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    Will Exiting Rocketbook and Tattoo Brands Refocus Société BIC's (ENXTPA:BB) Narrative on Core Staples?

    Simply Wall St·12/15/2025 03:26:49
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    • In December 2025, Société BIC said it would discontinue Rocketbook and its Skin Creative tattoo businesses Inkbox and Tattly, winding down their operations by the first quarter of 2026 after reviewing their performance against group ambitions.
    • This exit from digital writing and tattoo products marks a clear refocus on BIC’s core categories and a tightening of its portfolio discipline.
    • We’ll now examine how BIC’s decision to exit Rocketbook and Skin Creative-tattoo activities reshapes its investment narrative and future priorities.

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    Société BIC Investment Narrative Recap

    To own Société BIC, you need to believe its global stationery, lighters and shavers can keep generating dependable cash flows despite slow growth and structural headwinds. The exit from Rocketbook and Skin Creative looks immaterial for near term revenue, but could modestly reduce the risk of further digital writing impairments while keeping the key catalyst on execution in higher growth regions and premium brands intact.

    This refocus on core categories sits alongside a leadership reshuffle, with a new CEO and CFO taking over in 2025 and early 2026, respectively. That change at the top is highly relevant here, as it will influence how firmly BIC pursues portfolio discipline, cost efficiencies and integration of brands like Tangle Teezer, which are central to the current earnings growth narrative.

    Yet beneath this portfolio simplification, investors should be aware of the longer term threat from accelerating digitalization and declining demand for traditional writing instruments...

    Read the full narrative on Société BIC (it's free!)

    Société BIC's narrative projects €2.3 billion revenue and €250.7 million earnings by 2028. This requires 2.1% yearly revenue growth and roughly a €73.8 million earnings increase from €176.9 million today.

    Uncover how Société BIC's forecasts yield a €57.90 fair value, a 20% upside to its current price.

    Exploring Other Perspectives

    ENXTPA:BB 1-Year Stock Price Chart
    ENXTPA:BB 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently see BIC’s fair value between €50 and about €108.64, underlining how far opinions can spread on one stock. You should weigh those views against the risk that accelerating digitalization and weaker pen demand keep pressuring BIC’s core Human Expression business over time, and explore how different scenarios could affect that core earnings engine.

    Explore 4 other fair value estimates on Société BIC - why the stock might be worth over 2x more than the current price!

    Build Your Own Société BIC Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.