- Beiersdorf revised its full-year organic sales growth forecast to around +3%, down from the previous expectation of +4% to +6%.
- For consumer sales, the forecast is adjusted to +3% to +4%, previously predicted at +4% to +6%.
- Organic tesa sales predictions remain unchanged at +1% to +3%.
- Beiersdorf expects the adjusted EBITDA margin to be slightly above last year’s figure.
- Preliminary first-half results show sales at EU5.19 billion, slightly below the estimated EU5.23 billion.
- Organic first-half sales grew by +2.1%, beneath the expectation of +2.58%.
- Consumer sales for the first half were EU4.33 billion, under the predicted EU4.38 billion.
- Organic consumer sales showed +1.9% growth, falling short of the +2.51% estimate.
- Tesa’s first-half sales matched the estimate at EU858 million, with organic growth at +3%, exceeding the estimate of +2.84%.
- The preliminary adjusted EBIT margin for the first half was 16.1%, nearly aligning with the 16.2% estimate.
- Second-quarter organic sales increased by +0.6%, less than the 1.5% anticipated.
- Organic consumer sales for the second quarter were +1.5%, below the +2.7% forecast.
- Tesa’s second-quarter organic sales declined by -3.7%, beating the expectation of a -4.23% drop.
- The global skincare market grew slower than expected, especially in the second quarter and into July.
- Beiersdorf is optimistic about the second half of the year due to a strong innovation pipeline.
- The company plans to continue investing in the consumer segment to support successful new product launches.
- Analyst recommendations include 16 buys, 7 holds, and 3 sells.
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Beiersdorf on Smartkarma
On Smartkarma, Baptista Research recently initiated coverage on Beiersdorf, providing valuable insights in their research report titled “Beiersdorf: Initiation of Coverage – Strategic Cuts, Smarter Growth — The Clean Slate Transformation!” The report highlights a mixed set of results for the first quarter of 2025, showcasing areas of growth alongside noted challenges within Beiersdorf AG. With a bullish sentiment, the analysis delves into the company’s strategic initiatives, shedding light on the potential and vulnerabilities in Beiersdorf’s diverse portfolio. Particularly, the Consumer division’s organic sales growth of 2.3% amidst a challenging market environment underscores the complex dynamics influencing Beiersdorf’s performance.
A look at Beiersdorf Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 5 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 3.2 |
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 a wide range of personal care, medical, and adhesive products, has received varying ratings across different factors impacting its long-term outlook. With a high Resilience score of 5, Beiersdorf demonstrates strength in weathering challenges and maintaining stability. This indicates that the company is well-positioned to navigate uncertainties and sustain its operations over time. Additionally, the Growth score of 4 suggests promising prospects for Beiersdorf in terms of expanding its market presence and enhancing its business performance in the future.
Despite these positive aspects, Beiersdorf’s overall outlook is tempered by more moderate scores in other areas. While the company has a Value score of 3, reflecting reasonable valuation metrics, its Dividend and Momentum scores of 2 each imply some room for improvement in terms of dividend payouts and market momentum. Taking these factors into consideration, Beiersdorf appears to have a solid foundation for long-term growth and resilience, although focusing on enhancing dividends and momentum could further enhance its overall performance.
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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