Birkenstock Holding Dirección
Dirección controles de criterios 1/4
El CEO de Birkenstock Holding es Oliver Joachim Reichert, nombrado en Jan 2013, tiene una permanencia de 13.67 años. posee directamente un 0.77% de las acciones de la empresa, con un valor de $44.40M. La antigüedad media del equipo directivo y de la junta directiva es de 5.3 años y 3 años, respectivamente.
Información clave
Oliver Joachim Reichert
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | 13.7yrs |
| Participación del CEO | 0.8% |
| Permanencia media de la dirección | 5.3yrs |
| Promedio de permanencia en la Junta Directiva | 3yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Sep 03
BIRK: Brand Momentum And Share Buybacks Will Shape Future Upside Potential
Analysts have trimmed their fair value estimate for Birkenstock Holding from about $43.11 to $38.68 as they factor in a lower future P/E assumption near $12.69, along with modest adjustments to growth, profitability, and discount rates that reflect a mix of cautious target cuts and ongoing confidence in the brand's momentum. Analyst Commentary Recent research on Birkenstock Holding shows a mix of confidence in the brand and caution around execution, growth durability, and valuation.Actualización de narrativa • Aug 15
BIRK: Future Brand Momentum And $250M Buyback Will Test Fair Value
Birkenstock Holding's updated analyst price target edges higher, with fair value moving from about $40.18 to $43.11 as analysts point to continued brand momentum, expanding shelf space with partners, and confidence reflected in recent target raises and an accelerated share repurchase. Analyst Commentary Recent research on Birkenstock Holding shows a mix of optimism and caution, with several firms lifting price targets and a few turning more guarded on the stock.Seeking Alpha • Aug 13
Birkenstock: Fantastic DTC Acceleration, But Not The Best Deal On The Block
Summary Birkenstock delivered healthy Q2 results, lifted full-year guidance, and saw its stock rally over 10%, reversing year-to-date losses. DTC sales acceleration is driving margin strength, helping offset currency and tariff headwinds for BIRK. Despite improved outlook, I maintain a neutral rating as more attractively priced, better-performing retail names exist. Post-earnings enthusiasm reflects relief that BIRK is not underperforming amid a challenging macroeconomic environment, particularly in Europe. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 10
BIRK: Share Repurchase And Capacity Expansion Will Support Long Term Upside
The analyst price target for Birkenstock Holding has been reduced from about $76.58 to $67.36, reflecting analysts’ efforts to balance lower assumed future P/E multiples with updated views on revenue growth, margins, and recent Street research that has highlighted mixed reactions to Q2 results and the company’s valuation. Analyst Commentary Recent research on Birkenstock Holding shows a mix of reactions to Q2 results, but several bullish analysts continue to highlight what they view as attractive valuation, solid brand momentum, and identifiable growth levers across channels and regions.Actualización de narrativa • Jun 26
BIRK: Future Profitability Pressures Will Challenge Confidence After $250M Buyback
The analyst fair value estimate for Birkenstock Holding has been revised from about $45.35 to about $40.18, as recent Street price target changes and updated models reflect a mix of slightly lower long term profitability assumptions and ongoing confidence in demand and capital returns, such as the $250M accelerated share repurchase. Analyst Commentary Recent Street research on Birkenstock Holding reflects a mixed backdrop, with several bearish analysts trimming price targets after the latest Q2 results while still acknowledging ongoing demand drivers and the recently announced US$250M accelerated share repurchase.Artículo de análisis • Feb 15
Birkenstock Holding plc Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
It's been a good week for Birkenstock Holding plc ( NYSE:BIRK ) shareholders, because the company has just released its...Artículo de análisis • Dec 11
Is There An Opportunity With Birkenstock Holding plc's (NYSE:BIRK) 21% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Birkenstock Holding fair value estimate is US$56.74 Current...Artículo de análisis • Nov 05
Is Birkenstock Holding plc (NYSE:BIRK) Potentially Undervalued?
While Birkenstock Holding plc ( NYSE:BIRK ) might not have the largest market cap around , it saw significant share...
Actualización de narrativa • Sep 26
APAC And China Trends Will Unlock Future Potential
Birkenstock Holding’s modestly lower consensus price target reflects a significant rise in its future P/E multiple, while profit margins remained stable, resulting in a revised fair value of $69.17. What's in the News Birkenstock raised its fiscal 2025 revenue guidance to at least €2.09 billion, reflecting 15.9% reported growth and 17.5% growth in constant currency, above previous guidance.Artículo de análisis • Sep 12
Here's Why We Think Birkenstock Holding (NYSE:BIRK) Is Well Worth Watching
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Apr 13
Birkenstock: Upgrade To Buy On Cheaper Valuation
Summary 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. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Birkenstock Adds Winter Assortment, But The Stock Remains Too Expensive
Summary 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. BIRK stock valuation remains high at 27x NTM earnings, requiring flawless execution and sustained growth; maintain a Hold rating due to high fashion risk and revenue deceleration signs. Read the full article on Seeking AlphaSeeking Alpha • Jan 03
Birkenstock: There's Still Room To Rise As ASP Expansion And China Growth Power Earnings
Summary I favor "growth at a reasonable price" stocks like Birkenstock, which has seen a ~20% rise and strong Q4 results. Birkenstock's gross margins fell in FY24 due to facility expansion but are expected to improve in FY25, moving closer to long-term targets. Increased production efficiency and an 8% ASP increase are boosting Birkenstock's margins, forecasting up to 50bps y/y expansion in adjusted EBITDA. Birkenstock shows strong growth potential in underpenetrated markets like Asia, making it a solid investment for continued success in 2025. The stock trades at a reasonable ~18x forward adjusted EBITDA multiple. Read the full article on Seeking Alpha
Nueva narrativa • Dec 22
APAC Expansion And Closed-Toe Product Surge To Propel Revenue And Margins
Aggressive expansion in APAC and increased DTC sales boost revenue, with new store openings enhancing global retail presence.Seeking Alpha • Dec 22
Birkenstock: Upside Is Not Attractive At The Current Valuation
Summary I assign a hold rating to Birkenstock due to limited upside potential despite strong fundamentals and positive outlook. BIRK's recent performance is impressive, with 22% y/y growth in 4Q24 and strong demand across all regions and channels. Management's conservative FY25 guidance of 15-17% y/y growth suggests potential for a "beat and raise" motion, but valuation limits upside. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
Birkenstock Holding: Undervalued, With Tailwinds Ahead
Summary Birkenstock is expanding into untapped Asian markets and emphasizing sustainability, creating strong growth potential and differentiation from competitors. Financial performance has been robust, with significant revenue and EBITDA growth, demonstrating resilience in a challenging economic environment. My DCF analysis indicates the stock is undervalued, with a potential 67.1% upside, supporting a "BUY" recommendation. Despite competition, Birkenstock's unique product features and sustainable practices mitigate risks, reinforcing its market position. Read the full article on Seeking AlphaSeeking Alpha • Sep 05
Birkenstock: Stock Is Still Not Attractive After Price Drop
Summary Birkenstock's Q3 2024 showed an impressive 19% YoY revenue growth, but the stock price dropped 20% due to a revenue and earnings miss. Despite strong performance, high valuations and fashion risk make Birkenstock's stock inherently risky, leading me to maintain a Hold rating. The company's shift from DTC to B2B impacted gross margins, but management's guidance of 20% topline growth and 30% EBITDA margins remains intact. Birkenstock's current valuation requires excessive growth to justify its price, making future returns uncertain and supporting my Hold recommendation. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
Birkenstock: Decelerating Growth And Inflated Valuations Do Not Mix Well
Summary Birkenstock's shares trade at a very high valuation despite decelerating revenue growth, contracting gross profit margins, and insiders selling. The company's third-quarter results missed revenue and profit expectations, and forward guidance was weak. Birkenstock's strategy of creating artificial scarcity is risky and could backfire, giving competitors an opportunity to capture unmet demand. Despite generating significant cash flow and reducing net debt, the high valuation, and potential governance issues remain major concerns. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Birkenstock Has A Great Brand And Potential, But The Stock Is Overvalued
Summary Birkenstock IPOed last year with a frothy valuation based on significant growth that has continued in FY24. The company has several interesting characteristics, including great brand equity, pricing power, and a relatively loyal customer base. The company is also growing tremendously in FY23 and FY24, which is more impressive in comparison with the generally bad performance of most discretionary companies during this period. Despite these positive aspects, Birkenstock's stock price already discounts most future positive developments, and exposes investors to significant risks. Read the full article on Seeking AlphaSeeking Alpha • Jun 11
Birkenstock: Stellar Growth In Asia And Closed-Toe Shoes
Summary Birkenstock stock remains a long-term hold despite a 20%+ run-up year to date. The company's Q2 earnings release showed slightly accelerating revenue growth, with continued performance in Asia and strong sell-through results in Europe. The company is also noting that closed-toe shoes, in particular clogs, are making up a larger share of its revenue. Gross margins are suffering a current headwind from a manufacturing capacity expansion, but this is a signal that the company is preparing for operating at a much larger scale. Read the full article on Seeking AlphaCEO
Oliver Joachim Reichert (55 yo)
13.7yrs
Permanencia
Mr. Oliver Christian Joachim Reichert serves as Chief Executive Officer at Birkenstock Holding plc and serves as its Director since April 2021. He joined BIRKENSTOCK Group in 2013. Mr. Reichert is the firs...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 13.7yrs | sin datos | 0.77% $ 44.4m | |
| Chief Financial Officer | 1.6yrs | sin datos | 0.0025% $ 146.8k | |
| Vice President of Global Accounting | no data | sin datos | sin datos | |
| Director Investor Relations | 2.4yrs | sin datos | sin datos | |
| Chief Legal Officer | 3.5yrs | sin datos | 0.0054% $ 311.0k | |
| Chief Communications Officer | 3.5yrs | sin datos | 0.022% $ 1.3m | |
| Chief Sales Officer | 11.7yrs | sin datos | 0.0056% $ 326.1k | |
| Chief Product Officer | 7.2yrs | sin datos | 0.10% $ 5.9m | |
| President of Americas | 13.3yrs | sin datos | sin datos | |
| President of EMEA | 5.3yrs | sin datos | 0.018% $ 1.0m | |
| Vice President Global Finance | no data | sin datos | sin datos | |
| Vice President of Operational Excellence | no data | sin datos | sin datos |
5.3yrs
Permanencia media
53.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BIRK es experimentado (5.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 5.4yrs | sin datos | 0.77% $ 44.4m | |
| Chairman | 5.4yrs | sin datos | sin datos | |
| Independent Director | 2.9yrs | sin datos | 0.0015% $ 89.4k | |
| Independent Director | 2.9yrs | sin datos | 0.0019% $ 113.2k | |
| Director | 2.7yrs | sin datos | sin datos | |
| Independent Director | 3yrs | sin datos | 0.0036% $ 211.2k |
3.0yrs
Permanencia media
61yo
Promedio de edad
Junta con experiencia: La junta directiva de BIRK no se considera experimentada (3 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 09:36 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/09/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Birkenstock Holding plc está cubierta por 25 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mark Altschwager | Baird |
| Luca Solca | Bernstein |
| Laurent Vasilescu | BNP Paribas |