Report
Pierre Tegner

Beiersdorf : T1 attendu à +2.9% en lfl vs consensus à 3.7%

>Alléger : nous restons sceptiques sur la pertinence du plan C.A.R.E. - La publication du CA T1, mardi prochain avant Bourse, devrait avoir peu d’incidence sur notre opinion Alléger, adoptée fin février à l’annonce du plan C.A.R.E. Nous estimons, en effet, que dans les consumer staples, les groupes qui sortiront gagnants sont ceux qui auront construit un portefeuille de gammes et de marques à l’instar d’un groupe comme L’Oréal. Or, à ce stade la stratégie de Beiersdor...
Underlying
Beiersdorf AG

Beiersdorf manufactures and distributes consumer goods. Co. operates in two business segments: consumer, which is Co.'s main business that focuses on the skin and body care markets, with products including NIVEA's Deodorant Invisible for Black & White, NIVEA Deodorant Stress Protect, NIVEA In-Shower Body Lotion, NIVEA Cellular Anti-Age face care, and Eucerin's VOLUME-FILLER; and tesa, which develops, produces, and markets self-adhesive products and system solutions for industry, craft businesses, and consumers. In the electrical industry, the tesa business segment's adhesive systems are used in mobile devices such as smartphones, tablet personal computers, and MP3 players.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Pierre Tegner

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