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).
Estimates cut on tariff, inflation and Middle East headwinds.
Birkenstock NYSE: BIRK reported fiscal second-quarter revenue growth within its target range on a constant-currency basis, while management said foreign exchange, tariffs, inflation and disruptions tied to conflict in the Middle East weighed on reported results and margins.
| Textiles, Apparel & Luxury Goods Industry | Consumer Discretionary Sector | Oliver Christian Joachim Reichert CEO | XMUN Exchange | JE00BS44BN30 ISIN |
| GB Country | 6,200 Employees | - Last Dividend | - Last Split | - IPO Date |
Birkenstock Holding plc, a prominent manufacturer and seller of footwear products, has a long-standing tradition dating back to 1774. Headquartered in London, United Kingdom, the company has made significant inroads in the global market, serving customers across the United States, Brazil, Canada, Mexico, Europe, APMA (Asia-Pacific, Middle East, and Africa), among other international locations. This global footprint is supported by a multifaceted distribution strategy that includes e-commerce platforms, a network of owned retail stores, and diverse business-to-business channels. As a subsidiary of BK LC Lux MidCo S.à r.l., Birkenstock Holding plc continues to uphold its legacy of quality and innovation in the footwear industry.