HELKF News and Press, Henkel AG & Co KGAA From 03/07/23

2023-03-07 13:53:03 ET Henkel AG & Co. KGaA (HENKY) Q4 2022 Results Conference Call March 07, 2023 03:00 AM ET Company Participants Leslie Iltgen - IR Carsten Knobel - CEO Marco Swoboda - CFO Conference Call Participants Guillaume Delmas - UBS ...

Summary Henkel is reporting strong top line growth with all regions and all business segments contributing to top line growth. During its Capital Market Day, Henkel outlined the growth potential for both segments. Although Henkel was clearly struggling in the last few years and grow...

Summary Even more well positioned consumer brands companies are seeing too large volume hits as pricing action means share won by supermarket-branded products. Henkel's adhesives may do alright because these products are harder to commodify, especially those with industrial markets sinc...

Summary Diageo plc and Brown-Forman Corporation, the two famous alcoholic beverages producers, are both market leaders in certain areas. Because of their solid and reliable earnings, their stocks never seem to be cheap. In this detailed comparative analysis, I will discuss the two compa...

Summary Henkel is a company whose shares you can buy and hold forever. Sales are growing again driven by strong pricing actions, but volumes are declining. Gross and EBIT margins are temporarily depressed as a result of post-pandemic headwinds and the conflict between Russia and Ukr...

Summary Henkel’s pricing power continues to insulate the P&L in a difficult operating environment. The guidance has been raised recently but remains conservative, signaling more beats and raises ahead. M&A presents another key long-term driver of value creation. W...

Henkel AG & Co. KGaA (HENKY) Q3 2022 Results Conference Call November 08, 2022 03:00 AM ET Company Participants Carsten Knobel - CEO Marco Swoboda - CFO Conference Call Participants Iain Simpson - Barclays Bruno Monteyne - Bernstein Guillaume ...

Summary Henkel shares have fallen 45% in the past 5 years and are at approximately 17x 2022 guided EPS and a 3% Dividend Yield. While commodity prices have softened somewhat recently, we believe Henkel will likely continue to see strong cost headwinds. Management expects a 15-...

Summary Henkel reported mixed first half results, with growing revenue, but declining earnings per share. The German energy crisis and the upcoming recession will pose a risk for Henkel, but with a solid balance sheet the company will manage to get through it. In my opinion, t...

Henkel AG & Co. KGaA (HENKY) Q2 2022 Earnings Conference Call August 15, 2022 3:00 AM ET Company Participants Carsten Knobel - CEO Marco Swoboda - CFO Conference Call Participants Bruno MOnteyne - Bernstein Christian Faitz - Kepler Celine Pann...