Expect negative price reaction from the adjusted EPS miss and weak FY26 guidance. Monitor Q4 revenue trends and any further strategic updates; the stock could remain under pressure given the ongoing revenue decline and elevated leverage.
Price Chart
Executive Summary
Coty reported Q3 FY2026 adjusted EPS of -$0.03, missing consensus estimates of $0.00, while revenue of $1.28B slightly beat. Reported net loss widened to $411M, including a $362.8M impairment in Consumer Beauty. FY26 adjusted EBITDA guidance of $838M-$848M implies further weakness, reinforcing the ongoing fundamental deterioration.
Key Financial Metrics
Key Facts
- Q3 adjusted EPS -$0.03 vs consensus $0.00 (miss)
- Q3 revenue $1.28B vs $1.27B consensus (slight beat, but down 1% YoY reported, 7% LFL)
- Reported net loss $411.4M vs loss $409.0M YoY
- Consumer Beauty impairment $362.8M
- FY26 adjusted EBITDA guided to $838M-$848M vs TTM $880M
- Adjusted EBITDA margin collapsed 580bps to 9.9%
Financial Impact
Adjusted EPS miss and weak guidance imply significant downside; revenue decline and impairment underscore structural challenges.
Risk Factors
- Continued revenue contraction in Prestige and Consumer Beauty
- Middle East disruption and tariff headwinds
- High leverage (net debt/EBITDA 3.4x) limits financial flexibility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001024305-26-000028 |
| Document: coty-20260505.htm | 0001024305-26-000028 |
| Document: 0001024305-26-000028-index-headers.html | 0001024305-26-000028 |
| Document: 0001024305-26-000028-index.html | 0001024305-26-000028 |
| Document: 0001024305-26-000028.txt | 0001024305-26-000028 |
| 8-K Data (Synthetic) | 0001024305-26-000028 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 5w ago | 8-K | $2.72 $2.91 | ▲ +6.99% | ▲ +4.72% | $3.20 (+17.65%) |
May 5, 2026 23w ago | 8-K | $2.65 $1.90 | ▲ +28.30% | ▲ +31.08% | $3.20 (−20.75%) |
Mar 18, 2026 30w ago | 8-K | $2.15 $2.36 | ▲ +9.77% | ▲ +2.15% | $3.20 (+48.84%) |
US Market Status
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