BIRK Stock Forecast & Price Target

Birkenstock Holding PLC is forecasting fourth fiscal quarter sales of at least €520 million, representing an anticipated growth of over 14% year-over-year on a reported basis and over 18% at constant currency. The company is also tracking for full fiscal year 2025 revenues of at least €2.09 billion, which reflects a year-over-year increase of 15.9% on a reported basis and 17.5% at constant currency, thus exceeding its previous revenue growth guidance of 15%-17%. Furthermore, the adjusted EBITDA is projected to slightly increase to €665 million for FY25, indicating a steady financial performance heading into the next fiscal period.

Birkenstock Holding PLC faces multiple significant risks that could adversely impact its financial performance, including volatility in commodity costs and fluctuations in currency exchange rates. Rising interest rates and weaker consumer confidence further compound these risks, potentially leading to decreased consumer spending, which is critical for the company's revenue generation. Additionally, higher unemployment rates may strain disposable income, affecting both business-to-business and direct-to-consumer sales channels negatively.