Coty's Q3 FY2026: Shifting to Sellout Culture

Cotys Q3 FY2026 earnings reveal a gap between sell-in and sellout numbers, attributed to European retailer destocking and Cotys strategic shift to sellout culture. Brands like CoverGirl and Sally Hansen are now growing units ahead in the US. Coty exited unprofitable markets and repositioned CoverGirl for Gen X women. Middle East revenue is stable, despite oil price pressure. Ad spend remains flat, but reallocated to high-ROI spots. No divestiture rumors, Coty is fully committed to prestige portfolio, including Gucci. Gross margins should improve as bundles shrink obsolescence and returns. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/ae5140502fa91e04