All companies
Birkenstock Holding plc. logo

What smart money is saying about Birkenstock Holding plc.United Kingdom flag

BIRK · Consumer Cyclical · Apparel - Footwear & Accessories · Market cap $7.79B

2 funds in our archive have pitched Birkenstock Holding plc. — most recently Baron Discovery Fund in September 2025.

Company profile

Birkenstock Holding plc manufactures and sells footwear products. It also offers sandals, shoes, closed-toe silhouettes, skincare products, and accessories. The company sells its products through e-commerce sites and a network of owned retail stores, as well as business-to-business channels. It operates in the United States, Brazil, Canada, Mexico, Europe, APMA, and internationally. Birkenstock Holding plc was founded in 1774 and is based in London, the United Kingdom. Birkenstock Holding plc is a subsidiary of BK LC Lux MidCo S.à r.l.

Fund coverage · 2 theses

  • Baron Discovery Fund
    September 2025

    Birkenstock is a globally recognized footwear brand with a rich history, experiencing significant growth and profitability under new management since 2009, and poised for continued expansion in revenue and geographic reach.

    Read the full thesis
  • Artisan US Small Cap Growth Strategy
    June 2025

    Birkenstock is a heritage footwear brand with a hybrid distribution model and supply-constrained strategy that supports sustainable growth, positioning it well for long-term revenue expansion despite recent market challenges.

    Read the full thesis

Read every full thesis on Birkenstock Holding plc.

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans