Estee Lauder's Skin Care Sales Rise 3% to $1.575 Billion Amid Recovery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Should l Buy COTY?
Source: NASDAQ.COM
- Skin Care Recovery: Estee Lauder's first-quarter skin care sales increased by 3% to $1.575 billion, indicating a recovery after prolonged softness, with core brands like La Mer and Estee Lauder driving overall sales growth.
- Market Share Gains: In the U.S. prestige beauty market, Estee Lauder reported an 8% retail growth in skin care, surpassing the broader category's 6% growth, reflecting the brand's sustained appeal among consumers, particularly driven by The Ordinary.
- Enhanced Profitability: The skin care segment's operating income rose by 60% year over year, supported by higher sales and operational efficiencies from the Profit Recovery and Growth Plan, showcasing significant progress in improving profitability.
- Ongoing Market Challenges: Despite encouraging first-quarter results, global travel retail remains volatile, particularly in Eastern markets, with management noting that while consumer sentiment in Mainland China is improving, it remains subdued compared to historical peaks, necessitating cautious navigation of the macroeconomic environment ahead.
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Analyst Views on COTY
Wall Street analysts forecast COTY stock price to rise
12 Analyst Rating
1 Buy
9 Hold
2 Sell
Hold
Current: 2.420
Low
2.50
Averages
4.30
High
10.00
Current: 2.420
Low
2.50
Averages
4.30
High
10.00
About COTY
Coty Inc. is a beauty company with a portfolio of brands across fragrance, color cosmetics, and skin and body care. The Company has a diverse portfolio of brands, which includes both owned and licensed. Its brand portfolio is classified into two segments: Consumer beauty and Prestige. The consumer beauty brands include Adidas, Beckham, Bozzano, Bourjois, Bruno Banani, CoverGirl, Jovan, Mexx, LeGer by Lena Gercke, Monange, Nautica, Paixao, Rimmel, Risque, Sally Hansen, and Vera Wang. Its prestige brands include Burberry, Calvin Klein, Chloe, Davidoff, Escada, Gucci, Hugo Boss, Jil Sander, Kylie Cosmetics by Kylie Jenner, Lancaster, Marc Jacobs, Miu Miu, Orveda, and Tiffany & Co. Its mass beauty brands are primarily sold through hypermarkets, supermarkets, drug stores and pharmacies, mid-tier department stores, traditional food and drug retailers, and dedicated e-commerce retailers. It markets, sells and distributes its products in over 120 countries and territories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Coty to Announce Q3 Earnings on May 5th
- Earnings Announcement: Coty is set to release its Q3 earnings on May 5th after market close, with a consensus EPS estimate of -$0.01, reflecting a staggering 200% year-over-year decline, indicating significant profitability challenges ahead.
- Revenue Decline: The expected revenue for Q3 stands at $1.27 billion, down 2.3% year-over-year, which highlights the competitive pressures and weakening consumer demand facing Coty in the current market landscape.
- Performance Forecast Adjustments: Over the past two years, Coty has only beaten EPS estimates 13% of the time and revenue estimates 50% of the time, underscoring the company's struggles to meet profitability targets amidst challenging market conditions.
- Estimate Revision Trends: In the last three months, there have been no upward revisions for EPS or revenue estimates, with 12 and 9 downward revisions respectively, indicating a lack of analyst confidence in Coty's future performance, which may negatively impact investor sentiment.
See More
Coty Inc. Faces Class Action Lawsuit for Securities Violations
- Lawsuit Reminder: The Schall Law Firm alerts investors of a class action lawsuit against Coty Inc. for violations of §§10(b) and 20(a) of the Securities Exchange Act, concerning securities purchased between November 5, 2025, and February 4, 2026, with a deadline to contact the firm by May 22, 2026.
- False Statements: The complaint alleges that Coty made false and misleading statements regarding its growth prospects for fiscal year 2026, as the company’s Consumer Beauty segment underperformed, leading to significant investor losses despite optimistic projections.
- Market Reaction: As the market became aware of Coty's actual performance, investor losses increased, indicating that the company's misleading claims about its growth potential severely impacted its stock price and investor confidence.
- Legal Consultation: The Schall Law Firm offers free consultations and encourages affected investors to reach out to discuss their rights, highlighting the firm's specialization in securities class actions and commitment to supporting investors globally.
See More
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- Guidance Downgrade: Coty Inc. initially projected an adjusted EBITDA of around $1 billion for fiscal 2026, but three months later withdrew this guidance, estimating Q3 EBITDA at only $100 million to $110 million, indicating a severe decline in performance that undermines investor confidence.
- Stock Price Volatility: Between November 5, 2025, and February 4, 2026, Coty's stock plummeted from $3.43 to $2.66 per share, a 22% drop, reflecting market disappointment and distrust in the company's future prospects, resulting in significant investor losses.
- Poor Market Performance: Despite management's claims that Prestige fragrance sales would align with market trends and accelerate, the actual Q2 results were flat, underperforming the market, highlighting the failure of the company's strategic transformation in the consumer beauty sector and exacerbating declining sales trends.
- Lawsuit Allegations: The securities action alleges that Coty's management disseminated materially false and misleading statements while concealing the underperformance of the Consumer Beauty segment and margin compression due to increased marketing spend, leading shareholders to purchase stock at artificially inflated prices, thus harming investor interests.
See More
Coty Class Action Lawsuit Reminder
- Class Action Notice: Rosen Law Firm reminds investors who purchased Coty Inc. (NYSE: COTY) common stock between November 5, 2025, and February 4, 2026, to apply as lead plaintiffs by May 22, 2026, to participate in the class action and seek compensation.
- Fee Arrangement: Investors joining the Coty class action will incur no out-of-pocket expenses, as the law firm operates on a contingency fee basis, allowing investors to pursue claims without financial risk.
- Lawsuit Background: The lawsuit alleges that Coty made false or misleading statements during the class period, concealing the true state of its slowing growth in the beauty market, which resulted in investor losses when the truth emerged, highlighting underperformance in the consumer beauty sector.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, being ranked first for the number of securities class action settlements in 2017, demonstrating its expertise and success in this legal domain.
See More
Coty Inc. Faces Class Action Lawsuit for Misleading Statements
- Lawsuit Background: DJS Law Group alerts investors about a class action lawsuit against Coty Inc. for violations of §§10(b) and 20(a) of the Securities Exchange Act, covering the period from November 5, 2025, to February 4, 2026, with a deadline of May 22, 2026.
- False Statements: The complaint alleges that Coty made overly optimistic statements regarding its growth prospects during this period, despite a slowdown in its Consumer Beauty segment, misleading investors and resulting in significant losses.
- Market Impact: Coty's margins have suffered due to increased marketing costs, and the company's public statements have been deemed false and materially misleading, potentially eroding shareholder trust and negatively affecting stock performance.
- Investor Action: DJS Law Group encourages shareholders who purchased Coty stock during the class period to contact them to participate in potential recovery, indicating the firm's commitment to aggressively advocate for investor rights in legal proceedings.
See More
Coty Faces Class Action Lawsuit Over Misleading Growth Claims
- Class Action Reminder: The Schall Law Firm alerts investors of a class action lawsuit against Coty Inc. for violations of securities laws, concerning securities transactions from November 5, 2025, to February 4, 2026, with a deadline for participation set for May 22, 2026.
- False Statement Allegations: The complaint alleges that Coty made false and misleading statements regarding its growth prospects for fiscal year 2026, claiming strong growth while its Consumer Beauty segment was underperforming, resulting in investor losses.
- Market Reaction Impact: As the market became aware of Coty's true situation, investor losses intensified, compounded by increasing marketing expenditures that negatively impacted profit margins, raising further concerns about the company's future performance.
- Legal Consultation Opportunity: The Schall Law Firm offers free legal consultations, encouraging affected investors to seek compensation through the class action lawsuit, emphasizing that investors are not represented by an attorney until the lawsuit is certified.
See More
Coty to Announce Q3 Earnings on May 5th
- Earnings Announcement: Coty is set to release its Q3 earnings on May 5th after market close, with a consensus EPS estimate of -$0.01, reflecting a staggering 200% year-over-year decline, indicating significant profitability challenges ahead.
- Revenue Decline: The expected revenue for Q3 stands at $1.27 billion, down 2.3% year-over-year, which highlights the competitive pressures and weakening consumer demand facing Coty in the current market landscape.
- Performance Forecast Adjustments: Over the past two years, Coty has only beaten EPS estimates 13% of the time and revenue estimates 50% of the time, underscoring the company's struggles to meet profitability targets amidst challenging market conditions.
- Estimate Revision Trends: In the last three months, there have been no upward revisions for EPS or revenue estimates, with 12 and 9 downward revisions respectively, indicating a lack of analyst confidence in Coty's future performance, which may negatively impact investor sentiment.
See More
Coty Inc. Faces Class Action Lawsuit for Securities Violations
- Lawsuit Reminder: The Schall Law Firm alerts investors of a class action lawsuit against Coty Inc. for violations of §§10(b) and 20(a) of the Securities Exchange Act, concerning securities purchased between November 5, 2025, and February 4, 2026, with a deadline to contact the firm by May 22, 2026.
- False Statements: The complaint alleges that Coty made false and misleading statements regarding its growth prospects for fiscal year 2026, as the company’s Consumer Beauty segment underperformed, leading to significant investor losses despite optimistic projections.
- Market Reaction: As the market became aware of Coty's actual performance, investor losses increased, indicating that the company's misleading claims about its growth potential severely impacted its stock price and investor confidence.
- Legal Consultation: The Schall Law Firm offers free consultations and encourages affected investors to reach out to discuss their rights, highlighting the firm's specialization in securities class actions and commitment to supporting investors globally.
See More
Coty Withdraws EBITDA Guidance, Shares Plummet
- Guidance Downgrade: Coty Inc. initially projected an adjusted EBITDA of around $1 billion for fiscal 2026, but three months later withdrew this guidance, estimating Q3 EBITDA at only $100 million to $110 million, indicating a severe decline in performance that undermines investor confidence.
- Stock Price Volatility: Between November 5, 2025, and February 4, 2026, Coty's stock plummeted from $3.43 to $2.66 per share, a 22% drop, reflecting market disappointment and distrust in the company's future prospects, resulting in significant investor losses.
- Poor Market Performance: Despite management's claims that Prestige fragrance sales would align with market trends and accelerate, the actual Q2 results were flat, underperforming the market, highlighting the failure of the company's strategic transformation in the consumer beauty sector and exacerbating declining sales trends.
- Lawsuit Allegations: The securities action alleges that Coty's management disseminated materially false and misleading statements while concealing the underperformance of the Consumer Beauty segment and margin compression due to increased marketing spend, leading shareholders to purchase stock at artificially inflated prices, thus harming investor interests.
See More
Coty Class Action Lawsuit Reminder
- Class Action Notice: Rosen Law Firm reminds investors who purchased Coty Inc. (NYSE: COTY) common stock between November 5, 2025, and February 4, 2026, to apply as lead plaintiffs by May 22, 2026, to participate in the class action and seek compensation.
- Fee Arrangement: Investors joining the Coty class action will incur no out-of-pocket expenses, as the law firm operates on a contingency fee basis, allowing investors to pursue claims without financial risk.
- Lawsuit Background: The lawsuit alleges that Coty made false or misleading statements during the class period, concealing the true state of its slowing growth in the beauty market, which resulted in investor losses when the truth emerged, highlighting underperformance in the consumer beauty sector.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, being ranked first for the number of securities class action settlements in 2017, demonstrating its expertise and success in this legal domain.
See More
Coty Inc. Faces Class Action Lawsuit for Misleading Statements
- Lawsuit Background: DJS Law Group alerts investors about a class action lawsuit against Coty Inc. for violations of §§10(b) and 20(a) of the Securities Exchange Act, covering the period from November 5, 2025, to February 4, 2026, with a deadline of May 22, 2026.
- False Statements: The complaint alleges that Coty made overly optimistic statements regarding its growth prospects during this period, despite a slowdown in its Consumer Beauty segment, misleading investors and resulting in significant losses.
- Market Impact: Coty's margins have suffered due to increased marketing costs, and the company's public statements have been deemed false and materially misleading, potentially eroding shareholder trust and negatively affecting stock performance.
- Investor Action: DJS Law Group encourages shareholders who purchased Coty stock during the class period to contact them to participate in potential recovery, indicating the firm's commitment to aggressively advocate for investor rights in legal proceedings.
See More
Coty Faces Class Action Lawsuit Over Misleading Growth Claims
- Class Action Reminder: The Schall Law Firm alerts investors of a class action lawsuit against Coty Inc. for violations of securities laws, concerning securities transactions from November 5, 2025, to February 4, 2026, with a deadline for participation set for May 22, 2026.
- False Statement Allegations: The complaint alleges that Coty made false and misleading statements regarding its growth prospects for fiscal year 2026, claiming strong growth while its Consumer Beauty segment was underperforming, resulting in investor losses.
- Market Reaction Impact: As the market became aware of Coty's true situation, investor losses intensified, compounded by increasing marketing expenditures that negatively impacted profit margins, raising further concerns about the company's future performance.
- Legal Consultation Opportunity: The Schall Law Firm offers free legal consultations, encouraging affected investors to seek compensation through the class action lawsuit, emphasizing that investors are not represented by an attorney until the lawsuit is certified.
See More
