Birkenstock's post-IPO growth momentum is decelerating, with revenue growth slowing from 21.7% in 2024Q2 to 15.2% in 2026Q3, while gross margins exhibit significant volatility (50.2% to 60.5%) due to production ramp-up costs at the new Pasewalk facility. The c...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated to 15.2% in 2026Q3 from a peak of 21.7%, while operating margin has compressed to 28.8% from 31.2% a year ago, indicating SG&A spending is outpacing top-line gains.
Birkenstock products are known for their timeless design, unmatched comfort, and premium quality, which drives brand loyalty and consistent demand.
Birkenstock's trailing and forward P/E ratios suggest the stock is attractively valued, presenting potential upside for investors.
The initiation of a dividend could serve as a significant positive catalyst, improving the stock's appeal for wealth preservation.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 13, 2026 | $0.86-0.3% vs $0.86 | $822M+0.6% vs $817M |
Q2 2026 May 13, 2026 | $0.59-14.0% vs $0.69 | $714M-0.3% vs $717M |
Q1 2026 Feb 12, 2026 | $0.31+0.0% vs $0.31 | $472M+0.0% vs $472M |
Q4 2025 Dec 18, 2025 | $0.60+41.7% vs $0.42 | $616M+0.5% vs $613M |
Ralph Lauren (NYSE: RL - Get Free Report) and Birkenstock (NYSE: BIRK - Get Free Report) are both consumer discretionary companies, but which is the superior stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, institutional ownership, dividends, risk, valuation and profitability. Analyst Ratings This is a summary of current
Luxury brands must find a delicate balance between continuing to cultivate an air of exclusivity, maintaining perceived quality even in spite of higher materials costs and inflation, and balancing price increases against customer tolerance. While retail more broadly has faced numerous challenges as consumers have tightened their belts, some high-end luxury brands have largely avoided these pitfalls.
Birkenstock's product prestige, immense growth potential, and attractive value relative to alternatives offer a compelling opportunity for investors. Birkenstock's manufacturing heritage and distribution philosophy are crucial characteristics that synthesize the company's product prestige in the marketplace, enabling its incredible earning power. Aside from its outstanding business fundamentals, Birkenstock still has incredible growth potential left in it, especially in the APAC region, which accounts for almost 60% of the footwear market.
Birkenstock maintains a strong competitive moat through vertically integrated German manufacturing. The company faces recurring margin risks from currency volatility and international trade tariffs.
Benchmark BIRK against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Birkenstock Holding plc (BIRK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $31.42 | $5.78B | 14.76 | 16.22% | 16.61% | 13.03% | — | |
| $78.59 | $10.7B | 11.20 | 9.76% | 18.36% | 41.1% | — | |
| $124.62 | $6.19B | -83.08 | -1.5% | 14.63% | 43.41% | — | |
| $19.11 | $1.57B | 16.76 | 6.8% | 5.55% | 25.25% | — | |
| $43.40 | $3.17B | 68.89 | 10.45% | 5.23% | 15.45% | — | |
| $36.05 | $53.35B | 17.17 | 0.19% | 6.7% | 22% | — |
Birkenstock Holding plc (BIRK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Birkenstock Holding plc (BIRK) stock FAQ — growth, dividends, profitability & financials explained
Birkenstock Holding plc (BIRK) reported $2.29B in revenue for fiscal year 2025. This represents a 214% increase from $728.5M in 2020.
Birkenstock Holding plc (BIRK) grew revenue by 16.2% over the past year. This is strong growth.
Yes, Birkenstock Holding plc (BIRK) is profitable, generating $339.1M in net income for fiscal year 2025 (16.6% net margin).
Birkenstock Holding plc (BIRK) has a return on equity (ROE) of 13.0%. This is reasonable for most industries.
Birkenstock Holding plc (BIRK) generated $283.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
