Value Investing with Sven Carlin, Ph.D.Published 2026-08-28
“ONON, LULU, NIKE, DECK, BIRK, ANTA Sector Analysis”
$BIRKBearish
BIRK faces deteriorating quality and stagnant profits post-PE takeover, leading to a negative outlook.
And even Michael Bur has added something that you didn't comment that he bought Birkenstock. That's the stock we need to discuss with a significant portfolio position.
Now Birkenstock holding went public a few years ago the hairs of the Birkenstock holding bought a hotel in Split 10 years ago. That's in my country Croatia. Then they sold the company. So the owners left.