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Stock Market

Analysts turn more cautious on Coty Inc.

Investing | Fri, May 09 2025 02:19 AM AEST

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Investing.com -- Coty Inc. has been downgraded by analysts at Deutsche Bank (ETR:DBKGn) and Canaccord Genuity this week, with the firm’s flagging weakening fundamentals and mounting uncertainties for the beauty company.

Deutsche Bank lowered its rating on Coty (NYSE:COTY) from Buy to Hold and cut its price target to $6 from $8, citing “slower category growth trends, particularly in the U.S.; new headwinds to navigate stemming from tariffs; and lingering questions pressuring execution against multiple growth drivers.”

The firm warned that despite Coty’s initiatives, it now sees “an increasingly untenable path to long-term targets,” including the company’s 2028 EBITDA goal of $1.3–$1.4 billion.

Canaccord also downgraded Coty to Hold, cutting its price target to $5 from $8 following what it described as “worsening trends for the business despite other beauty brands generally seeing resilient results.”

The firm noted Coty’s prestige beauty segment, once seen as a bright spot, is now also showing signs of strain.

“This is the third quarter in a row that management has had to lower expectations,” Canaccord said, highlighting ongoing global consumer uncertainty and normalizing beauty demand.

Both firms also pointed to the uncertainty surrounding the potential sale of Coty’s Wella stake, which was once expected to help deleverage the company.

While both Deutsche Bank and Canaccord acknowledged Coty’s strong brand assets, they emphasized near-term execution challenges and rising volatility.

This article first appeared in Investing.com

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