BIRK icon

Birkenstock

43.90 USD
-2.49
5.37%
At close Mar 13, 4:00 PM EDT
After hours
43.90
+0.00
0.00%
1 day
-5.37%
5 days
-5.96%
1 month
-22.87%
3 months
-20.27%
6 months
-5.06%
Year to date
-23.37%
1 year
-6.30%
5 years
9.20%
10 years
9.20%
 

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 7,372 funds
0
Analysts bullish %
of 5 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings 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

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$66
50%
upside
Avg. target
$75
70%
upside
High target
$95
116%
upside

5 analyst ratings

positive
100%
neutral
0%
negative
0%
Telsey Advisory Group
Dana Telsey
29% 1-year accuracy
54 / 187 met price target
59%upside
$70
Outperform
Maintained
21 Feb 2025
UBS
Jay Sole
22% 1-year accuracy
13 / 58 met price target
116%upside
$95
Buy
Maintained
19 Dec 2024
BMO Capital
Simeon Siegel
15% 1-year accuracy
3 / 20 met price target
59%upside
$70
Outperform
Maintained
19 Dec 2024
Baird
Mark Altschwager
28% 1-year accuracy
9 / 32 met price target
64%upside
$72
Outperform
Maintained
19 Dec 2024
Deutsche Bank
Krisztina Katai
21% 1-year accuracy
4 / 19 met price target
50%upside
$66
Buy
Maintained
19 Dec 2024

Financial journalist opinion

Based on 12 articles about BIRK published over the past 30 days

Positive
CNBC Television
2 weeks 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.
Consumer resilience presents a buying opportunity in retail sector weakness, says JPM's Matt Boss
Positive
Seeking Alpha
2 weeks 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.
Birkenstock: A Great Dip To Buy As Margins March Upward
Negative
Seeking Alpha
2 weeks 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.
Birkenstock Adds Winter Assortment, But The Stock Remains Too Expensive
Negative
Fast Company
3 weeks 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.
Birkenstock stock price slumps despite strong holiday sales
Neutral
Seeking Alpha
3 weeks 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.
Birkenstock Holding plc (BIRK) Q1 2025 Earnings Call Transcript
Negative
The Motley Fool
3 weeks 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.
Birkenstock: Robust EPS, Revenue Miss
Positive
Zacks Investment Research
3 weeks ago
Birkenstock (BIRK) Beats Q1 Earnings and Revenue Estimates
Birkenstock (BIRK) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.09 per share a year ago.
Birkenstock (BIRK) Beats Q1 Earnings and Revenue Estimates
Neutral
Market Watch
3 weeks ago
Birkenstock raised prices, but couldn't avoid a revenue shortfall
Birkenstock reported a profit beat amid strong growth in a key geographic region.
Birkenstock raised prices, but couldn't avoid a revenue shortfall
Neutral
Accesswire
3 weeks ago
Birkenstock Reports Fiscal First Quarter 2025 Results: Revenues Up 19%
LONDON, GB / ACCESS Newswire / February 20, 2025 / Birkenstock Holding plc ("BIRKENSTOCK", the "Company" or "we"), (NYSE:BIRK) today announces financial results for the first quarter ended December 31, 2024. The Company reports first quarter revenue growth of 19% on a reported and constant currency basis, ahead of the Company's annual guidance of 15-17%, driven by strong holiday demand for its products across all segments, channels and categories.
Birkenstock Reports Fiscal First Quarter 2025 Results: Revenues Up 19%
Positive
Reuters
3 weeks ago
Birkenstock beats holiday-quarter revenue estimates on strong demand
Birkenstock beat Wall Street expectations for first-quarter revenue on Thursday, as the German footwear maker benefited from strong holiday-driven demand for its expensive cork-based sandals and shoes.
Birkenstock beats holiday-quarter revenue estimates on strong demand
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