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Birkenstock Holding plc Stock Price

NYSE:BIRK Community·US$8.4b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 48 Fair Values set on narratives written by author

BIRK Share Price Performance

US$45.48
-2.45 (-5.11%)
US$40.18
Fair Value
US$45.48
-2.45 (-5.11%)
13.2% overvalued intrinsic discount
US$40.18
Fair Value
Price US$45.48
AnalystLowTarget US$40.18
AnalystHighTarget US$67.36

BIRK Community Narratives

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Fair Value US$40.18 13.2% overvalued intrinsic discount

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

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·
Fair Value US$67.36 32.5% undervalued intrinsic discount

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

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US$67.36
32.5% undervalued intrinsic discount
Revenue
17.61% p.a.
Profit Margin
17.56%
Future PE
22.87x
Price in 2029
US$88.58

Trending Discussion

Updated Narratives

BIRK logo

BIRK: Share Repurchase And Capacity Expansion Will Support Long Term Upside

Fair Value: US$67.36 32.5% undervalued intrinsic discount
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BIRK logo

BIRK: Future Profitability Pressures Will Challenge Confidence After $250M Buyback

Fair Value: US$40.18 13.2% overvalued intrinsic discount
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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

Narrative Update 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.
Seeking Alpha Jul 02

Birkenstock Holding's Strong Growth Doesn't Justify A Price This Low

Summary Birkenstock Holding plc demonstrates strong multi-year revenue growth, driven by both B2B and direct-to-consumer channels across global markets. BIRK is targeting 10% annual growth in pairs sold and expects 13–15% revenue growth this year, despite inflation and supply chain headwinds. Valuation appears reasonable relative to peers, with management signaling undervaluation via a $250 million accelerated share buyback (~3.2% of market cap). I assign a soft Buy rating, supported by robust growth levers, expanding production, and the brand's positioning as affordable luxury. Read the full article on Seeking Alpha

Recent updates

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