
BIRK Stock Forecast & Price Target
BIRK Analyst Ratings
Bulls say
Birkenstock Holding has demonstrated strong financial performance, with a pre-announced revenue increase of 18% in constant currency (CC) for the December quarter, signaling robust demand across various channels, particularly in the B2B segment that grew 24% in CC. The company's full-year revenue forecast has been slightly raised to €2,351 million, alongside an adjusted EBITDA of €716 million, indicating steady profitability and operational efficiency, with expectations for double-digit growth in its largest markets, the Americas and EMEA. Furthermore, the brand's strategic initiatives in EMEA, focusing on enhancing storytelling and expanding mono-brand retail locations, position it well for sustained growth and margin improvement amid a growing membership base.
Bears say
Birkenstock Holding is facing significant challenges, as evidenced by a gross margin decline of 290 basis points for the quarter to 57.4%, impacted by FX and US tariff headwinds amounting to 350 basis points. The forecast for fiscal year 2026 is disappointing due to persistent tariff and foreign exchange pressures, compounded by a shift in sales dynamics away from direct-to-consumer (DTC) channels towards business-to-business (B2B) sales, which generates lower revenue per sale. Furthermore, there are tangible risks related to commodity cost volatility, changes in consumer spending, and macroeconomic factors, including rising interest rates and weakening consumer confidence, which could adversely affect the company’s profitability.
This aggregate rating is based on analysts' research of Birkenstock Holding Plc and is not a guaranteed prediction by Public.com or investment advice.
BIRK Analyst Forecast & Price Prediction
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