Coty Inc. · NYSE:COTY
Coty — Three Part Advisors 2026 East Coast IDEAS Conference
28 slides from Coty's conference presentation, Jun 10, 2026
Slide 1: IDEAS Investor Conferences, New York, June 10, 2026
COTY SINCE 1904 WY, @IDEAS = INVESTOR CONFERENCES NEW YORK, NY JUNE 10, 2026
Slide 2: Majority of U.S. Gen Z consumers use a fragrance wardrobe
MAJORITY OF U.S. GEN Z CONSUMERS USE A FRAGRANCE WARDROBE OF 4+ SCENTS, 3+ TIMES PER WEEK Source: Circana Fragrance Consumer Report, CY2023; U&A Fine Fragrances USA 2022 / External and Kantar / UK Kantar Consumers Panel (P12M June 24). 2
Slide 3: Coty has the heritage, brands, and capabilities for long-term shareholder value
Coty has the heritage, the brands, and the capabilities to turn 120 years of beauty leadership into long-term shareholder value. 3
Slide 4: Why invest in Coty?
WHY INVEST IN COTY? 1. A scaled platform in a resilient global beauty market 2. A portfolio of highly desirable brands with distinct equities, long-term duration licenses, and a differentiated vertically integrated business model 3. Coty.Curated strategic framework: sharper priorities, targeted inve
Slide 5: Balanced beauty portfolio across price points
BALANCED BEAUTY ULTRA-PREMIUM $150 – 450 PORTFOLIO ACROSS PRICE POINTS PREMIUM + $50 – 150 PREMIUM $20 – 100 NO BRAND REPRESENTS MASS $5 – 20 MORE THAN ~LDD% OF SALES 5
Slide 6: Coty is a leading global beauty player
COTY IS A LEADING GLOBAL BEAUTY PLAYER #2 $5.8 billion $880 million 60+ globally in both net revenues adjusted EBITDA brands & licenses fragrances & L12M L12M across segments mass color cosmetics & price points ~11,600 ~30 Products sold in 120+ directly managed markets 7 employees worldwide & manufa
Slide 7: Seasoned beauty executives leading Coty
SEASONED BEAUTY EXECUTIVES LEADING COTY Markus Strobel Executive Chairman & Interim CEO Kristin Blazewicz Laurent Mercier Anna von Bayern Gordon von Bretten Chief Legal Officer & General Counsel Chief Financial Officer Chief Corporate Affairs Officer President, Consumer Beauty Jérôme Auvinet Stéphan
Slide 8: Diversified portfolio across price points and categories
DIVERSIFIED PORTFOLIO ACROSS PRICE POINTS & CATEGORIES FISCAL YEAR TO DATE 2026 REVENUE MIX MASS FRAGRANCES BODY CARE ULTRA-PREMIUM FRAGRANCES CONSUMER BEAUTY 4% 7% 1% NAIL 5% PRESTIGE FRAGRANCES TY CONSUMER BEAUTY U A MAKEUP BE 15% CONSUMER 33% E 67% TIG TOTAL SKINCARE 4% ES PR 3% PRESTIGE COSMETIC
Slide 9: Diversified regional portfolio with significant white space
DIVERSIFIED REGIONAL PORTFOLIO WITH SIGNIFICANT WHITE SPACE FISCAL YEAR TO DATE 2026 REVENUE MIX NORTH WESTERN CHINA AMERICA EUROPE (INCL. HAINAN) 26% 28% 3% 10% EASTERN EU & MEA 18% Global Travel Retail BRAZIL & LATAM APAC 9% 6% 9
Slide 10: Scaled manufacturing capabilities
SCALED MANUFACTURING CAPABILITIES 7 manufacturing facilities across U.K. 3 producing continents Maryland France Spain Monaco >1 billion products annually North Carolina COTY OWNS ONE OF Brazil ~80% THE LARGEST of products FRAGRANCE FACTORIES produced IN THE WORLD in-house Manufacturing locations (2
Slide 11: Scaled commercial and distribution capabilities
SCALED COMMERCIAL & DISTRIBUTION CAPABILITIES Access to 120+ markets & >400K doors >3 million orders distributed annually Region tailored, multi-channel distribution strategies As of fiscal year ended June 30, 2025. 11
Slide 12: Prestige drove ~67% of sales and >90% of profit
IN FY26 TO-DATE, PRESTIGE BUSINESS DROVE ~67% OF SALES & >90% OF COTY’S PROFIT ACHIEVED 48% y 33% t y ut e au a r B Be 8% sume umer PREMIUMIZATION FY19 MIX FYTD ‘26 MIX ige CONTINUES Con tige ns est o 92% C es Pr Pr 52% 67% Revenue Adjusted EBITDA FY19 Mix excludes Wella business, sold in 2020. The
Slide 13: Coty #3 in ~$50B prestige fragrances market
COTY #3 IN ~$50B PRESTIGE FRAGRANCES MARKET FEW GLOBAL PLAYERS COMPETE IN THE LICENSING MODEL – COTY A LEADER IN THE GROUP MARKET SHARE % 17.3% 12.7% 12.3% GUCCI 9.4% 7.8% 6.8% 2.9% Companies operating licensed fragrance businesses Source: Euromonitor + Generation; market share % as of 2024 data 13
Slide 14: Strengthening portfolio, reducing license duration risk
CONTINUING TO STRENGTHEN PORTFOLIO, REDUCING LICENSE DURATION RISK Owned % OF SALES License (~3 years) [includes Gucci, Nautica, Beckham, which will exit the portfolio] 85% OF THE PORTFOLIO OWNED OR License (6-8 UNDER LONG-TERM LICENSE years) (6 YEARS AND ABOVE OR EFFECTIVELY PERPETUAL) 81% OF THE P
Slide 15: Coty has fueled strong growth in our brands
COTY HAS FUELED STRONG GROWTH IN OUR BRANDS FY19-FY25 BURBERRY BOSS CHLOÉ MARC JACOBS +141% Total sales growth by brand: FY19–FY25 at constant currency. +33% +69% +47% 15
Slide 16: Coty #2 in fragmented mass cosmetics market
COTY #2 IN FRAGMENTED MASS COSMETICS MARKET ~36.8% MARKET SHARE % ~11.8% ~8.3% ~5.9% ~4.1% Source: Nielsen + Amazon; mass color cosmetics and nail market share % as of April 2026 L12M 16
Slide 17: Strong market share position in key markets
STRONG MARKET SHARE POSITION IN KEY MARKETS 4.8% 3.9% 13.9% 1.3% 0.5% in cosmetics in cosmetics in nail in cosmetics in cosmetics #4 #2 #1 #6 #3 #4 #5 #1 #7 #5 #1 Source: Nielsen + Amazon; mass color Source: Nielsen + Amazon; mass color Source: Nielsen + Amazon; mass nail Source: Nielsen + Amazon; m
Slide 18: Coty #1 in ~$7B mass fragrances market in developed markets
COTY #1 IN ~$7B MASS FRAGRANCES MARKET IN DEVELOPED MARKETS ~10.7% MARKET SHARE % ~4.2% ~3.6% ~3.6% ~3.6% ~3.5% Companies operating licensed fragrance businesses Source: Nielsen + Amazon; mass fragrance market share % as of April 2026 L12M. 18
Slide 19: Strong financial delivery through FY24; pressure in FY25 and L12M
STRONG FINANCIAL DELIVERY THROUGH FY24; PRESSURE IN FY25 & L12M +11% -2% +10% +16% $6.1B 64.9% $5.9B $5.8B 64.4% $5.6B $5.3B 63.7% 63.9% 63.3% $4.6B 60.0% FY21 FY22 FY23 FY24 FY25 L12M FY21 FY22 FY23 FY24 FY25 L12M NET REVENUES & LFL GROWTH ADJ GROSS MARGIN L12M include 4Q25, 1Q26, 2Q26, 3Q26 19
Slide 20: Strong financial delivery through FY24; pressure in FY25 and L12M
STRONG FINANCIAL DELIVERY THROUGH FY24; PRESSURE IN FY25 & L12M +30 bps +60 bps +60 bps +40 bps +4% 18.4% +26% 17.5% 17.8% 17.1% $0.50 16.5% $0.48 15.2% +36% $0.38 $0.37 +460% $0.28 $0.05 FY21 FY22 FY23 FY24 FY25 L12M FY21 FY22 FY23 FY24 FY25 L12M ADJ EBITDA MARGIN ADJ EPS EXCL. SWAP L12M include 4Q
Slide 21: >$850M savings delivery over 5 years
>$850M SAVINGS DELIVERY OVER 5 YEARS, WITH SAVINGS STEP UP IN FY25 & FY26E >$330M >$200M >$180M >$140M >$115M >$90M FY21 FY22 FY23 FY24 FY25 FY26E SAVINGS 21
Slide 22: Strong and consistent deleveraging path
STRONG AND CONSISTENT DELEVERAGING PATH ~6.8x ~4.7x ~4.1x ~3.3x ~3.5x ~2.7x FY21 FY22 FY23 FY24 FY25 CY25 LEVERAGE 22
Slide 23: Coty has significantly improved its debt ratings
COTY HAS SIGNIFICANTLY IMPROVED ITS DEBT RATINGS NOW 1 NOTCH BELOW INVESTMENT GRADE ACROSS ALL RATING AGENCIES 6 5 1 UPGRADES UPGRADES UPGRADES SINCE FY20 SINCE FY20 SINCE FY23* * Fitch Ratings initiated coverage in FY23 23
Slide 24: Coty.Curated
COTY.CURATED SHARPER PRIORITIES FOCUSED INVESTMENTS THE MORE SUPPORTING THE CORE 24
Slide 25: Beginning to implement Coty.Curated framework
BEGINNING TO IMPLEMENT COTY.CURATED FRAMEWORK ➢ Focused on top brands & top markets ➢ Innovation focused on big bets ➢ Reallocating marketing mix to consumer advocacy ➢ Full focus on market share 25
Slide 26: Why invest in Coty?
WHY INVEST IN COTY? 1. A scaled platform in a resilient global beauty market 2. A portfolio of highly desirable brands with distinct equities, long-term duration licenses, and a differentiated vertically integrated business model 3. Coty.Curated strategic framework: sharper priorities, targeted inve
Slide 27: 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,
Slide 28: Since 1904
SINCE 1904
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