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Intro Capital and Legal Structure - 18 Feb 25

Business Description - 18 Feb 2025

Tariffs - 18 Feb 25

Model - 18 Feb 25

Investment Discussion - 18 Feb 25

SARRIA News -INTU
Birkenstock - comment
Aengus McMahon
Birkenstock - comment
Aengus McMahon

Q1 was a strong quarter, but management maintained guidance for FY2025 due to macroeconomic uncertainty (including tariffs). We expect little change in the

Aengus McMahon
Birkenstock - videos
Martha Felix
Birkenstock - videos
Martha Felix

Birkenstock videos are available on the website, here.

Martha Felix
Birkenstock Holding PLC - Walking into the future.
Aengus McMahon
Birkenstock Holding PLC - Walking into the future.
Aengus McMahon

Please find our new analysis here. 

Several clients have asked us about Birkenstock. With a YTW of 4.6%, this is not a name in our universe, and we do not expect it to come our way. The equity market values

Aengus McMahon