业绩总结 - FY 23的总收入为6.21亿欧元，同比增长20%[22] - FY 23的调整EBITDA利润率为32.4%[22] - H1 FY 24的总收入为4.58亿欧元，同比增长24%[24] - H1 FY 24的调整EBITDA利润率为31.1%[24] - FY 24上半年总收入为784百万欧元，同比增长22%[54] - FY 24上半年净利润为64百万欧元，同比增长60%[51] - FY 24上半年每股收益为0.34欧元，同比增长54.5%[51] - 2023财年第二季度净利润为6400万欧元，较2022财年的4000万欧元增长60%[66] - 2023财年第二季度的基本和稀释每股收益（EPS）为0.34欧元，较2022财年的0.22欧元增长54.5%[68] 用户数据 - 欧洲市场的收入为9,000万欧元，同比增长20%[27] - APMA市场的收入为4.35亿欧元，同比增长25%[27] - 美洲市场的收入为2.56亿欧元，同比增长46%[27] - DTC渠道的收入为2.78亿欧元，同比增长31%[27] - FY 24上半年DTC收入为278百万欧元，同比增长27%[54] - FY 24上半年B2B收入为503百万欧元，同比增长19%[54] 财务数据 - FY 23的毛利率为62.1%[22] - H1 FY 24的毛利率为58.2%[24] - FY 24上半年毛利润为456百万欧元，同比增长17%[51] - 2023财年第二季度的收入税费用为5500万欧元，较2022财年的6300万欧元下降约12.7%[66] - 2023财年第二季度的融资成本净额为6300万欧元，较2022财年的10700万欧元下降约41.1%[65] - 2023财年第二季度的折旧和摊销费用为4100万欧元，较2022财年的4700万欧元下降约12.8%[65] - 2023财年第二季度的外汇损益为4800万欧元，较2022财年的1700万欧元增长182.4%[66] 未来展望与投资 - FY 22-24期间，资本投资约为1.8亿欧元，预计将推动产能提升[48] - FY 24上半年现金及现金等价物为176百万欧元[53] 负面信息 - 调整后的净利润为9400万欧元，较2022财年的1.02亿欧元下降约19.6%[68] - 调整后的每股收益（Adjusted EPS）为0.50欧元，较2022财年的0.56欧元下降约10.7%[68] - 调整后的EBITDA为4830万欧元，调整后EBITDA利润率为35.0%[65]

市场波动与投资者信心 - 近期市场波动接近年内高点 引发投资者对"美国例外主义交易"信心减弱的担忧 [1] - 欧洲股市今年以美元计价上涨超过20% [1] 分析师背景 - Gary Alexander拥有华尔街科技公司分析及硅谷工作经验 并担任多家种子轮初创公司外部顾问 [1] - 自2017年起定期在Seeking Alpha发表文章 观点被多家网络媒体引用并同步至Robinhood等交易应用 [1]

Shares of Birkenstock (BIRK) have gained 4.1% over the past four weeks to close the last trading session at $54.76, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $68.88 indicates a potential upside of 25.8%.The average comprises 17 short-term price targets ranging from a low of $57 to a high of $81, with a standard deviation of $7.34. While the lowest estimate indicates an inc ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, May 30th:Marex Group PLC (MRX) : This company which provide diversified global financial services platform, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 7% over the last 60 days.Marex Group's shares gained 18.4% over the last three month compared with the S&P 500’s decline of 0.8%. The company possesses a Momentum Score of A.Birkenst ...

投资观点 - 对Birkenstock Holding (NYSE: BIRK) 给予买入评级 因估值降至具有吸引力的水平 风险回报比具有吸引力 [1] - 2Q25业绩验证了此前的投资观点 [1] 投资方法 - 投资背景涵盖多种方法 包括基本面投资（自下而上等）、技术投资（历史图表分析）以及一定程度上的动量投资（财报后股价反应等） [1] - 多年来结合各种方法的优点完善投资流程 [1] 写作目的 - 使用SeekingAlpha平台作为投资想法表现的跟踪器 [1] - 与具有相同投资兴趣的志同道合投资者建立联系 [1]

Shares of Birkenstock (BIRK) have gained 9.6% over the past four weeks to close the last trading session at $55.05, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $68.88 indicates a potential upside of 25.1%.The average comprises 17 short-term price targets ranging from a low of $57 to a high of $81, with a standard deviation of $7.34. While the lowest estimate indicates an inc ...

中国最大运动鞋服零售商滔搏（Topsports）在截至2025年2月28日止的2024/25财年内，实现 营收270亿元，净利润12.8亿元。报告期内，滔搏的品牌合作矩阵持续拓宽，合作品牌数量 已超20个。不久前，滔搏达成了与北欧高端户外品牌Norrøna和顶尖跑步品牌soar在中国市场 的独家运营合作，进一步拓展高端垂类赛道。始祖鸟母公司亚玛芬体育及高端功能性服饰品 牌加拿大鹅也在近日发布财报，中国市场持续成为高端户外品牌增长引擎。 面对整体消费市场波动，滔搏持续进行渠道调整，期内门店数量从上年度的6144家缩减至5020家。新开 门店重点聚焦主力品牌旗舰店与专业垂类品牌的布局升级，强化消费者全旅程零售服务体验。据悉，该 集团还积极探索门店体验创新，打造多种沉浸式零售空间，包括adidas HALO概念店、FUTURE OF STYLE概念店、JORDAN WORLD OF FLIGHT店，注重跑步体验的HOKA零售店，以及KAILAS登山概 念店等，尝试将门店打造为城市文化与运动生活方式的交汇场域。 线上方面，滔搏的小程序店铺数约2300家，店铺直播账号突破500个，公司在全国范围内运营的私域社 群数量突 ...

When companies deliver earnings that exceed expectations, Wall Street often takes swift action—and that's exactly what happened with three standout stocks in recent weeks. Their results didn't just beat on revenue and profits; they also delivered guidance and underlying performance metrics that reinforced investor confidence. Birkenstock Stock Forecast Today 12-Month Stock Price Forecast: $67.19 19.83% Upside Moderate Buy Based on 17 Analyst Ratings Current Price $56.07 High Forecast $76.00 Average Forecast ...

Birkenstock Holding plc BIRK reported better-than-expected second-quarter earnings on Thursday.Revenue grew 19% year over year (Y/Y) on a reported and 18% Y/Y on a constant currency basis to 574 million euros. Revenue growth was driven by double-digit unit growth and mid-single-digit growth in Average Selling Price (ASP).Adjusted EPS stood at 0.55 euro, up 34% Y/Y, in the quarter. In U.S. dollars, revenue of $603.62 million beat the street view of $567.17 million, and adjusted EPS of 58 cents exceeded the c ...

Birkenstock Holding plc (NYSE: BIRK ) recently reported Q2 numbers , which beat estimates on top and bottom lines, as well as raising guidance for the rest of the year. It seems that the company’s brandMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclos ...