Beiersdorf AG

Latest Results (27.10.2025):

Beiersdorf AG delivered solid financial results in the first quarter of 2025, achieving a 2.3% organic sales growth in its Consumer segment despite a high prior-year base and challenges in the travel retail market and strategic repositioning in China. The company's performance aligns with its full-year outlook, driven by robust growth in its Derma and Healthcare businesses, as well as ongoing innovation and market expansion initiatives.

Consumer Segment Growth

The Consumer segment grew organically by 2.3% in Q1 2025, supported by a strong year-over-year base. Excluding China, the Consumer Business saw a 4% organic growth, meeting full-year guidance. NIVEA sales increased by 2.5%, primarily driven by skin care categories and double-digit growth in North America.

Strong Performance in Derma Business

Beiersdorf's Derma brands, including Eucerin and Aquaphor, achieved an impressive 11.4% organic sales growth. This growth was fueled by the success of face and body categories, breakthrough innovations, and strong performance in key markets such as North America and Emerging Markets, where growth reached 18.5%.

Healthcare Business Surges

The Healthcare division, comprising Hansaplast and Elastoplast, reported a remarkable 10.8% organic sales increase. This growth was driven by the launch of the next generation of plasters and ongoing innovation in wound care products, reinforcing Beiersdorf’s leadership in the category.

Challenges for La Prairie and NIVEA in China

La Prairie experienced a 17.5% decline in organic sales due to ongoing challenges in China and the Travel Retail market, leading to significant stock reductions. Similarly, NIVEA faced headwinds from the strategic repositioning in China, impacting overall sales growth. However, these measures are laying the groundwork for future expansion in the key Chinese market.

Innovation and Market Expansion

Beiersdorf continues to invest in innovation, with plans to launch Thiamidol-based products across its core brands in China by 2026. The company also expanded its global presence with successful product launches in India and the U.S., driving significant growth in these regions. Additionally, the luxury brand Chantecaille achieved double-digit growth of 15.9%, further strengthening Beiersdorf’s market position.