Easing Destocking And Premium Demand Will Drive Global Expansion

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Aug 24

Updated

10 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-56.8%

7D

-3.6%

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1Y

-56.8%

7D

-3.6%

You can edit this narrative until Dec 11 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$4.8333.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

Fair value Decreased 0.73%

COTY: Proprietary Brand Building Will Offset Gucci License Loss Over Time

Analysts have nudged their price target on Coty slightly lower to around $4 per share, reflecting concerns over the long term impact of losing the Gucci beauty license, even as they highlight the need for greater proprietary innovation and brand building. Analyst Commentary Analysts are broadly aligned that the Kering and L Oreal transaction heightens the strategic stakes for Coty, with the loss of key licenses forcing a sharper focus on what can drive sustainable, standalone value over the next several years.

Shared on 26 Nov 25

Fair value Decreased 3.56%

COTY: Proprietary Brand Development Will Offset Gucci License Headwind

Analysts have lowered their price target for Coty from $5.05 to $4.86 per share, citing increased headwinds due to the forthcoming Gucci license loss and a delay in sales growth recovery. Analyst Commentary Recent analyst perspectives highlight a mix of optimism and caution for Coty as the company faces significant business developments, particularly the loss of the Gucci license and shifting competitive dynamics within the beauty sector.

Shared on 18 Sep 25

Fair value Increased 4.54%

Despite ongoing operational headwinds, weak consumer beauty trends, and lingering management concerns, analysts have modestly raised Coty’s fair value estimate from $4.82 to $5.04, reflecting cautious optimism but requiring clear evidence of stabilization before a more positive stance. Analyst Commentary Weaker than expected fiscal Q4 results and underwhelming first half 2026 guidance; challenges expected to persist for at least two additional quarters.

Shared on 23 Aug 25

Fair value Decreased 25%

Coty’s analyst price target was revised down from $6.44 to $4.96 due to weak recent results, persistent operational and market challenges, falling EBITDA expectations, and ongoing skepticism around management's ability to stabilize fundamentals in the near term. Analyst Commentary Weaker-than-expected fiscal Q4 results and guidance, with analysts citing disappointing first half 2026 outlook, ongoing operational issues, and expectations for further declines in adjusted EBITDA over the next two quarters.

Shared on 07 May 25

Fair value Decreased 7.51%

Shared on 30 Apr 25

Fair value Decreased 1.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 7.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 6.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 3.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 2.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 2.99%

AnalystConsensusTarget has increased revenue growth from 2.3% to 2.6% and decreased future PE multiple from 16.5x to 14.5x.

Shared on 19 Mar 25

Fair value Increased 27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 27%

AnalystConsensusTarget Fair Value

US$4.83

33.3% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.09%

Personal Products revenue growth rate

0.13%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.60%

Calculation

US$331.36m

Earnings '28

x

17.34x

PE Ratio '28

=

US$5.75b

Market Cap '28

US$5.75b

Market Cap '28

/

882.54m

No. shares '28

=

US$6.51

Share Price '28

US$6.51 Share Price '28

Discounted to 2025 @ 10.50% p.a.

=

US$4.83

Fair Value '25