Beiersdorf's Nivea brand continues to deliver consistent organic growth driven by emerging market premiumization and clinical sub-brand extensions (Luminous 630). The Derma franchise (Eucerin, Aquaphor) is gaining US share in dermatologist-recommended skincare and now exceeds EUR1bn revenue. Tesa industrial adhesives provide diversification. The family-controlled Maxingvest holding limits financial leverage and M&A appetite but provides governance stability. Margin expansion targets are conservative and beatable.
Thesis reviewed May 29, 2026
Beiersdorf AG is headquartered in Germany, which is currently showing moderate signals.
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Investors who hold BDRFY may also have indirect exposure through these country funds.
Eucerin US prescriber share gains accelerate in derm-recommended cleansers
Beiersdorf raises full-year organic growth guidance on Nivea Asia momentum
Estimates Β· Yahoo Finance Β· Not audited figures