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Dec 18, 2025 8:00 AM

Birkenstock Stretches To Meet Demand, But Tariffs, Currency Leave A Sore Spot

Footwear giant Birkenstock Holding plc (NYSE:BIRK) stock fell Thursday as investors weighed a stepped-up capacity investment plan alongside mounting pressure from U.S. tariffs.

Management stated that it is expanding production to meet demand, but warned that currency fluctuations and incremental tariffs are expected to impact profitability.

The brand, known for comfort-focused, timeless designs, reported fourth-quarter adjusted earnings per share of 60 cents, beating the analyst consensus estimate of 40 cents.

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Quarterly sales of $615.404 million (+15% year over year) outpaced the Street view of $606.670 million.

Revenue rose double digits across all segments: Americas up 11% (18% constant currency) and EMEA up 16% (17% constant currency). APAC led with 33% growth (38% on a constant currency ...