%-11%的全年指引 [9][14] - 第三季度毛利率增加190个基点至64.8%,年初至今增加20个基点至64.4%,预计全年毛利率将有温和增长 [28][29] - 第三季度调整营业利润增长17%,调整EBITDA增长10%,利润率均有所提升 [30][31] - 预计全年调整EBITDA在10.8-10.9亿美元区间,调整每股收益将达到0.44-0.47美元,同比增长16%-25% [13][77] 各条业务线数据和关键指标变化 - 高端香水业务第三季度增长13%,年初至今增长17%,保持强劲增长 [15] - 大众美妆业务第三季度增长6%,年初至今增长7%,跟上大众美妆市场增长节奏 [15][41] - 高端彩妆业务第三季度增长超25%,年初至今实现双位数增长 [59] - 护肤业务方面,兰嘉丝特品牌第三季度增长超25%,哲理品牌和欧薇达品牌也保持良好势头 [61][62][63] 各个市场数据和关键指标变化 - 美洲地区第三季度增长11%,年初至今增长13% [16] - 欧洲中东非洲地区第三季度增长9%,年初至今增长12% [17] - 亚太地区第三季度增长11%,年初至今增长16% [17] - 旅游零售渠道第三季度和年初至今均实现20%以上的强劲增长 [16][17][68] 公司战略和发展方向及行业竞争 - 公司持续推进六大战略支柱,包括大众美妆业务增长、高端香水和彩妆业务发展、护肤品业务布局、组织能力提升、新兴市场和旅游零售渠道拓展、可持续发展等 [40]-[71] - 公司在电商渠道的市场份额持续提升,已经在高端香水和大众美妆领域位居行业第二 [64][65] - 公司通过创新产品、社交媒体营销等手段,持续提升品牌影响力和市场竞争力 [45][46][47][54] - 公司看好美妆行业长期发展前景,有信心实现中期财务目标 [72]-[77] 管理层对经营环境和未来前景的评论 - 尽管面临地缘政治和宏观经济挑战,但美妆行业整体保持强劲增长 [5][6][72] - 公司多元化的产品组合和出色执行力使其持续跑赢大市 [6][7][78] - 公司有信心在未来几年进一步提升毛利率至中高60%区间 [28][29] - 预计未来几年公司将持续实现收入和利润的双位数增长,并不断降低负债水平 [77][78] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** 公司如何看待当前的通胀环境及其对成本的影响 [24] **Jiazhen Zhao 回答** 第三季度通胀影响已大幅缓解,预计第四季度影响将保持很小,未来公司将非常谨慎地进行任何价格调整 [24] 问题2 **Yang Bai 提问** 公司如何应对红海冲突和巴尔的摩港口关闭的影响 [25] **Jiazhen Zhao 回答** 公司已采取使用备用路线和增加安全库存等措施,目前风险较小,但这会对全年自由现金流产生一定负面影响 [25] 问题3 **Joyce Ju 提问** 公司如何看待未来几年的利息费用变化 [39] **Lei Chen 回答** 随着公司持续降低负债水平,未来几年利息费用将稳步下降 [39]

业绩总结 - Q3零售销售额同比增长10%[2] - Q3调整后毛利率较去年同期提高190个基点[2] - Q3调整后运营利润同比增长17%[12] - Q3调整后EBITDA同比增长10%[12] - Q3调整后每股收益为0.06美元，同比增长8%[14] 用户数据 - 亚太地区零售销售额同比增长11%[5] - 美洲地区零售销售额同比增长11%[5] - 欧洲、中东和非洲地区零售销售额同比增长9%[5] - Coty品牌在社交媒体倡导战略的支持下表现出色[19] 未来展望 - 公司目前的杠杆率在逐步降低，预计到2024年年底将降至约2.5倍[16] - 公司在财报电话会议中提到了未来战略规划、目标和未来报告期的展望[33] - 公司在财报电话会议中提到了2024年5月6日的展望信息[36] 新产品和新技术研发 - Coty在香水市场占有率增长迅速，尤其在高端香水领域表现突出[20] - Coty的高端彩妆销售增长超过25%[22] - Coty在护肤品领域的表现也强劲，销售额同比增长超过25%[23] 市场扩张和并购 - Coty在巴西、拉丁美洲其他地区、东南亚、印度和非洲等增长引擎市场的销售额同比增长超过20%[25] - Coty在旅行零售渠道的销售额同比增长超过20%[26] 负面信息 - Q3自由现金流为负234百万美元，符合预期[15]

Coty (COTY) reported $1.39 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 7.5%. EPS of $0.05 for the same period compares to $0.19 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.37 billion, representing a surprise of +0.86%. The company delivered an EPS surprise of -16.67%, with the consensus EPS estimate being $0.06. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

Coty Reports Strong Results Ahead of Beauty Market, with Double-Digit Growth FYTD Q3 Sales Exceed Expectations on Prestige Share Gains and Strength in Beauty Demand Continuing Expansion in Operating Income and Margin FY24 Outlook Raised to High End of Guidance Range NEW YORK - May 6, 2024-- Coty Inc. (NYSE: COTY) (Paris: COTY) ("Coty" or "the Company") today announced its results for the third quarter of fiscal year 2024, ended March 31, 2024. The Company's strong above-market sales growth, reported and adj ...

The upcoming report from Coty (COTY) is expected to reveal quarterly earnings of $0.06 per share, indicating a decline of 68.4% compared to the year-ago period. Analysts forecast revenues of $1.37 billion, representing an increase of 6.6% year over year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 4.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Prior to a company's ...

PARIS--(BUSINESS WIRE)--Coty (NYSE: COTY) (Paris: COTY), one of the world’s largest beauty companies with a portfolio of iconic brands across fragrance, color cosmetics, skin and body care, has won this year’s Euronext Best Listing Award in the Large Cap category, at the 12th edition of the Euronext Annual Conference held on March 19, 2024 in Paris. The award recognizes the success of Coty's global offering, the largest to date on Euronext Growth®. The secondary listing on Euronext Paris was a resounding su ...

NEW YORK--(BUSINESS WIRE)--Coty Inc. (NYSE: COTY) Sally Hansen® is hopping into Spring with a delicious new partnership. The NEW Sally Hansen® x HERSHEY’S KISSES Limited-Edition collection will give you a perfectly sweet manicure, just in time for Easter! Inspired by the iconic foil wrapping and thin paper plume HERSHEY’S KISSES chocolates are known for, this collection of Insta-Dri® polishes and Salon Effects® Perfect Manicure ready-to-wear nails captures everything you love about the beloved bite-sized tr ...