Added to YB: 2026-08-17
Pitch date: 2026-06-30
BIRK [bullish]
Birkenstock Holding plc
-9.19%
current return
Author Info
No bio for this author
Company Info
Birkenstock Holding plc engages in the manufacture and sale of footwear products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$6.0B
Pitch Price
$43.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.51
P/E
18.56
EV/Sales
3.22
Sector
Textiles, Apparel and Luxury Goods
Category
value
Harris Associates International Small Cap Strategy New Position: Birkenstock Holding plc
BIRK (new position): German premium footwear co w/ proprietary cork-latex orthopedic footbed. Oligopolistic comfort category; brand heritage, vertical integration & full-price sell-through drive durable growth/margins. De-rated on tariff, dollar weakness & momentum skepticism — seen transitory, trades at discount to intrinsic value.
Read full article (1 min)