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Stock impact report

Birkenstock Holding: Investors To Stay Patient (Reiterate Buy) [Seeking Alpha]

Birkenstock Holding plc Ordinary Shares (BIRK) 
Company Research Source: Seeking Alpha
Production bottlenecks, especially for higher-margin closed-toe styles, are temporary; new capacity in Pasewalk and Portugal should unlock growth by 2027. BIRK's closed-toe expansion diversifies revenue, enhances pricing power, and positions the brand for year-round demand, structurally improving growth quality. At ~16–17x forward earnings, BIRK is undervalued given double-digit growth and 30% EBITDA margins; re-rating is likely as supply issues resolve. Robert Way/iStock Editorial via Getty Images Investment Overview I wrote about Birkenstock Holding ( BIRK ) previously with a buy rating, as the fundamentals were solid. The business is seeing broad-based strength, solid DTC, and demand momentum. The core demand story has not weakened, but growth This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this a Show less Read more
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