$BIRK

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (6m)

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Win rate (6m)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:59 PM ET

$BIRKDDbullish

u/Yory_Alsik · 29d ago1 prior · awaiting results

$BIRK May 13th Earnings DD: The Triple Tariff Catalyst. Why Illegal Taxes and Refund Claims make this a $55+ Stock.

Tariffs on Birkenstock imports have been ruled illegal (IEEPA and Section 122), reducing the effective tariff rate from ~30% to 8-10%. May 13th earnings will be the first opportunity for management to revise prior guidance that baked in 100bps of tariff headwind. A shift from value to growth narrative, combined with refund claims and favorable manufacturing geography, should reprice the stock from $39-40 to $55+.

At post $37.95Now $43.95+15.8% since postedas of Jun 10, 4:59 PM ET

1d-12.9%

3d-17.8%

1w-14.4%

1m—

3m—

6m—

1y—

original post →

$BIRKYOLObullish

u/Yory_Alsik · 50d ago1 prior · awaiting results

White girls gave up lattes and leggings but will NEVER give up their Birkenstocks ($BIRK YOLO + DD inside)

Birkenstock is a sticky, growing luxury brand with attractive valuation (14x forward P/E, 0.9 PEG) after being beat down by tariffs and FX headwinds. Tariff pressures are easing with potential refunds coming before May 13th earnings, guidance revision likely, and high short float (25%) creates additional upside catalyst for shares to reach $60+.

At post $41.73Now $43.95+5.3% since postedas of Jun 10, 4:59 PM ET

1d-1.9%

3d-5.6%

1w-6.3%

1m-4.9%

3m—

6m—

1y—

original post →

End of results.