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Birkenstock Holding plc (BIRK): A Bull Case Theory

We came across a bullish thesis on Birkenstock Holding plc on r/Valueinvesting’s Substack by u/raytoei. In this article, we will summarize the bulls’ thesis on BIRK. Birkenstock Holding plc's share was trading at $42.69 as of January 13th. BIRK’s trailing and forward P/E were 19.57 and 17.92, respectively according to Yahoo Finance.

Birkenstock has recently faced a stock pullback following weaker than expected forward guidance, despite the brand’s demand remaining intact. The company, listed as BIRK in New York and 7PV in Frankfurt, has an unusual governance dynamic, with...