Birkenstock

BIRK

Market cap $7.66B

The Shoes & Retail Apparel industry players are riding premiumization and digital momentum, but rising costs and promotions test margins. Stocks like NKE, ADDYY, BIRK, CRI and CAL are positioned for growth.

LINZ AM RHEIN, Germany, Feb. 23, 2026 /PRNewswire/ -- BIRKENSTOCK reinforces its presence in the closed shoe category with the introduction of the HIGHWOOD MOC LACE LOW—a contemporary Moc Toe silhouette based on the functional design of the popular HIGHWOOD boot. The launch is supported by a campaign conceptually aligning with BIRKENSTOCK's promise of empowering everyone to walk as nature intended, deeply rooted in the brand DNA.

Birkenstock Holding plc is downgraded to a Buy from Strong Buy as execution risks and margin pressures emerge amid a broader market rotation. BIRK's robust growth in Asia (37% y/y constant currency) and high-50s gross margin underpin long-term appeal, but mature markets show deceleration. Rising leverage (1.7x trailing EBITDA) and slowing U.S./Europe sales highlight challenges, with B2B outpacing DTC growth and potential inventory risks.

The clogs maker beat analysts' holiday-quarter expectations and expects to return to growth this year.

Birkenstock Holding plc (BIRK) Q1 2026 Earnings Call Transcript

Birkenstock (BIRK) came out with quarterly earnings of $0.31 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.19 per share a year ago.

LONDON, UK / ACCESS Newswire / February 12, 2026 / Birkenstock Holding plc (together with its subsidiaries, "BIRKENSTOCK", the "Company" or "we", NYSE:BIRK) today announces financial results for the fiscal first quarter ended December 31, 2025. As pre-announced on January 12 and January 28, 2026, the Company reports first quarter revenue growth of 11% on a reported basis and 18% in constant currency, ahead of the Company's Fiscal 2026 guidance of 13-15% in constant currency, driven by strong holiday demand for its products across all segments, channels and categories.

Birkenstock (BIRK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Birkenstock Holding plc (BIRK) Analyst/Investor Day Transcript

The German footwear maker, famed for its cork sandals, looks to multiply its store footprint by the 2028 fiscal year.