CotyCOTY
About: Coty is a global beauty maker that generates 65% of sales from prestige beauty products (primarily fragrances) and 35% from mass makeup, skin care, and fragrance. For the fragrance business, Coty licenses luxury and high-end brands including Gucci, Burberry, Hugo Boss, Davidoff, and Calvin Klein. In contrast, its consumer cosmetics business focuses on acquired mass brands such as CoverGirl, Max Factor, Rimmel, Sally Hansen, and Bourjois. It also collaborates with social media celebrity Kylie Jenner to manage makeup products bearing her name. By region, Coty generates close to 48% of sales from Europe, 40% from the Americas, and 12% from Asia-Pacific. German investment firm JAB is a controlling shareholder, with a 54% stake as of June 2025.
Employees: 11,791
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
21% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 48
2% more funds holding
Funds holding: 318 [Q1] → 323 (+5) [Q2]
9% more call options, than puts
Call options by funds: $3.16M | Put options by funds: $2.9M
7% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 113
3.73% less ownership
Funds ownership: 39.95% [Q1] → 36.22% (-3.73%) [Q2]
23% less capital invested
Capital invested by funds: $1.9B [Q1] → $1.47B (-$435M) [Q2]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Morgan Stanley Dara Mohsenian | 12%upside $4.25 | Equal-Weight Maintained | 25 Aug 2025 |
Goldman Sachs Patty Kanada | 18%upside $4.50 | Neutral Maintained | 22 Aug 2025 |
B of A Securities Olivia Tong | 8%downside $3.50 | Underperform Maintained | 22 Aug 2025 |
RBC Capital Nik Modi | 162%upside $10 | Outperform Maintained | 22 Aug 2025 |
Canaccord Genuity Susan Anderson | 5%upside $4 | Hold Maintained | 22 Aug 2025 |
Financial journalist opinion
Based on 32 articles about COTY published over the past 30 days
