adidas AGに関するコメント

Adidas's 2024 outlook is seen as disappointing by analysts, posing risks for all sales and earnings projections. Despite this, some believe it sets a low bar that could allow for upgrades. The market may question another transition year for the business.

It was announced today that Tiger Woods and Nike have split ways. Tiger will undoubtedly be partnering with someone else or starting his own clothing brand. If he chooses to partner with another company, expect their stock to skyrocket on the news.
Possible scenarios (in no particular order):
He partners with TaylorMade. TW already uses their golf clubs so it would make sense they would e...

Nike predicts possible sportswear industry downturn due to global economic instability and anticipated consumer spending declines. Yet, according to Citi analysts, Adidas might be less affected due to its focus on robust wholesale markets.

Roblox is expanding its footprint as a dynamic hub for brand engagement with Adidas. The recent partnership marks Adidas' efforts to tap into the digital realm and reconnect with consumers, particularly following the Yeezy-related challenges.
To connect with new and existing customers, Adidas is introducing digital versions of its clothing on Roblox, allowing players to customize their avatars with iconic Adidas apparel.
The collaboration goes...

CEO Bjørn Gulden sees potential in leveraging Adidas' ties with sports celebrities like Patrick Mahomes for enhanced U.S. sales post the Yeezy collaboration. An American president for the North American region is also in the pipeline as part of this plan.

RBC analysts have expressed confidence in Adidas' ability to recover. Guided by their new CEO Bjørn Gulden, analysts perceive the brand's equity to be among the sector's strongest despite increasing competition.

On October 10, 2023, JPM released a preview of the Q3 financial report for Adidas. On November 8, Adidas will release its Q3 financial report.
1. Valuation
Stock rating: Overweight
Industry viewpoint: Positive
Closing price: 166.64 € (October 9, 2023)
Target price: 195.00 €
2. Expected Performance
On a reported basis - including the €350m Yeezy revenue JPM expect adidas to report in Q3 - JPM forecast Q3 c.F...

Follow me on Moomoo to stay informed and connected!
Nike last night released its Q4 2023 results (as of 2023/5/31), Q4 achieved revenue of $12.83 billion, up about 5% from $12.23 billion a year earlier, although the overall growth rate still showed a downward trend from the previous year, but higher than market expectations of $12.59 billion, but the net profit performance was poor, Q4 achieved net profit of $1.03 billion, lower than The net pro...

The company released its 22-year performance, with revenue of 53.65 billion yuan, +8.8% year-on-year; net profit attributable to the parent company of 7.59 billion yuan, -1.7% year-on-year; annual dividend payout ratio of 42.4%.
H22 revenue in line with expectations: In 2H22, the company achieved revenue of 27.69 billion yuan, +4.4% year-on-year, which was in line wit...