Coty (NYSE:COTY) Q4 2026 Earnings call August 20, 2026 08:00 AM ET Company Participants Markus Strobel - Executive Chairman of the Board and Interim CEO Conference Call Participants Filippo Falorni - Analyst Javier Escalante - Analyst Anna Lizzul - Analyst Susan Anderson - Analyst Steve Powers - Analyst Olivia Tong - Analyst Sydney Wagner - Analyst Andrea Teixeira - Analyst Julia Shelanski - Analyst Operator Good morning and good afternoon, everyone. My name is Chelsea and I will be your conference operator ...

Coty (NYSE:COTY) Q4 2026 Earnings call August 20, 2026 08:00 AM ET Speaker0Good morning and good afternoon, everyone. My name is Chelsea and I will be your conference operator today. At this time, I would like to welcome everyone to Coty's fourth quarter fiscal 2026 question and answer conference call. As a reminder, this conference call is being recorded today, August 20, 2026, at 8:00 A.M. Eastern Time or 2:00 P.M. Central European Time. Please note that on August 19, at approximately 4:30 P.M. Eastern Ti ...

AlphaSignals Earnings Reaction August 20, 2026 09:41 AM GMT Futu Holdings Ltd | Asia Pacific 2Q26 First Take: Resilient Franchise and Supportive Market Strengthens our thesis Meaningful upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways CAC rose modestly by 5% QoQ, on the back of better-than-expected new funded account adds. This may reflect the firm's measured marketing sp ...

销售情况 - 1H26销售额同比下降6%，各品类中纸巾/一次性用品/纸尿裤/卫生巾分别下降5.9%/8.8%/1.2%[8] - 新零售和电商占总销售额的40%，美团闪购销售增长超100%，天猫和京东销售略有下降，拼多多和抖音保持增长[3] 利润情况 - 1H26毛利率为35.3%，同比上升3个百分点，营业费用率同比上升2个百分点[8] - 公司预计2H26纸巾毛利率收缩2 - 3个百分点，2027年目标是保持稳定毛利率[4] 业务策略 - 2H26目标是实现稳定销售趋势，不牺牲价格换取市场份额，聚焦产品创新[2] - 区分线上线下产品供应以管理价格，进入零食零售商渠道并实现稳健增长[3] 财务指标 - 2026 - 2028财年预计每股收益分别为2.15元、2.19元、2.27元，营收分别为239.67亿元、246.95亿元、255.70亿元[6] 风险与机遇 - 上行风险包括卫生巾销售好转、新产品成功推出、纸巾市场份额增加等[12] - 下行风险包括原材料价格不利、电商和新兴品牌竞争加剧、无法转嫁成本压力等[12]