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.
The average of price targets set by Wall Street analysts indicates a potential upside of 25.8% in Birkenstock (BIRK). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Birkenstock delivered strong 2Q25 results, beating guidance with broad-based growth in both volume and pricing, and raised its FY25 outlook. Demand remains robust, supported by high full-price realization, strong order books, and successful product diversification, especially in closed-toe silhouettes. DTC momentum is accelerating, loyalty membership is growing rapidly, and new stores are ramping up quickly, indicating significant growth headroom.
The average of price targets set by Wall Street analysts indicates a potential upside of 25.1% in Birkenstock (BIRK). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
When companies deliver earnings that exceed expectations, Wall Street often takes swift action—and that's exactly what happened with three standout stocks in recent weeks. Their results didn't just beat on revenue and profits; they also delivered guidance and underlying performance metrics that reinforced investor confidence.
Birkenstock Holding plc delivered strong Q2 results, beating estimates and raising guidance, driven by robust brand strength and effective premiumization strategy. The company's financial health is solid, with healthy margins, strong interest coverage, and no liquidity concerns despite significant long-term debt. Birkenstock's pricing power and loyal customer base allow it to pass on tariff and inflation costs, turning challenges into opportunities.
Birkenstock Holding plc (NYSE:BIRK ) Q2 2025 Results Conference Call May 15, 2025 8:00 AM ET Company Participants Megan Kulick - Director, Investor Relations Oliver Reichert - Director and Chief Executive Officer Ivica Krolo - Chief Financial Officer David Kahan - President, Americas Nico Bouyakhf - President, EMEA Alexander Hoff - Vice President, Global Finance Klaus Baumann - Chief Sales Officer Conference Call Participants Matthew Boss - JPMorgan Simeon Siegel - BMO Mark Altschwager - Baird Dana Telsey - Telsey Group Laurent Vasilescu - BNP Paribas Jay Sole - UBS Lorraine Hutchinson - Bank of America Sam Poser - Williams Trading Jesalyn Wong - Evercore Edouard Aubin - Morgan Stanley Anna Andreeva - Piper Sandler Janine Stichter - BTIG Erwan Rambourg - HSBC Sharon Zackfia - William Blair Adrien Duverger - Goldman Sachs Peter McGoldrick - Stifel Operator Good morning, and thank you for standing by. Welcome to Birkenstock's Second Quarter 2025 Earnings Conference Call.
Birkenstock Holding PLC (NYSE:BIRK) posted better-than-expected earnings for the fiscal second quarter and raised its annual outlook, sending its shares more than 7% higher on Thursday morning. For fiscal 2025, the company now sees revenue growth at the high end of its earlier guidance of 15% to 17% growth in constant currency.
Shares of Birkenstock Holdings (BIRK) surged more than 5% Thursday as the fashion footwear manufacturer posted better-than-expected results and raised its guidance as sales were up in all its markets, and it sees an advantage over rivals in the new tariff environment.
Birkenstock (BIRK) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.44 per share a year ago.
The U.S.-listed company now expects constant-currency revenue growth toward the high end of its guided 15% to 17% range.
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.