Coty Inc. · NYSE:COTY
Coty — TD Cowen Beauty & Wellness Summit 2025
9 slides from Coty's conference presentation, Feb 26, 2025
Slide 1: TD Cowen: Beauty & Wellness Summit
TD COWEN: BEAUTY & WELLNESS SUMMIT FEBRUARY 26, 2025
Slide 2: E-Commerce Performance in FY24
E-COMMERCE PERFORMANCE IN FY24 $1 BILLION 20% LFL NR 20% in FY24 Net Revenue GROWTH E-COMMERCE PENETRATION achieved in net revenue across both divisions, showcasing strong performance 25% TARGET ECOM IS A SUSTAINABLE BY 2028 GROWTH DRIVER FOR Industry Expectation for global THE COMPANY beauty’s e-co
Slide 3: Coty Prestige Booming E-Comm Business
COTY PRESTIGE BOOMING E-COMM BUSINESS FY24 SALES 25% ECOM RANKED #2 AND GROWTH PENETRATION GAINING +18% LFL MARKET SHARE 29% +1.0pt +0.5pt GROWTH CONTRIBUTION LFL MAY ‘24 P12M LFL E -com penetration and contribution based on countries where e -com info is available covering approx. 86% of total Coty
Slide 4: Coty Consumer Beauty Booming E-Comm Business
COTY CONSUMER BEAUTY BOOMING E-COMM BUSINESS FY24 SALES 11% ECOM RANKED #2 AND GROWTH PENETRATION GAINING +30% LFL MARKET SHARE 56% +2.3pt +0.7pt GROWTH CONTRIBUTION LFL MAY ‘24 P12M LFL E -com penetration and contribution based on countries where e -com info is available covering approx. 86% of tot
Slide 5: Advanced IT & Data Back-End Infrastructure: Upgrade to SAP S4HANA
ADVANCED IT & DATA BACK-END INFRASTRUCTURE UPGRADE TO SAP S4HANA OPERATING ON COMPLETED FOCUSED SAP S4HANA TRANSITION IN INVESTMENTS SINCE JULY 2024 ~12 MONTHS ON NEW & VALUE-ADDED CAPABILITIES
Slide 6: Advanced IT & Data Back-End Infrastructure: AI Examples
ADVANCED IT & DATA BACK-END INFRASTRUCTURE AI EXAMPLES GO-LIVE OF SUPPLY BUILDING TOOLS AI-POWERED PLANNING & CAPABILITIES DEMAND PART to drive data-driven PLANNING will be carried decision across the SOLUTION out on FY26 entire company and by end of FY25 maximize AI driven initiatives
Slide 7: Digital Media Growth and ROI
DIGITAL MEDIA GROWTH AND ROI DIGITAL MEDIA ECONOMETRICS MODELLING AT COTY TO OPTIMIZE A&CP ROI >60% PARTNERSHIP WITH EKIMETRICS OF MEDIA MIX OPTIMIZING ROI IN FY25E 7
Slide 8: Coty Ranks #3 for EMV/VIT Among Global Beauty Companies
COTY RANKS #3 FOR EMV/VIT AMONG GLOBAL BEAUTY COMPANIES +36% +1,832% +1,316% +339% GROWTH GROWTH GROWTH GROWTH IN GLOBAL EMV IN GLOBAL EMV IN EUROPE EMV IN GLOBAL EMV Global EMV ranking is tracked within our competitive set. Source: Traacker.
Slide 9: Disclaimer
DISCLAIMER Forward-Looking Statements Certain statements in this presentation are forward-looking statements. These forward-looking statements reflect Coty's current views with respect to, among other things, strategic planning, targets and outlook for future reporting periods (including the extent,