
Birkenstock Holding plc (BIRK) Analyst/Investor Day Transcript
Birkenstock Holding plc (BIRK) Analyst/Investor Day Transcript
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Birkenstock Holding plc (BIRK) Analyst/Investor Day Transcript

The German footwear maker, famed for its cork sandals, looks to multiply its store footprint by the 2028 fiscal year.

Birkenstock (BIRK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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While the market's immediate "knee-jerk" reaction to retail earnings suggests cooling sentiment, the fundamental story for premium retailers remains intact.

Birkenstock on Monday reported first-quarter preliminary revenue below Wall Street expectations as consumers turned more cautious on non-essential spending amid rising economic uncertainty.

LONDON, UK / ACCESS Newswire / January 12, 2026 / Birkenstock Holding plc ("BIRKENSTOCK" or the "Company", NYSE:BIRK), announced today that it expects fiscal first quarter 2026 (ended December 31, 2025) revenue of €402 million, year-over-year growth of 11.1% on a reported basis and 17.8% in constant currency. The difference between reported and constant currency growth is primarily due to the significant depreciation of the US Dollar vs.

The stock market's underdogs may be ready to lead the pack.

Birkenstock Holding remains a buy as demand is robust, with current headwinds stemming from supply constraints, not waning consumer interest. Production bottlenecks, especially for higher-margin closed-toe styles, are temporary; new capacity in Pasewalk and Portugal should unlock growth by 2027. BIRK's closed-toe expansion diversifies revenue, enhances pricing power, and positions the brand for year-round demand, structurally improving growth quality.

Investors need to pay close attention to BIRK stock based on the movements in the options market lately.

Pre-Market Stock Futures: The futures are trading flat after investors and traders returned from the Christmas holiday to find a lump of coal in their stockings. All the major indices closed lower on Monday, with the technology sector leading the way on end-of-year profit-taking. With only one full trading day left in 2025 and the... Here Are Tuesday's Top Wall Street Analyst Research Calls: Alphabet, Applied Digital, Birkenstock, Etsy, Genius Sports, Tesla, Twilio, and More.

Pre-Market Stock Futures: Futures are trading higher on Friday as we prepare for the holiday-shortened week leading up to Christmas, following a solid risk-on Thursday. The Consumer Price Index print for November lit a fire under stocks as it came in much lower than expected at 2.7%. However, many on Wall Street were quick to... Here Are Friday's Top Wall Street Analyst Research Calls: Birkenstock, Coreweave, Lockheed Martin, Lyft, Paccar, Stryker, Synaptics, and More.

Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call Transcript

Birkenstock presents a compelling value opportunity after a sharp post-earnings selloff and 25% YTD decline. I reiterate my "Strong Buy" rating, viewing the FY26 guidance-driven dip as an attractive entry point for long-term investors. BIRK's FY26 revenue guidance of 13%-15% growth is conservative, consistent with its historical pattern of under-promising and over-delivering.

Major stock indexes surged Thursday after delayed Consumer Price Index data came in better than expected, with the blue-chip Dow Jones Industrial Average and benchmark S&P 500 poised to end four-session losing streaks.

German footwear maker Birkenstock Holding PLC (NYSE:BIRK) reported robust sales and profit for 2025, driven by strong demand for its premium sandals and clogs, but cautioned that growth will slow in the coming year due to production limits and trade-related headwinds. Revenue for fiscal 2025 rose 18% in constant currency to €2.1 billion, surpassing the company's guidance range of 15% to 17%.

LONDON, UK / ACCESS Newswire / December 18, 2025 / Birkenstock Holding plc (together with its subsidiaries, "BIRKENSTOCK", the "Company" or "we") (NYSE:BIRK) today announces financial results for the fourth quarter and fiscal year ended September 30, 2025. The Company reports fiscal 2025 revenue growth of 16% and 18% on a constant currency basis, ahead of the Company's guidance of 15-17%, driven by strong consumer demand across all segments, channels and categories.

Stock futures are on the rise after lighter-than-expected consumer price index (CPI) data

Birkenstock (BIRK) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.32 per share a year ago.

U.S. stock futures were higher this morning, with the Dow futures gaining around 100 points on Thursday.