Williams Trading analyst Sam Poser maintained a Buy rating on Birkenstock Holding plc today and set a price target of $73.00.
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Sam Poser has given his Buy rating due to a combination of factors that highlight Birkenstock Holding plc’s strong market position and financial performance. The company has demonstrated robust demand that consistently exceeds supply, leading to a notable margin increase in the third quarter of 2025 despite facing foreign exchange and tariff challenges. Specifically, Birkenstock’s gross margin improved by 100 basis points, surpassing consensus estimates, and its EBITDA margin exceeded expectations by 90 basis points, showcasing its operational efficiency.
Moreover, Birkenstock is experiencing significant traction among younger consumers, particularly those who typically favor sneakers and shop at multi-branded stores. This has resulted in a substantial increase in sell-through rates and double-digit growth in unit sales at key retail accounts. Retailers such as Journeys, Dick’s Sporting Goods, and others are seeing high turnover of Birkenstock products and are requesting more inventory, which the company strategically limits to maintain demand and margins. These factors collectively underpin Sam Poser’s confidence in Birkenstock’s continued growth and justify the Buy rating.
Poser covers the Consumer Cyclical sector, focusing on stocks such as Deckers Outdoor, Boot Barn, and VF. According to TipRanks, Poser has an average return of 17.0% and a 51.83% success rate on recommended stocks.