3 Beaten-Down Stocks That Haven't Gotten the Message About the S&P 500's Record Run
Despite many warning signs to the contrary, the S&P 500 continues to climb to fresh record high levels. The latest earnings season showed remarkably resilient performance for many standout companies, but not every quality growth name has gotten the message so far.
Birkenstock Beats the Skeptics—But Not on EPS
Birkenstock Group AG NYSE: BIRK reported its third-quarter earnings for its fiscal year 2026 (FY2026) on Aug. 13 and showed that consumers are still willing to pay for the brands they love. The company beat on the top line, with revenue of €719.53M ($834.33 million), ahead of expectations of €713.54M ($827.39 million).
Birkenstock Q3 Earnings Call Highlights
Birkenstock NYSE: BIRK raised its fiscal 2026 outlook after reporting third-quarter revenue growth at the high end of its annual target range, supported by broad regional demand, accelerating direct-to-consumer sales and expansion of its owned retail footprint.
Birkenstock Revenue Beat-and-Raise Fuels Big Gains
Birkenstock Holding (NYSE:BIRK) shares are up 18.5% to trade at $42.73 today, after the footwear company's fiscal third-quarter results beat revenue expectations and prompted management to raise full-year guidance.
Birkenstock (BIRK) Q3 Earnings Lag Estimates
Birkenstock (BIRK) came out with quarterly earnings of $0.86 per share, missing the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.7 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.
Birkenstock Holding's Strong Growth Doesn't Justify A Price This Low
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).
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.
