BirkenstockBIRK
About: Birkenstock Holding PLC is a company that manufactures and sells footbed-based products, including sandals, closed-toe silhouettes, and other products, such as skincare and accessories, for everyday, leisure, and work. It sells its products through two main channels: business-to-business (B2B) which comprises sales made to established third-party store networks, and direct-to-consumer (DTC) which comprises sales made on globally owned online stores through the Birkenstock.com domain and sales made in Birkenstock retail stores. The company's reportable segments are based on its regional hubs and include: the Americas which is also its key revenue-generating segment; Europe; and Australia, Japan, India, China, and the United Arab Emirates (APMA).
Employees: 7,400
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
71% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 49
45% more call options, than puts
Call options by funds: $39.6M | Put options by funds: $27.4M
0.11% less ownership
Funds ownership: 96.92% [Q4 2024] → 96.81% (-0.11%) [Q1 2025]
5% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 60
3% less funds holding
Funds holding: 221 [Q4 2024] → 214 (-7) [Q1 2025]
19% less capital invested
Capital invested by funds: $10.3B [Q4 2024] → $8.34B (-$1.98B) [Q1 2025]
38% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 5 (-3) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Evercore ISI Group Michael Binetti | 36%upside $70 | Outperform Maintained | 19 May 2025 |
UBS Jay Sole | 48%upside $76 | Buy Maintained | 16 May 2025 |
Stifel Jim Duffy | 36%upside $70 | Buy Maintained | 16 May 2025 |
BMO Capital Simeon Siegel | 46%upside $75 | Outperform Maintained | 16 May 2025 |
B of A Securities Lorraine Hutchinson | 42%upside $73 | Buy Maintained | 16 May 2025 |
Financial journalist opinion
Based on 10 articles about BIRK published over the past 30 days









