BIRK Stock Recent News

Birkenstock (BIRK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The consensus price target hints at a 32.4% upside potential for Birkenstock (BIRK). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

UBS analysts have identified Birkenstock Holding PLC (NYSE:BIRK), Gildan Activewear (NYSE:GIL), and PVH Corp. (NYSE:PVH) as top picks in the current market, citing their strong positioning to handle ongoing tariff pressures. In a recent report, analysts highlighted these companies' ability to outperform their peers as the market remains concerned about the impact of tariffs, particularly those affecting China-based imports.

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.

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.

The Shoes & Retail Apparel industry thrives on innovation, demand and digital growth, benefiting NKE, ADDYY and BIRK, but faces rising costs and reinvestment challenges.

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.

Matt Boss, JPMorgan retail analyst, joins 'Closing Bell' to discuss retail earnings and the retail trade.

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 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.