| Birkenstock Q2: Strong Performance Negates Tariff Worries |
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. |
seekingalpha.com |
2025-05-15 18:31:33 |
Czytaj oryginał (ang.) |
| Birkenstock Holding plc (BIRK) Q2 2025 Earnings Call Transcript |
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. |
seekingalpha.com |
2025-05-15 15:50:27 |
Czytaj oryginał (ang.) |
| Birkenstock shares rise on boosted outlook, strong quarterly report |
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. |
proactiveinvestors.com |
2025-05-15 15:24:18 |
Czytaj oryginał (ang.) |
| Birkenstock Stock Soars on Strong Results, Outlook |
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. |
investopedia.com |
2025-05-15 14:25:37 |
Czytaj oryginał (ang.) |
| Birkenstock (BIRK) Beats Q2 Earnings Estimates |
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. |
zacks.com |
2025-05-15 12:06:04 |
Czytaj oryginał (ang.) |
| Sandal-Maker Birkenstock Lifts Earnings View After Strong Sales |
The U.S.-listed company now expects constant-currency revenue growth toward the high end of its guided 15% to 17% range. |
wsj.com |
2025-05-15 09:54:00 |
Czytaj oryginał (ang.) |
| Birkenstock Reports Strong Fiscal Second Quarter 2025 Ahead of Annual Guidance; Raises Fiscal 2025 Adjusted EBITDA Guidance to EUR 660-670 million |
LONDON, GB / ACCESS Newswire / May 15, 2025 / Birkenstock Holding plc, (together with its subsidiaries, "BIRKENSTOCK", the "Company" or "we", NYSE: BIRK) today announces financial results for the second quarter ended March 31, 2025. The Company reports second quarter revenue growth of 19%. |
accessnewswire.com |
2025-05-15 09:30:00 |
Czytaj oryginał (ang.) |
| Birkenstock raises annual forecasts on strong demand |
German footwear maker Birkenstock raised its annual revenue growth forecast on Thursday, betting on the rising popularity of its trendy styles including clogs and closed-toe silhouettes to boost demand. |
reuters.com |
2025-05-15 09:07:45 |
Czytaj oryginał (ang.) |
| Birkenstock Has A Tariff Advantage Going In Q2: Analyst |
Telsey Advisory Group analyst Dana Telsey reiterated the Outperform rating on Birkenstock Holding BIRK with a price forecast of $70. |
benzinga.com |
2025-05-09 18:04:47 |
Czytaj oryginał (ang.) |
| Birkenstock (BIRK) Earnings Expected to Grow: What to Know Ahead of Next Week's Release |
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. |
zacks.com |
2025-05-08 15:05:39 |
Czytaj oryginał (ang.) |
| Wall Street Analysts Predict a 32.43% Upside in Birkenstock (BIRK): Here's What You Should Know |
The consensus price target hints at a 32.4% upside potential for Birkenstock (BIRK). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term. |
zacks.com |
2025-05-05 15:01:26 |
Czytaj oryginał (ang.) |
| Birkenstock, Gildan, and PVH well-positioned to navigate tariffs: UBS |
UBS analysts have identified Birkenstock Holding PLC (NYSE:BIRK), Gildan Activewear (NYSE:GIL), and PVH Corp. (NYSE:PVH) as top picks in the current market, citing their strong positioning to handle ongoing tariff pressures. In a recent report, analysts highlighted these companies' ability to outperform their peers as the market remains concerned about the impact of tariffs, particularly those affecting China-based imports. |
proactiveinvestors.com |
2025-04-22 17:39:53 |
Czytaj oryginał (ang.) |
| Birkenstock Announces Fiscal Second Quarter 2025 (Ended March 31, 2025) Results Date and Conference Call |
LONDON, GB / ACCESS Newswire / April 15, 2025 / Birkenstock Holding plc ("BIRKENSTOCK" or the "Company", NYSE:BIRK), announced today that the Company will report its fiscal second quarter 2025 (ended March 31, 2025) financial results on Thursday, May 15, 2025 before the US market open. The Company will host a conference call and live webcast with the investment community at 8:00 a.m. |
accessnewswire.com |
2025-04-15 10:30:00 |
Czytaj oryginał (ang.) |
| Birkenstock: Upgrade To Buy On Cheaper Valuation |
I upgrade Birkenstock to a buy rating as the stock now trades at ~22x forward P/E, making it more attractive. BIRK shows resilient top-line growth across all regions and channels, with 1Q25 revenue up 19% y/y, exceeding management's FY25 guidance. The DTC strategy is gaining momentum, with plans to increase store count by ~40% and a growing membership base driving higher transaction values. |
seekingalpha.com |
2025-04-13 04:23:51 |
Czytaj oryginał (ang.) |
| 3 Shoes & Retail Apparel Stocks in Focus as Cost Pressures Loom |
The Shoes & Retail Apparel industry thrives on innovation, demand and digital growth, benefiting NKE, ADDYY and BIRK, but faces rising costs and reinvestment challenges. |
zacks.com |
2025-03-25 15:46:12 |
Czytaj oryginał (ang.) |
| Birkenstock's US Expansion Has Significant Upside With Fewer Than 10 Stores Today, Analyst Says |
J.P. Morgan analyst Matthew R. Boss reiterated an Overweight rating on the shares of Birkenstock Holding PLC BIRK and shared key insights from a meeting with management. |
benzinga.com |
2025-03-17 14:35:53 |
Czytaj oryginał (ang.) |
| Consumer resilience presents a buying opportunity in retail sector weakness, says JPM's Matt Boss |
Matt Boss, JPMorgan retail analyst, joins 'Closing Bell' to discuss retail earnings and the retail trade. |
youtube.com |
2025-02-24 18:55:47 |
Czytaj oryginał (ang.) |
| Birkenstock: A Great Dip To Buy As Margins March Upward |
Birkenstock's share price dip presents a buying opportunity due to strong growth, high margins, and promising expansion in Asia, particularly China. The company maintains a ~20% growth CAGR and boasts ~60% gross margins, a rarity among consumer products companies. Despite a conservative FY25 outlook, Birkenstock's Q1 results showed 19% y/y revenue growth and strong B2B segment performance, affirming its robust market position. |
seekingalpha.com |
2025-02-23 07:50:15 |
Czytaj oryginał (ang.) |
| Birkenstock Adds Winter Assortment, But The Stock Remains Too Expensive |
Birkenstock Holding plc reported 19% YOY revenue growth, but the market reacted negatively due to maintained full-year guidance of 15%-17%, indicating potential deceleration from last year's 20%. Wholesale growth outperformed at 30%, but 90% came from existing doors, raising saturation concerns; DTC growth slowed to 10% from 30% last year. Product diversification is promising, with closed-toe silhouettes making up 50% of revenue; Asia grew 47% YoY, now 13% of sales. |
seekingalpha.com |
2025-02-21 18:45:40 |
Czytaj oryginał (ang.) |
| Birkenstock stock price slumps despite strong holiday sales |
Birkenstock, the renowned German footwear brand, posted stronger-than-expected sales for its fiscal first quarter, fueled by strong holiday demand and the growing popularity of its closed-toe clogs. |
fastcompany.com |
2025-02-20 17:50:43 |
Czytaj oryginał (ang.) |
| Birkenstock Holding plc (BIRK) Q1 2025 Earnings Call Transcript |
Birkenstock Holding plc (NYSE:BIRK ) Q1 2025 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Megan Kulick - Director, Investor Relations Oliver Reichert - Director and Chief Executive Officer Erik Massmann - outgoing Chief Financial Officer Ivica Krolo - Chief Financial Officer Nico Bouyakhf - President, EMEA Alexander Hoff - Vice President, Global Finance David Kahan - President, Americas Klaus Baumann - Chief Sales Officer Conference Call Participants Jay Sole - UBS Laurent Vasilescu - BNP Paribas Mark Altschwager - Baird Matthew Boss - JPMorgan Randy Konik - Jefferies Louise Singlehurst - Goldman Sachs Simeon Siegel - BMO Dana Telsey - Telsey Lorraine Hutchinson - Bank of America Micheal Binetti - Evercore ISI Anna Andreeva - Piper Sandler Sam Poser - Williams Trading Erwan Rambourg - HSBC Jim Duffy - Stifel Janine Stichter - BTIG Operator Good morning, and thank you for standing by. Welcome to Birkenstock's First Quarter 2025 Earnings Conference Call. |
seekingalpha.com |
2025-02-20 16:06:30 |
Czytaj oryginał (ang.) |
| Birkenstock: Robust EPS, Revenue Miss |
Birkenstock (BIRK -5.34%), known for its iconic footwear, presented its first quarter results for fiscal 2025 on Feb. 20. Although revenue missed analyst expectations, the company reported robust earnings per share (EPS) thanks to increased demand for closed-toe products. |
fool.com |
2025-02-20 12:48:46 |
Czytaj oryginał (ang.) |
| Birkenstock (BIRK) Beats Q1 Earnings and Revenue Estimates |
Birkenstock (BIRK) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.09 per share a year ago. |
zacks.com |
2025-02-20 10:05:28 |
Czytaj oryginał (ang.) |
| Birkenstock raised prices, but couldn't avoid a revenue shortfall |
Birkenstock reported a profit beat amid strong growth in a key geographic region. |
marketwatch.com |
2025-02-20 09:20:00 |
Czytaj oryginał (ang.) |
| Birkenstock Reports Fiscal First Quarter 2025 Results: Revenues Up 19% |
LONDON, GB / ACCESS Newswire / February 20, 2025 / Birkenstock Holding plc ("BIRKENSTOCK", the "Company" or "we"), (NYSE:BIRK) today announces financial results for the first quarter ended December 31, 2024. The Company reports first quarter revenue growth of 19% on a reported and constant currency basis, ahead of the Company's annual guidance of 15-17%, driven by strong holiday demand for its products across all segments, channels and categories. |
accessnewswire.com |
2025-02-20 07:20:00 |
Czytaj oryginał (ang.) |
| Birkenstock beats holiday-quarter revenue estimates on strong demand |
Birkenstock beat Wall Street expectations for first-quarter revenue on Thursday, as the German footwear maker benefited from strong holiday-driven demand for its expensive cork-based sandals and shoes. |
reuters.com |
2025-02-20 07:06:43 |
Czytaj oryginał (ang.) |
| Birkenstock sandals are pieces of design, not art, court finds |
Birkenstock sandals, which have evolved from a symbol of counterculture to a trendy fashion item, do not qualify as art and are therefore not protected by copyright, Germany's highest civil court ruled on Thursday. |
reuters.com |
2025-02-20 06:28:09 |
Czytaj oryginał (ang.) |
| Birkenstock Breakout Under Pressure As Deckers Plunges On Outlook |
Birkenstock stock is trying to break out past a buy point, but shares came under pressure Friday as peer Decker Brands plunged on earnings. The post Birkenstock Breakout Under Pressure As Deckers Plunges On Outlook appeared first on Investor's Business Daily. |
investors.com |
2025-01-31 15:42:34 |
Czytaj oryginał (ang.) |
| SKX or BIRK: Which Is the Better Value Stock Right Now? |
Investors interested in stocks from the Shoes and Retail Apparel sector have probably already heard of Skechers (SKX) and Birkenstock (BIRK). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2025-01-27 14:41:11 |
Czytaj oryginał (ang.) |
| Birkenstock fetches Citi backing under new chief financial officer |
Birkenstock Holding PLC has fetched renewed backing from CitiGroup analysts after announcing Ivica Krolo would become its chief financial officer. Krolo would succeed Erik Massmann next month, the sandal maker said on Tuesday. |
proactiveinvestors.com |
2025-01-22 13:44:23 |
Czytaj oryginał (ang.) |
| Ivica Krolo Appointed as New Chief Financial Officer of the Birkenstock Group |
LONDON, UK / ACCESS Newswire / January 21, 2025 / Birkenstock Holding plc ("BIRKENSTOCK", the "Company" or "we", NYSE:BIRK) has announced the appointment of Ivica Krolo as Chief Financial Officer ("CFO") of the BIRKENSTOCK Group, effective from February 1, 2025. He will succeed Dr. Erik Massmann, who will step down from his duties as of January 31, 2025. |
accessnewswire.com |
2025-01-21 09:15:00 |
Czytaj oryginał (ang.) |
| SKX vs. BIRK: Which Stock Is the Better Value Option? |
Investors looking for stocks in the Shoes and Retail Apparel sector might want to consider either Skechers (SKX) or Birkenstock (BIRK). But which of these two stocks presents investors with the better value opportunity right now? |
zacks.com |
2025-01-10 14:51:28 |
Czytaj oryginał (ang.) |
| Birkenstock Announces First Quarter 2025 (Ended December 31, 2024) Results Date and Conference Call and January Conference Participation |
LONDON, UK / ACCESSWIRE / January 10, 2025 / Birkenstock Holding plc ("BIRKENSTOCK" or the "Company") (NYSE:BIRK), announced today that the Company will report its fiscal first quarter 2025 (ended December 31, 2024) financial results on Thursday, February 20, 2025 before the US market open. The Company will host a conference call and live webcast with the investment community at 8:00 a.m. |
accesswire.com |
2025-01-10 08:20:00 |
Czytaj oryginał (ang.) |
| Birkenstock: There's Still Room To Rise As ASP Expansion And China Growth Power Earnings |
I favor "growth at a reasonable price" stocks like Birkenstock, which has seen a ~20% rise and strong Q4 results. Birkenstock's gross margins fell in FY24 due to facility expansion but are expected to improve in FY25, moving closer to long-term targets. Increased production efficiency and an 8% ASP increase are boosting Birkenstock's margins, forecasting up to 50bps y/y expansion in adjusted EBITDA. |
seekingalpha.com |
2025-01-03 13:05:08 |
Czytaj oryginał (ang.) |
| A Looming Breakout Is Just One Reason To Track This Hot IPO Stock |
Boosted by robust growth and solid demand, shares of Birkenstock stock have crafted a new buy point — with this positive sign. The post A Looming Breakout Is Just One Reason To Track This Hot IPO Stock appeared first on Investor's Business Daily. |
investors.com |
2025-01-02 16:18:33 |
Czytaj oryginał (ang.) |
| The Big 3: CTRA, BIRK, SLV |
Today's Big 3 turns to energy, footwear and metal ETFs. Alan Knuckman explains why he's keeping a close eye on Coterra Energy (CTRA), Birkenstock (BIRK) and the iShares Silver Trust ETF (SLV). |
youtube.com |
2025-01-02 14:10:09 |
Czytaj oryginał (ang.) |
| These 3 Retail Stocks Can Keep Winning in 2025 |
Overall, 2024 was a year of underperformance when it comes to retail stocks. The SPDR S&P Retail ETF NYSEARCA: XRT finished the year with a total return of just under 12%. |
marketbeat.com |
2025-01-02 10:50:37 |
Czytaj oryginał (ang.) |
| SKX or BIRK: Which Is the Better Value Stock Right Now? |
Investors looking for stocks in the Shoes and Retail Apparel sector might want to consider either Skechers (SKX) or Birkenstock (BIRK). But which of these two stocks is more attractive to value investors? |
zacks.com |
2024-12-25 14:41:19 |
Czytaj oryginał (ang.) |
| Birkenstock: Upside Is Not Attractive At The Current Valuation |
I assign a hold rating to Birkenstock due to limited upside potential despite strong fundamentals and positive outlook. BIRK's recent performance is impressive, with 22% y/y growth in 4Q24 and strong demand across all regions and channels. Management's conservative FY25 guidance of 15-17% y/y growth suggests potential for a "beat and raise" motion, but valuation limits upside. |
seekingalpha.com |
2024-12-22 03:14:01 |
Czytaj oryginał (ang.) |
| Birkenstock Approaches Buy Point Despite Stock Market Sell-Off |
German shoemaker Birkenstock is approaching a new buy point following this week's surge on earnings. The post Birkenstock Approaches Buy Point Despite Stock Market Sell-Off appeared first on Investor's Business Daily. |
investors.com |
2024-12-20 16:18:29 |
Czytaj oryginał (ang.) |
| Birkenstock price target lowered to $57.90 from $59.10 at Goldman Sachs |
Goldman Sachs lowered the firm's price target on Birkenstock to $57.90 from $59.10 and keeps a Neutral rating on the shares. The company reported "robust" Q4 earnings that confirm its strong brand momentum, while margins surprised positively and drove earlier operating leverage vs. prior expectations, the analyst tells investors in a research note. The firm adds however that it will continue to monitor channel feedback with the view that the next potential catalyst will be the performance in the seasonally largest periods of the year, also noting that the management's outlook for FY25 was "modestly light". |
https://thefly.com |
2024-12-19 20:08:33 |
Czytaj oryginał (ang.) |
| Birkenstock's High-end Lifestyle Positioning Provides Competitive Edge That Is Difficult To Replicate: Analyst |
Telsey Advisory Group analyst Dana Telsey reiterated the Outperform rating on Birkenstock Holding plc BIRK with a price forecast of $70. |
benzinga.com |
2024-12-19 14:56:45 |
Czytaj oryginał (ang.) |
| Top 3 Consumer Stocks You May Want To Dump This Quarter |
As of Dec. 19, 2024, three stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions. |
benzinga.com |
2024-12-19 10:47:06 |
Czytaj oryginał (ang.) |
| Birkenstock Holding plc (BIRK) Q4 2024 Earnings Call Transcript |
Birkenstock Holding plc (NYSE:BIRK ) Q4 2024 Earnings Conference Call December 18, 2024 8:00 AM ET Company Participants Megan Kulick - Director, Investor Relations Oliver Reichert - Director and Chief Executive Officer Erik Massmann - Chief Financial Officer Nico Bouyakhf - President, EMEA Alexander Hoff - Vice President, Global Finance David Kahan - President, Americas Klaus Baumann - Chief Sales Officer Conference Call Participants Matthew Boss - JPMorgan Paul Lejuez - Citi Micheal Binetti - Evercore Dana Telsey - Telsey Group Laurent Vasilescu - BNP Paribas Randy Konik - Jefferies Lorraine Hutchinson - Bank of America Simeon Siegel - BMO Capital Markets Mark Altschwager - Baird Sam Poser - Williams Trading Janine Stichter - BTIG Jim Duffy - Stifel Erwan Rambourg - HSBC Jay Sole - UBS Adrien Duverger - Goldman Sachs Operator Good morning and thank you for standing by. Welcome to Birkenstock's Fourth Quarter and Fiscal Year 2024 Earnings Conference Call. |
seekingalpha.com |
2024-12-18 13:48:17 |
Czytaj oryginał (ang.) |
| Here's Why Birkenstock Stock Jumped Up Today |
Shares of sandal company Birkenstock (BIRK 5.69%) jumped on Wednesday after the company reported its financial results for its fiscal fourth quarter of 2024, capping off a strong year of growth and profitability. As of 9:45 a.m. |
fool.com |
2024-12-18 13:00:14 |
Czytaj oryginał (ang.) |
| Birkenstock Steps Up in Q4, Stock Surges |
Shares of Birkenstock Holdings PLC (NYSE:BIRK) are up 8.8% at $61.00 at last glance, earlier as high as $62.45, after the footwear retailer posted better-than-expected fiscal fourth-quarter earnings and revenue. |
schaeffersresearch.com |
2024-12-18 12:48:06 |
Czytaj oryginał (ang.) |
| Birkenstock Stock Rises as Shoemaker Sees Margins Improving |
Birkenstock Holdings (BIRK) posted better fourth-quarter results than analysts had expected Wednesday and outlined its expectations for its second full fiscal year as a public company, sending shares higher. |
investopedia.com |
2024-12-18 10:50:44 |
Czytaj oryginał (ang.) |
| Birkenstock jumps as clog sales aid expectation-beating earnings |
Birkenstock Holding PLC (NYSE:BIRK) shares jumped on Wednesday after the footwear maker unveiled expectation-beating results for the fourth quarter. Revenue surged by 22% to €456 million ($478 million) during the quarter, Birkenstock said on Wednesday, outdoing estimates for €439 million. |
proactiveinvestors.com |
2024-12-18 10:07:15 |
Czytaj oryginał (ang.) |
| Birkenstock (BIRK) Q4 Earnings and Revenues Top Estimates |
Birkenstock (BIRK) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to loss of $0.16 per share a year ago. |
zacks.com |
2024-12-18 10:06:07 |
Czytaj oryginał (ang.) |
| Birkenstock Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts |
Birkenstock Holding plc BIRK will release its fourth-quarter financial results, before the opening bell, on Wednesday, Dec. 18. |
benzinga.com |
2024-12-18 04:14:39 |
Czytaj oryginał (ang.) |
| 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. |
zacks.com |
2024-12-11 13:01:00 |
Czytaj oryginał (ang.) |
| Shoe Brands' Secret to Success? Going Slow |
Trendy shoe brands such as Hoka, On and Birkenstock are taking a page out of luxury's playbook. |
wsj.com |
2024-11-11 12:00:00 |
Czytaj oryginał (ang.) |
| Birkenstock (BIRK) Moves to Buy: Rationale Behind the Upgrade |
Birkenstock (BIRK) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy). |
zacks.com |
2024-10-30 15:01:06 |
Czytaj oryginał (ang.) |