Beiersdorf Aktiengesellschaft

XTRA:BEI 주식 리포트

시가총액: €17.4b

Beiersdorf 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Vincent Warnery

최고경영자

€6.8m

총 보수

CEO 급여 비율29.31%
CEO 재임 기간9.5yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간5.1yrs
이사회 평균 재임 기간6.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • Aug 18

BEI: Nivea Reset Execution And Margin Recovery Will Drive Share Repricing Potential

Analysts have reduced the fair value estimate for Beiersdorf from about €110 to €95, reflecting lower price targets after the recent profit warning and concerns that the Nivea reset may be slower and more margin dilutive than previously expected. Analyst Commentary Recent Street research on Beiersdorf points to a cautious but not uniformly negative stance.
분석 기사 • Aug 08

Beiersdorf Aktiengesellschaft (ETR:BEI) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Beiersdorf Aktiengesellschaft ( ETR:BEI ) came out with its half-yearly results last week, and we wanted to see how the...
내러티브 업데이트 • Aug 04

BEI: Q2 Delivery And Product Execution Will Shape Balanced Recovery Outlook

The analyst price target for Beiersdorf has been trimmed by a low single-digit amount to reflect slightly lower fair value estimates around €86, with analysts citing reduced price targets across the Street and more cautious views on the company’s product pipeline and near-term topline potential. Analyst Commentary Recent research updates on Beiersdorf point to a more cautious tone.
내러티브 업데이트 • Jul 08

BEI: Future Q2 Execution And Brand Focus Will Drive Share Repricing Potential

Analysts have cut their fair value estimate for Beiersdorf from about €142 to roughly €110. This reflects a series of lower price targets across the Street and more cautious assumptions on revenue growth and valuation multiples.
내러티브 업데이트 • Jun 24

BEI: Brand Execution And Q2 Delivery Will Support Recovery Outlook

The analyst price target for Beiersdorf has been reduced by €1 to reflect a lower fair value estimate of €87.37, as analysts factor in a series of recent target cuts and rating downgrades across the Street. Analyst Commentary Recent Street research on Beiersdorf points to a mixed but generally cautious stance, with several firms trimming price targets and a few shifting ratings.
내러티브 업데이트 • Jun 06

BEI: Brand Execution Will Drive Recovery As Market Share Pressures Ease

Analysts have trimmed Beiersdorf's average price target by €25 to €88, citing updated models, concerns about Nivea's market share pressures, and tougher competitive positioning. Analyst Commentary Bullish Takeaways Bullish analysts see enough underlying strength in the business to justify an upgrade even as some peers turn more cautious, which can support the current valuation for investors who are comfortable with near term volatility.
내러티브 업데이트 • May 22

BEI: Brand Execution And Buyback Program Will Shape Future Performance Resilience

Beiersdorf's analyst price target has been reduced from about €115 to roughly €88. This reflects analysts' updated expectations for slower revenue growth, slightly lower margins and a lower future P/E, alongside a series of recent target cuts and rating downgrades, particularly around concerns for Nivea's market share and competitive pressure.
내러티브 업데이트 • Apr 28

BEI: Reset Expectations As Competitive Pressures And Buyback Plans Shape A Cautious Outlook

Analysts have trimmed the fair value estimate for Beiersdorf by €2 to €68. This reflects a series of lower Street price targets and reduced assumptions for revenue growth, profit margins, and future P/E multiples as competitive pressures on Nivea and broader sector concerns build.
내러티브 업데이트 • Apr 14

BEI: Reset Expectations And Brand Pressures Will Shape A Cautious But Balanced Outlook

Analysts have trimmed their average price targets for Beiersdorf by single digits in € terms, reflecting slightly lower revenue growth expectations and a modestly higher discount rate, partly offset by a small uplift in projected profit margins and future P/E, following a cluster of recent downgrades and model updates across major banks. Analyst Commentary Recent research has tilted more cautious, with several bearish analysts cutting price targets and revising ratings in light of execution risks and questions around the durability of Beiersdorf's growth profile.
내러티브 업데이트 • Mar 31

BEI: Future Brand And Pricing Execution Will Drive Share Repricing Potential

Analysts have trimmed their price targets on Beiersdorf, with the modeled fair value moving from about €155.44 to €141.62 as they factor in lower assumed profit margins, a reduced future P/E of around 29.25, and ongoing concerns about Nivea's market share pressures and competitive pricing. Analyst Commentary Recent research has leaned cautious on Beiersdorf, with several firms trimming price targets and downgrading ratings as they reassess assumptions for Nivea's market share, pricing, and the pace of improvement in the core skincare franchise.
내러티브 업데이트 • Mar 17

BEI: Price Resets And Brand Pressures Will Shape A Balanced Outlook

Analysts have trimmed the fair value estimate for Beiersdorf from €90.00 to €70.00. This reflects reduced assumptions for revenue growth, profit margin and future P/E, as recent research highlights Nivea market share pressures and tougher competitive pricing.
내러티브 업데이트 • Mar 03

BEI: Price Resets And Brand Execution Risk Will Drive A Cautious Outlook

Analysts have trimmed their fair value estimate for Beiersdorf to €90.00 from €92.00, citing updated assumptions on growth, margins and future P/E multiples, along with recent Street research that highlights brand competitiveness efforts and mixed rating changes. Analyst Commentary Recent Street research paints a more cautious picture around Beiersdorf, with bearish analysts focusing on execution risk around pricing, brand momentum and what that could mean for valuation multiples.
내러티브 업데이트 • Feb 16

BEI: Pricing Resets And Brand Execution Will Shape Future Performance Resilience

Analysts have kept their fair value estimate for Beiersdorf steady at €115.15, reflecting a modestly higher assumed future P/E and mixed recent Street views. These include a Deutsche Bank upgrade to Buy at €105 and a Jefferies price target trim to €92 tied to expectations for Nivea price resets.
내러티브 업데이트 • Feb 02

BEI: Pricing Reset And Brand Strength Will Support Future Performance Resilience

The updated analyst fair value for Beiersdorf has edged slightly lower to €115.15 from €116.00, as analysts balance Jefferies' reduced €92 price target and concerns around Nivea volumes with a more supportive Buy upgrade and €105 target from Deutsche Bank. Analyst Commentary Recent research on Beiersdorf shows a split in views, with some analysts focusing on longer term potential and others highlighting nearer term execution risks, especially around the Nivea brand and pricing moves.
내러티브 업데이트 • Jan 19

BEI: Future Rating Shift Will Determine Share Repricing Potential

The analyst price target for Beiersdorf has been adjusted lower to €155.44 from €163.77, as analysts weigh mixed recent research, with some highlighting a potential boost from an improved rating and others pointing to pressures around Nivea pricing, volume growth and margin expectations. Analyst Commentary Recent research shows a split view on Beiersdorf, with some focusing on brand and pricing headwinds while others point to potential upside if execution on pricing and volumes improves.
내러티브 업데이트 • Jan 05

BEI: Modest Discount Rate Shift Will Support Core Performance Resilience

Analysts have trimmed their price targets on Beiersdorf, with one recent move from €102 to €100. This is reflected in a slightly lower fair value estimate of €116.00, based on modest changes to assumptions for the discount rate, revenue growth, profit margin and future P/E.
내러티브 업데이트 • Dec 16

BEI: Price Cuts And Margin Uncertainty Will Shape A More Cautious Outlook

The analyst fair value estimate for Beiersdorf has been reduced from EUR 98 to EUR 92, as analysts trim revenue growth, profit margin, and valuation multiple assumptions in line with a wave of recent price target cuts across the Street. Analyst Commentary Bearish analysts have recently trimmed their price targets for Beiersdorf, signaling a more cautious stance on the company valuation following a period of strong share price performance.
내러티브 업데이트 • Dec 02

BEI: Wider Market Expansion Will Sustain Core Performance Through Execution Challenges

Beiersdorf's analyst price target has been trimmed slightly, down from €116.89 to €116.58. Analysts highlight concerns over slower brand growth and product launch risks, while maintaining cautious optimism for the stock's core performance.
내러티브 업데이트 • Nov 18

BEI: Core Brand Momentum Will Drive Share Performance In Coming Months

Beiersdorf's analyst price target has been reduced amid modest adjustments to growth estimates. Analysts cite pressures on core brand momentum and the impact of recent product launches as reasons for lowering targets by as much as EUR 20 in several recent updates.
내러티브 업데이트 • Oct 31

BEI: Future Product Rollouts Will Drive Upside Despite Sector Headwinds

Analysts have reduced their fair value estimate for Beiersdorf from €118.32 to €116.89, citing slightly lower forecasts for revenue growth and profit margins in light of recent downward price target revisions across the sector. Analyst Commentary Following a series of recent street research reports, analysts have updated their perspectives on Beiersdorf.
분석 기사 • Oct 22

Beiersdorf Aktiengesellschaft's (ETR:BEI) Intrinsic Value Is Potentially 35% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Beiersdorf fair value estimate is €129 Current share price of...
내러티브 업데이트 • Oct 17

Science Based Skincare Will Expand Global Demand

Beiersdorf’s analyst price target has been revised downward from €120 to a range of €105 to €120, reflecting a more cautious outlook from analysts based on slower revenue growth and concerns over the impact of new product launches on core sales. Analyst Commentary Recent street research paints a mixed but increasingly cautious picture for Beiersdorf, as analysts continue to trim their price targets and reassess the company’s growth trajectory.
내러티브 업데이트 • Oct 03

Science Based Skincare Will Expand Global Demand

Beiersdorf's analyst price targets have been reduced in recent updates, with consensus moving from around €123.21 to €120.53. Analysts cite slower organic growth and near-term profit margin pressures as key factors for the downward revision.
내러티브 업데이트 • Sep 17

Science Based Skincare Will Expand Global Demand

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.
분석 기사 • Aug 26

Here's What To Make Of Beiersdorf's (ETR:BEI) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
내러티브 업데이트 • Aug 07

Science Based Skincare Will Expand Global Demand

Beiersdorf’s fair value has been revised downward to €127.00, reflecting softer revenue growth expectations and a modest decrease in forecasted future P/E. Valuation Changes Summary of Valuation Changes for Beiersdorf The Consensus Analyst Price Target has fallen from €134.11 to €127.00.
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새로운 내러티브 • Nov 07

Eucerin's Global Success And Innovation Drive Bright Future In Derma And Beyond

Strategic product launches and innovations across its brands are fueling strong revenue growth and expanding market share in the Derma segment.

CEO 보수 분석

Vincent Warnery의 보수는 Beiersdorf의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

€938m

Mar 31 2026n/an/a

€939m

Dec 31 2025€7m€2m

€939m

Sep 30 2025n/an/a

€911m

Jun 30 2025n/an/a

€882m

Mar 31 2025n/an/a

€897m

Dec 31 2024€4m€1m

€912m

Sep 30 2024n/an/a

€825m

Jun 30 2024n/an/a

€738m

Mar 31 2024n/an/a

€737m

Dec 31 2023€4m€1m

€736m

Sep 30 2023n/an/a

€788m

Jun 30 2023n/an/a

€840m

Mar 31 2023n/an/a

€798m

Dec 31 2022€4m€1m

€755m

Sep 30 2022n/an/a

€747m

Jun 30 2022n/an/a

€738m

Mar 31 2022n/an/a

€688m

Dec 31 2021€4m€841k

€638m

Sep 30 2021n/an/a

€654m

Jun 30 2021n/an/a

€670m

Mar 31 2021n/an/a

€615m

Dec 31 2020€2m€500k

€560m

Sep 30 2020n/an/a

€577m

Jun 30 2020n/an/a

€593m

Mar 31 2020n/an/a

€656m

Dec 31 2019€2m€500k

€718m

보상 대 시장: Vincent의 총 보수(USD7.97M)는 German 시장에서 비슷한 규모 기업의 평균(USD5.87M)보다 높습니다.

보상과 수익: Vincent의 보상은 지난 1년 동안 20% 이상 증가했습니다.

CEO

Vincent Warnery (58 yo)

9.5yrs
재임 기간
€6,824,000
보수

Mr. Vincent Warnery is Chairman of the Executive Board of Beiersdorf Inc. Mr. Warnery is Chief Executive Officer at Beiersdorf Aktiengesellschaft since 2021. He had been Independent Member of the Board of...

리더십 팀

이름직위재임 기간보수지분
Vincent Warnery
CEO & Chairman of the Executive Board9.5yrs€6.82m데이터 없음
Astrid Hermann
CFO & Member of Executive Board5.6yrs€3.47m데이터 없음
Ramon Mirt
Member of the Executive Board7.4yrs€3.50m데이터 없음
Oswald Barckhahn
Member of the Executive Board4.8yrs€3.41m데이터 없음
Grita Loebsack
Member of the Executive Board4.6yrs€6.64m데이터 없음
Nicola Lafrentz
CHRO, Labor Relations Director & Member of the Executive Board4.3yrs€2.19m데이터 없음
Christopher Sheldon
Head of Investor Relationsno data데이터 없음데이터 없음
Anke Schmidt
Vice President of Corporate Communications & Government Relationsno data데이터 없음데이터 없음
Manuela Rousseau
Head of Corp. Social Responsibilityno data€40.97k데이터 없음
Reiner Hansert
Director of Legal Affairs Europeno data€42.23k데이터 없음
Gitta Neufang
Chief Research & Development Officer5.4yrs데이터 없음데이터 없음
Michael Frey
Chief Supply Chain Officer & Quality Management2.6yrs데이터 없음데이터 없음
5.1yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: BEI의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.1 년).

이사회 구성원

이름직위재임 기간보수지분
Reinhard Pöllath
Chairman of Supervisory Board24.3yrs€229.50k데이터 없음
Wolfgang Herz
Member of Supervisory Board6.3yrs€117.00k데이터 없음
Uta Kemmerich-Keil
Independent Member of Supervisory Board4yrs€205.00k데이터 없음
Jan Koltze
Employee Representative Member of Supervisory Board7.3yrs€136.00k데이터 없음
Frederic Pflanz
Deputy Chairman of Supervisory Board7.3yrs€158.00k데이터 없음
Hong Chow
Independent Member of Supervisory Board9.3yrs€116.00k데이터 없음
Olaf Papier
Employee Representative Member of Supervisory Board7.3yrs€142.00k데이터 없음
Kirstin Weiland
Employee Representative Member of Supervisory Board7.3yrs€108.00k데이터 없음
Donya-Florence Amer
Member of Supervisory Board2.3yrs€147.00k데이터 없음
Hilde Cambier
Independent Employee Representatives Member of Supervisory Board2.3yrs€116.00k데이터 없음
Barbara Wentzel
Employee Representative Deputy Chairwoman of Supervisory Board2.3yrs€142.50k데이터 없음
Doris Robben
Employee Rpresentatives Member of Supervisory Board2.3yrs€119.00k데이터 없음
6.8yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 이사회: BEI의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/23 12:12
종가2026/08/21 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Beiersdorf Aktiengesellschaft는 42명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gerhard SchwarzBaader Helvea Equity Research
Pedro Gil Garcia AlejoBanco Santander
Patrick FolanBarclays