Coty Inc. Price & Performance (COTY)

Coty has launched the next phase of its “All-in to Win” transformation, aiming for $130 million in new fixed cost savings and nearly $500 million in total efficiencies by FY27. The restructuring will impact about 700 jobs and focus on streamlining operations, consolidating functions, and bolstering innovation to drive long-term profitability.123

Wall Street sentiment on Coty has turned cautious as analysts at several major firms have reduced price targets, some as low as $4.50. Concerns center on falling sales, inventory reductions by retailers, and weak consumer demand in key markets, despite ongoing cost-saving measures and strategic initiatives by management.45

While Coty achieved gross margin expansion and saw its Prestige segment outperform, the stock remains under pressure due to technical weakness and earnings misses. Recent results showed a significant revenue shortfall and lowered full-year guidance, as APAC and mass-market segments weighed on near-term prospects.67