Calls
1
u/Independent-Fragrant
Reddit r/ValueInvesting
Win Rate
100.0%
return
+42.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 22
$1.92
+42.2%
Coty trades at 5.9x EV/EBITDA vs. peers at 11-22x, with new CEO holding 6M stock options at $2.22 and insider purchases by President and CFO. The "interim" CEO tag is the key overhang; if Strobel is made permanent and the Consumer Beauty division is sold/restructured, multiple expansion to 8x (still a 33% discount to peers) implies ~100% upside to $4. This is a classic turnaround value play: a simple business (fragrance licensing), low market expectations, new operator CEO with skin in the game, and no near-term liquidity risk. Permanent CEO not appointed; Consumer Beauty continues to deteriorate; further CEO turnover; debt load and negative tangible book.
Coty trades at 5.9x EV/EBITDA vs. peers at 11-22x, with new CEO holding 6M stock options at $2.22 and insider purchases by President and CFO. The "interim" CEO tag is the key overhang; if Strobel is made permanent and the Consumer Beauty division is sold/restructured, multiple expansion to 8x (still a 33% discount to peers) implies ~100% upside to $4. This is a classic turnaround value play: a simple business (fragrance licensing), low market expectations, new operator CEO with skin in the game, and no near-term liquidity risk. Permanent CEO not appointed; Consumer Beauty continues to deteriorate; further CEO turnover; debt load and negative tangible book.
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u/Independent-Fragrant has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: COTY.
