Key Takeaways:
- Eucerin and Aquaphor drove +12.3% organic growth, confirming Beiersdorf’s science-led strategy as a stable growth engine in a cooling global skincare market.
- Despite modest +0.6% organic growth, early data from the Epicelline relaunch show promising traction, with a 7.8% September spike suggesting recovery ahead.
- Beiersdorf’s €7.5 billion ($8.7 billion) in group sales (+2.0% organic) and an improving EBIT margin outlook reflect resilience across the Consumer and tesa segments.
Beiersdorf has reported group sales of €7.5 billion ($8.7 billion) for the first nine months of 2025, representing +2.0% organic year-over-year growth, in line with expectations despite a cooling global skincare market. The results prove the German skincare giant’s ability to sustain performance through innovation-led growth, strategic portfolio rebalancing, and resilience across its Consumer and tesa business segments.
Consumer Business Segment: Steady Growth Through Innovation
- Sales: €6.3 billion ($7.3 billion) (+2.0% organic)
- Key Drivers: sustained double-digit momentum in Eucerin and Aquaphor, supported by strong innovation in premium skincare.
- Derma Category: +12.3% organic growth, reinforcing Beiersdorf’s science-driven strategy as a core growth pillar.
- NIVEA: +0.6% organic growth across the first nine months, showing early signs of recovery following a strategic relaunch.
- NIVEA Epicelline Launch:
- It is described as “the biggest NIVEA launch of all time.”
- The new NIVEA Cellular Epigenetics Serum drove a +7.8% organic sales spike in September 2025, indicating a strong early consumer response.
- Health Care Division (Hansaplast, Elastoplast): +8.8% organic growth, driven...
