Henkel: Trends Of Softening Into H1 2025
Source: SeekingAlpha
2025-04-27 05:42:17 ET
Summary
- Henkel's Q4 results show a slowdown in adhesive technologies, with tougher comps and a softer industrial market environment expected into 2025.
- Margin improvements were impressive due to cost-cutting initiatives and mix effects from restructuring, contributing around 100 million EUR in incremental net savings.
- Henkel is cheaper than peers like 3M with a 13.4x forward PE, and while the company has solid positioning and defensible margin, macro incrementally isn't constructive.
- There are sharper picks than Henkel to play the current environment with more recessionary forces.
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Henkel: Trends Of Softening Into H1 2025
Henkel Ag & Co Kgaa
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