Coty Inc. · NYSE:COTY

Coty — Investor Presentation (March 2021)

17 slides from Coty's investor presentation, Mar 8, 2021

  1. Slide 1: Coty Investors Call March 8th, 2021

  2. Slide 2: Stabilize

    STABILIZE BRAND EQUITY POSITIONING IN KEY TRENDS MEDIA ALLOCATION/INNOVATION IN-STORE EXECUTION 2

  3. Slide 3: CoverGirl

    a “COVERGIRL ——

  4. Slide 4: Two Strong Trends in Cosmetics

    TWO STRONG TRENDS IN COSMETICS CLEAN BEAUTY SKINIFICATION OF MAKEUP

  5. Slide 5: Before

    BEFORE lashblast FUSION VOLUME + LENGTH VOLUME + LONGUEUR mascara =I S > UL, ») -~ lashblast

  6. Slide 6: Brown

    875 BROWN COVERGIRL LASH BLAST FUSION MASCARA UPTO 10X VOLUME +LENGTH VOLUME+LENGTH ozs WATERPROOF WERY BLACK 6 COVERGIRL LASH BLAST VOLUME MASCARA urto 10X VOLUME 2019

  7. Slide 7: Mascara

    MASCARA COVERGIRL 860 VERY BLACK of LASH BLAST. i TRES NOIR VOLUME + LENGTH PLUS DE VOLUME ET LONGUEUR 810 BLACK BROWN BRUN-NOIR ur 10 susou'a VOLUME PLUS DE VOLUME COVERGIRL cS Bim 044FL0Z) = 2021

  8. Slide 8: Media Allocation & Innovation

    MEDIA ALLOCATION & INNOVATION COVERGIRL $ SELL-OUT MAGNIFICENT 8 REPRESENT ALL CLEAN ~ 70% OF THE BUSINESS OTHERS & PERFORMING IN LINE WITH THE MASS COLOR COSMETICS MAGNIFICENT LASH CATEGORY BLAST EYE EIGHT ENHANCER PERFECT STABLE COVERGIRL SHELF POINT TRUE SPACE IN SPRING 2021 AND OUTLAST BLEND LIK

  9. Slide 9: Win on E-Commerce

    E-COMMERCE WIN ON COTY MARKET SHARE CO-LOCATED UK WAREHOUSING 1ST TIME SPANISH LANGUAGE DOUBLED REDUCED DELIVERY LEAD TIME AMAZON MEDIA CAMPAIGN (2QFY21) FROM 7 DAYS TO 3 DAYS 70% NEW TO BRAND Source: Amazon data for U.S., U.K., and Germany 9

  10. Slide 10: Broad-Based E-Commerce Growth

    E-COMMERCE BROAD-BASED E-COMMERCE GROWTH AMERICAS EMEA Q2 E-COMMERCE NET REVENUES +51% +30% PENETRATION PENETRATION >10% >20% +40% PRESTIGE MASS PENETRATION +45% +20% 19% PENETRATION PENETRATION MID-20s HIGH SINGLE DIGITS Based on Coty Inc. And 3rd party data, includes contribution from Kylie 10

  11. Slide 11: Partnering with Leading and Emerging E-Retailers

    E-COMMERCE PARTNERING WITH LEADING AND EMERGING E-RETAILERS TODAY TOMORROW EUROPE NORTH AMERICA ASIA PACIFIC 11

  12. Slide 12: Accelerating Skin Care in China

    SANYA ACCELERATING SKIN CARE IN CHINA 12

  13. Slide 13: Opportunities in China, Particularly for Gucci and Burberry

    OPPORTUNITIES IN CHINA, PARTICULARLY FOR GUCCI AND BURBERRY CHINA LUXURY BEAUTY MARKET $14.5B (SIMILAR SIZE TO U.S. ONE), WITH COTY HOLDING MINOR MARKET SHARE FRAGRANCES SMALL ($1B) BUT RAPIDLY ACCELERATING IN USAGE AND GROWTH, WITH DEC. Q AT +45% AHEAD OF CATEGORY AT +37% BASED ON 3RD PARTY DATA, C

  14. Slide 14: Already High-Door Productivity in China

    CHINA ALREADY HIGH-DOOR PRODUCTIVITY IN CHINA SHANGHAI - IFC 222 SKUs 155 SKUs 613 SKUs Source: Beauté Research sell-out data, CY20 period 14

  15. Slide 15: Gucci T-Mall Launch – A Key Opportunity

    CHINA GUCCI T-MALL LAUNCH – A KEY OPPORTUNITY 15

  16. Slide 16: Slide 16

  17. Slide 17: Disclaimer

    DISCLAIMER Forward-Looking Statements Certain statements in this presentation are forward-looking statements. These forward-looking statements reflect the Company's current views with respect to, among other things, the impact of COVID-19 and potential recovery scenarios, the Company’s comprehensive

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