COTY INC COTY

December 23, 2016 - 12:19am EST by

member

						2016	2017
Price:		18.71		EPS		1.37	0.92
Shares Out. (in M):		746		P/E		13.7	20.4
Market Cap (in $M):		14,000		P/FCF		18.9	92.7
Net Debt (in $M):		5,700		EBIT		623	951
TEV (in $M):		19,700		TEV/EBIT		31.6	20.7

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#	AUTHOR DATE SUBJECT
9	member 3/25/21 12:56PM Re: Re: updated perspective on new mgmt, recent earnings, FCF, and huge upside 8
Will not update my thoughts on COTY on VIC: closing at ~63% return in ~4 months. -6 view available tags
8	member 11/19/20 9:33AM Re: updated perspective on new mgmt, recent earnings, FCF, and huge upside 7
Stock market opens down; COTY opens +10%. view available tags
7	member 11/18/20 1:45PM updated perspective on new mgmt, recent earnings, FCF, and huge upside
New CEO Sue Nabi is very impressive, very solid track record (see her wikipedia page), and handpicked by Peter Harf, who gave her the CEO role and assumed the Chairman position. Harf just purchased $150M... login to read the rest 1 view available tags
6	member 12/14/18 4:24AM Huge new CEO purchase.
Anyone following this here and have any views? Haven't looked at Coty closely, although remember briefly having a look when Burry's Scion Capital had a decent holding (around the time of Aquicap's write-up). More insider purchases view available tags
5	member 8/16/18 11:24AM Any updated perspective?
Aquicap, since you did not respond a year ago to Wolverine, perhaps you missed that inquiry or you are not following COTY anymore but in case you are still involved/following, curious for any updated perspective... login to read the rest 2 view available tags
4	member 8/29/17 9:23AM Update
aquicap, Curious if you're still following this, and if so is the story still on track? We knew FY2017 was going to be ugly, but good to see them reiterate long term guidance. What's your confidence... login to read the rest view available tags
3	member 12/26/16 1:39AM Response
MJS27: I find Revlon attractive as well. In exchange for paying a higher price for Coty today (and assuming more integration risk), you receive scale, greater cost opportunities and a growth platform. Coty is 4x... login to read the rest view available tags
2	member 12/24/16 9:40AM Fragrance
can you remind me how much of profitability is the pro-forma business is tied to fragrance? Your organic growth forecast (sub-GDP) looks reasonable but I still struggle w/ the valuation given that growth profile and other view available tags
1	member 12/23/16 10:16AM why not...
Revlon? similar story, but ~40% cheaper. any thoughts appreciated. 1 view available tags

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