Birkenstock gave an early glimpse at its fourth quarter earnings ahead of a meeting with analysts and investors at its Munich headquarters on Thursday. The German footwear maker reported that it expects fourth quarter revenues to total at least 520 million euros, growth of at least 14 percent on a reported basis and 18 percent in constant currency. More from WWD This would result in full year revenue of at least 2.09 billion euros, growth of 15.9 percent on a reported basis and 17.5 percent in constant c ...

来源：环球市场播报 德国的知名鞋履品牌勃肯（Birkenstock，BIRK）周四早盘下跌2%，此前该公司将2025年营收展望上调 至20.9亿欧元，并宣布以1800万欧元收购一家德国工厂。公司预计第四财季营收至少达5.2亿欧元，按报 告基准计算反映14%的增长。 ...

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Birkenstock Holding plc (NYSE: BIRK) shares traded higher on Thursday after the footwear maker reaffirmed its outlook and projected stronger-than-expected fiscal 2025 revenue. The upbeat guidance contrasts with the company’s third-quarter results, when it beat earnings expectations but missed revenue forecasts and still reaffirmed annual sales of $2.254 billion. Despite the revenue miss, analysts are maintaining an Outperform rating with a price forecast of $70, suggesting confidence in the company’s long ...

智通财经APP获悉，在凉鞋和木底鞋需求强劲的推动下，勃肯(BIRK.US)小幅上调了销售预期，并宣布 在德累斯顿附近筹建新工厂以提升产能。 这家德国鞋履制造商周四表示，截至本月的财年营收按固定汇率计算预计增长17.5%，较此前预测区间 上限17%有所提升。公司同时预计第四季度销售额至少达5.2亿欧元(约合6.11亿美元)，略高于分析师预 期。 面对鞋履行业关税上涨和供应链困局，首席执行官Oliver Reichert正借助品牌增长势头抢占市场份额。 勃肯几乎所有产品均在德国生产，目前已通过提价等措施应对这些挑战。 此外，勃肯还宣布以1800万欧元收购德累斯顿附近一处生产基地，作为扩产计划的重要一环。该笔交易 预计将于今年晚些时候完成，新基地有望在2027财年末投入运营。公司同时透露，目前正寻求在欧盟范 围内收购更多工厂的机会。 据悉，勃肯已于周四在慕尼黑总部与分析师及投资者举行会面，并计划于12月18日发布完整财年业绩。 尽管提及汇率波动带来的挑战，勃肯仍维持本财年利润率预期不变，预计调整后EBITDA增幅将在 31.3%-31.8%。 ...

German sandal maker Birkenstock on Thursday raised its expectations for fiscal year 2025 revenue, driven by demand for its clogs and shoes from affluent shoppers despite price hikes. ...

LONON, UK / ACCESS Newswire / September 25, 2025 / Birkenstock Holding plc, (together with its subsidiaries, "BIRKENSTOCK", the "Company" or "we", NYSE: BIRK) today announces that it expects its fiscal 2025 revenues will total at least €2.09 billion, ahead of its prior guidance. Additionally, the Company announces the acquisition of a production facility near Dresden, Germany for a net price of €18 million. ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in BIRK over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking ...

行业概述 - 行业由设计、采购和销售男女儿童服装、鞋类和配饰的公司组成 产品包括运动休闲鞋、时尚服装、运动装备和配饰 销售渠道包括品牌专卖店、网站、零售商店和在线平台 [4] 增长驱动因素 - 健康生活方式趋势推动运动服、鞋类和健康产品需求持续增长 行业通过产品创新、扩大运动休闲系列和全渠道策略抓住机遇 [1] - 运动休闲品牌受益于消费者对性能与时尚兼具产品的需求 该趋势预计持续至2025年 健康运动影响购买模式 多功能设计平衡性能、舒适与风格 [5] - 数字渠道是重要增长引擎 品牌通过网站、社交媒体和数字平台扩张 投资快速交付、供应链效率和全渠道体验以提升竞争力 [6] 成本与运营挑战 - 投入成本、物流费用和供应链中断持续挤压利润率 数字化和门店再投资推高SG&A支出 [2] - 商品价格通胀、运输成本上升和供应链瓶颈构成压力 营销支出和科技投入增加进一步推高费用 [7] - 宏观经济不确定性加剧挑战 包括汇率波动、地缘政治风险、贸易关税和税收政策变化 消费者信心疲软和劳动力市场紧张影响盈利能力 [2][7] 财务表现与估值 - 行业过去一年股价集体下跌6.4% 同期非必需消费品板块上涨28.1% 标普500指数上涨18.3% [12] - 行业当前前瞻市盈率为28.96倍 高于标普500的23.02倍和板块的20.24倍 过去五年市盈率区间为20.15-37.18倍 中位数为27.18倍 [13] 重点公司表现 - Skechers采用多品牌策略扩大产品组合 国际业务推动增长 2025年销售预期增长8.2% 过去30天EPS预期上调1.9% 过去一年股价下跌4.8% [17][18] - Wolverine通过品牌优化和成本削减提升效率 2025年销售和盈利预期分别增长6.5%和46.2% 过去一年股价飙升127.4% [19][22] - NIKE推行消费者直连加速策略 聚焦产品创新和全价数字销售 2026财年销售和盈利预期分别下降1.3%和21.8% 过去一年股价下跌5.3% [24][25] - Adidas受益于在线业务强劲表现和提价策略 2025年销售和盈利预期分别增长13.8%和86.5% 过去一年股价下跌14.2% [28][29] - Birkenstock通过高端设计和DTC渠道增长 2025财年销售和盈利预期分别增长26.9%和39.6% 过去30天EPS预期上调4.3% 过去一年股价微涨0.9% [32][33]

投资策略观点 - 美股市场接近历史高位后上涨势头日益脆弱 建议投资者关注美国以外更具吸引力的增长机会 [1] - 大型科技股估值过高 存在倍数过高的风险 [1] 分析师背景 - 分析师拥有华尔街科技公司覆盖及硅谷工作经验 曾为多家种子轮初创公司提供外部顾问服务 [1] - 对当前行业塑造性主题具有广泛接触 自2017年起持续为Seeking Alpha供稿 [1]