On Oct 17, major Wall Street analysts update their ratings for $Coty Inc (COTY.US)$, with price targets ranging from $11 to $15.
Deutsche Bank analyst Faiza Alwy initiates coverage with a buy rating, and sets the target price at $12.
Evercore analyst Robert Ottenstein maintains with a buy rating, and maintains the target price at $15.
TD Cowen analyst Oliver Chen maintains with a buy rating, and maintains the target price at $11.
Piper Sandler analyst Korinne Wolfmeyer maintains with a buy rating, and adjusts the target price from $13 to $11.
CCORF analyst Susan Anderson maintains with a buy rating, and adjusts the target price from $14 to $12.
Furthermore, according to the comprehensive report, the opinions of $Coty Inc (COTY.US)$'s main analysts recently are as follows:
After engaging with management post the unfavorable pre-announcement, there has been a revision in the expectations for Coty's financial performance.
The company reduced its guidance for the first half of fiscal 2025 but maintained its 2025 EBITDA projections due to increased cost savings. This adjustment suggests that there may be challenges affecting the company's performance outlook for the second half of the year.
The recent shortfall in Coty's performance for the first quarter of 2025 is primarily attributed to temporary changes in retailer inventory levels within the US mass beauty sector. Despite facing more challenging comparisons, the prestige segment continues to hold strong.
After Coty announced fiscal Q1 sales and adjusted EBITDA below guidance, with an expectation that Q2 results will likely fall short of current consensus as well, there are reduced expectations for the company. Despite maintaining full-year adjusted EBITDA growth expectations of 9%-11%, the updated guidance suggests a significant increase in year-over-year growth for the second half of the fiscal year compared to modest growth in the first half. This has led to a reassessment of long-term estimates and a more cautious view of the company and category sales trends due to increased uncertainty.
The visibility challenges facing Coty were brought to the forefront following a pre-announcement. The anticipated retailer de-stocking in a decelerating category was evident, but the rate of decline and significant retailer reductions came as a surprise. Coty has indicated that for Q1, comparable revenue growth is expected to be between 4-5% with EBITDA remaining flat or slightly lower. For Q2, they predict only moderate comparable revenue growth, with some acceleration anticipated in the latter half of the year. However, Coty has not provided full-year revenue guidance, which suggests there are uncertainties regarding revenue visibility, although EBITDA growth projections of 9-11% have been re-affirmed.
Here are the latest investment ratings and price targets for $Coty Inc (COTY.US)$ from 6 analysts:
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美东时间10月17日，多家华尔街大行更新了$科蒂 (COTY.US)$的评级，目标价介于11美元至15美元。
德意志银行分析师Faiza Alwy首予买入评级，目标价12美元。
Evercore分析师Robert Ottenstein维持买入评级，维持目标价15美元。
TD Cowen分析师Oliver Chen维持买入评级，维持目标价11美元。
派杰投资分析师Korinne Wolfmeyer维持买入评级，并将目标价从13美元下调至11美元。
CCORF分析师Susan Anderson维持买入评级，并将目标价从14美元下调至12美元。
此外，综合报道，$科蒂 (COTY.US)$近期主要分析师观点如下：
在与管理层进行沟通后，考艾蒂的财务表现预期发生了修订。
公司调降了2025财年上半年的指引，但由于成本节省增加，维持了2025年EBITDA预测。这一调整暗示着公司在年后半段的业绩前景可能面临挑战。
考艾蒂2025年第一季度业绩的最新不及预期主要归因于美国大众美妆板块零售商库存水平的暂时性变化。尽管面临更具挑战性的比较，高端分区仍保持强劲。
在考艾蒂宣布财年第一季度销售额和调整后的EBITDA低于指引后，预计第二季度的业绩也有可能低于当前的共识，因此对公司的预期有所下调。尽管维持全年调整后的EBITDA增长预期在9%-11%之间，但更新的指引表明，与上半年的温和增长相比，对于财年下半年的年度增长预期出现了显著增加。这导致了对长期预测的重新评估，并对公司和类别销售趋势产生谨慎的看法，因为不确定性增加。
考艾蒂面临的可见度挑战在一份预先公告后变得更加突出。在一个减速的类别中，预期零售商减库存是显而易见的，但下滑速度和零售商的显著削减却让人意外。考艾蒂表示，预计第一季度，可比销售额增长将在4-5%之间，而EBITDA保持不变或略有下降。对于第二季度，他们预计只有适度的可比销售额增长，并预计年后半段会有些许加速。然而，考艾蒂并未提供全年营收指引，这表明在营收可见度方面存在不确定性，尽管他们已确认了9-11%的EBITDA增长预测。
以下为今日6位分析师对$科蒂 (COTY.US)$的最新投资评级及目标价：
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