Revenue distribution by industry:

• Cosmetics: approx. 80%
• Adhesive tapes (Tesa): approx. 20%

TOP 3 markets and their percentage shares:

• Germany: approx. 25%
• Europe (excluding Germany): approx. 35%
• Asia: approx. 20%

Beiersdorf Aktiengesellschaft generates the majority of its revenue from the cosmetics industry, which includes well-known brands such as NIVEA, Eucerin, and La Prairie. The adhesive tapes sector is covered by the Tesa brand.

Germany remains an important market for Beiersdorf, but the European market as a whole is even more significant. Asia also represents a significant market share, indicating growth potential in this region.

Production sites of Beiersdorf:

• Hamburg, Germany (headquarters and significant production site)
• Tres Cantos, Spain
• Poznań, Poland
• Bangkok, Thailand
• Shanghai, China
• São Paulo, Brazil

Beiersdorf produces its products at several international locations to efficiently serve local demand and optimize the global supply chain. The headquarters in Hamburg remains a central element of the company's production and development strategy. The strategic distribution of production sites enables Beiersdorf to flexibly respond to market changes and optimize production costs by being close to the sales markets.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024)

Beiersdorf Aktiengesellschaft pursues a strategy focused on sustainable growth and innovation. The company is increasingly investing in the development of new products in the skincare sector to strengthen its market position. A key element of the strategy is the emphasis on research and development to create innovative and environmentally friendly products that meet changing consumer needs.

In addition, Beiersdorf is investing in digitization and expanding its e-commerce platforms to enhance direct consumer access and increase customer loyalty. Expansion into emerging markets, particularly in Asia and Latin America, is also seen as a key component for future growth.

Through strategic partnerships and potential acquisitions, Beiersdorf plans to expand its product range and tap into new market segments. These measures are intended to help secure the company's competitiveness in the long term and promote revenue and profit growth.

Main raw materials: Petroleum derivatives, palm oil, aluminum, paper

Countries of origin:

• Petroleum derivatives: Saudi Arabia, USA
• Palm oil: Indonesia, Malaysia
• Aluminum: China, Russia
• Paper: Finland, Sweden

Beiersdorf Aktiengesellschaft imports a variety of raw materials necessary for the production of its products. Petroleum derivatives are mainly sourced from Saudi Arabia and the USA, as these countries are among the largest producers. Palm oil, an essential component in many cosmetic products, is predominantly imported from Indonesia and Malaysia, the world's leading producers.

Aluminum, used for packaging, often comes from China and Russia, significant exporters of this metal. Paper, also needed for packaging, is mainly imported from Finland and Sweden, as these countries are known for their sustainable forestry and paper production.

Market share in the skincare sector: 14% (estimated for 2025)
Research & development expenses: 3.1% of revenue (2024)
Brand awareness of NIVEA: Over 90% in Europe (2024)

Beiersdorf Aktiengesellschaft has a significant competitive advantage, primarily supported by its strong brand presence, especially the NIVEA brand. The high brand awareness and consumer trust in the quality of the products give the company a solid market position in the skincare sector.

Furthermore, Beiersdorf continuously invests in research and development, enabling the company to introduce innovative products to the market and differentiate itself from the competition. These investments contribute to maintaining and strengthening the competitive advantage by expanding the product range and addressing changing consumer needs.

Beiersdorf's competitive advantage is also reinforced by its global presence and its ability to adapt to different market conditions. This allows the company to benefit from growth opportunities in various regions and diversify risks.

Institutional Investor Share: approximately 60% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share at Beiersdorf traditionally stands at around 60%, indicating the trust of large investors in the company's stability and growth potential. These investors typically include pension funds, investment funds, and other major financial institutions.

In 2025, there were no significant insider buys or sells, suggesting that the management and other insiders are content with the current company strategy and market position. Such transactions are often seen as indicators of executives' confidence in the company's future development.

Market share of Beiersdorf: Approx. 5% (estimated for 2025)

Main competitors and their market shares:

1. Procter & Gamble: Approx. 15%
2. Unilever: Approx. 13%
3. L'Oréal: Approx. 12%
4. Johnson & Johnson: Approx. 10%
5. Colgate-Palmolive: Approx. 7%
6. Beiersdorf: Approx. 5%
7. Reckitt Benckiser: Approx. 4%
8. Estée Lauder: Approx. 3%
9. Henkel: Approx. 3%
10. Shiseido: Approx. 2%

Economic moat of Beiersdorf:

Beiersdorf has a moderate economic moat, mainly supported by its strong brand recognition, especially the NIVEA brand, and its innovation in skincare and cosmetics. The long-standing market presence and consumer trust in the product quality also contribute to its competitiveness.

In comparison to larger competitors like Procter & Gamble or Unilever, which have a broader product portfolio and stronger global presence, Beiersdorf's economic moat is less pronounced. These companies benefit from greater economies of scale and a more diversified product range, giving them a stronger competitive advantage.

However, Beiersdorf can continue to operate successfully in the market by focusing on specific market segments and continuous product innovations. Emphasizing sustainability and adapting to consumer demands for environmentally friendly products could further strengthen the economic moat in the future.

Revenue growth: 6.5% (2024) Profit growth: 5.8% (2024) Market share in skincare: 15% (2024)

Beiersdorf Aktiengesellschaft recorded a revenue growth of 6.5% in 2024, driven by strong demand for its skincare products. The company has expanded its market share in skincare to 15%, highlighting its leading position in this segment.

The profit growth of 5.8% in the same period indicates that Beiersdorf is not only able to increase its revenue but also to operate efficiently and enhance its profitability. These figures suggest that Beiersdorf is well positioned to benefit from long-term trends in the skincare sector.

In addition, Beiersdorf is investing in research and development to bring innovative products to the market, further supporting the potential for future growth. Given these factors, Beiersdorf stock could be an attractive investment for investors interested in a stable and growth-oriented company.

Dividend yield: 1.1% (2024)
Dividend continuity: Regularly paid for over 20 years

Beiersdorf Aktiengesellschaft has a long tradition of dividend payments and is known for its reliability in distribution. In 2024, the dividend yield was 1.1%, which can be considered moderate compared to other companies in the industry.

The company has consistently paid dividends over the past two decades, indicating a stable financial foundation and solid business development. This consistency is a positive signal for investors who rely on regular income from dividends.

Although the dividend yield may not be very high compared to other companies, Beiersdorf offers an attractive option for long-term oriented investors due to its stability and reliability.