BIRK Earnings Prediction
The chart below shows how BIRK performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BIRK sees a -0.55% change in stock price 10 days leading up to the earnings, and a -2.17% change 10 days following the report. On the earnings day itself, the stock moves by -1.23%. This data can give you a slight idea of what to expect for the next quarter's release.
BIRK Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
455.76M
21.69%
-19.30%
Gross Margin
58.96%
-9.85%
-0.87%
Operating Margin
21.04%
459.57%
-25.57%
Net Margin
11.51%
252.45%
-12.93%
EPS
0.28
286.67%
-30.00%
No Data Available
BIRK Earnings Analysis
Birkenstock Holding plc Corporation (BIRK.N) Earnings Conference Call
Positive
Strong Fiscal Performance: We are proud to report a very strong fiscal 2024 results, which came in ahead of our expectations.
Consistent Revenue Growth: We delivered 22% revenue growth in constant currency, extending our decade-long track record of 20% plus compounded annual revenue growth.
EBITDA Margin Achievement: Our 2024 adjusted EBITDA margin was 30.8%, beating the high end of our expectations.
Closed-Toe Shoe Revenue Growth: In fiscal year 2024, revenue from closed-toe silhouette shoes grew at over twice the rate of the overall group and increased share of business to about 1/3.
APMEA Business Growth: Our APMEA business grew at 42%, nearly doubling the pace of the overall business.
Negative
Gross Profit Margin Decline: In fiscal year 2024, the gross profit margin decreased by 330 basis points compared to the previous year, indicating a decline in profitability.
EBITDA Margin Decline: The adjusted EBITDA margin for the full year was 30.8%, down 160 basis points year-over-year, reflecting increased costs and operational challenges.
Rising Operational Costs: Selling and distribution expenses represented 28.1% of revenue for the full year, up from 29.8% in fiscal year 2023, indicating rising operational costs.
Net Leverage Ratio Analysis: The company reported a net leverage ratio of 1.8x as of September 30, 2024, below the stated target of 2.0x, suggesting increased debt levels relative to earnings.
Inventory Management Challenges: The inventory to sales ratio decreased to 35%, down from 40% in fiscal year 2023, indicating potential issues with inventory management and sales performance.
BIRK FAQs
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BIRK Earning Call Sentiment
Birkenstock Holding plc (BIRK) Q4 2024 Earnings Call Transcript
1.0x
00:00
00:00
BIRK.N
0.75%Positive
Birkenstock's earnings call highlights strong financial performance with 22% revenue growth and improved EBITDA, despite some margin decline due to expansion. The company maintains optimistic guidance and strategic growth plans, including market penetration in APMA and expansion in the closed-toe category. The Q&A section supports positive sentiment with balanced growth expectations and strong momentum in specific segments. The focus on debt reduction and shareholder value further enhances the outlook. Despite competitive pressures and regulatory challenges, the overall sentiment is positive, likely leading to a stock price increase of 2% to 8%.
