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Stock impact report

BofA Maintains Neutral Stance on Coty (COTY) Heading Into 2026 Amid Uncertain Consumption Growth and Sector-Wide Valuation Disparity [Yahoo! Finance]

Coty Inc. Class A (COTY) 
Last coty inc. class a earnings: 2/5 06:30 am Check Earnings Report
US:NYSE Investor Relations: investors.coty.com
Company Research Source: Yahoo! Finance
to $3 from $3.50 and maintained an Underperform rating on the shares. Heading into 2026, the primary uncertainty for consumer staples is the trajectory of consumption growth. While valuations vary widely across the sector, the firm suggests that there is currently no compelling reason for investors to end their neutrality. On December 12, TD Cowen also lowered the firm's price target on Coty to $3.75 from $4 with a Hold rating on the shares. The firm revised its valuation model to account for updated revenue growth targets, specifically highlighting a cautious outlook for H1 2026. The firm identified several headwinds, including post-holiday inventory destocking at major retailers and a saturated promotional environment that may compress margins. The report also pointed to sustained pressure within the mass cosmetics category as consumers shift toward value-oriented spending. Earlier on November 25, Rothschild & Co Redburn initiated coverage of Coty with a Neutral rating and $3.60 Show less Read more
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