Bear of the Day: BIRKENSTOCK (BIRK)
Estimates cut on tariff, inflation and Middle East headwinds.
Birkenstock Q2 Earnings Call Highlights
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.
Birkenstock: Concerning Sales Slowdown And Inventory Buildup (Downgrade)
Birkenstock faces decelerating growth, weak Q2 results, and rising inventories, prompting my downgrade to neutral. BIRK demonstrates resilience with double-digit growth and gross margin improvement from increased capacity absorption, despite macroeconomic headwinds. Risks include a more promotional retail environment, B2B order pullbacks, and intensified competition from brands like CROX.
Birkenstock Holding plc (BIRK) Q2 2026 Earnings Call Transcript
Birkenstock Holding plc (BIRK) Q2 2026 Earnings Call Transcript
Birkenstock shares slide after tariffs and currency swings squeeze margins
Birkenstock Holding PLC (NYSE:BIRK) shares fell more than 13% on Wednesday after the German sandalmaker reported second-quarter profit that missed analyst estimates, as US tariffs and foreign exchange headwinds weighed on margins despite solid top-line growth. The company posted fiscal second-quarter revenue of 618 million euros, up 8% on a reported basis and 14% in constant currency, broadly in line with expectations.
Birkenstock (BIRK) Misses Q2 Earnings and Revenue Estimates
Birkenstock (BIRK) came out with quarterly earnings of $0.59 per share, missing the Zacks Consensus Estimate of $0.7 per share. This compares to earnings of $0.58 per share a year ago.
Birkenstock (BIRK) Reports Next Week: Wall Street Expects Earnings Growth
Birkenstock (BIRK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Birkenstock: Still A Long-Term Hold, But Not A Perfect Story (Downgrade)
Birkenstock Holding plc is downgraded to a Buy from Strong Buy as execution risks and margin pressures emerge amid a broader market rotation. BIRK's robust growth in Asia (37% y/y constant currency) and high-50s gross margin underpin long-term appeal, but mature markets show deceleration. Rising leverage (1.7x trailing EBITDA) and slowing U.S./Europe sales highlight challenges, with B2B outpacing DTC growth and potential inventory risks.
Birkenstock Holding plc (BIRK) Q1 2026 Earnings Call Transcript
Birkenstock Holding plc (BIRK) Q1 2026 Earnings Call Transcript
Birkenstock (BIRK) Matches Q1 Earnings Estimates
Birkenstock (BIRK) came out with quarterly earnings of $0.31 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.19 per share a year ago.
Birkenstock (BIRK) Earnings Expected to Grow: Should You Buy?
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.
Birkenstock Holding plc (BIRK) Analyst/Investor Day Transcript
Birkenstock Holding plc (BIRK) Analyst/Investor Day Transcript
