COTY · CIK 1024305
What Coty Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for COTY. More may follow as additional filings are processed.
In its own words
What could break it.
Commodity & input dependence
- essential oils, alcohols, specialty chemicals (from fragrance houses)medium
Principal raw materials are essential oils, alcohols and specialty chemicals; the essential oils in Coty's fragrance products are generally sourced from fragrance houses, creating dependence on that supplier ecosystem and input prices.
“The principal raw materials used in the manufacture of our products are primarily essential oils, alcohols and specialty chemicals. The essential oils in our fragrance products are generally sourced from fragrance houses.”
SEC filing →As of 2025
Regulatory & policy
- U.S. tariffs (Barcelona-made fragrances; China components) ~$70Mmedium
Tariff exposure centers on prestige fragrances shipped to the U.S. from Coty's Barcelona plant and components/marketing materials sourced from China; estimated additional tariff cost ~$70M before mitigation (~$15-20M offset expected).
“Under the current tariff framework, the biggest areas of potential challenges for us are prestige fragrances shipped to the U.S. from our Barcelona plant, and the sourcing of various components and marketing materials from China. We estimate additional costs related to tariff increases to be around approximately $70.0 before any mitigating actions taken by the Company.”
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its suppliers
“Our largest customers of our dispensing and specialty closures business include Beiersdorf AG, British American Tobacco AB, Campbell, The Coca-Cola Company, Colgate-Palmolive Company, Coty, Inc., Dairy Farmers of America, Estée Lauder Companies, The Kraft Heinz Company, or Kraft Heinz, L'Oréal S.A., LVMH Moët Hennessy Louis Vuitton, Mizkan Holdings Co., Ltd., Molson Coors Brewing Company, Natura & Co., Nestlé, O Boticário, PepsiCo Inc., The Procter & Gamble Company, Puig, S.”
Cited →
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