Stefano Lelli Mami

Beiersdorf continues to outperform the skin care market Objectively, a lot to like: - Closing the year at 7.5% NR on the consumer goods part of the business (+8.2% in Q4) - Outperforming not only the skin care market but also all other key beauty competitors (L'Oréal, Coty, The Estée Lauder Companies Inc.) owing to its category/ country mix but also its market share performance - In this context, unsurprising to see its stock price holding much better over the last 12 months (flat) than other beauty players (-25% for L'Oréal, ~-50% for The Estée Lauder Companies Inc. & Coty) - 2025 will be for sure softer for Beiersdorf as it will be for all beauty players owing to an overall beauty market growth deceleration (normalization) Exciting times ahead for Beiersdorf BEIERSDORF FY24 results summary (Consumer good only)* - NR: €8,162m - OSG: 7.5% - OI% (Total Group): 13.9% | +50 bps vs FY23 Results by Brand (Profitability not reported) - Nivea (incl. Labello), NR: €5,601m, OSG: 9.0% - Derma: NR: €1,372m, OSG: 10.6% - Health Care: NR: €282m, OSG: 6.1% - La Prairie: NR: €509m, OSG: -6.2% Results by Region (Profitability not reported) - Europe: NR: €3,546m, OSG: 5.3% - Americas: NR: €2,283m, OSG: 7.0% - Africa/Asia/Australia: NR: €2,333m, OSG: 11.3% BEIERSDORF Q4 FY24 results summary (Consumer good only) - NR: €1,901m - OSG: 8.2% Results by Brand (Profitability not reported) - Nivea (incl. Labello): NR: €1,303m, OSG: 7.9% - Derma: NR: €331m, OSG: 16.5% - Health Care: NR: €61m, OSG: 9.9% - La Prairie: NR: €130m, OSG: -2.8% Results by Region (Profitability not reported)* - Europe: NR: €778m, OSG: 5.4% - Americas: NR: €531m, OSG: 10.5% - Africa/Asia/Australia: NR: €592m, OSG: 9.7% *Guidance* - Organic sales growth range of 4-6%, EBIT margin slightly above previous year’s level *Analyst consensus* - Sales (Consumer goods): Beat - OI% (Total group): In-line 𝐓𝐨 𝐣𝐨𝐢𝐧 𝐭𝐡𝐞 ~30,000 𝐅𝐌𝐂𝐆 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞𝐬 𝐭𝐡𝐚𝐭 𝐫𝐞𝐜𝐞𝐢𝐯𝐞 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐭𝐡𝐢𝐬 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫, 𝐬𝐢𝐠𝐧-𝐮𝐩 𝐚𝐭 𝐭𝐡𝐞 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠 𝐥𝐢𝐧𝐤: https://lnkd.in/ea4gy65y 𝗔𝗯𝗼𝘂𝘁 𝘂𝘀: FF&A solves the most complex strategic problems of the world largest FMCG companies across Corporate Strategy, Organic Growth, Digital RTM (Ecommerce, DTC and EB2B) and M&A. 14 out of the world 20 largest FMCG companies are repeat Clients #fmcg #cpg #strategy

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Episode 267 with Stefano Volpetti, President of Smoke-Free Products and Chief Consumer Officer at Philip Morris International - Apple Podcasts: https://lnkd.in/dUq7zsFi - Spotify: https://lnkd.in/duiyCVhR With the former P&G leader, we explore what motivated his move to a controversial industry—challenging his own pre-conceived ideas—and how he’s reinventing the category through product innovation, consumer understanding, and innovative marketing and routes-to-market. Tune in to hear about: - Stefano’s career journey from FMCG to Philip Morris in a variety of functions and roles - Their flagship product IQOS, and how it’s become a multi-billion dollar brand - Shifting from B2B to a consumer-centric B2C - How experiential marketing is key to consumer adoption - The importance of courage, purpose and continuous improvement

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Ad Age dives into how Unilever’s creative wins at this year’s Cannes Lions are fuelling sales growth of brands like Dove, Axe and Vaseline.    In an interview with the Chief Marketing Officer of Personal Care Nuria Hernández Crespo and Chief Marketing Officer of Beauty & Wellbeing Leandro Barreto, the piece explores the secret behind the success. It covers how brands are engaging in relevant cultural conversations, crafting social-first content with a broad range of creators and using AI to rapidly evaluate what resonates with consumers.    https://lnkd.in/eJ_H9ktr #UnileverInsights

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🎙 Tissue Talk – Stories from the WEPA Team Roberta Capurro: “Marketing is not just about visibility – it’s about meaning, mindset, and moving things forward.” ✨ In the latest episode of Tissue Talk, we’re heading to Italy for a vibrant and personal conversation with Roberta Capurro, Marketing and Product Development Manager at WEPA. With more than ten years at WEPA and a career that spans global brands, private label, and even a detour into the food industry, she brings a rich perspective on the tissue market – and on what it takes to make products matter to people. In this episode, she shares her journey into the paper industry, her passion for product development, and what it’s like to be part of an international team working to bring sustainable solutions to a market where that journey is only just beginning. 💡 What makes the Italian market unique – and uniquely challenging? 🌱 How do you communicate sustainability in a society where it's not yet fully rooted? ❤️ And what keeps her inspired after so many years in tissue?   An energising and honest deep dive into marketing, mindset, and meaningful innovation. Tune in – and get to know the WEPA world through an Italian lens.  🎥 Watch on YouTube: https://lnkd.in/dYfU5kqV 🎧 Listen on Spotify: https://lnkd.in/dz-uwPUd #TissueTalk #WeareWEPA #Leadership #Sustainability #Entrepreneurship #TogetherForABetterLife #Videocast

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