Birkenstock Lifts FY26 Revenue Growth Forecast to 15% on Strong Full-Price Demand
BIRK sits 22% above its 52-week low of $31.12.
Summary
Birkenstock raised its fiscal 2026 constant-currency revenue growth forecast to 15%, up from a prior 13-15% range, citing resilient full-price demand from affluent shoppers. The company reported fiscal third quarter 2026 results with 15% constant F/X revenue growth led by DTC. Adjusted EBITDA is expected to be at least EUR 710 million for fiscal 2026. The company has been active in capital returns, with a $250M ASR and a new $500M buyback authorization funded by a €900M notes offering earlier this year. The raised forecast follows a period of investor skepticism about luxury positioning, making this a notable reaffirmation of growth.
At the time of this announcement, BIRK was trading at $38.10 on NYSE in the Trade & Services sector, with a market capitalization of approximately $6.8B. The 52-week trading range was $31.12 to $53.53. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Reuters.