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Source document· March 3, 2026

Beiersdorf Aktiengesellschaft Q4 Earnings Call Highlights

View original at finance.yahoo.com
Beiersdorf Aktiengesellschaft Q4 Earnings Call Highlights Beiersdorf Aktiengesellschaft logo Beiersdorf Aktiengesellschaft (ETR:BEI) management said the company delivered “stable” full-year 2025 results in a difficult operating backdrop, while outlining steps to restore momentum at its largest brand, NIVEA, and reaffir…
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  • Market dynamics had not improved at the start of 2026

    80% confidence

  • Employee safety was the top priority regarding Middle East volatility and it was too early to assess any potential business impact

    80% confidence

  • La Prairie's Q1 2026 performance would be down double digits

    80% confidence

  • Eucerin Thiamidol Serum became the number one derma anti-pigment serum in China

    80% confidence

  • Consumers became more cautious and increasingly selective in their routines

    80% confidence

  • The global skincare market slowed materially, decelerating from mid-single-digit growth in 2024 to roughly 1.5% to 2% in 2025

    80% confidence

  • India, domestic China and Japan were cited as white spaces for Derma expansion

    80% confidence

  • The shift is primarily a reallocation of spending away from premium face care into body care, deodorants and affordable skincare, which are much less media intensive

    80% confidence

  • Beiersdorf would not reduce marketing investment proportionally despite margin pressure

    80% confidence

  • Beiersdorf delivered stable full-year 2025 results in a difficult operating backdrop

    80% confidence

  • Beiersdorf maintained its position as the best performing skincare company globally for the third year in a row

    80% confidence

  • NIVEA's 2025 performance fell short of expectations due to market slowdown, China repositioning, and major innovations concentrated in second half

    80% confidence

  • NIVEA Cellular Epigenetic Serum remains the number one serum across Europe

    80% confidence

  • The luxury market remains highly volatile with persistent weakness in the U.S. and travel retail

    80% confidence

  • Cash conversion was weaker than hoped and working capital rose above 10% of sales

    80% confidence

  • NIVEA Cellular Epigenetic Serum was the strongest NIVEA face care rollout in history

    80% confidence
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