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Cosmetics

Coty | COTY | Long at $3.00NYSE:COTY , one of the world's largest beauty companies, is known for its extensive portfolio of fragrances, cosmetics, skincare, and body care brands, such as: Adidas Bourjois Bozzano Bruno Banani Burberry Calvin Klein Cenoura & Bronze Chloé CoverGirl David Beckham Davidoff Escada Etro Gabriela Sabatini Gucci Hugo Boss Infiniment Coty Paris Jawhara Jil Sander Joop! Jovan Kylie Cosmetics Kylie Skin Lancaster Leger by Lena Gercke Manhattan Marc Jacobs Marni Max Factor Mexx Miss Sporty Monange Nautica Orveda Paixao Philosophy Rimmel Risqué Sally Hansen Swarovski Tiffany & Co. Vera Wang Technical Analysis Price double bounced off the top level of my selected historical "crash" simple moving average band. While the price may dip further to touch the lower end of this band (low $2 zone), this band is typically where share accumulation begins before a price reversal. The price may trade sideways for some time or jettison up, but my long-term outlook will simply require patience. Growth projections are modest and hinge on the company's successful execution of strategic restructuring and turnaround plans, delivery on new product launches and growth initiatives, and leadership stability / clear catalysts. Thus, at $3.00, NYSE:COTY is in a personal buy zone and not recommended for the risk averse. Targets into 2028 $3.50 (+16.7%) $4.70 (+56.7%)
NYSE:COTYLong
by WorthlessViews
your brand is not what you tell people; it’s what a 19 YO SAYSin the halls of high finance, we talk about "alpha." In the beauty industry, they talk about "aesthetics." Coty Inc. (NYSE: COTY) has spent the last decade failing at both. To understand why a heritage giant is currently trading at the price of a latte, you have to go back to the "Original Sin": the 2016 acquisition of P&G’s specialty beauty business. It was a deal sold as a coronation—Coty would become the #3 beauty company in the world. Instead, it was a poisoning. Coty swallowed 43 brands for $12.5 billion. They bought declining assets (CoverGirl, Max Factor) at peak valuation, financed by debt that would cripple their balance sheet for a decade. When Sue Y. Nabi took the helm in 2020, she didn't inherit a company; she inherited a crime scene. The "Old World" Trap vs. The TikTok Guillotine While Coty was busy integrating P&G’s clunky supply chains and fighting with SAP migrations, the world changed. The "Gatekeepers" of beauty (Vogue editors, Department Store buyers) were executed by the "Algorithm." The Miss: Coty played the game of Television. Competitors like e.l.f. Beauty and Rare Beauty played the game of TikTok. e.l.f. understood that in 2024/25, your brand is not what you tell people it is; it’s what a 19-year-old creator in Ohio says it is. They leaned into "dupe culture," speed-to-market (weeks, not months), and raw, lo-fi content. Coty (specifically CoverGirl and Rimmel) kept hiring "safe" celebrity ambassadors and producing polished, 16:9 TV spots that looked like artifacts on a vertical phone screen. They tried to buy coolness, but on TikTok, you can only earn it. The Sue Nabi Era: A valiant Defense Sue Y. Nabi is a product genius. Let’s be clear: she is the only reason Coty isn't bankrupt. She correctly identified that the Consumer Beauty division (drugstore makeup) was a bleeding ulcer and that the Prestige division (Gucci, Burberry, Chloe fragrances) was the life raft. Her strategy was sound: "Fragrance is the Lipstick Index of the 2020s." She premiumized the portfolio. She launched Burberry Goddess (a massive hit). She stabilized the ship. But you cannot bail out a boat with a teaspoon when the hull is breached. The P&G debt load means every dollar of profit goes to interest payments, not to the R&D and marketing risks required to beat e.l.f. or L'Oréal. The Verdict: The "Split" is Inevitable The strategic review announced in late 2024 is the writing on the wall. Coty must amputate the limb to save the body. The Play: Spin off or sell the Consumer Beauty division (CoverGirl, Rimmel, Sally Hansen). Let private equity strip it for parts. The Future: Coty becomes a pure-play Prestige Fragrance & Skincare House. Smaller revenue, but higher margins, better multiples, and a balance sheet that doesn't look like a horror movie.
NYSE:COTY
by TwoBULLISH
2
Estee Lauder | EL | Long at $63.00On November 13th, 2024, the Director of Estee Lauder NYSE:EL purchased $10,000,000+ worth of shares. From a technical analysis perspective, this makes sense as it almost double entered my "crash" simple move average lines (indicated in gray). On the rare occasion the price double dips these areas, odds are typically in my favor a rally may be ahead (obviously, without unforeseen bad news from the company). While it still may dip into the "crash" simple moving average lines ( GETTEX:50S ), I believe the "Santa Claus" rally is around the corner and we may be close to a near-term bottom for $NYSE:EL. However, this is a very risky play due to the fundamentals of the company - which currently aren't good. But future prospects from NYSE:EL may change the momentum. Thus, at $63.00, NYSE:EL is in my personal buy zone. Target #1 - $86.00 Target #2 - $100.00 Target #3 - $120.00
NYSE:ELLong
by WorthlessViews
Givaudan SA (GIVN.vx) bullish scenario:The technical figure Falling Wedge can be found in the Swiss company Givaudan SA (GIVN.vx) at daily chart. Givaudan is a Swiss multinational manufacturer of flavours, fragrances and active cosmetic ingredients. As of 2008, it is the world's largest company in the flavour and fragrance industries. The Falling Wedge has broken through the resistance line on 05/07/2022, if the price holds above this level you can have a possible bullish price movement with a forecast for the next 42 days towards 3 840 CHF. Your stop-loss order according to experts should be placed at 3 025 CHF if you decide to enter this position. Fragrance and flavour maker Givaudan confirmed its mid-term targets and said it would keep raising prices this year to offset higher input costs after like-for-like sales rose 4.6% in the first quarter. Givaudan confirmed its mid-term target of 4-5% underlying sales growth and free cash flow of at least 12% on average over a five-year cycle. Group sales were 1.78 billion Swiss francs ($1.91 billion), a 6.4% rise in Swiss francs. Risk Disclosure: Trading Foreign Exchange (Forex) and Contracts of Difference (CFD's) carries a high level of risk. By registering and signing up, any client affirms their understanding of their own personal accountability for all transactions performed within their account and recognizes the risks associated with trading on such markets and on such sites. Furthermore, one understands that the company carries zero influence over transactions, markets, and trading signals, therefore, cannot be held liable nor guarantee any profits or losses.
SIX:GIVNLong
by legacyFXofficial
L'oreal ...because it's not worth it!📌 So what are we trading here today? Generally speaking, European Equities including CAC are under severe pressure and need a herioc sacrifice from ECB which is just not in play. Additionally we also have a fresh catalyst from the latest Macron stance triggering boycotting and prevention of L'Oreal products in Muslim countries. There is a lack of defence below, so let us briefly cover the technical flows for the conflict. A breach under 280 will trigger the waterfall and wholesale unwinding. The key point here is to look for the next area of interest below which does not come into play till 240/235.
EUREX:LORF1!Short
by ridethepig
4