Observed Signal · Sep 24, 2026 · Corporate Update · Source: fischerAppelt Kommunikation GmbH · Impact: 2/5
Hanna Philipps und die Henkel-Helden
In the 89th episode of fischerAppelt's podcast "Monsters of Content Marketing," Hanna Philipps, Henkel's Head of Media Relations and Social Media, discusses Henkel's 150th anniversary communications. Henkel expects 18,000 to 20,000 guests at its anniversary celebration in Düsseldorf on September 26, 2026, where five well-known artists will perform. The company published a history book in 2025, created an AI avatar of founder Fritz Henkel for a film, and built a CEO avatar for a LinkedIn video series with Carsten Knobel.
Henkel is using its 150th anniversary as a corporate communications showcase, combining classic brand heritage with AI-driven content and CEO social media presence. The podcast episode highlights how a major DAX company modernizes corporate storytelling and engagement for both employees and the public.
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Key Takeaways & Evidence Grounding
- Henkel expects 18,000 to 20,000 guests at its 150th anniversary celebration in Düsseldorf on Saturday, September 26, 2026, with five well-known artists performing.
- Hanna Philipps, Henkel's Head of Media Relations and Social Media, is the guest in the 89th episode of fischerAppelt's podcast "Monsters of Content Marketing."
- Henkel published a comprehensive company history book in 2025 that also covers the Third Reich and forced labor.
- Henkel created an AI avatar of company founder Fritz Henkel based on historical photos for a film about the company's history.
- Henkel built an avatar of CEO Carsten Knobel for a four-part LinkedIn video series; the first two parts have been released.
- Henkel's anniversary year is framed by the claim "Future? Ready!".
Connected Companies & Entities
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Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Henkel Posts Double-Digit Sales Growth, Lifts Outlook
Henkel reported a strong third quarter of 2026, with group sales rising 11% to €5.71 billion. Organic growth reached 6.5%, driven by higher prices and increased volumes. The Adhesive Technologies segment grew organically by 7.9%, while Consumer Brands grew 4.8%. The company raised its full-year organic sales growth forecast to 3-4% (previously 1.5-3.5%). However, higher material costs (expected +10%) and increased restructuring charges (€200-250 million) are pressuring profitability. Adjusted return on sales is expected around 15% for the group. The company continues to pursue strategic acquisitions to drive growth in both business areas.
Microsoft Profit Surges on AI Investments
Microsoft reported fiscal Q1 2027 results that exceeded expectations, with adjusted earnings of $4.89 per share (beat of $4.73 estimate) and revenue of $92.28 billion, up 19% year-over-year (above $90.69 billion consensus). Azure cloud infrastructure grew 48%, and the company guided for 49-50% constant currency growth in Q2, surpassing consensus. Analysts from major banks (JPMorgan, Wells Fargo, Barclays, Morgan Stanley, Citi, Deutsche Bank, BofA, Goldman Sachs, Citizens) raised price targets (ranging from $610 to $750) and offered bullish commentary citing AI adoption, monetization breadth, infrastructure efficiencies, and operating leverage. Shares rose in after-hours and premarket trading (total gain about 5% after-hours, then 2% premarket), with the stock up 36% over the past three months. The Fed held rates steady, and European markets gained, with SAP up nearly 5% on AI cost savings plans.
Omnicom Q3: Media Grows, Creative Continues to Shrink
Omnicom reported its best quarter since the Interpublic acquisition, with organic growth of 7.2% in Q3 2026. Revenue from continuing operations reached $6.0 billion, and adjusted EBITA margin improved to 18.2%. Integrated Media grew over 10% and now represents 53% of revenue, while traditional creative declined in the mid-single digits, making up only 15.6% of the business. The US market grew 10%, while Continental Europe saw mid-single-digit growth and the UK slightly declined. Omnicom confirmed it will achieve $900 million in cost synergies for 2026 and expects full-year organic growth of about 5%. The company has sold or plans to divest businesses with around $3.6 billion in revenue by early 2027. In Germany, creative losses include Porsche, Henkel, and Hornbach, but Mercedes-Benz renewed its contract with Team X until 2029. Media wins include L'Oréal and Rossmann, starting January 2027.
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