Birks (BGI)
Market Price (7/26/2026): $0.5395 | Market Cap: $6.1 MilSector: Consumer Discretionary | Industry: Apparel, Accessories & Luxury Goods
Birks (BGI)
Market Price (7/26/2026): $0.5395Market Cap: $6.1 MilSector: Consumer DiscretionaryIndustry: Apparel, Accessories & Luxury Goods
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Luxury Consumer Goods, Experiential Retail, Show more. | Weak multi-year price returns2Y Excs Rtn is -115%, 3Y Excs Rtn is -151% | Penny stockMkt Price is 0.5 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.6 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.7% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 2808% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.3%, Rev Chg QQuarterly Revenue Change % is -4.7% Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.0% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -1296% Key risksBGI key risks include [1] high financial leverage and liquidity challenges that threaten its continued listing on the NYSE American, Show more. |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Luxury Consumer Goods, Experiential Retail, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -115%, 3Y Excs Rtn is -151% |
| Penny stockMkt Price is 0.5 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.6 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.7% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 2808% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.3%, Rev Chg QQuarterly Revenue Change % is -4.7% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.0% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -1296% |
| Key risksBGI key risks include [1] high financial leverage and liquidity challenges that threaten its continued listing on the NYSE American, Show more. |
Qualitative Assessment
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Birks (BGI) stock has lost about 25% since 3/31/2026 because of the following key factors:
1. Persistent Financial Weakness and High Leverage: Despite reporting a 15.5% increase in net sales to C$205.4 million for fiscal year 2026 (ended March 28, 2026), and narrowing its net loss to C$3.4 million from C$12.8 million in fiscal year 2025, Birks Group continues to face significant financial health concerns. The company holds a low financial strength rating of 2/10 and has negative equity of -C$21 million. Furthermore, Birks Group recorded a substantial net debt position of -C$118.38 million as of July 23, 2026, highlighting considerable leverage.
2. Critical Liquidity and Cash Flow Deficiencies: Birks Group's liquidity position is weak, evidenced by only C$1.05 million in cash and a current ratio of 0.88, alongside a quick ratio of 0.04. These metrics indicate potential challenges in meeting short-term financial obligations. The company also faces a constrained cash runway, with less than one year of available funds based on a negative free cash flow trend of -C$6.7 million.
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Birks (BGI) stock has lost about 25% since 3/31/2026 because of the following key factors:
1. Persistent Financial Weakness and High Leverage: Despite reporting a 15.5% increase in net sales to C$205.4 million for fiscal year 2026 (ended March 28, 2026), and narrowing its net loss to C$3.4 million from C$12.8 million in fiscal year 2025, Birks Group continues to face significant financial health concerns. The company holds a low financial strength rating of 2/10 and has negative equity of -C$21 million. Furthermore, Birks Group recorded a substantial net debt position of -C$118.38 million as of July 23, 2026, highlighting considerable leverage.
2. Critical Liquidity and Cash Flow Deficiencies: Birks Group's liquidity position is weak, evidenced by only C$1.05 million in cash and a current ratio of 0.88, alongside a quick ratio of 0.04. These metrics indicate potential challenges in meeting short-term financial obligations. The company also faces a constrained cash runway, with less than one year of available funds based on a negative free cash flow trend of -C$6.7 million.
3. High Volatility and Small Market Capitalization Contributing to Investor Caution: The stock's performance was influenced by its high volatility, with its share price moving 11% a week over the past three months. This instability, coupled with a relatively small market capitalization of approximately C$11.2 million (US$11.2 million) as of July 22, 2026, makes Birks Group a higher-risk investment. Additionally, the company is facing a NYSE compliance deadline, which may further contribute to investor uncertainty.
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Stock Movement Drivers
Fundamental Drivers
The -24.8% change in BGI stock from 3/31/2026 to 7/25/2026 was primarily driven by a -24.8% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 7252026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.69 | 0.52 | -24.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 318 | 318 | 0.0% |
| P/S Multiple | 0.0 | 0.0 | -24.8% |
| Shares Outstanding (Mil) | 11 | 11 | 0.0% |
| Cumulative Contribution | -24.8% |
Market Drivers
3/31/2026 to 7/25/2026| Return | Correlation | |
|---|---|---|
| BGI | -24.8% | |
| Market (SPY) | 13.6% | 15.2% |
| Sector (XLY) | 0.4% | 12.2% |
Fundamental Drivers
The -42.6% change in BGI stock from 12/31/2025 to 7/25/2026 was primarily driven by a -42.6% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 7252026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.90 | 0.52 | -42.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 318 | 318 | 0.0% |
| P/S Multiple | 0.0 | 0.0 | -42.6% |
| Shares Outstanding (Mil) | 11 | 11 | 0.0% |
| Cumulative Contribution | -42.6% |
Market Drivers
12/31/2025 to 7/25/2026| Return | Correlation | |
|---|---|---|
| BGI | -42.6% | |
| Market (SPY) | 8.7% | 14.5% |
| Sector (XLY) | -8.2% | 16.3% |
Fundamental Drivers
The -43.9% change in BGI stock from 6/30/2025 to 7/25/2026 was primarily driven by a -43.9% change in the company's P/S Multiple.| (LTM values as of) | 6302025 | 7252026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.92 | 0.52 | -43.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 318 | 318 | 0.0% |
| P/S Multiple | 0.0 | 0.0 | -43.9% |
| Shares Outstanding (Mil) | 11 | 11 | 0.0% |
| Cumulative Contribution | -43.9% |
Market Drivers
6/30/2025 to 7/25/2026| Return | Correlation | |
|---|---|---|
| BGI | -43.9% | |
| Market (SPY) | 20.6% | 10.4% |
| Sector (XLY) | 1.3% | 15.3% |
Fundamental Drivers
The -90.3% change in BGI stock from 6/30/2023 to 7/25/2026 was primarily driven by a -90.3% change in the company's P/S Multiple.| (LTM values as of) | 6302023 | 7252026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.30 | 0.52 | -90.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 318 | 318 | 0.0% |
| P/S Multiple | 0.2 | 0.0 | -90.3% |
| Shares Outstanding (Mil) | 11 | 11 | 0.0% |
| Cumulative Contribution | -90.3% |
Market Drivers
6/30/2023 to 7/25/2026| Return | Correlation | |
|---|---|---|
| BGI | -90.3% | |
| Market (SPY) | 72.6% | 17.8% |
| Sector (XLY) | 31.8% | 20.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BGI Return | 465% | 64% | -41% | -66% | -44% | -38% | -35% |
| Peers Return | 94% | -17% | -3% | 2% | 57% | 37% | 243% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| BGI Win Rate | 67% | 50% | 58% | 25% | 42% | 14% | |
| Peers Win Rate | 58% | 46% | 50% | 44% | 56% | 57% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| BGI Max Drawdown | -67% | -16% | -69% | -68% | -67% | -50% | |
| Peers Max Drawdown | -38% | -50% | -50% | -34% | -41% | -24% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SIG, MOV, ELA, FOSL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/24/2026 (YTD)
How Low Can It Go
| Event | BGI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -30.5% | -18.8% |
| % Gain to Breakeven | 43.9% | 23.1% |
| Time to Breakeven | 98 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -25.7% | -9.5% |
| % Gain to Breakeven | 34.6% | 10.5% |
| Time to Breakeven | 43 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -59.6% | -33.7% |
| % Gain to Breakeven | 147.3% | 50.9% |
| Time to Breakeven | 83 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -32.2% | -19.2% |
| % Gain to Breakeven | 47.4% | 23.8% |
| Time to Breakeven | 559 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -44.8% | -3.7% |
| % Gain to Breakeven | 81.2% | 3.9% |
| Time to Breakeven | 54 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -78.8% | -12.2% |
| % Gain to Breakeven | 371.5% | 13.9% |
| Time to Breakeven | 126 days | 62 days |
In The Past
Birks's stock fell -30.5% during the 2025 US Tariff Shock. Such a loss loss requires a 43.9% gain to breakeven.
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| Event | BGI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -30.5% | -18.8% |
| % Gain to Breakeven | 43.9% | 23.1% |
| Time to Breakeven | 98 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -25.7% | -9.5% |
| % Gain to Breakeven | 34.6% | 10.5% |
| Time to Breakeven | 43 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -59.6% | -33.7% |
| % Gain to Breakeven | 147.3% | 50.9% |
| Time to Breakeven | 83 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -32.2% | -19.2% |
| % Gain to Breakeven | 47.4% | 23.8% |
| Time to Breakeven | 559 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -44.8% | -3.7% |
| % Gain to Breakeven | 81.2% | 3.9% |
| Time to Breakeven | 54 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -78.8% | -12.2% |
| % Gain to Breakeven | 371.5% | 13.9% |
| Time to Breakeven | 126 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -77.2% | -6.8% |
| % Gain to Breakeven | 338.5% | 7.3% |
| Time to Breakeven | 147 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -30.3% | -17.9% |
| % Gain to Breakeven | 43.5% | 21.8% |
| Time to Breakeven | 45 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -96.7% | -53.4% |
| % Gain to Breakeven | 2948.0% | 114.4% |
| Time to Breakeven | 4621 days | 1085 days |
In The Past
Birks's stock fell -30.5% during the 2025 US Tariff Shock. Such a loss loss requires a 43.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Birks (BGI)
Birks Group Inc. (BGI) is a Canadian-headquartered company that operates within the luxury retail sector, specializing in the design, development, manufacturing, and retailing of high-end products. Its core offerings include a diverse range of fine jewelry, luxury timepieces, sterling and plated silverware, and gifts. The company's extensive jewelry selection encompasses designer pieces, diamonds, a variety of gemstone and precious metal jewelry such as rings, wedding bands, earrings, bracelets, necklaces, charms, and pearls.
The company primarily serves its customers through a network of physical retail locations and e-commerce platforms. In Canada, Birks Group operates 26 stores under its flagship Maison Birks brand across various metropolitan markets. Additionally, it maintains a Brinkhaus store in Calgary and manages two luxury brand boutiques for Graff and Patek Philippe in Vancouver. Beyond its proprietary Canadian retail presence, Birks Group also engages in the retail and wholesale of fine jewelry collections through partnerships with Mappin & Webb and Goldsmiths stores, extending its reach.
Birks Group targets consumers seeking premium and luxury goods, evident from its product portfolio and the high-end brands it represents. Its retail strategy also includes a robust e-commerce presence, alongside a gold exchange business. Founded in 1879, Birks Group has a long-standing history in the luxury market, serving discerning customers primarily in Canada and through broader distribution channels.
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Here are 1-3 brief analogies to describe Birks (BGI):
- The Tiffany & Co. of Canada.
- Canada's luxury jeweler, akin to a regional Cartier.
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- Fine Jewelry: A wide range of high-end jewelry items including designer pieces, diamonds, gemstones, precious metal jewelry, rings, wedding bands, earrings, bracelets, necklaces, charms, and pearls.
- Timepieces: Luxury watches and clocks offered to customers.
- Sterling and Plated Silverware: High-quality silverware, both sterling and plated, for various uses.
- Gifts: A selection of upscale gift items.
- Gold Exchange Business: A service allowing customers to exchange gold for value.
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Birks Group Inc. (BGI) primarily sells its products to individual consumers through its network of retail stores and e-commerce platforms. Based on the description of its high-end merchandise, including fine jewelry, luxury timepieces, and designer items, Birks serves the following categories of customers:
- Luxury Consumers: Individuals with high disposable income seeking premium, high-quality, and branded fine jewelry, luxury timepieces, and exclusive gifts for personal indulgence, status, or as investments.
- Customers Purchasing for Special Occasions: Individuals acquiring significant items such as engagement rings, wedding bands, anniversary gifts, birthday presents, or graduation gifts, where the product's value, symbolism, and lasting quality are paramount.
- Fashion and Style Conscious Individuals: Consumers who view fine jewelry and timepieces as essential components of their personal style, seeking out designer pieces or classic items to complement their wardrobe and aesthetic.
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Graff Diamonds
Patek Philippe SA
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Niccolò Rossi di Montelera, Interim CEO and Executive Chairman of the Board
Niccolò Rossi di Montelera was appointed Interim CEO effective August 29, 2025, in addition to his role as Executive Chairman of the Board. He was elected to the company's Board of Directors in September 2010 and served as Vice-Chairman of the Board from June 2015 until his appointment as Executive Chairman in January 2017.
Davide Barberis Canonico, Interim President and Chief Operating Officer
Davide Barberis Canonico was appointed Interim President and Chief Operating Officer, effective August 29, 2025. A member of the company's Board of Directors for 12 years, he assumes day-to-day leadership responsibilities and has extensive leadership experience, having held CEO roles at several other companies.
Katia Fontana, Vice President and Chief Financial Officer
Katia Fontana is the current Vice President and Chief Financial Officer of Birks Group Inc. She is set to retire on April 1, 2026, after six years with the company. She joined Birks Group in 2020 and has been credited with helping the company navigate through challenging periods, including the COVID-19 pandemic.
Aldo Battista, Incoming Vice President and Chief Financial Officer
Aldo Battista will officially assume the role of Vice President and Chief Financial Officer on April 2, 2026. He joined Birks Group on February 11, 2026, as Vice President of Accounting and Treasury to ensure a smooth transition with the retiring CFO. A Chartered Professional Accountant with over 25 years of finance and accounting experience, Battista previously served as Vice President of Finance at apparel retailer Reitmans (Canada) Limited from 2008 to 2024. He began his career as an external auditor with Deloitte from 1991 to 1995. He holds an Executive MBA from Queen's University and a Bachelor of Commerce from Concordia University.
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The key risks to Birks Group Inc. (BGI) are primarily centered around its financial performance, its susceptibility to broader economic conditions affecting luxury consumer spending, and the challenges of a dynamic retail environment.
- Financial Health and Profitability: Birks Group Inc. faces significant risks due to its poor financial performance, marked by recent net losses and negative profitability. The company reported a net loss of $1.5 million in a recent fiscal period and a net loss of $12.8 million for fiscal 2025. Additionally, the company has high financial leverage and negative shareholders' equity, further indicating financial strain. Gross profit for fiscal 2025 also decreased, partly due to lower sales volume following the exit of a third-party jewelry brand from two stores, and a foreign exchange loss from the strengthening U.S. dollar impacting its USD-denominated debt.
- Sensitivity to Economic Conditions and Luxury Consumer Spending: As a luxury retailer, Birks is highly vulnerable to fluctuations in economic conditions and changes in consumer spending patterns. A decline in core retail sales indicates a more cautious spending behavior among consumers, which could negatively affect discretionary sectors like luxury goods. Risks include a deterioration in consumer financial position and the impact of inflation on spending habits. Furthermore, rising prices of precious metals like gold and silver are forcing some Canadian jewelry brands to increase their prices, which could deter consumers or shift their preferences towards less expensive materials, potentially impacting demand for Birks' fine jewelry.
- Dynamic Retail Environment and Operational Challenges: The company operates within a rapidly evolving retail landscape characterized by the need to adapt to changing consumer behaviors and integrate both online and physical retail strategies effectively. Birks must capture the estimated 25% of sales expected to shift online by 2026. The Canadian luxury retail market is also seeing new brands emerge and a shift towards suburban retail nodes, intensifying competition. Operationally, Birks has experienced setbacks, such as a $4.6 million impairment of long-lived assets in fiscal 2025 due to delays in its ERP system implementation. Additionally, the Canadian jewelry sector is experiencing a surge in robberies, particularly "smash-and-grab" incidents, which necessitates increased security measures and impacts insurance underwriting, adding to operational costs and risks.
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Birks Group Inc. operates within the luxury goods market, with its main products encompassing fine jewelry, timepieces, sterling and plated silverware, and gifts in the United States and Canada. The addressable markets for these products vary by region:
United States
- Fine Jewelry: The U.S. jewelry market was valued at approximately USD 73.32 billion in 2023 and is projected to reach USD 96.61 billion by 2030, exhibiting a compound annual growth rate (CAGR) of 4.1% from 2024 to 2030. Other estimates place the market size at USD 78.40 billion in 2024, with a projection to reach USD 97.62 billion by 2030 at a CAGR of 3.72%.
- Timepieces (Luxury Watches): The luxury watch market in the United States generated a revenue of USD 3,796.4 million in 2023 and is expected to reach USD 5,785.4 million by 2030, growing at a CAGR of 6.2% from 2024 to 2030. Another report indicated the market size reached USD 7.99 billion in 2025.
- Sterling and Plated Silverware (Tableware/Flatware): The U.S. tableware market was valued at USD 9.23 billion in 2024 and is anticipated to grow to USD 12.70 billion by 2030 with a CAGR of 5.52%. Tableware accounted for approximately 53.74% of the U.S. kitchenware industry's revenue share in 2024, with the overall U.S. kitchenware market estimated at USD 8,955.7 million in 2024.
- Gifts: The U.S. Gifts Retailing market was valued at USD 24.18 billion in 2024 and is expected to reach USD 37.10 billion by 2032, growing at a CAGR of 5.49%. The U.S. personalized gifts market was valued at USD 8,919 million in 2024 and is estimated to reach USD 15,185 million by 2030 with a CAGR of 9.2%.
Canada
- Fine Jewelry: The Canada jewelry market generated a revenue of USD 4,390.1 million in 2025 and is expected to reach USD 6,915.2 million by 2033, growing at a CAGR of 6% from 2026 to 2033. The broader Canada Luxury Jewelry and Watches Market was worth USD 39.17 billion in 2025 and is forecasted to reach USD 68.63 billion by 2034.
- Timepieces (Luxury Watches): The Canada luxury watch market was valued at USD 3.98 billion in 2024 and is estimated to reach USD 9.53 billion by 2033, growing at a CAGR of 10.13% from 2026 to 2033. Another source indicates the Canada watch market was valued at US$1,951.99 million in 2024 and is projected to reach US$2,941.07 million by 2033.
- Sterling and Plated Silverware (Tableware): The Canada tableware market is expected to reach a market size of more than USD 2.16 billion by 2029.
- Gifts: The market size of Gift Shops & Card Stores in Canada is reported at USD 3.7 billion in 2025. The Canada Gift Retail market had a market share of USD 909.34 million in 2024. The Canada Gift Cards Market value stands at USD 46,512.30 million in 2023 and is anticipated to reach USD 101,751.91 million by 2032, at a CAGR of 9.00%.
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Outbound Investments
- Birks Group Inc. completed the acquisition of the luxury watch and jewelry business of European Boutique, which includes four retail locations in the Toronto area and an e-commerce platform, on July 8, 2025, for approximately $9.0 million CAD.
- The acquisition was partly financed by a $13.5 million term loan from SLR Credit Solutions and a $3.75 million loan agreement from Mangrove Holding S.A., a controlling shareholder.
Capital Expenditures
- For the fiscal year ended March 29, 2025, capital expenditures were approximately $7.01 million CAD.
- For the fiscal year ended March 30, 2024, capital expenditures were approximately $6.28 million CAD.
- For the fiscal year ended March 25, 2023, capital expenditures were approximately $8.38 million CAD.
- The company aims to invest in evaluating store productivity, closing unproductive stores, opening new stores in prime retail locations, renovating existing stores, and enhancing its website and e-commerce platform.
Share Issuance
- Birks Group's shares outstanding increased by 2.2% from the prior quarter to 20 million shares in Q4 2025.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Birks Stock Drop Looks Sharp, But How Deep Can It Go? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 20.65 |
| Mkt Cap | 0.5 |
| Rev LTM | 682 |
| Op Inc LTM | 28 |
| FCF LTM | 21 |
| FCF 3Y Avg | 10 |
| CFO LTM | 23 |
| CFO 3Y Avg | 12 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.4% |
| Rev Chg 3Y Avg | -1.9% |
| Rev Chg Q | 0.8% |
| QoQ Delta Rev Chg LTM | 0.2% |
| Op Inc Chg LTM | 101.0% |
| Op Inc Chg 3Y Avg | -12.8% |
| Op Mgn LTM | 5.4% |
| Op Mgn 3Y Avg | 4.7% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 7.8% |
| CFO/Rev 3Y Avg | 5.3% |
| FCF/Rev LTM | 7.3% |
| FCF/Rev 3Y Avg | 3.9% |
Price Behavior
| Market Price | $0.52 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 11/15/2005 | |
| Distance from 52W High | -60.9% | |
| 50 Days | 200 Days | |
| DMA Price | $0.61 | $0.84 |
| DMA Trend | down | down |
| Distance from DMA | -15.3% | -38.7% |
| 3M | 1YR | |
| Volatility | 58.7% | 83.6% |
| Downside Capture | 177.58 | 113.52 |
| Upside Capture | -7.35 | 28.73 |
| Correlation (SPY) | 2.7% | 10.1% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.22 | 0.24 | 0.47 | 0.78 | 0.71 | 0.83 |
| Up Beta | -1.54 | -0.69 | -0.26 | -0.41 | -0.04 | 0.85 |
| Down Beta | -3.14 | -2.35 | -2.32 | 0.59 | 1.40 | 1.43 |
| Up Capture | 136% | 62% | 60% | 59% | 30% | 0% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 9 | 16 | 25 | 51 | 101 | 328 |
| Down Capture | 217% | 216% | 271% | 170% | 116% | 100% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 12 | 25 | 38 | 74 | 140 | 398 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BGI | |
|---|---|---|---|---|
| BGI | -42.8% | 83.3% | -0.35 | - |
| Sector ETF (XLY) | -2.9% | 19.3% | -0.27 | 14.9% |
| Equity (SPY) | 17.6% | 12.7% | 1.00 | 10.1% |
| Gold (GLD) | 19.2% | 28.1% | 0.61 | -10.4% |
| Commodities (DBC) | 34.7% | 19.1% | 1.42 | -5.8% |
| Real Estate (VNQ) | 13.8% | 14.1% | 0.69 | 8.8% |
| Bitcoin (BTCUSD) | -46.2% | 42.9% | -1.32 | 11.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BGI | |
|---|---|---|---|---|
| BGI | -25.2% | 70.3% | -0.11 | - |
| Sector ETF (XLY) | 5.0% | 24.0% | 0.17 | 14.8% |
| Equity (SPY) | 12.8% | 17.1% | 0.58 | 12.7% |
| Gold (GLD) | 17.0% | 18.4% | 0.75 | -2.4% |
| Commodities (DBC) | 9.6% | 19.5% | 0.38 | 2.6% |
| Real Estate (VNQ) | 3.0% | 18.9% | 0.06 | 8.7% |
| Bitcoin (BTCUSD) | 15.3% | 53.4% | 0.47 | 3.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BGI | |
|---|---|---|---|---|
| BGI | -13.9% | 96.3% | 0.27 | - |
| Sector ETF (XLY) | 11.5% | 22.1% | 0.48 | 16.4% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 16.8% |
| Gold (GLD) | 11.3% | 16.1% | 0.57 | -1.5% |
| Commodities (DBC) | 7.2% | 17.9% | 0.32 | 6.8% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 16.2% |
| Bitcoin (BTCUSD) | 58.1% | 66.2% | 0.98 | 3.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 6/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 07/21/2026 | 20-F |
| 09/30/2025 | 12/05/2025 | 6-K |
| 03/31/2025 | 07/25/2025 | 20-F |
| 09/30/2024 | 11/27/2024 | 6-K |
| 03/31/2024 | 07/16/2024 | 20-F |
| 09/30/2023 | 11/30/2023 | 6-K |
| 03/31/2023 | 06/23/2023 | 20-F |
| 09/30/2022 | 11/30/2022 | 6-K |
| 03/31/2022 | 06/24/2022 | 20-F |
| 09/30/2021 | 11/18/2021 | 6-K |
| 03/31/2021 | 06/17/2021 | 20-F |
| 09/30/2020 | 11/25/2020 | 6-K |
| 03/31/2020 | 07/08/2020 | 20-F |
| 09/30/2019 | 11/21/2019 | 6-K |
| 03/31/2019 | 06/24/2019 | 20-F |
| 09/30/2018 | 11/16/2018 | 6-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 07/21/2026 | 20-F |
| 09/30/2025 | 12/05/2025 | 6-K |
| 03/31/2025 | 07/25/2025 | 20-F |
| 09/30/2024 | 11/27/2024 | 6-K |
| 03/31/2024 | 07/16/2024 | 20-F |
| 09/30/2023 | 11/30/2023 | 6-K |
| 03/31/2023 | 06/23/2023 | 20-F |
| 09/30/2022 | 11/30/2022 | 6-K |
| 03/31/2022 | 06/24/2022 | 20-F |
| 09/30/2021 | 11/18/2021 | 6-K |
| 03/31/2021 | 06/17/2021 | 20-F |
| 09/30/2020 | 11/25/2020 | 6-K |
| 03/31/2020 | 07/08/2020 | 20-F |
| 09/30/2019 | 11/21/2019 | 6-K |
| 03/31/2019 | 06/24/2019 | 20-F |
| 09/30/2018 | 11/16/2018 | 6-K |
| 03/31/2018 | 07/03/2018 | 20-F |
| 09/30/2017 | 11/17/2017 | 6-K |
| 03/31/2017 | 06/23/2017 | 20-F |
| 09/30/2016 | 11/16/2016 | 6-K |
| 03/31/2016 | 06/30/2016 | 20-F |
| 09/30/2015 | 11/20/2015 | 6-K |
| 03/31/2015 | 06/26/2015 | 20-F |
| 09/30/2014 | 11/20/2014 | 6-K |
| 03/31/2014 | 07/25/2014 | 20-F |
| 09/30/2013 | 11/14/2013 | 6-K |
| 03/31/2013 | 07/03/2013 | 20-F |
| 09/30/2012 | 11/15/2012 | 6-K |
Birks — Investor Video Playlist
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Apparel, Accessories & Luxury Goods Resources |
| Vogue Business |
| Jing Daily |
| Luxury Daily |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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