Coty Inc. · NYSE:COTY
Coty — Barclays Global Consumer Staples Conference 2022
17 slides from Coty's conference presentation, Sep 8, 2022
Slide 1: Coty Consumer Beauty
COTY CONSUMER BEAUTY BARCLAYS CONFERENCE September 8, 2022 1
Slide 2: Mass Beauty Is a Large and Growing Market
MASS BEAUTY IS A LARGE AND GROWING MARKET MAKE-UP VS. 3 YEARS VS. LY $27B AGO 15% DEODORANTS MAKEUP + 12.8% - 5.1% SKINCARE 10% $19B $105B 57% DEODORANTS + 6.2% + 10.8% 10% FRAGRANCE FRAGRANCES + 6.2% + 3.3% 7% $19B SHOWER GEL + 4.5% + 10.4% SHOWER GEL $13B Source: Euromonitor, Nielsen, Internal Est
Slide 3: Consumer Beauty Gains Global Share for 8 Consecutive Months
CONSUMER BEAUTY GAINS GLOBAL SHARE FOR 8 CONSECUTIVE MONTHS Coty sell-out growing high single digits, above market growing mid single digits Coty Total Consumer Beauty (Global Share Pts YoY) 0.7 0.8 0.3 0.3 0.4 0.4 0.5 0.1 0.2 -0.2 -0.2 -0.4 -0.3 -0.7 -0.6 -1.3 -1.7 -2.7 -2.5 Dec-20 Jan-21 Feb-21 Ma
Slide 4: 1.5 Million Views
1.5 Million Views 1 Million Views 1 Million Views 4 FOR INTERNAL USE
Slide 5: Beta Tested Influencer & TikTok Campaigns with Target
BETA TESTED INFLUENCER & DRIVING AWARENESS AND EXCITEMENT TIKTOK CAMPAIGNS WITH FOR NEW COVERGIRL SKINCARE! TARGET • 69.6K IMPRESSIONS & 900 TOTAL DIGITAL PENETRATION OUTPACED ENGAGEMENTS BRAND AVERAGE BY +100% • PRIMING GLOW MIST & WEIGHTLESS POST-LAUNCH (AUGUST WK 4 – WATER CREAM BOTH IN TOP 20 FO
Slide 6: Rimmel Making a Splash on TikTok
~ RIMMEL MAKING A SPLASH ON TIKTOK #KindAndFree = TIK TOK CHALLENGE @ IRELAND SHOP HERE ag , =A > ‘ yy - i) aA 3 M ay | jr ® . a : he aK ; in this Weshtag_> A
Slide 7: Thrill Seeker Is the #1 Mascara in the U.K.
THRILL SEEKER IS THE #1 MASCARA IN THE U.K. & ENTERS TOP 10 IN TOTAL COSMETICS WONDER'VOLUME THRILL SEEKER EXTREME BLACK “ei cE? 0 FACE OF THE CAMPAIGN — OVER 44M VIEWS ONTIKTOK == MEET & GREET WITH OLIVIA NEILL 1.3M FOLLOWERS RETAILER, SUPERDRUG Fa FA ‘WONDER'VOLUME: og na a = mS = xi NOY
Slide 8: Increased Penetration with Gen Z and Hispanics
INCREASED PENETRATION WITH GEN Z AND HISPANICS Overall CoverGirl Household Penetration +150bps in the last year Exhibitionist Overindexing to Clean Fresh Overindexing to Hispanics Under 35 142 168 129 107 Mar-21 Mar-22 Mar-21* Mar-22 Mar-21 Mar-22 Mar-21* Mar-22 *Low sample Source: Data is sourced f
Slide 9: Upgrading the Wall Across U.S. and Canada
UPGRADING THE WALL ACROSS U.S. AND CANADA 9
Slide 10: CoverGirl Shop in Shop
COVERGIRL SHOP IN SHOP Clean Fresh Simply Skincare Ageless and Make-Up 10
Slide 11: CoverGirl MAG Growing and Reducing Fragmentation
COVERGIRL MAG 8 GROWING AND REDUCING FRAGMENTATION STRENGTH OF CORE PROPERTIES STEADILY INCREASING SINCE 2020; LASH BLAST & SIMPLY AGELESS LEAD GROWTH 76% 74% 70% August 2020 August 2021 August 2022 Nielsen Latest 52W W/E 8.30. 22 11
Slide 12: Supercharged, Clean, Vegan Skincare That Works
C L E AN F R E S H S K I N C AR E SUPERCHARGED, CLEAN, VEGAN SKINCARE THAT WORKS 12
Slide 13: Distribution Stable or Growing
DISTRIBUTION STABLE OR GROWING USA Stable + Growth ex Nielsen Germany Stable U.K. Growing 13
Slide 14: Fragrance Brands Gaining Share
FRAGRANCE BRANDS GAINING SHARE Source: Nielsen Market: B&M and E-com. Period: June 2022 Categories: Color Cosmetics Mass, Fragrances Mass, Deodorants, Shower Gels 14 Countries: Argentina, Australia, Brazil, Canada, China, Czech Republic, France, Germany, Great Britain, Italy, Netherland, Poland, Spa
Slide 15: Our Brands Are Powerful but Regional
OUR BRANDS ARE POWERFUL BUT REGIONAL 15
Slide 16: Since 1904
SINCE 1904
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, strategic planning, targets
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