Birkenstock's Resilience to Tariffs: A High-Growth Opportunity

Birkenstock Holding plc is rated a Buy with a 23% upside potential for the next 12 months. The rating is based on a high-growth thesis combined with a reasonable valuation. The company has been gaining market share while being resilient to tariffs.

Birkenstock Holding plc (NYSE: BIRK), a leading manufacturer of footwear and accessories, has been receiving positive analyst ratings, with a consensus rating of "Buy" and an average price target of $68.83 for the next 12 months 6 Analysts Share Their Views - Birkenstock Holding ...^[2]. The rating is based on a high-growth thesis combined with a reasonable valuation, according to analysts. The company has demonstrated resilience to tariffs and has been gaining market share, which has contributed to its positive outlook.

Analysts have provided varying ratings for Birkenstock Holding over the past three months, with a mix of bullish and bearish sentiments. While some analysts have maintained their "Outperform" and "Buy" ratings, others have lowered their ratings or maintained their previous positions 6 Analysts Share Their Views - Birkenstock Holding ...^[2]. The most recent analyst actions indicate a slight negative shift in sentiment, with the average price target decreasing by 3.29% 6 Analysts Share Their Views - Birkenstock Holding ...^[2].

Birkenstock Holding's financial performance has been strong, with a notable revenue growth rate of 12.45% as of 30 June, 2025, and a net margin of 20.35%. The company's return on equity (ROE) and return on assets (ROA) also exceed industry averages, indicating efficient cost management and strong financial health. Additionally, Birkenstock Holding's debt-to-equity ratio of 0.51 suggests a prudent financial strategy Birkenstock: Gaining Market Share While Resilient To Tariffs^[1].

Despite the recent decrease in analyst price targets, the overall sentiment remains positive, with a 23% upside potential for the next 12 months. Investors should stay informed about Birkenstock Holding's analyst ratings and financial performance to make strategic decisions.