The number of asylum applications in the European Union fell by nearly 20 percent in 2025, marking a clear reversal in migration trends. Simultaneously, European capital markets are grappling with high volatility, with giants like Beiersdorf and Schaeffler experiencing sharp declines in their share prices. Results from the logistics sector and forecasts from consumer industry leaders point to deepening economic stagnation on the continent.
Migration decline in the Union
The number of asylum applications in the EU in 2025 decreased by 19 percent, the largest drop in years.
Crisis in the cosmetics sector
Beiersdorf is losing market share due to competition from social media and announces a difficult budget year.
Reductions in logistics
Kuehne + Nagel will eliminate 2000 jobs in response to weaker demand and stagnation in European trade.
Weakness of the DAX index
Germany's main index fell below 24,000 points, dragged down by shares of industrial giants.
The latest data from the European Union Agency for Asylum indicates a significant change in the situation at the community's borders. In 2025, there were 19 percent fewer applications for international protection compared to the previous year. This decline is particularly visible in countries that were previously the main destinations for migrants, although Germany still maintains its leading position in terms of the number of documents received. Experts point out that this is the first such significant reversal from the growth trend recorded in previous years, which may be the result of tightened migration policies by individual member states and strengthened controls on external borders. The Schengen Area and the EU's common asylum policy have evolved since the 2015 migration crisis, leading to the creation of new solidarity mechanisms and a strengthened role for the Frontex agency.The economic situation in Europe, however, is not optimistic, as best illustrated by the results of companies listed on Frankfurt's DAX index, which fell below the psychological level of 24,000 points. The German conglomerate Schaeffler, despite announcing a new strategy involving expansion into the robotics and defense sectors, saw its share price plummet. Investors received the vision of moving away from the traditional automotive sector with caution. Similar negative sentiment surrounds the company Beiersdorf, owner of the Nivea brand. The company warns of a difficult year ahead, pointing to growing competition from smaller brands promoting themselves on the TikTok platform and a slowdown in global demand for consumer goods. 19% — was the drop in the number of asylum applications in the EUProblems are also not bypassing the transport and logistics sector, which is a traditional barometer of international trade health. The Swiss giant Kuehne + Nagel announced a plan to cut two thousand jobs and revised its financial forecasts. Although logistics benefits from transporting components for artificial intelligence construction, the entire sector is struggling with general stagnation in European goods flow. Analysts emphasize that weakening consumer demand and logistical difficulties create a vicious circle that slows the pace of economic recovery across the entire eurozone, as seen in the red session openings of companies like Siemens, RWE, and Porsche. „Ich werde meinen Job machen” (I will do my job) — Stefan De Loecker (Beiersdorf)
Mentioned People
- Stefan De Loecker — CEO of Beiersdorf, declaring readiness to fight for improved company results.