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Donna Telsey

Research Analyst at Telsey Advisory Group

No professional profile for Donna Telsey at Telsey Advisory Group could be identified from available sources. Extensive searches, including for her LinkedIn profile, yielded no matching results for an analyst named Donna Telsey; instead, all relevant information pertains to Dana Telsey, who serves as CEO and Chief Research Officer at the firm. Dana Telsey specializes in consumer and retail sectors, covering over 150 companies including apparel manufacturers, consumer electronics retailers, cosmetics firms, department stores, footwear companies, luxury goods providers, restaurants, and supermarkets, with notable performance including rankings as the Number One Specialty Stores and Broadlines & Department Stores analyst by Institutional Investor, a 2016 Thomson Reuters award for top stock picker in multiline retail, and a track record of high success over her 35-year career. She founded Telsey Advisory Group in 2006 after serving as Senior Managing Director at Bear Stearns from 1994-2006, Retail Analyst at C.J. Lawrence, and Vice President at Baron Capital; her credentials include leading a woman-owned firm recognized by Traders Magazine and multiple state certifications.

Donna Telsey's questions to Birkenstock Holding (BIRK) leadership

Question · Q4 2025

Donna Telsey from Telsey Advisory Group asked about the performance differences between e-commerce and physical stores within the D2C channel, the regional strategy and size for the 40 new stores planned in 2026, and the approach to price increases for 2026 across product categories. She also sought an update on the Americas region.

Answer

President of EMEA Nico Bouyakhf stated that retail is outpacing digital growth, with 40 new stores planned for 2026 in key cities (e.g., Milan, Mumbai, Singapore), typically 100-150 sq m, performing well with higher average transaction values. Digital growth is strong in underdeveloped markets and expansionary categories. CFO Ivica Krolo explained that pricing is reviewed season-by-season, style-by-style, based on input costs to pass inflationary pressures. CEO Oliver Reichert confirmed a very strong holiday season in the Americas.

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