Coty Strategic Review and Portfolio Reconfiguration
26 days ago
Tom Keen / Paul Sweeney / Panel discussion
"Coty shares up nearly 3%. Their beauty brands, right? ... They've been struggling, right, to draw those shoppers in. So they bring the strategic review, consumer beauty brands, reworking their portfolio, right? ... I got 10% revenue growth in 2024. Loss is the single digit now... Free cash flow is sort of tepid."
Coty is undergoing a strategic review amid struggles to attract shoppers to its beauty brands. While the company posted a 10% revenue growth forecast for 2024 and modest losses, concerns remain over EBITDA margins and free cash flow. The reconfiguration excludes its higher-end brands, suggesting a focus on mass-market fragrances.
Scores
Alpha Potential
6.0/10
Novelty
6.0/10
Credibility
7.0/10
Timeliness
8.0/10
Overall
6.8/10
Sentiment
Neutral/Mixed
Conviction
Low
Tier
Company Commentary
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Episode Information
Episode:
EchoStar Jumps; Spotify Leadership Change; Coty Strategy
Source:Stock Movers
Published:
September 30, 2025
Idea Type:
Company Opinion