BIRK Stock Forecast & Price Target

Birkenstock Holding is projected to achieve fourth fiscal quarter revenues of at least €520 million, reflecting a year-over-year increase of over 14% on a reported basis and over 18% at constant currency. Additionally, the company is expected to generate at least €2.09 billion in revenues for FY25, which represents a growth of 15.9%+ year-over-year on a reported basis and 17.5%+ at constant currency, surpassing prior guidance for revenue growth. Furthermore, adjusted EBITDA for FY25 is anticipated to rise to €665 million, indicating sustained financial health and operational efficiency.

Birkenstock Holding faces significant risks due to the volatility of commodity costs, which can impact production expenses and profit margins. Additionally, rising interest rates and weakened consumer confidence may lead to reduced consumer spending, particularly in key markets where the brand generates substantial revenue, such as the Americas and Europe. Given these macroeconomic factors and the potential for increased unemployment rates, the outlook for Birkenstock's growth could be adversely affected, particularly as it seeks to expand into emerging markets in Asia-Pacific, the Middle East, and Africa.