Valuation Update With 7 Day Price Move • Jun 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €42.35, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Luxury industry in Europe. Total loss to shareholders of 5.9% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.93 per share. Recent Insider Transactions • Jun 10
President of EMEA recently sold €3.3m worth of stock On the 8th of June, Mehdi Bouyakhf sold around 90k shares on-market at roughly €36.85 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €96m more than they sold in the last 12 months. Valuation Update With 7 Day Price Move • May 29
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €38.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €47.74 per share. Annuncio • May 22
Birkenstock Holding plc (NYSE:BIRK) announces an Equity Buyback for $250 million worth of its shares. Birkenstock Holding plc (NYSE:BIRK) announces a share repurchase program. Under the program, the company has entered into an agreement with a Goldman Sachs International to repurchase up to $250 million worth of its American Depositary Shares. The company expects to receive an initial delivery of 6,000,000 ADSs in May 20, 2026. The Company intends to fund the share repurchases under the Agreement with a combination of cash on hand and a drawing under its revolving credit facility and expects settlement to occur before June 30, 2026. Board Change • May 20
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Nisha Kumar was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Annuncio • Apr 13
Birkenstock Holding plc to Report Q2, 2026 Results on May 13, 2026 Birkenstock Holding plc announced that they will report Q2, 2026 results Pre-Market on May 13, 2026 Annuncio • Mar 12
Birkenstock Holding plc, Annual General Meeting, Apr 29, 2026 Birkenstock Holding plc, Annual General Meeting, Apr 29, 2026. Location: radisson blu waterfront hotel jersey, rue de, letau, st. helier, jersey je2 3wf, channel islands, Jersey Annuncio • Feb 12
Birkenstock Holding plc Maintains Earnings Guidance for the Fiscal Year Ending September 30, 2026 Birkenstock Holding plc maintained earnings guidance for the fiscal year ending September 30, 2026. For the period, the company announced that it Maintains Its Financial Guidance for Fiscal Year 2026 (Ending September 30, 2026). Annuncio • Jan 13
Birkenstock Holding plc Provides Earnings Guidance for Fiscal First Quarter 2026 Ended December 31, 2025 Birkenstock Holding plc provided earnings guidance for the fiscal first quarter 2026 (ended December 31, 2025). For the year, the company expects revenue of €402 million, year-over-year growth of 11.1% on a reported basis and 17.8% in constant currency. The difference between reported and constant currency growth is primarily due to the significant depreciation of the US Dollar vs. the Euro in the fiscal first quarter 2026 compared to the fiscal first quarter 2025. Annuncio • Jan 12
Birkenstock Holding plc to Report Q1, 2026 Results on Feb 12, 2026 Birkenstock Holding plc announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Feb 12, 2026 Annuncio • Dec 20
Birkenstock Holding plc Provides Earnings Guidance for the Fiscal Year Ending September 30, 2026 Birkenstock Holding plc provided earnings guidance for the fiscal year ending September 30, 2026. For the year, the company expects revenue growth in constant currency of 13-15%, translating into reported revenue of EUR 2.30 billion -EUR 2.35 billion, growth of 10-12%; currency translation headwind of approximately 300-350 basis points (at current exchange rates). Annuncio • Jul 14
Birkenstock Holding plc to Report Q3, 2025 Results on Aug 14, 2025 Birkenstock Holding plc announced that they will report Q3, 2025 results Pre-Market on Aug 14, 2025 Annuncio • May 30
Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $934.999993 million. Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $934.999993 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 17,927,344
Price\Range: $52.154965 Annuncio • May 29
Birkenstock Holding plc has filed a Follow-on Equity Offering. Birkenstock Holding plc has filed a Follow-on Equity Offering.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 15,691,399 Annuncio • May 17
Birkenstock Holding plc Updates Earnings Guidance for the Year 2025 Birkenstock Holding plc updating earnings guidance for the year 2025. For the year, the company is updating its previous guidance Revenue growth is expected to be at the high end of 15-17% range in constant currency. Annuncio • Apr 15
Birkenstock Holding plc to Report Q2, 2025 Results on May 15, 2025 Birkenstock Holding plc announced that they will report Q2, 2025 results Pre-Market on May 15, 2025 Annuncio • Mar 07
Birkenstock Holding plc, Annual General Meeting, Apr 29, 2025 Birkenstock Holding plc, Annual General Meeting, Apr 29, 2025. Location: radisson blu waterfront hotel jersey, rue de l`etau, st. helier, jersey je2 3wf, Jersey Annuncio • Feb 22
Birkenstock Holding plc Confirms Earnings Guidance for the Fiscal Year 2025 Birkenstock Holding plc confirmed earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of 15%-17% in constant currency. Annuncio • Jan 22
Birkenstock Holding plc Announces Chief Financial Officer Changes Birkenstock Holding plc announced the appointment of Ivica Krolo as Chief Financial Officer (“CFO“) of the BIRKENSTOCK Group, effective from February 1, 2025. He will succeed Dr. Erik Massmann, who will step down from his duties as of January 31, 2025. BIRKENSTOCK and Mr. Massmann have agreed that Mr. Massmann will step down as CFO as of January 31, 2025. He will actively support the handover process to ensure a seamless transition. Mr. Massmann and his successor, Ivica Krolo, will jointly present the first fiscal quarter 2025 (ended December 31, 2024) financial results during the conference call scheduled for February 20, 2025. Ivica Krolo joins the BIRKENSTOCK Group from EMH Partners, a growth investment firm that invests in owner-managed technology companies, where he has served as Partner and CFO since 2015. He was a member of the Investment Advisory Committee and responsible for the areas of finance, tax, legal and corporate administration. Prior to this, Mr. Krolo was a Certified Public Auditor and Manager at PricewaterhouseCoopers, where he focused on auditing and advising listed and mid-sized companies, and, before that, an Audit Manager and Tax Consultant at Mazars, a leading global professional services network providing audit and assurance, tax, advisory and consulting services. Mr. Krolo holds a Master of Arts in Auditing, Finance and Taxation from the Universities of Applied Sciences Münster and Osnabrück and qualified as German Tax Advisor and Certified Public Auditor in 2013. Annuncio • Jan 10
Birkenstock Holding plc to Report Q1, 2025 Results on Feb 20, 2025 Birkenstock Holding plc announced that they will report Q1, 2025 results Pre-Market on Feb 20, 2025 Board Change • Dec 30
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Nisha Kumar was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Annuncio • Dec 18
Birkenstock Holding plc Provides Financial Guidance for the Fiscal Year Ending September 30, 2025 Birkenstock Holding plc provides financial guidance for the fiscal year ending September 30, 2025. For the period, the company expects revenue growth of 15% to 17% in constant currency, with strong contribution from all segments, channels and categories. Annuncio • Nov 07
Birkenstock Holding plc to Report Q4, 2024 Results on Dec 18, 2024 Birkenstock Holding plc announced that they will report Q4, 2024 results Pre-Market on Dec 18, 2024 Reported Earnings • Aug 30
Third quarter 2024 earnings released: EPS: €0.40 (vs €0.34 in 3Q 2023) Third quarter 2024 results: EPS: €0.40 (up from €0.34 in 3Q 2023). Revenue: €564.8m (up 19% from 3Q 2023). Net income: €74.6m (up 18% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. New Risk • Aug 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin). Buy Or Sell Opportunity • Aug 29
Now 25% undervalued after recent price drop Over the last 90 days, the stock has fallen 14% to €45.66. The fair value is estimated to be €61.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 36%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 264% in the next 2 years. Annuncio • Aug 29
Birkenstock Holding plc Confirms Earnings Guidance for the Full Year 2024 Birkenstock Holding plc confirmed earnings guidance for the full year 2024. for the year, the company expects revenue growth of approximately 19% on a reported basis and 20% on a constant currency basis. Buy Or Sell Opportunity • Aug 06
Now 21% undervalued Over the last 90 days, the stock has risen 16% to €48.79. The fair value is estimated to be €61.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 36%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 270% in the next 2 years. Annuncio • Aug 02
Birkenstock Holding plc to Report Q3, 2024 Results on Aug 29, 2024 Birkenstock Holding plc announced that they will report Q3, 2024 results Pre-Market on Aug 29, 2024 Buy Or Sell Opportunity • Jul 10
Now 20% undervalued Over the last 90 days, the stock has risen 29% to €51.54. The fair value is estimated to be €64.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 36%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 269% in the next 2 years. Annuncio • Jun 28
Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $756 million. Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $756 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 14,000,000
Price\Range: $54
Discount Per Security: $1.62 Annuncio • Jun 26
Birkenstock Holding plc has filed a Follow-on Equity Offering in the amount of $849.1 million. Birkenstock Holding plc has filed a Follow-on Equity Offering in the amount of $849.1 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 14,000,000
Price\Range: $60.65 Reported Earnings • Jun 04
Second quarter 2024 earnings released: EPS: €0.38 (vs €0.27 in 2Q 2023) Second quarter 2024 results: EPS: €0.38 (up from €0.27 in 2Q 2023). Revenue: €481.2m (up 22% from 2Q 2023). Net income: €71.7m (up 45% from 2Q 2023). Profit margin: 15% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Annuncio • Jun 02
Birkenstock Holding plc Revises Earnings Guidance for the Fiscal Year 2024 Birkenstock Holding plc revised earnings guidance for the fiscal year 2024. For the year, the company expects reported revenue to be between EUR 1.77 billion to EUR 1.78 billion, reflecting overall revenue growth of approximately 19% on a reported basis and 20% on a constant currency basis, up from its prior guidance of EUR 1.74 billion to EUR 1.76 billion, growth of 17% to 18% (in constant currency). Annuncio • Apr 20
Birkenstock Holding plc to Report Q2, 2024 Results on May 30, 2024 Birkenstock Holding plc announced that they will report Q2, 2024 results Pre-Market on May 30, 2024 Annuncio • Apr 17
Birkenstock Holding plc Announces the Appointment of Megan Kulick to Director Investor Relations Birkenstock Holding plc announced the appointment of Megan Kulick to Director Investor Relations, effective April 15, 2024. Based in New York, Ms. Kulick will report to the Board of Directors of the Company. Ms. Kulick brings over 20 years of strong and international financial experience spanning investor relations, equity research, and portfolio management at top tier U.S. banks and large listed corporations. Most recently she led Investor Relations for Cresco Labs. Prior to that she held several senior positions, including the role of Head of Investor Relations at AYR Wellness Inc., Senior Vice President at PIMCO, Director at Merrill Lynch, and VP at JPMorgan Chase. Megan began her career at Merrill Lynch in Equity Research covering Telecommunications Services. Ms. Kulick holds a bachelor's degree in Business Administration and Finance from the University of Michigan and an MBA from the Colombia Business School. Annuncio • Apr 07
Birkenstock Holding plc, Annual General Meeting, May 15, 2024 Birkenstock Holding plc, Annual General Meeting, May 15, 2024, at 11:00 Coordinated Universal Time. Location: La Mare Wine Estate, La Rue de la Hougue Mauger, JE3 3BA Jersey, St Mary, Jersey Channel Islands Agenda: To receive the company’s annual report and consolidated accounts for the fiscal year ended September 30, 2023, together with the auditor’s report; to re-appoint j. Michael chu as a class i director of the company; to re-appoint Anne pitcher as a class i director of the company; to re-appoint an appropriate member of the global organization of member firms of Ernst & young global limited, being ey gmbh & co. kg wirtschaftsprüfungsgesellschaft (formerly known as Ernst & young gmbh wirtschaftsprüfungsgesellschaft) (“ey”) as auditor of the company to hold office from the conclusion of the annual general meeting until the conclusion of the annual general meeting of the company to be held in 2025; and to consider other matters. Reported Earnings • Mar 03
First quarter 2024 earnings released: €0.038 loss per share (vs €0.05 loss in 1Q 2023) First quarter 2024 results: €0.038 loss per share (improved from €0.05 loss in 1Q 2023). Revenue: €302.9m (up 22% from 1Q 2023). Net loss: €7.15m (loss narrowed 22% from 1Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe. Buy Or Sell Opportunity • Feb 21
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 24% to €48.00. The fair value is estimated to be €38.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 46% per annum over the same time period. Buy Or Sell Opportunity • Feb 12
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 27% to €47.00. The fair value is estimated to be €38.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 46% per annum over the same time period. Annuncio • Jan 27
Birkenstock Holding plc to Report Q1, 2024 Results on Feb 29, 2024 Birkenstock Holding plc announced that they will report Q1, 2024 results Pre-Market on Feb 29, 2024 Buy Or Sell Opportunity • Jan 22
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to €44.60. The fair value is estimated to be €35.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 46% per annum over the same time period. Reported Earnings • Jan 19
Full year 2023 earnings released: EPS: €0.41 (vs €1.02 in FY 2022) Full year 2023 results: EPS: €0.41 (down from €1.02 in FY 2022). Revenue: €1.49b (up 20% from FY 2022). Net income: €75.0m (down 60% from FY 2022). Profit margin: 5.0% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Europe. Annuncio • Jan 18
Birkenstock Holding plc Provides Earnings Guidance for the Year 2024 Birkenstock Holding plc provided earnings guidance for the year 2024. The company expects financial performance in fiscal year 2024 to be driven by substantial growth in geographic and category extension white spaces, backed by its engineered distribution model and a disciplined investment and capital management approach. The company expects revenues to be in the range of EUR 1.74 billion to EUR 1.76 billion on a constant currency basis, reflecting overall revenue growth of 17% to 18% compared to fiscal year 2023 with all segments and channels contributing to revenue growth. Annuncio • Jan 09
Birkenstock Holding plc to Report Q4, 2023 Results on Jan 18, 2024 Birkenstock Holding plc announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Jan 18, 2024 Valuation Update With 7 Day Price Move • Dec 04
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €45.00, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.24 per share. Board Change • Nov 01
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. CEO & Director Oliver Reichert is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Board Change • Oct 12
High number of new and inexperienced directors There are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. CEO & Director Oliver Reichert is the most experienced director on the board, commencing their role in 2021. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model. Annuncio • Oct 12
Birkenstock Holding Limited has completed an IPO in the amount of $1.483871 billion. Birkenstock Holding Limited has completed an IPO in the amount of $1.483871 billion.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 32,258,064
Price\Range: $46
Transaction Features: Reserved Share Offering 
