COTY Latest Report

Financial Performance

Coty's total operating revenue as of December 31, 2024 was $1.67 billion, a decrease of approximately 3.36% from $1.728 billion as of December 31, 2023. This change reflects the company's challenges in revenue, which may be related to intense market competition, product line adjustments, changes in consumer demand, and increased marketing expenses.

Key Financial Data

1. The operating revenue in 2024 was $1.67 billion, a decrease of $0.058 billion from 2023, with a decline of approximately 3.36%.

2. Intensified market competition may lead to a decrease in Coty's market share.

3. Product line adjustments or restructuring may have affected the sales performance of certain products.

4. Changes in consumer preferences may have led to a decline in Coty's sales.

5. Although revenue decreased, Coty's marketing and advertising expenses may have increased.

Peer Comparison

1. Industry-wide analysis: The overall cosmetics industry experienced varying degrees of growth and adjustments in 2024, with many competitors succeeding in new product launches and market strategies, driving revenue growth. The total transaction volume on e-commerce platforms significantly increased, demonstrating the importance of e-commerce channels in the market.

2. Peer evaluation analysis: Compared to other companies in the same industry, Coty's revenue decline was more significant, indicating weakened competitiveness. In contrast to the revenue growth of competitors such as L'Oréal and Estée Lauder, Coty faces challenges in marketing and product innovation.

Summary

Coty's financial performance in 2024 shows a decline in revenue, mainly affected by intensified market competition, changes in consumer preferences, and marketing strategies. Although the company performed well in the high-end perfume market, its overall revenue performance was poor, reflecting weakened competitiveness in the market.

Opportunities

1. With the continued growth of the high-end perfume market, Coty can further expand its product line in this market.

2. Coty's new products such as "INFINIMENT COTY PARIS" and the acquisition of Kylie Cosmetics may provide new momentum for future revenue growth.

3. With the rapid growth of e-commerce channels, Coty can continue to strengthen its digital marketing and online sales strategies.

Risks

1. Intensified market competition may continue to affect Coty's market share and revenue.

2. Rapid changes in consumer preferences may lead to a decline in the sales of certain product lines.

3. Increased marketing expenses may affect the company's profit margin, especially when revenue fails to meet expectations.