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Company Research18 Apr 2024
Companies That Had Their IPO in 2023: Cautious Optimism
The cautiously optimistic market in 2023 saw stocks rebounded upwards, and interest in IPOs picked up from the previous year.
Birkenstock
Birkenstock (BIRK) investor relations material
Birkenstock CMD 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2026 summary28 Jan, 2026
Strategic vision and growth outlook
Targeting 13%-15% constant currency revenue growth and 30%+ EBITDA margin through 2028, with EPS growth 200 basis points above revenue growth and €1 billion incremental revenue expected by FY28.
Revenue expected to reach €2.30–2.35 billion by FY28, with adjusted gross profit margin of 57%-58%, despite FX and tariff headwinds.
APAC is expected to double revenue in three years, while Americas and EMEA regions are forecast for double-digit growth, with APAC outpacing other regions.
Growth is steered to maintain scarcity and full price realization, focusing on engineered distribution, channel health, and market cleanliness.
Closed-toe products now represent 38%-40% of the mix, supporting balanced seasonality and higher ASPs.
Regional and channel strategies
Americas: B2B will outpace DTC, but DTC expansion is prioritized via new stores and digital engagement, targeting emerging youth consumers.
EMEA: Double-digit growth expected, with disciplined B2B partner selection, selective expansion into new segments, and doubling of own retail stores to ~80.
APAC: Mono-brand retail focus, 70 new stores and 100 partner stores planned, aiming to grow premium retail to over 400 stores by FY28.
B2B remains a pull model, with over 90% of growth from existing doors and strict vendor-managed inventory to ensure full price realization.
Digital: Re-platforming, enhanced personalization, content, and membership programs to drive DTC growth and loyalty.
Product innovation and portfolio management
Core mission centers on the footbed, with over 700 silhouettes in the archive and a focus on both archive and new product launches.
Arizona, Boston, and Gizeh franchises continue to grow at double digits, with new executions and higher price points expanding penetration.
Closed-toe and professional segments are prioritized for further innovation and market penetration, including certified products for occupational use.
Product development is decentralized, with local market input driving relevance and seasonal newness.
Collaborations, the 1774 line, and limited editions elevate brand aspiration and cultural relevance.
What strategies mitigate tariff and FX headwinds
Explain B2B's higher Adj. EBITDA margin
Detail supply chain's role in white space growth
Partial view of Summaries dataset, powered by Quartr API
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Next Birkenstock earnings date
Q1 202612 Feb, 2026
Birkenstock
Next Birkenstock earnings date
Q1 202612 Feb, 2026
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Company Research13 Sep 2023
Two And a Half Centuries of Sandal-Making: Birkenstock is Going Public
Birkenstock, a name synonymous with comfortable and high quality sandals, has a rich history dating back over two and a half centuries. The brand's commitment to its heritage, innovative footbed technology, and comfortable footwear products have propelled it into a global powerhouse in its industry.
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Company Research26 Jun 2023
From Startup to Stardom: What is an IPO?
An Initial Public Offering (IPO) is a momentous event in the life of a company. From early-stage startups to mature businesses, the decision to go public through an IPO is a game-changer. But what does it really mean, and why is it crucial for investors to understand the mechanics of IPOs?
Frequently asked questions
Iconic Sandals
Birkenstock Holding is a German shoe manufacturer producing various forms of sandals and shoes. The corporate headquarters are in Neustadt, Rhineland-Palatinete, and nearly all of the production takes place in Germany, something that Birkenstock as a company takes great pride in. Birkenstock shoes are made with contoured cork footbeds that offer support for the foot while promoting a natural style of walking. While Birkenstock is primarily known for its different types of sandals, the company’s portfolio has a vast array of options for consumers spanning a wide price range. Its merchandise is sold worldwide, and its shares are traded on the NYSE.
The History
The Birkenstock history dates back to 1774, as church records mention a Birkenstock family member as a “parishioner and shoemaker.” However, the beginning of the modern form of the company was in the late 19th century when Konrad Birkenstock started producing insoles. A significant development came in 1902 with the introduction of contoured arch support. This became the basis for the "Birkenstock System," an orthopedic principle focused on the idea of "Naturgewolltes Gehen" or natural walking. This design, mimicking the feel of walking on natural surfaces, has since been a consistent feature in Birkenstock's shoe-making approach.
Further reading: Two And a Half Centuries of Sandal-Making: Birkenstock is Going Public
Sandals and More
Known primarily for their signature sandals, the company has developed a range of footwear products over the decades. Their design is distinguished by a contoured footbed made from cork, latex, and jute which molds to the wearer's foot over time, offering a customized fit. Birkenstocks also incorporate high-quality materials, such as leather, suede, and synthetic uppers, to ensure durability. In addition to its iconic sandals, the brand has expanded its product line to include closed-toe shoes, boots, and other varieties.
A Worldwide Reach
Birkenstock merchandise is sold all over the world. Its shoes can be found in retail locations run by other companies, as well as in stores that are completely owned and operated by Birkenstock itself. The company operates its own online store and also sells through third-party channels such as Zalando, Nordstrom, and similar retailers.
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