Coty Inc. · NYSE:COTY
Coty — Morgan Stanley Global Consumer and Retail Conference 2023
6 slides from Coty's conference presentation, Dec 6, 2023
Slide 1: Coty Consumer Beauty – Morgan Stanley Conference
COTY CONSUMER BEAUTY MORGAN STANLEY CONFERENCE DECEMBER 6, 2023 1
Slide 2: Fueling Consumer Beauty E-commerce Momentum
FUELING CONSUMER BEAUTY E-COMMERCE MOMENTUM Q1 e-commerce revenue LFL Gaining e-commerce Black Friday sales on Amazon growth >25% YoY driving market share while driving up 3x vs. last year and penetration to ~10% gross margin well above expectations
Slide 3: CoverGirl Growth Driven by E-commerce Outperformance
COVERGIRL GROWTH DRIVEN BY E-COMMERCE OUTPERFORMANCE Sales increased Significantly outperforming In September, close to 10% online, growing at a strong omni-channel market in FY23 double-digit pace on Amazon share +20 bps in U.S. Source: Nielson + Amazon/Profitero
Slide 4: Step-Changing Influencer Engagement in FY24
STEP-CHANGING INFLUENCER ENGAGEMENT IN FY24 Established in-house Strong momentum already in U.K., Newly introduced 9-person influencer studios with Rimmel #4 and Max Factor Rimmel Creator Crew to drive across multiple #6 cosmetics brands in EMV / VIT, brand buzz, engagement 4 countries which tripled
Slide 5: Very Positive Signals from Initial Rollout in Drug and Pharmacy Channels in Brazil
VERY POSITIVE SIGNALS FROM INITIAL ROLLOUT IN DRUG AND PHARMACY CHANNELS IN BRAZIL Established presence in Initial signs are Accelerating the channel through over 4,000 doors with plans to very positive in social media advocacy, ramp up to ~15,000 doors terms of retailer and BA training and elevatin
Slide 6: 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, strategic planning, targets and outlook for future reporting periods (including the
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