Description

Beiersdorf: Initiation of Coverage- Strategic Cuts, Smarter Growth — The Clean Slate Transformation! 

Beiersdorf AG reports a mixed set of results for the first quarter of 2025, marking a period characterized by both areas of growth and noted challenges. As the company looks to execute upon its strategic initiatives, the recent financial performance provides insights into both the potential and vulnerabilities within Beiersdorf’s diverse portfolio. Performance in the Consumer division, which recorded organic sales growth of 2.3% against a challenging high base from the previous year, sheds light on the intricate dynamics at play. There is a notable strength in Beiersdorf’s Derma segment, led by the Eucerin and Aquaphor brands, which reported an impressive 11.4% organic growth. This upward trajectory underscores the effectiveness of the company’s innovation pipeline, particularly promotional and distribution efforts. Furthermore, healthcare brands like Hansaplast have also delivered double-digit growth, bolstered by the launch of new products that resonate well with consumers seeking advanced wound care solutions.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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