Added to YB: 2026-09-18
Pitch date: 2026-09-15
BIRK [bullish]
Birkenstock Holding plc
Author Info
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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
$4.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.46
P/E
14.20
EV/Sales
2.59
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Opportunity in a Destroyed Sector - Birkenstock Holding plc
BIRK: Birkenstock’s latest quarter showed reaccelerating revenue growth and a slower pace of margin decline after a period of weakening results. Completing investment in a new facility and ramping it to full production could support continued growth and margin expansion, but leverage has risen to 2.8x net debt/EBITDA from 2.0x, and even bullish assumptions barely clear the stated IRR hurdle.
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