Key Highlights

  • Coty (NYSE:COTY) raised reported Net Income to USD 106.2 million from USD 64.6 million, a 64% advance, even though net Revenue dipped 1% to USD 1,555.2 million.
  • e.l.f. Beauty (NYSE:ELF) lifted net sales 51% to USD 520.8 million, while GAAP diluted EPS stood at USD 0.50 against adjusted EPS of USD 1.21.
  • Interparfums (NASDAQ:IPAR) kept net sales flat at USD 429.5 million, and Operating Margin climbed to 27.4% from 25.3%.
  • Nature's Sunshine Products (NASDAQ:NATR) saw China net sales fall 48.8%, while total third quarter net sales declined 9.1% to USD 116.6 million.

Coty (NYSE:COTY): Profit Rise Traces Back to a Swap Gain

Coty (NYSE:COTY) closed the first quarter of fiscal 2027 on November 4, 2026 with net revenue of USD 1,555.2 million, down 1% as reported and 2% on a like-for-like basis. Net income attributable to common shareholders rose to USD 106.2 million from USD 64.6 million, about 64.4% (calculated), while adjusted net income reached USD 146.1 million against USD 106.0 million. A USD 14.8 million mark-to-market gain on an Equity swap did most of the lifting, after a USD 26.5 million negative effect in the prior year. Operating Income still slid to USD 170.4 million from USD 185.0 million, and adjusted EBITDA fell 7% to USD 274.2 million. Adjusted gross margin eased 120 basis points to 63.3% as freight, materials and obsolescence costs bit into results. On the positive side, free Cash Flow improved to USD 84.6 million from USD 11.2 million, and financial net Debt declined to USD 2,576.4 million. The company, which sells fragrances, cosmetics and nail products, calls fiscal 2027 a transition year ahead of a strategic review due by the end of calendar 2026, and it expects adjusted EPS excluding the swap of USD 0.16 to USD 0.18 for the second quarter.

e.l.f. Beauty (NYSE:ELF): Sales Up 51% While GAAP EPS Lands at USD 0.50

e.l.f. Beauty (NYSE:ELF) released second quarter fiscal 2027 figures on November 4, 2026, with net sales jumping 51% to USD 520.8 million, its 31st consecutive quarter of growth. GAAP diluted EPS came to USD 0.50 on net income of USD 30.0 million. The cosmetics, skincare and hair company sells under brands that include e.l.f. Cosmetics, rhode, Naturium and Well People. Selling, general and administrative costs rose USD 69.0 million to USD 300.1 million, roughly 57.6% of net sales (calculated), and a USD 17.7 million Fair Value charge on the rhode earnout also weighed on results. The USD 42.7 million gap between GAAP and adjusted net income is calculated from the release, which gives no prior-year net income for comparison. Gross margin improved about 160 basis points to 71%, with roughly 30 basis points coming from IEEPA Tariff refunds, and over six months those refunds added about 520 basis points to a 77% margin. Fiscal 2027 net sales growth guidance was raised to 22% to 24% from 18% to 20%, with adjusted EPS now at USD 3.82 to USD 3.86. Cash stood at USD 350.8 million against total debt of USD 826.7 million, compared with USD 194.4 million and USD 856.7 million a year earlier. Adjusted figures exclude stock-based compensation, earnout changes and acquired-intangible amortization.

Interparfums (NASDAQ:IPAR): Operating Margin Rises on Flat Sales

Interparfums (NASDAQ:IPAR) filed its third quarter 10-Q on November 4, 2026, reporting net sales of USD 429.5 million, nearly identical to USD 429.6 million a year earlier. European based sales increased 4% to USD 305.9 million, while United States based sales slid to USD 127.3 million. Management linked the American shortfall to Supply chain disruption that pushed about USD 10 million of giftset shipments into the fourth quarter. The company develops and sells prestige fragrances largely under licenses for Jimmy Choo, Coach, Montblanc and GUESS. Diluted EPS rose to USD 2.13 from USD 2.05, and gross margin reached 67.1% against 63.5%, helped by mix, lower destruction costs and USD 14.8 million of tariff refunds that the filing treats as a non-recurring cut to cost of sales. Operating margin increased to 27.4% from 25.3%. Management intends to reinvest the refunds in promotion, with full-year spending near 21% of net sales. Nine-month sales rose 1% to USD 1,115.4 million, the company drew euro 55.0 million from a euro 200 million Facility to fund its buyback program, and the filing offers no formal guidance.

Nature's Sunshine Products (NASDAQ:NATR): China Sales Drop 48.8%

Nature's Sunshine Products (NASDAQ:NATR) filed its Quarterly Report on November 4, 2026. The company distributes more than 800 health and wellness items through independent consultants. Third quarter net sales declined 9.1% to USD 116.6 million, with Asia down 14.9% to USD 55.1 million. China accounted for a USD 5.5 million decline, or 48.8%, which the filing ties to the passing of two key leaders and corrective steps involving consultants. Diluted EPS came in at USD 0.11 against USD 0.30, and operating income dropped 41.1% to USD 5.3 million. The effective tax rate climbed to 64.8% from 42.8%. Cash totaled USD 89.4 million with no Credit facility balance, yet USD 76.1 million sat in foreign markets where Withholding taxes or repatriation limits may apply. A voluntary self-disclosure to the Office of Foreign Assets Control is pending, with potential violations estimated below 1% of net revenue in each of the last three fiscal years, and the filing gives no guidance.

Where Things Stand

Coty's profit rose mainly because of a non-operating swap gain rather than stronger trading, while the other three show how varied beauty and wellness results can look. Coty (NYSE:COTY) saw operating income and adjusted EBITDA decline. e.l.f. Beauty (NYSE:ELF) grew sales 51% yet GAAP profit trailed adjusted profit. Interparfums (NASDAQ:IPAR) leaned on margin and one-time refunds while sales stayed flat. Nature's Sunshine Products (NASDAQ:NATR) carries China exposure, where sales fell 48.8% and no guidance was offered. None of the four filings reports a share price reaction or a consensus comparison, so this reading relies only on reported figures. Next markers are Coty's strategic review, e.l.f. fiscal third quarter sales, the Interparfums holiday quarter and the pending OFAC matter.