COTYHIGH SIGNALFINANCIAL10-K

COTY experienced a dramatic financial deterioration with net income swinging from $89.4M profit to -$367.9M loss, a devastating 511% decline.

This represents a fundamental shift in COTY's profitability, moving from positive earnings to significant losses despite debt reduction efforts. The magnitude of this swing, combined with declining operating income and cash flow, suggests serious operational challenges that could impact the company's ability to execute its strategic priorities and maintain financial stability.

Comparing 2025-08-21 vs 2024-08-20View on EDGAR →
FINANCIAL ANALYSIS

COTY's financial position deteriorated significantly with the company moving from profitability to substantial losses while operating performance declined across key metrics. Operating income fell 55.9% to $241.1M and operating cash flow dropped 19.9% to $492.6M, though the company did reduce total debt by 20.2% to $2.6B. The dramatic swing to negative $367.9M in net income, despite some debt deleveraging, signals fundamental operational challenges that overshadow the positive debt reduction and suggest investors should be concerned about the company's near-term financial trajectory.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-511.5%
$89.4M-$367.9M

Net income declined 511.5% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-55.9%
$546.7M$241.1M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Total Debt
Balance Sheet
-20.2%
$3.3B$2.6B

Debt reduced 20.2% — deleveraging strengthens balance sheet and reduces financial risk.

Operating Cash Flow
Cash Flow
-19.9%
$614.6M$492.6M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

Accounts Receivable
Balance Sheet
+19.2%
$441.6M$526.4M

Receivables grew 19.2% — monitor days sales outstanding for collection efficiency.

Cash & Equivalents
Balance Sheet
-14.5%
$300.8M$257.1M

Cash decreased 14.5% — monitor burn rate and upcoming capital needs.

LANGUAGE CHANGES
NEW — 2025-08-21
PRIOR — 2024-08-20
ADDED
At August 12, 2025, 872,294,977 shares of the registrant s Class A Common Stock, $0.01 par value were outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 32 Item 7A.
and related changes to regulatory and trade policies, changes in the U.S.
Our disclosure concerning these matters, including our Beauty that Lasts Sustainability Report, includes forward-looking statements within the meaning of the PSLRA, including statements regarding our social impact and sustainability goals, targets, initiatives, commitments, and activities, as well as our future operations and long-term strategy.
For example, references to fiscal 2025 refer to the fiscal year ended June 30, 2025.
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REMOVED
At August 12, 2024, 867,845,212 shares of the registrant s Class A Common Stock, $0.01 par value were outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 33 Item 7A.
Our disclosure concerning these matters, including our Beauty that Lasts Sustainability Report, includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our social impact and sustainability goals, targets, initiatives, commitments, and activities, as well as our future operations and long-term strategy.
For example, references to fiscal 2024 refer to the fiscal year ended June 30, 2024.
Our marketing efforts also benefit from cooperative advertising programs with retailers, often in connection with in-store marketing activities designed to engage consumers so that they try, or purchase, our products, including sampling and gift-with-purchase programs designed to stimulate product trials.
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