Birks Group Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Birks Group Inc (BGI) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Birks Group Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 149M vs 12,133M combined for tracked competitors (1.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+378.4% annualized vs trailing 12 months), vs decelerating (-9.4%) for its tracked peer group.
- Growth: Birks Group Inc generated -4.0% revenue growth year over year in Q4 2025, vs -0.9% for its tracked competitors combined.
- Profitability: Its -7.2% net margin compares with -9.7% for the peer group.
- Peer revenue share: Birks Group Inc accounted for 6.1% of combined revenue among its tracked peer group, down from 6.3% a year earlier.
- Peer differentiation: Revenue per employee of $4.25M compares with $0.40M for the peer group (10.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BGI Sales vs. its Competitors, Q4 2025
Birks Group Inc reported revenue contraction of 4.03 % year on year in Q4 2025, below its competitors' combined revenue change of -0.90 %.
With a net margin of -7.21 %, Birks Group Inc achieved higher profitability than its competitors (-9.68 %).
Birks Group Inc generated 6.08 % of the combined sales of its peer group, down from 6.26 % a year earlier.
Birks Group Inc vs. its Competitors, Q4 2025
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Birks Group Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Birks Group Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Birks Group Inc's competitor groups requires a Commercial License.
For context: the Specialty Retail industry grew revenue 19.7% year over year, combined, vs -4.0% for Birks Group Inc. Birks Group Inc's share of combined industry revenue moved from 0.09% to 0.07%, a loss of 0.02 percentage points.
Birks Group Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Birks Group Inc | - | - | - | - |
| Competitors combined (7) | ||||
| High-Confidence Competitors (3) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BGI Stock Performance relative to its Competitors
BGI Stock Performance relative to High-Confidence Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Illumina Inc | 282.9% | Outperformed |
| 2 | Pacific Biosciences Of California Inc | 282.9% | Outperformed |
| 3 | Signet Jewelers Limited | 282.9% | Outperformed |
| 4 | Brilliant Earth Group Inc | 282.9% | Outperformed |
| 5 | Charles and Colvard Ltd | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Birks Group Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Birks Group Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Birks Group Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Birks Group Inc | 5.20 | 148.67 |
| Illumina Inc | 41,600.70 | 4,493.00 |
| Pacific Biosciences Of California Inc | 531.22 | 159.32 |
| Signet Jewelers Limited | 417.33 | 6,825.30 |
| Brilliant Earth Group Inc | 139.30 | 449.14 |
| Virco Mfg Corporation | 102.29 | 190.43 |
| SUBTOTAL | 42,796.64 | 12,284.06 |
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Sources: Birks Group Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Birks Group Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Birks Group Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Borgosesia Acquisitions Corporation | Named by the company | 85% |
| Regaluxe Investment S.á.r.l. | Named by the company | 85% |
| Azenta Inc | Named by the company | 85% |
| Montrolux S.A. | Named by the company | 85% |
| Iniziativa S.A. | Named by the company | 85% |
| Burning Rock Biotech Limited | Named by the company | 85% |
| Bijoux Birks | Named by the company | 85% |
| Regaluxe | Named by the company | 85% |
| Maison Birks | Named by the company | 85% |
| Natera Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Birks Group Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Birks Group Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Birks Group Inc | Retail Segment 93.68 % |
| Illumina Inc | Sequencing 90.94 % |
| Signet Jewelers Limited | North America 94.17 % |
| Charles and Colvard Ltd | Online Channels Segment 66.89 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Birks Group Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Birks Group Inc | 5 | 4,247,782 | -70,202 |
| Illumina Inc | 41,601 | 3,510,156 | 644,531 |
| Pacific Biosciences Of California Inc | 531 | 328,485 | -270,901 |
| Signet Jewelers Limited | 417 | 251,884 | 10,798 |
| Brilliant Earth Group Inc | 139 | 572,149 | -12,269 |
| Virco Mfg Corporation | 102 | 260,505 | 22,657 |
| PEERS TOTAL | 42,791 | 397,452 | 32,026 |
Birks Group Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Illumina Inc | United States and Canada 56.34 % |
| Pacific Biosciences Of California Inc | Americas 45.29 % |
| Brilliant Earth Group Inc | United States 97.40 % |
| Charles and Colvard Ltd | US 100.00 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Birks Group Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 54 companies in Birks Group Inc's industry classification, broader than the peer set above. Market cap in millions of $.Birks Group Inc ranks #0 of 54 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,761, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Jd com Inc | 38,930 | 33.35 % |
| 2 | Ulta Beauty Inc | 24,142 | 20.68 % |
| 3 | Dick s Sporting Goods inc | 12,129 | 10.39 % |
| 4 | Firstcash Holdings Inc | 9,554 | 8.18 % |
| 5 | Yunji Inc | 1,234 | 5.2% |
| 6 | Bath and Body Works Inc | 1,234 | 5.2% |
| 7 | Academy Sports And Outdoors Inc | 1,234 | 5.2% |
| 8 | Ezcorp Inc | 1,234 | 5.2% |
| 9 | Rh | 1,234 | 5.2% |
| 10 | Bobs Discount Furniture Inc | 1,234 | 5.2% |
| 0 | Birks Group Inc | 4 | 0.00 % |
Market cap and industry share for the rest of Birks Group Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-08.
Birks Group Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,761 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Birks Group Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Birks Group Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Birks Group Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+378.4% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
- A meaningful share of tracked competitors (42.90 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-9.4% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Birks Group Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Birks Group Inc | 0.01 | 0.88 | - |
| Illumina Inc | - | 1.74 | 0.75 |
| Pacific Biosciences Of California Inc | 0.88 | 5.47 | 243.48 |
| Signet Jewelers Limited | 0.29 | 1.57 | - |
| Brilliant Earth Group Inc | 0.93 | 1.60 | - |
| Virco Mfg Corporation | 0.38 | 2.95 | 0.04 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Birks Group Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Birks Group Inc | Q1 2025 | -16.4 % | - |
| Illumina Inc | Q2 2026 | +9.4 % | -11.9 % |
| Pacific Biosciences Of California Inc | Q2 2026 | -1.7 % | - |
| Signet Jewelers Limited | Q1 2026 | +0.8 % | -5.4 % |
| Brilliant Earth Group Inc | Q2 2026 | +6.1 % | - |
| Virco Mfg Corporation | Q2 2026 | -4.8 % | -15.4 % |
| PEERS TOTAL | +2.8 % | -8.2 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Birks Group Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Birks Group Inc | Q1 2025 | -18.0 % | -76.3 % |
| Illumina Inc | Q2 2026 | +6.9 % | +33.3 % |
| Pacific Biosciences Of California Inc | Q2 2026 | +5.5 % | +182.7 % |
| Signet Jewelers Limited | Q1 2026 | +5.8 % | -33.1 % |
| Brilliant Earth Group Inc | Q2 2026 | +7.7 % | -22.6 % |
| Virco Mfg Corporation | Q2 2026 | +2.8 % | -56.1 % |
Birks Group Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Birks Group Inc | - | - | - |
| Illumina Inc | 12.68% | 19.61% | 31.08% |
| Pacific Biosciences Of California Inc | - | - | - |
| Signet Jewelers Limited | 5.22% | 5.43% | 16.01% |
| Brilliant Earth Group Inc | - | - | - |
| Virco Mfg Corporation | 9.16% | 11.01% | 15.32% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Birks Group Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Birks Group Inc | - | 0.03 |
| Illumina Inc | 50.92 | 9.26 |
| Pacific Biosciences Of California Inc | - | 3.33 |
| Signet Jewelers Limited | 7.11 | 0.06 |
| Brilliant Earth Group Inc | - | 0.31 |
| Virco Mfg Corporation | - | 0.54 |
| PEERS AVERAGE | 43.88 | 3.48 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.