BIRK Birkenstock (BIRK) Q3 FY26 earnings call
Birkenstock delivered a strong Q3 FY26, marked by accelerated direct-to-consumer growth, particularly in owned retail and digital channels, and robust performance in APAC, especially China. The company raised its full-year revenue and adjusted EBITDA guidance, reflecting confidence in brand strength and strategic investments. Despite headwinds from FX, tariffs, and increased logistics costs, underlying profitability improved, and the company continued to return capital to shareholders while maintaining a disciplined approach to distribution and pricing.
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BIRK operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | This call Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| New stores opened | 5We opened 5 new owned retail doors, bringing the total globally to 111.Source: earnings call transcript | 13We added 13 new owned stores, bringing our total to 124.Source: earnings call transcript | +160% |
| Stores | 111We opened 5 new owned retail doors, bringing the total globally to 111.Source: earnings call transcript | 124We added 13 new owned stores, bringing our total to 124.Source: earnings call transcript | +11.7% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.