Baron Discovery Fund Q3 2025 Portfolio Update
Baron Discovery Fund ended the quarter up 2.85% but underperformed its benchmark, the Russell 2000 Growth Index. The Fund's top 10 positions represented 29.9% of the Fund's net assets, which is in line with the historical average. During the quarter, we established a new position in Primo Brands Corporation.
Growth Picks: 3 Low-Cost Stocks That Could Double in Value
Many stocks are objectively overvalued. That can make it difficult for investors to find opportunities for stocks with the potential to double.
Is the Options Market Predicting a Spike in Birkenstock Holding PLC Stock?
Investors need to pay close attention to Birkenstock Holding PLC stock based on the movements in the options market lately.
Birkenstock: Buy The Dip On Strong Demand (Upgrade)
Birkenstock is upgraded to a "Strong Buy" after a sharp selloff, despite pre-announcing Q4 results that exceeded guidance. BIRK demonstrates double-digit revenue growth and margin expansion, outperforming peers in a challenging retail environment, driven by style expansion and Asian market growth. Valuation is highly attractive at single-digit EV/EBITDA multiples, offering a compelling entry point for a durable, catalyst-driven value stock.
Birkenstock: Great Value As Margins Heat Up
Birkenstock offers compelling international growth, especially in Asia, with strong brand appeal and expanding product lines beyond its classic clogs. The company boasts best-in-class gross margins above 60%, driven by manufacturing scale and selective price increases, supporting robust EBITDA growth. Valuation is attractive at 13.8x FY25 and 11.8x FY26 EV/EBITDA, reflecting high-teens EBITDA growth and European/Asian market exposure.
Birkenstock Holding plc (BIRK) Q3 2025 Earnings Call Transcript
Birkenstock Holding plc (NYSE:BIRK ) Q3 2025 Earnings Call August 14, 2025 8:00 AM ET Company Participants David Kahan - President of Americas Ivica Krolo - Chief Financial Officer Megan W. Kulick - Director Investor Relations Mehdi Nico Bouyakhf - President of EMEA Oliver Christian Joachim Reichert - CEO & Director Conference Call Participants Adrien Duverger - Goldman Sachs Group, Inc., Research Division Anna A.
Birkenstock Q3 earnings beat estimates as price hikes offset tariffs
Birkenstock Holding PLC (NYSE:BIRK) reported third-quarter earnings on Thursday that topped analyst expectations, as mid-single-digit price increases and strong wholesale demand helped the German footwear maker offset tariff and supply chain pressures. The company posted earnings per share of €0.69, €0.08 above forecasts, on revenue of €635 million, roughly in line with estimates.
Birkenstock (BIRK) Q3 Earnings Top Estimates
Birkenstock (BIRK) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.49 per share a year ago.
Birkenstock (BIRK) Reports Next Week: Wall Street Expects Earnings Growth
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.
Is the Options Market Predicting a Spike in Birkenstock Holding Stock?
Investors need to pay close attention to BIRK stock based on the movements in the options market lately.
Will Birkenstock (BIRK) Beat Estimates Again in Its Next Earnings Report?
Birkenstock (BIRK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Birkenstock: Value, Growth, And International Exposure In One Great Package
Birkenstock offers strong international diversification, with robust growth, margin improvement, and conservative guidance despite recent market volatility and euro strength. The company trades at a reasonable 14x forward EBITDA, supported by high-teens revenue growth and significant expansion potential in Asia. Q2 results showed 19% revenue growth, margin expansion, and closed-toe product success, highlighting operational execution and market share gains.
