重大事件
即時報告
8-K
2026-07-07
Coty與Kering達成協議提前終止Gucci Beauty授權 獲約4億美元對價
AI 繁中摘要
Coty 與 Kering 達成協議，提前終止 Gucci Beauty 授權，獲約 4 億美元對價 🎯
Coty Inc.（NYSE: COTY）於 2026 年 7 月 7 日提交 8-K 申報，披露已與 Kering 簽訂協議，將 Gucci Beauty 授權提前約一年交還 Kering。根據協議條款，Coty 將繼續營運 Gucci Beauty 品牌至少至 2027 年 6 月 30 日，並獲得總值約 4 億美元的對價，包括簽約時收取 2.5 億美元現金，以及不遲於 2027 年 9 月 30 日再收取 1.5 億美元（其中最多 3,000 萬美元取決於特定條件達成）。此外，Coty 將向 Kering 出售足夠支持過渡的 Gucci Beauty 庫存。Coty 預期此交易相關的現金稅項約為 3,000 萬美元。
管理層表示，此協議為 Gucci Beauty 授權帶來有利的終局，讓 Coty 可以重新部署資本，專注於優先品牌。執行主席兼臨時 CEO Markus Strobel 指出，協議承認了 Coty 在營運 Gucci Beauty 期間創造的實質價值，並增強了財務靈活性。交易所得將用於減少債務、投資核心高級香水及美容產品組合，以及優化組織架構以反映新業務範圍。
自 2016 年取得 Gucci Beauty 授權以來，Coty 已將其打造成世界級香水與美容業務，2019 年至今收入增長超過 60%，得益於 Gucci Flora、Bloom、Guilty 及 Alchemist Garden 等王牌系列。與此同時，Coty 與 Kering 同意解決所有與 Gucci Beauty 授權相關的待決訴訟及索償，讓雙方能夠專注於有序過渡及各自的未來戰略。
對投資者而言，此交易消除了一項重大不確定性（訴訟），並為 Coty 帶來即時現金流入，有助降低槓桿及重新投資於核心品牌，但亦意味著未來將失去 Gucci Beauty 的收入貢獻。Coty 將在 2027 年 6 月後完全撤出 Gucci 授權，長期增長需依賴自身品牌組合的表現。
展開英文正文
EX-99.1 2 exhibit991pressreleasedate.htm EX-99.1 Document Exhibit 99.1 COTY ANNOUNCES AGREEMENT WITH KERING FOR EARLY TRANSITION OF GUCCI BEAUTY LICENSE •Coty to receive approximately $400 million in consideration for the early termination plus sale of sufficient Gucci Beauty inventory to support the transition •Coty to continue operating Gucci Beauty through at least June 30, 2027 •Proceeds expected to support debt paydown, reinvestment in Coty’s core prestige fragrance and beauty brands, and optimization of organizational set-up New York, 7 July 2026 – Coty Inc. (NYSE: COTY) (Paris: COTY) (“Coty” or “the Company”) today announced that it has entered into an agreement to transition the Gucci Beauty license back to Kering for a consideration of approximately $400 million. Under the terms of the agreement, Coty will continue to operate the Gucci Beauty brand through at least June 30, 2027, ending the license approximately one year ahead of the original license term. Markus Strobel, Executive Chairman and Interim CEO of Coty, said: “This agreement delivers a favorable outcome to conclude the Gucci Beauty license, enabling Coty to redeploy capital and focus on our priority brands. It recognizes the substantial value created in Gucci Beauty under our stewardship and enhances our financial flexibility.” As part of the agreement, Coty received $250 million in cash at signing and will receive an additional $150 million no later than September 30, 2027, of which up to $30 million is contingent on certain criteria. Coty has also agreed to sell to Kering an amount of Gucci Beauty inventory sufficient to support the transition. Coty estimates cash taxes of approximately $30 million in connection with this transaction. The transaction proceeds will be used to support debt reduction, investment in its core prestige fragrance and beauty portfolio, and organizational optimization to reflect the new scope of the business. Coty acquired the Gucci Beauty license in 2016, and has grown the business into a world-class fragrance and beauty operation with market-leading innovation and internationally recognized campaigns. Since 2019, Coty has grown Gucci Beauty revenues by more than 60%, underpinned by enduring global franchises including Gucci Flora, Bloom, Guilty, and Alchemist Garden. In connection with the transaction, Coty and Kering have agreed to a mutual resolution of all pending litigation and related claims concerning the Gucci Beauty license, allowing the parties to focus on an orderly transition and their respective future strategic priorities. About Coty Inc. Founded in Paris in 1904, Coty is one of the world’s largest beauty companies, with a portfolio of beloved brands across fragrance, color cosmetics, and skin and body care. Coty serves consumers around the world, selling prestige and mass market products in over 120 countries and territories. Together with its brands, Coty empowers people to express the beauty of their individuality – and is committed to transforming the beauty industry to become more sustainable and inclusive through its Beauty That Lasts strategy. Learn more at coty.com or follow us on LinkedIn and Instagram. Investor Relations Olga Levinzon, +1 (212) 389-7733 [email protected] Media Antonia Werther, +31 621 394495 [email protected]