Coty's consumer beauty segment has struggled, with a 5% net revenue decline in Q3 2025, primarily driven by decreased sales in colour cosmetics and bodycare. Executive Nabi noted the challenges in the US market, highlighting that mass makeup is a pain point due to the trend of 'duplication' products. Plans for revitalization include product innovation and increased social commerce engagement, as seen with the successful launch of Rimmel's Thrill Seeker Ink Pens. Coty is also assessing its brand portfolio for divestitures to enhance growth potential.
"The declines are driven by the continued worsening of the mass colour cosmetics category, which declined by a mid-single-digit per cent in Q3, with the US market under the most pressure."
"Nabi says the group plans to scale product innovation for CoverGirl, Max Factor and Bourjois to capitalise on trending consumer needs moving forward."
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