BIRK logo

Birkenstock Holding plc Stock Price

NYSE:BIRK Community·US$8.8b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 47 Fair Values set on narratives written by author

BIRK Share Price Performance

US$0
-51.76 (-100.00%)
US$45.35
Fair Value
US$0
-51.76 (-100.00%)
Price US$0

BIRK Community Narratives

·
Fair Value US$45.35 8.0% overvalued intrinsic discount

Capacity Constraints And Channel Mix Will Shape Future Earnings But Support A Fair Outlook

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2users have followed this narrative
·
Fair Value US$76.58 36.1% undervalued intrinsic discount

APAC Expansion And Premium Mix Will Drive Strong Long Term Upside Potential

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US$45.35
8.0% overvalued intrinsic discount
Revenue
11.1% p.a.
Profit Margin
19.25%
Future PE
15.99x
Price in 2029
US$59.97
US$76.58
36.1% undervalued intrinsic discount
Revenue
16.89% p.a.
Profit Margin
16.74%
Future PE
26.52x
Price in 2028
US$101.31

Trending Discussion

Updated Narratives

BIRK logo

Capacity Constraints And Channel Mix Will Shape Future Earnings But Support A Fair Outlook

Fair Value: US$45.35 8.0% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BIRK logo

APAC Expansion And Premium Mix Will Drive Strong Long Term Upside Potential

Fair Value: US$76.58 36.1% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record and good value.

1 Risk
4 Rewards

Birkenstock Holding plc Key Details

€2.2b

Revenue

€921.6m

Cost of Revenue

€1.3b

Gross Profit

€904.5m

Other Expenses

€355.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.93
57.75%
16.30%
40.0%
View Full Analysis

About BIRK

Founded
1774
Employees
6800
CEO
Oliver Joachim Reichert
WebsiteView website
www.birkenstock-holding.com

Birkenstock Holding plc engages in the manufacture and sale of footwear products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers footbed-based products, including sandals and closed-toe shoes; and skincare products and accessories. The company sells its products through e-commerce sites and a network of owned retail stores, as well as business-to-business channels. The company was formerly known as Birkenstock Group Limited. Birkenstock Holding plc was founded in 1774 and is based in London, the United Kingdom. Birkenstock Holding plc operates as a subsidiary of BK LC Lux MidCo S.à r.l.

Recent BIRK News & Updates

Seeking Alpha Jun 12

Birkenstock: Good Fundamentals, But I Am Moving To Hold (Downgrade)

Summary Birkenstock Holding is moved to a hold rating as valuation rises to 17.6x forward P/E, reducing the margin of safety amid margin pressures. Demand for BIRK remains robust across all regions and channels, with 14% constant-currency revenue growth and strong full-price sell-through above 90%. Margin concerns persist: adj. gross margin fell 310 bps to 54.6% and adj. EBITDA margin dropped 270 bps to 32.1%, pressured by FX, tariffs, and EMEA risks. Management guides for margin recovery in H2 and backs the long-term story with a $250 million accelerated share repurchase, but near-term risk warrants caution. Read the full article on Seeking Alpha

Recent updates

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