Analyst David Hayes of Jefferies maintained a Hold rating on Beiersdorf, retaining the price target of €92.00.
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David Hayes has given his Hold rating due to a combination of factors tied to Beiersdorf’s latest pre‑announcement and its forward guidance. While fourth‑quarter 2025 organic sales outperformed overall, the Nivea brand underdelivered, and the company’s outlook implies about a 5% downgrade to FY26 EPS versus prior expectations.
Moreover, management now guides the Consumer division to roughly flat organic sales growth in 2026 and only slightly lower operating margins, both of which sit below market assumptions and Jefferies’ own forecasts. This subdued trajectory versus peers heightens doubts about how quickly core Nivea can reaccelerate, leaving limited near‑term upside to justify a more positive rating than Hold.
According to TipRanks, Hayes is a 3-star analyst with an average return of 3.1% and a 56.25% success rate. Hayes covers the Consumer Defensive sector, focusing on stocks such as DANONE SA, Nestlé SA, and Unilever.
In another report released on February 25, Deutsche Bank also downgraded the stock to a Hold with a €105.00 price target.