Beiersdorf's consensus price target was modestly lowered to €123.21, as analysts flagged slowing Nivea sales, product cannibalization risks, and a more cautious sector outlook ahead of results.
Analyst Commentary
- Slowing organic sales growth for Nivea cited as a key risk to valuation, with recent performance below the required threshold to justify prior targets.
- Concerns over the upcoming Epigenetic launch potentially cannibalizing core sales and weighing on existing business momentum.
- Bullish analysts, while maintaining positive ratings, have trimmed price targets reflecting moderated growth expectations and broader sector pressures.
- Adjustments made ahead of upcoming results, signaling increased caution regarding near-term operational performance.
- General re-rating across brokerages in response to slower sales, business mix concerns, and more conservative top-line outlooks.
What's in the News
- Beiersdorf guided for approximately 3% group organic sales growth for 2025.
Valuation Changes
Summary of Valuation Changes for Beiersdorf
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €124.74 to €123.21.
- The Discount Rate for Beiersdorf remained effectively unchanged, moving only marginally from 5.52% to 5.56%.
- The Consensus Revenue Growth forecasts for Beiersdorf remained effectively unchanged, at 3.8% per annum.
Disclaimer
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