BirkenstockBIRK
BIRK
About: Birkenstock Holding PLC is a company that manufactures and sells footbed-based products, including sandals, closed-toe silhouettes, and other products, such as skincare and accessories, for everyday, leisure, and work. It sells its products through two main channels: business-to-business (B2B) which comprises sales made to established third-party store networks, and direct-to-consumer (DTC) which comprises sales made on globally owned online stores through the Birkenstock.com domain and sales made in Birkenstock retail stores. The company's reportable segments are based on its regional hubs and include: the Americas which is also its key revenue-generating segment; Europe; and Australia, Japan, India, China, and the United Arab Emirates (APMA).
Employees: 7,400
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
163% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 27
100% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 8 (+4) [Q4]
47% more call options, than puts
Call options by funds: $31.9M | Put options by funds: $21.7M
36% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 53
23% more funds holding
Funds holding: 179 [Q3] → 220 (+41) [Q4]
17% more capital invested
Capital invested by funds: $8.8B [Q3] → $10.3B (+$1.52B) [Q4]
1.92% more ownership
Funds ownership: 95.01% [Q3] → 96.93% (+1.92%) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$60
26%
upside
Avg. target
$64
35%
upside
High target
$70
47%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Piper Sandler Anna Andreeva 30% 1-year accuracy 8 / 27 met price target | 26%upside $60 | Overweight Maintained | 11 Apr 2025 |
Stifel Jim Duffy 15% 1-year accuracy 6 / 40 met price target | 30%upside $62 | Buy Maintained | 10 Apr 2025 |
Telsey Advisory Group Dana Telsey 28% 1-year accuracy 50 / 181 met price target | 47%upside $70 | Outperform Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 3 articles about BIRK published over the past 30 days
Neutral
Accesswire
4 days ago
Birkenstock Announces Fiscal Second Quarter 2025 (Ended March 31, 2025) Results Date and Conference Call
LONDON, GB / ACCESS Newswire / April 15, 2025 / Birkenstock Holding plc ("BIRKENSTOCK" or the "Company", NYSE:BIRK), announced today that the Company will report its fiscal second quarter 2025 (ended March 31, 2025) financial results on Thursday, May 15, 2025 before the US market open. The Company will host a conference call and live webcast with the investment community at 8:00 a.m.
Positive
Seeking Alpha
6 days ago
Birkenstock: Upgrade To Buy On Cheaper Valuation
I upgrade Birkenstock to a buy rating as the stock now trades at ~22x forward P/E, making it more attractive. BIRK shows resilient top-line growth across all regions and channels, with 1Q25 revenue up 19% y/y, exceeding management's FY25 guidance. The DTC strategy is gaining momentum, with plans to increase store count by ~40% and a growing membership base driving higher transaction values.
Neutral
Zacks Investment Research
3 weeks ago
3 Shoes & Retail Apparel Stocks in Focus as Cost Pressures Loom
The Shoes & Retail Apparel industry thrives on innovation, demand and digital growth, benefiting NKE, ADDYY and BIRK, but faces rising costs and reinvestment challenges.
Positive
Benzinga
1 month ago
Birkenstock's US Expansion Has Significant Upside With Fewer Than 10 Stores Today, Analyst Says
J.P. Morgan analyst Matthew R. Boss reiterated an Overweight rating on the shares of Birkenstock Holding PLC BIRK and shared key insights from a meeting with management.
Positive
CNBC Television
1 month ago
Consumer resilience presents a buying opportunity in retail sector weakness, says JPM's Matt Boss
Matt Boss, JPMorgan retail analyst, joins 'Closing Bell' to discuss retail earnings and the retail trade.
Positive
Seeking Alpha
1 month ago
Birkenstock: A Great Dip To Buy As Margins March Upward
Birkenstock's share price dip presents a buying opportunity due to strong growth, high margins, and promising expansion in Asia, particularly China. The company maintains a ~20% growth CAGR and boasts ~60% gross margins, a rarity among consumer products companies. Despite a conservative FY25 outlook, Birkenstock's Q1 results showed 19% y/y revenue growth and strong B2B segment performance, affirming its robust market position.
Negative
Seeking Alpha
1 month ago
Birkenstock Adds Winter Assortment, But The Stock Remains Too Expensive
Birkenstock Holding plc reported 19% YOY revenue growth, but the market reacted negatively due to maintained full-year guidance of 15%-17%, indicating potential deceleration from last year's 20%. Wholesale growth outperformed at 30%, but 90% came from existing doors, raising saturation concerns; DTC growth slowed to 10% from 30% last year. Product diversification is promising, with closed-toe silhouettes making up 50% of revenue; Asia grew 47% YoY, now 13% of sales.
Negative
Fast Company
1 month ago
Birkenstock stock price slumps despite strong holiday sales
Birkenstock, the renowned German footwear brand, posted stronger-than-expected sales for its fiscal first quarter, fueled by strong holiday demand and the growing popularity of its closed-toe clogs.
Neutral
Seeking Alpha
1 month ago
Birkenstock Holding plc (BIRK) Q1 2025 Earnings Call Transcript
Birkenstock Holding plc (NYSE:BIRK ) Q1 2025 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Megan Kulick - Director, Investor Relations Oliver Reichert - Director and Chief Executive Officer Erik Massmann - outgoing Chief Financial Officer Ivica Krolo - Chief Financial Officer Nico Bouyakhf - President, EMEA Alexander Hoff - Vice President, Global Finance David Kahan - President, Americas Klaus Baumann - Chief Sales Officer Conference Call Participants Jay Sole - UBS Laurent Vasilescu - BNP Paribas Mark Altschwager - Baird Matthew Boss - JPMorgan Randy Konik - Jefferies Louise Singlehurst - Goldman Sachs Simeon Siegel - BMO Dana Telsey - Telsey Lorraine Hutchinson - Bank of America Micheal Binetti - Evercore ISI Anna Andreeva - Piper Sandler Sam Poser - Williams Trading Erwan Rambourg - HSBC Jim Duffy - Stifel Janine Stichter - BTIG Operator Good morning, and thank you for standing by. Welcome to Birkenstock's First Quarter 2025 Earnings Conference Call.
Negative
The Motley Fool
1 month ago
Birkenstock: Robust EPS, Revenue Miss
Birkenstock (BIRK -5.34%), known for its iconic footwear, presented its first quarter results for fiscal 2025 on Feb. 20. Although revenue missed analyst expectations, the company reported robust earnings per share (EPS) thanks to increased demand for closed-toe products.
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