We can see that your browser is set to English. Would you like to use getquin in English?
🇬🇧

English

LoginSignup
BIR

Birkenstock Hldg

Azione
Azione
ISIN: JE00BS44BN30
Ticker: BIRK
JE00BS44BN30
BIRK

Price

Discussione su BIRK

Messaggi

12
immagine del profilo
Code & Capital
@Codeandcapital
8Mes·

Quarterly figures 09.02-13.02.26

attachment
13
1 Commento
immagine del profilo
S.A.U.@SAUgut777
8Mes
Tuesday: $VAR is missing 😉

Apart from that, I'm still looking forward to $TMUS because of $DTE and $BATS on Thursday.
•
2
•
immagine del profilo
Brian
@Aktienhauptmeister
8Mes·

Will the sell-off continue next week?

attachment
13
12 Commenti
Gehebeltes-EFH@Gehebeltes-EFH
8Mes
Which sale?
•
12
•
immagine del profilo
Tenbagger-Capital
@Tenbagger-Capital
11Mes·

" Breaking News " Star investor was spotted in Germany

$QSR (+2,04%)
$LULU (-0,18%)
$ADS (+0,47%)
$BIRK (-0,57%)
$ZAL (-2,39%)
$9983 (+1,85%)
$US2533932016

Hello my dears,

I have just received the news that the star investor @Simpson has been spotted in the cathedral city with his son Bart.

( attached a few paparazzi shots ).


The on 12.
May 1956 Homer Simpson grew up with his father Abe Simpson, as his mother Mona Simpson had already left the family during his childhood.

There are now rumors that he has relocated to Germany.


Simpson has been spotted in front of branches of several large chain stores. There is already wild speculation online about which company his holding could invest in next.

Because the star investor has proven for years that he can find growth pearls well in advance. More and more small investors are following his strategy.


Interestingly, he was also spotted outside a Foot Locker store.

Foot Locker's global store network comprises around 2,400 locations in 20 countries. US sporting goods retailer Dick's Sporting Goods has confirmed that it will acquire footwear specialist Foot Locker for 2.4 billion US dollars (2.1 billion euros). Could even @Simpson could even get in between.


It remains exciting in the " Ultimate Holding "

attachment
attachment
attachment

+ 5

attachment
21
15 Commenti
immagine del profilo
He-Man D.@He-Man
11Mes
Since when is Abe Simpson a star investor?
And Bart probably still has a junior portfolio.
•
8
•
Visualizza tutti 6 ulteriori risposte
immagine del profilo
Julius G.
@Julius_Gru
1Anno·

BIRKENSTOCK

$BIRK (-0,57%) What do you think of Birkenstock and as a share I would be interested in the community, I bought a few myself this year, and I noticed that a lot of people actually have Birkenstocks in my city, and I also noticed over the course of the year through social media that Birkenstocks have gotten a lot of hype, especially among the younger generation.

Birkenstock itself is also significantly raising its sales forecast for the end of the year. And analysts' price target is also very optimistic 60% upwards.

1
8 Commenti
immagine del profilo
Timo@Aktienorang-Utan
1Anno
Organic slippers.
•
5
•
immagine del profilo
Aktien Stammtisch
@Aktien_Stammtisch
1Anno·

Birkenstock Q1'25 Earnings Highlights

$BIRK (-0,57%)


🔹 Adj EPS: €0.18 (Est. €0.16) 🟢

🔹 Revenue: €361.7M (Est. €356.17M) 🟢; UP +19% YoY

🔹 Gross Profit Margin: 60.3% (Est. 60.21%) 🟡


Segment Breakdown:

🔹 Americas: Revenue UP +16% YoY

🔹 EMEA: Revenue UP +17% YoY

🔹 APAC: Revenue UP +47% YoY


Channel Performance:

🔹 B2B Revenue: UP +30% YoY

🔹 DTC Revenue: UP +11% YoY


Key Metrics:

🔹 Adjusted Net Profit: €33M; UP +99% YoY

🔹 Adjusted EBITDA: €102M; UP +25% YoY

🔹 Adjusted EBITDA Margin: 28.2% (UP 130bps YoY)

🔹 Net Profit: €20M (vs. Net Loss of €7M YoY)

🔹 Cash Flow from Operations: -€12M (Improved by €34M YoY)

🔹 Capital Expenditures: €19M


Operational Highlights:

🔸 Strong holiday demand drove revenue above guidance

🔸 Closed-toe styles (clogs, boots) saw strong growth, gaining 600bps in share

🔸 Opened 4 new owned stores, bringing total to 71


Reaffirmed FY25 Guidance:

🔹 Revenue Growth: 15-17% (Constant Currency)

🔹 Adjusted EBITDA Margin: 30.8%-31.3%

🔹 Gross Margin: Continued improvement toward 60% target


CEO Oliver Reichert's Commentary:

🔸 "Our Q1 results showcase the continued strength of the Birkenstock brand, particularly through the holiday season. Strong demand for our closed-toe styles and strategic expansion, especially in APAC, underscore our growth trajectory. We remain confident in achieving our FY2025 targets."

2
immagine del profilo
Aktien Stammtisch
@Aktien_Stammtisch
1Anno·

Analyst updates, 20.12.

⬆️⬆️⬆️


- DEUTSCHE BANK RESEARCH raises the price target for NIKE from USD 82 to USD 84. Buy. $NKE (+0,18%)

- RBC raises the price target for ALPHABET A SHARE from USD 210 to USD 235. Outperform. $GOOGL (-1,41%)

- RBC raises the price target for AMAZON from USD 225 to USD 255. Outperform. $AMZN (-1,39%)

- RBC raises the price target for META from USD 630 to USD 700. Outperform. $META (-2,97%)

- ODDO BHF raises the target price for MUNICH RE from EUR 540 to EUR 555. Outperform. $MUV2 (+0,49%)

- ODDO BHF upgrades HERMES to Neutral. Target price EUR 2315. $RMS (+0,39%)

- ODDO BHF raises the target price for AIRBUS from EUR 168 to EUR 180. Outperform. $AIR (+0,94%)

- ODDO BHF raises the price target for FRAPORT from EUR 58 to EUR 61. Outperform. $FRA (+0,73%)

- JPMORGAN raises the target price for FEDEX from USD 366 to USD 370. Overweight. $FDX (-0,46%)


⬇️⬇️⬇️


- GOLDMAN lowers the price target for NIKE from USD 97 to USD 91. Buy. $NKE (+0,18%)

- BOFA lowers the price target for NIKE from USD 95 to USD 90. Buy. $NKE (+0,18%)

- ODDO BHF downgrades CARBIOS to Neutral. $ALCRB (-1,91%)

- KEPLER CHEUVREUX lowers the price target for LANXESS from EUR 31 to EUR 30. Buy. $LXS (+2,81%)

- HAUCK AUFHÄUSER IB lowers the target price for DEUTZ from EUR 8.50 to EUR 7. Buy. $DEZ (+0,46%)

- BARCLAYS lowers the price target for VERTEX from USD 509 to USD 418. Equal-Weight. $VRTX (+3,49%)

- GOLDMAN lowers the price target for BIRKENSTOCK from 59.10 USD to 57.90 USD. Neutral. $BIRK (-0,57%)

- GOLDMAN downgrades TEAMVIEWER from Buy to Neutral and lowers target price from EUR 17 to EUR 12. $TMV (-1,61%)

1
immagine del profilo
Aktien Stammtisch
@Aktien_Stammtisch
1Anno·

Birkenstock Q4 FY2024 EarningsReport Summary

$BIRK (-0,57%) In this quarter, Birkenstock achieved strong results fueled by continued demand for its diverse product lines, geographic expansion, and category growth. The company made strategic investments in production capacity and retail presence, supporting growth across all regions.


📊 Income Statement Highlights (vs Q4 FY2023):


▫️Net Income: €52.47M vs (€28.29M) (+285.43%)

▫️Total Revenue: €455.76M vs €374.54M (+21.70%)

▫️Adjusted EPS: €0.29 vs €0.14 (+107.14%)

▫️Gross Profit Margin: 59.00% vs 65.40% (-6.40pp)

(Prior-year gross margin was elevated by non-cash adjustments)

▫️Adjusted EBITDA: €125.00M vs €95.69M (+30.61%)

▫️B2B Revenue Growth: +26% YoY

▫️DTC Revenue Growth: +18% YoY


📄 Balance Sheet Highlights (vs September 30, 2023):


▫️Total Assets: €4.88B (+1.19%)

▫️Cash & Cash Equivalents: €355.84M (+3.31%)

▫️Net Leverage Ratio: 1.8x vs 3.3x

▫️Loans & Borrowings (Non-Current): €1.17B (-35.56%)


🔮 Future Outlook: For FY2025, Birkenstock forecasts:


▫️Revenue growth of 15-17% (constant currency)

▫️Adjusted EBITDA margin expansion to 30.8-31.3%

▫️Improved gross margin nearing 60% due to better utilization of new production facilities


The company remains focused on driving profitability through continued global expansion, especially in the APAC region and closed-toe product lines, while investing in long-term growth opportunities.

3
immagine del profilo
Hennington Global
@HenningtonGlobal
2Anno·

The figures for Birkenstock ($BIRK (-0,57%) ) are out, share was held, per Bloomberg, due to volatility.


  • Numbers to Sep
    2023: Q4 sales
    +16% to 374.5 million euros, loss of 28.3 million euros due to plant expansion in Pasewalk.
  • Full year: Turnover
    +20% to 1.49 billion euros,
    profit fell from 187 to 75 million euros.
  • Growth by 6%
    increase in sales and 14% increase in the selling price.
  • Company plans expansion of product range and "development of new markets".
attachment
8

Titoli di tendenza

I migliori creatori della settimana

Dati LSX · Dati finanziari di FactSet
Partecipa alla conversazione
IscrivitiAccesso