The secondary offering raised $950m for LVMH, whilst reducing its shareholding from 72% to 62%. The $52.50 price per share is
Read More
Q2 results were ahead of our expectations. Improved cost absorption at Birkenstock’s new plant and rising volumes pushed gross margin up by
Read MoreOpening retail stores to capture more of the margin on shoes is logical. Nevertheless, virtually all of Birkenstock’s production is in
Read MoreAs tariffs continue to influence market dynamics, we've taken a comprehensive look across our coverage to highlight the names most likely to be affected. For full transparency, we've also included those that remain unaffected—it's just as important to understand where the impact isn't being felt.
The idea here is
Read MoreWith a price point of nearly €60, Birkenstock is inevitably going to attract cheaper competition. Birkenstock is aggressively trying to prevent
Read More
Q1 was a strong quarter, but management maintained guidance for FY2025 due to macroeconomic uncertainty (including tariffs). We expect little change in the
Read More
