Earnings Alerts

Beiersdorf (BEI) Earnings: 1H Sales Align with Estimates but Margins Slightly Below Expectations

  • Beiersdorf’s total sales in the first half of 2025 amounted to €5.19 billion, slightly below the estimated €5.23 billion.
  • Organic sales grew by 2.1%, missing the estimated growth of 2.58%.
  • Consumer sales reached €4.33 billion, falling short of the projected €4.38 billion.
  • Organic growth for consumer sales was 1.9%, below the anticipated 2.51%.
  • In Europe, consumer sales were €1.96 billion, slightly under the €1.98 billion estimate.
  • Consumer sales in the Americas recorded €1.15 billion, not reaching the expected €1.2 billion.
  • Sales in Africa, Asia, and Australia matched estimates at €1.22 billion.
  • Tesa sales stood at €858 million, very close to the expected €858.3 million.
  • Organic growth in Tesa sales was at 3%, surpassing the estimated 2.84%.
  • Tesa sales in Europe were €391 million, below the forecasted €398 million.
  • In the Americas, Tesa sales were €139 million, less than the expected €141.9 million.
  • Tesa sales in Africa, Asia, and Australia were €328 million, exceeding the €321.7 million estimate.
  • The adjusted EBIT margin was 16.1%, slightly below the 16.2% expectation.
  • Analysts’ recommendations for Beiersdorf include 16 buys, 7 holds, and 3 sells.

Beiersdorf on Smartkarma

Analysts on Smartkarma are closely following coverage of Beiersdorf, with Baptista Research providing valuable insights on the company’s performance. In their report titled “Beiersdorf: Initiation of Coverage- Strategic Cuts, Smarter Growth — The Clean Slate Transformation!“, the research highlights a mixed set of results for the first quarter of 2025. Despite challenges, Beiersdorf AG is navigating areas of growth within its diverse portfolio, offering both potential opportunities and vulnerabilities for investors to consider.

Baptista Research‘s analysis delves into Beiersdorf’s Consumer division, which achieved organic sales growth of 2.3% in a competitive market landscape. This growth, amidst a challenging high base from the previous year, underscores the complexities faced by the company as it implements strategic cuts and pursues smarter growth strategies. Investors can gain valuable insights from the research reports on Smartkarma, authored by top independent analysts like Baptista Research, to make informed decisions regarding Beiersdorf’s future performance and investment potential.


A look at Beiersdorf Smart Scores

FactorScoreMagnitude
Value3
Dividend2
Growth4
Resilience5
Momentum2
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Beiersdorf AG, a company known for developing and manufacturing personal care, disposable medical, and adhesive products, seems to have a promising long-term outlook. Based on the Smartkarma Smart Scores, Beiersdorf received a strong score of 4 for Growth and an even higher score of 5 for Resilience. This indicates that the company is positioned well for future expansion and is capable of weathering economic uncertainties and market challenges.

While Beiersdorf scored moderately on Value and Dividend at 3 and 2 respectively, it shows potential for growth and stability in the long run. The company’s Momentum score of 2 suggests a slower pace in terms of market performance. Overall, Beiersdorf’s high scores in Growth and Resilience paint a positive picture for its long-term prospects, making it a company worth keeping an eye on in the ever-evolving consumer goods industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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