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 ...

财务业绩与市场预期 - F4Q26调整后每股收益为0.00美元，与摩根大通预期一致，但高于市场预期的-0.01美元[4] - 第四财季净销售额同比增长1.3%，显著高于摩根大通预期的-5.0%和市场预期的-4.7%[4] - 同店销售（LFL）下降1.0%，高于摩根大通预期的-5.0%和市场预期的-5.5%约400至450个基点[2] - 高端美妆部门LFL下降0.5%，高于摩根大通预期的-3.0%和市场预期的-3.6%[8] - 大众美妆部门LFL下降3.0%，高于摩根大通预期的-8.0%和市场预期的-7.9%[8] 未来展望与战略 - 管理层未提供2027财年全年指引，预计该财年为过渡年[2] - 第一财季指引不及预期，LFL预计下降低个位数至中个位数，调整后每股收益指引为0.11至0.13美元，低于摩根大通预期的0.15美元[7] - 公司任命Soraya Benchikh为新任首席财务官，自9月1日起生效[3] 分析师观点与行业比较 - 分析师认为投资者对科蒂过去十年的多次重组周期感到沮丧，对又一个过渡年缺乏耐心[4] - 分析师认为雅诗兰黛和e.l.f. Beauty在美妆品类复苏中提供更好的前景[4]

Coty (NYSE:COTY) Q4 2026 Earnings call August 19, 2026 04:45 PM ET Company ParticipantsOlga Levinzon - Senior VP of Investor RelationsMarkus Strobel - Executive Chairman of the Board and Interim CEOLaurent Mercier - CFOOlga LevinzonHello, everyone. This is Olga Levinzon, Coty's Senior Vice President of Investor Relations. Thank you for joining us today for the prepared remarks portion of Coty's fourth quarter fiscal 2026 earnings. On Thursday, August 20, 2026, at approximately 8:00 A.M. Eastern Time or 2:00 ...