COTY

COTY Earnings Preview

Coty Inc. · Consumer Defensive · $2B

14d until earnings

COTY Earnings

Tuesday, May 05 2026
EPS Estimate
$0.00
$-0.01 – $0.01
Revenue Estimate
$1.3B
Current Price
$2.36

Our Position

bearish

Analysts slash COTY targets after Q2 miss, guidance withdrawn

structured data est. revisions falling (-615.5pp / 30d)

Two major investment banks losing confidence in near-term recovery signals deeper operational challenges beyond one bad quarter. The guidance withdrawal removes a key visibility metric just when investors need clarity, and negative sales momentum compounds the downside risk into 2026.

Watch: Watch for management commentary in upcoming investor calls or earnings beats in Q3 and beyond — the company needs to restore sales growth and clarify its strategic direction to justify any re-rating. Until then, the 41% downside cut by Canaccord reflects a reset lower.

Data Signal Summary

1 bullish
3 bearish
Estimates down -714% Insider buying cluster Put/call 1.5 (bearish skew) Price downtrend

Key Context

Analyst Consensus
mixed
Insider Activity
buying
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
-714.5% 0up/2dn
Analyst Target (mean)
$3 $2–$8 +35%
Options P/C Ratio
1.51
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Two Sigma, Bridgewater, Renaissance

Recent Activity

insider trades 34 transactions
Other · SRINIVASAN PRIYA (Officer) ·7,292 shares
Other · SRINIVASAN PRIYA (Officer) ·4,741 shares
Buy · VON BRETTEN GORDON (Officer and Director) ·83,000 shares ·$200,287
Buy · MERCIER LAURENT (Chief Financial Officer) ·5,000 shares ·$13,250
Other · MAKANJU ANNA ADEOLA (Director) ·13,287 shares
29 more
Other · HARF PETER ·45,000 shr
Other · SINGER ROBERT STEVEN ·25,000 shr
Other · BALLINI BEATRICE ·25,000 shr
Other · CREUS JOACHIM ·25,000 shr
Other · PARIZE ISABELLE ·25,000 shr
Other · ZAFAR AYESHA ·12,303 shr
Other · ZAFAR AYESHA ·19,691 shr
Other · BLAZEWICZ KRISTIN ·268,803 shr
Other · VON BAYERN ANNA ·249,726 shr
Other · MERCIER LAURENT ·210,526 shr
Other · SRINIVASAN PRIYA ·17,592 shr
Buy · BLAZEWICZ KRISTIN ·29,400 shr ·$126,532
Other · NABI SUE ·1,562,500 shr
Buy · MERCIER LAURENT ·15,500 shr ·$61,017
Buy · NABI SUE ·260,000 shr ·$1,018,160
Buy · SRINIVASAN PRIYA ·30,000 shr ·$115,200
Other · SRINIVASAN PRIYA ·2,370 shr
Other · PARIZE ISABELLE ·8,468 shr
Other · HARF PETER ·30,000 shr
Other · SINGER ROBERT STEVEN ·10,000 shr
Other · GOUDET OLIVIER ·10,000 shr
Other · BALLINI BEATRICE ·7,808 shr
Other · CREUS JOACHIM ·6,547 shr
Other · ZAFAR AYESHA ·5,334 shr
Other · MERCIER LAURENT ·5,334 shr
Other · ZAFAR AYESHA ·30,168 shr
Other · BLAZEWICZ KRISTIN ·345,274 shr
Other · VON BAYERN ANNA ·326,196 shr
Other · MERCIER LAURENT ·230,301 shr
analyst ratings 1 rating
Barclays Underweight 6d ago