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Perfume giant Coty loses 16.5% in after hours on falling sales

Coty reported an adjusted quarterly loss of 5 cents per share for the quarter, compared to analysts' estimates of earnings of 2 cents per share. The loss included a negative impact from an equity swap.

Foto d’archivio: uno schermo mostra il logo e le informazioni di trading di Coty Inc alla Borsa di New York (Nyse) a New York, Stati Uniti, (Reuters/Brendan McDermid)

2' min read

2' min read

Coty forecast a drop in sales for the current quarter as weak spending in the US cast a shadow over demand for beauty products, sending its shares down 16.5 per cent in after-hours trading to $4.86.

The New York-based company also said it will raise prices of its premium fragrance unit in the US to mitigate the impact of 15% tariffs on the import of goods from Europe into the US. This comes at a time whenretailers in the US are increasingly wary of tariffs and shrinking inventories as cost-conscious consumers reduce spending on certain beauty and skincare products.

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Coty saw like-for-like sales - sales on a like-for-like basis - for the first quarter drop from 6% to 8%, compared to 4.5% growth a year ago.

The company remains positive and expects that product launches in both the prestige and consumer beauty categories will drive sales growth in the second half of the year.

"Our analysis of the weaknesses of the cosmetics category shows a certain fatigue towards innovation and less frequent use, particularly with the migration of Generation Z - people born between the mid-1990s and 2012, ed. - towards fragrances," said chief financial officer Laurent Mercier in a note. "Changes in immigration policy under the Trump administration have also contributed to the country's slowdown," Mercier added.

The company is also looking to transfer production of mass-market and prestige fragrances sold in the United States to a domestic production facility, to cushion some of the $70 million headwind from tariffs in fiscal year 2026.

The Accounts

Coty reported an adjusted quarterly loss of 5 cents per share for the quarter, compared to analysts' estimates of earnings of 2 cents per share. The loss included a negative impact from an equity swap.

I profumi dell’estate, intriganti e sensuali

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The words of the ceo

Coty CEO Sue Nabi said the company is trying to take advantage of the booming 'treatonomics' trend, a phenomenon that pushes consumers towards small pleasures in times of hardship and economic crisis.

 According to Nabi, Coty's fragrances, with a price range from $5 to $500, appeal to both higher and lower income consumers who desire small pleasures. "Coty is perfectly positioned to win, as it is the only global player in the fragrance industry that actively targets both the high and low price brackets," he says.

The recent launch of a Calvin Klein fragrance collection is showing promising initial results, attracting younger consumers looking for an affordable offer.

Coty, Inc. is one of the largest perfumery companies in the world. The company also produces body care products and cosmetics, although the main business is perfumes (65% of turnover).

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