2 weeks Ago By GuruFocus.com
In This Article: Release Date: February 10, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript . Positive Points Negative Points Q & A Highlights Q : Can you elaborate on the impact of the current geopolitical and tariff situation on Coty's operations? A : Laurent Mercier, CFO, explained that the geopolitical and tariff situation remains fluid, adding uncertainty. Coty has minimal sourcing from China, Canada, and Mexico into the US.
Potential tariffs could impact EBITDA by a few points, but adjustments in product flows and sourcing, including shifting production to North Carolina, are underway to mitigate this. Pricing adjustments in the prestige beauty market are also a potential lever. Q : How is Coty addressing the challenges in the mass color cosmetics market? A : Sue Nabi, CEO, noted that despite a complex market with moderate declines, Coty is strengthening its brands through social media advocacy and agile innovation.
CoverGirl and Rimmel have seen increased earned media value and market share gains online. Coty is focusing on fast innovation cycles and influencer engagement to maintain brand relevance..
