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Positive Growth and Strategic Opportunities Drive Buy Rating for Birkenstock Holding plc

Positive Growth and Strategic Opportunities Drive Buy Rating for Birkenstock Holding plc

Birkenstock Holding plc (BIRKResearch Report), the Consumer Cyclical sector company, was revisited by a Wall Street analyst today. Analyst Paul Lejuez from Citi maintained a Buy rating on the stock and has a $65.00 price target.

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Paul Lejuez has given his Buy rating due to a combination of factors suggesting positive growth for Birkenstock Holding plc. The company is anticipated to slightly surpass earnings expectations for the first quarter of 2025, driven by robust sales and reduced selling, general, and administrative expenses. Despite some temporary cost and channel mix challenges, the market appears to understand these headwinds, which are expected to be offset by pricing strategies.
Furthermore, the management’s guidance for fiscal year 2025 sales growth remains strong at 15-17%, with an EBITDA margin target of around 30.8-31.3%. The brand’s strong demand, especially for full-priced products, supports its solid market position. The potential long-term benefits from the Pasewalk facility ramp-up are not fully appreciated by the market, providing a growth opportunity. These factors contribute to the recommendation, with a target price maintained at $65, implying a favorable valuation for investors.

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