Core Insights - The company achieved the highest quarterly revenue in its history, with a 19% revenue growth in constant currency, driven by strong demand across all segments and channels [5][20][27] - The B2B business grew by 23%, while the D2C business saw a 14% increase, indicating a robust performance compared to peers [6][21] - The company maintains a disciplined distribution model to keep supply under demand, ensuring healthy margins and reducing risk [7][8][27] Financial Performance - Third quarter fiscal 2024 revenue was EUR 565 million, reflecting a 19% growth year-over-year on a constant currency basis [20] - Adjusted EBITDA for the quarter reached EUR 186 million, marking a 15% increase from the previous year, with an adjusted EBITDA margin of 33% [22][23] - Gross profit margin was 59.5%, down 220 basis points year-over-year, primarily due to a shift in sales mix from DTC to B2B [21] Market Trends - There is a noticeable shift towards in-person shopping, benefiting the B2B business, which accounted for over 90% of growth from existing retail partners [6][11] - Closed-toe silhouettes, including clogs, have seen significant sales growth, with revenue share increasing by 400 basis points year-over-year [9] - The company continues to expand its retail footprint, adding seven new stores in the third quarter, bringing the total to 64 [8][12] Regional Performance - In the Americas, revenue grew by 15%, with B2B channels particularly strong, especially in department stores [10][14] - Europe also saw a 19% growth, with strong performance in countries where the company replaced distributors with its own distribution [13][15] - The APMA region experienced a remarkable 41% revenue growth, driven by both DTC and B2B channels [16][18] Consumer Engagement - The membership program grew by 36% year-over-year, with members spending over 25% more per transaction than non-members [8] - The company is focusing on educating consumers about the Birkenstock footbed, enhancing brand awareness and market share [28] - Full price realization remained strong at 95%, indicating effective pricing strategies and consumer demand [10][34]

Table of Contents As filed with the Securities and Exchange Commission on September 15, 2023. Registration No. 333-274483 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Birkenstock Holding Limited* Not Applicable (Translation of Registrant's name into English) Jersey 3140 Not Applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Num ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Birkenstock Holding Limited* (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) Table of Contents As filed with the Securities and Exchange Commission on September 12, 2023 Registration No. 333- 1-2 Berkeley Square London W1J 6EA United Kingdom +44 1534 835600 (Address, including zip code, and telephone num ...