Is BIRK a good stock to buy?
We came across a bullish thesis on Birkenstock Holding plc on r/wallstreetbets by Yory_Alsik
In this article, we will summarize the bulls’ thesis on BIRK. Birkenstock Holding plc’s share was trading at $46.21 as of June 11th. BIRK’s trailing and forward P/E were 20.89 and 16.42 respectively according to Yahoo Finance.
Karramba Production/ Birkenstock (BIRK) is presented as a consumer discretionary footwear company positioned as a global premium sandal and clog brand benefiting from resilient U.S. consumer demand and a potential rotation back into beaten-down discretionary equities. The thesis argues that while peers such as Lululemon and Starbucks face slowing momentum, Birkenstock continues to expand across geographies, including Asia, supported by strong brand loyalty and repeat purchase behavior. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Financially, the company reported FY2025 revenue of €2.1 billion, 18% constant currency growth, gross margins near 59%, and EBITDA margins of 31.8%, with strong EPS growth expectations over the medium term. On valuation, the stock trades at roughly 14x forward earnings and 11–12x EV/EBITDA with a PEG near 0.9, reflecting compressed multiples versus historical levels.