COTY INC.: management transactions · United States · SEC (Form 4)

About COTY INC.

Coty Inc. (NYSE: COTY) is a U.S.-listed beauty company traded on the NYSE and headquartered in New York, United States. The group is one of the world’s larger players in the global beauty industry, with a portfolio centered on fragrance, color cosmetics, and skin and body care. Its roots go back to 1904, when the company was founded in Paris, giving Coty a distinctive heritage: European origins in fine fragrance combined with a corporate base and capital-markets listing in the United States. From an equity-investor perspective, Coty’s business model is best understood as a two-pillar franchise: Prestige and Consumer Beauty. Prestige is the core earnings engine and is heavily supported by fragrances, while Consumer Beauty gives the company scale and broader market reach in mass-market cosmetics and personal care. Coty’s brand portfolio includes globally recognized names such as Gucci, Burberry, Calvin Klein, Hugo Boss, Marc Jacobs, Chloé, philosophy, CoverGirl, Rimmel, Sally Hansen, and Max Factor. This mix allows the company to participate both in premium selective channels and in more accessible price points across retail, travel retail, department stores, and e-commerce. Competitively, Coty holds a meaningful position in prestige fragrance, where brand equity, license management, innovation, and distribution execution are critical. The company has also emphasized its vertically integrated capabilities, particularly in fragrance development and commercialization, which can support faster product launches and improved operating leverage. Geographically, Coty is globally diversified, with major exposure across Europe, the Americas, Asia-Pacific, and international travel retail. Recent company commentary suggests continued strength in prestige fragrance and ongoing efforts to expand distribution and launch new scent-led concepts in faster-growing categories. Recent corporate developments are important for assessing the investment case. In 2025, Coty advanced its “All-in to Win” transformation program, designed to improve agility, efficiency, and profitability. In September 2025, the company said it would more closely integrate its Prestige Beauty and Mass Fragrance businesses and launched a strategic review of its Consumer Beauty business, including mass color cosmetics and parts of its Brazil operations. In 2026, Coty also highlighted AI-related initiatives and announced that its net-zero commitment had been validated by the Science Based Targets initiative. Overall, Coty remains a consumer-beauty franchise with a strong fragrance identity, global brand reach, and an active portfolio and cost-transformation agenda.