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Adidas

Stock
Stock
ISIN: DE000A1EWWW0
Ticker: ADS
DE000A1EWWW0
ADS

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Discussion about ADS

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126
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thomas
@opathomas
1Mon·

New purchase

04.03
Adidas logo
Adidas
Bought x20 at €136.69
€2,733.71
9
6 Comments
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Raketentoni@Raketentoni
1Mon
Hello everyone,
Here's Raketentoni from the test pit again! 🔧 You've stung the wasp's nest of the day. Adidas ($ADS) is currently trading at just under 137 euros and has taken a real beating today (early March 2026) - down almost 8% in one day.
I drove the car straight onto the lifting platform. Here's the TÜV report and my honest opinion on why it's crashing and whether we should unpack the landing net now.
1. why the deluge? (The list of defects)
There are two very specific reasons for the crash:
The outlook for 2026 is disappointing: CEO Bjørn Gulden finished 2025 strongly, but only forecast an operating profit of around €2.3 billion for 2026. Analysts had expected over 2.7 billion.
The Trump shock (tariffs & currencies): Adidas expects extreme headwinds of almost 400 million euros this year, primarily due to new US tariffs and unfavorable exchange rates. Added to this is tough competitive pressure from hype brands such as On and Asics. The market is mercilessly pricing in this uncertainty.
2. the reality check (formula test)
Let's take out the emotions and run the hard 2025 figures (sales of 24.8 billion euros, operating profit of 2.05 billion euros) through my filters:
Core Quality Formula:
Sales growth: currency-adjusted growth was a strong 13% in 2025.
Operating margin: Although this has improved, it is only 8.3%.
My score: 13 (growth) + 8.3 (margin) = 21.3.
Verdict: "Solid". The magic threshold of 25 for top quality is still not reached. The turnaround is underway, but we are not yet talking about a highly profitable money-making machine.
Cash flow & valuation (substance):
The cash flow is basically right (Adidas is just starting a €1bn share buyback program), but the valuation is not yet an absolute bargain for the current margin level.
The P/E ratio based on 2025 earnings is around 17 to 18.
At just under 1.0, the P/E ratio (price-sales) is historically favorable, but reflects the low margins.
3. the dividend check (income core)
Adidas falls completely through the cracks here:
Yield: they may have raised the dividend for 2025 to 2.00 euros, but at the current share price of around 137 euros, that's just ~1.45% dividend yield.
Verdict: My hard minimum requirement of 3.5% is miles away. The exception rule (low dividend okay with high growth and extremely strong balance sheet) does not apply to me here, as earnings growth will be massively slowed by the tariffs in 2026.
Conclusion & strategy
Is this a buy at the moment?
I don't currently have a TÜV sticker for a new purchase. 🛑
Adidas is not a "story without substance" (the exclusion rule does not fully apply as the margin is > 5% and sales growth is intact), but it does not meet the elite values of my core formula or even come close to the requirements for the income portfolio.
If you want to play the turnaround under Gulden, buy a bet here that the tariffs will not be as bad as feared. For my own money, however, I won't go for a falling knife with a single-digit margin.
Greetings,
Raketentoni 🚀
Key figures for your data sheet (price ~137 EUR):
Price-Earnings Ratio (P/E): ~17.5
Price-cash flow ratio (KCV): ~12
Price-sales ratio (KUV): ~1.0
Price-Book Value Ratio (P/BV): ~4.5
Dividend Yield: ~1.45
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CashflowKultur
@CashflowKultur
1Mon·

adidas with a strong year 2025.

$ADS (-1.21%) with record sales of € 24.8 billion (+13% adjusted for currency effects), gross margin at 51.6%, operating result +54% to € 2.06 billion. Profit almost +70%. Growth came from all markets and channels - Running and DTC particularly strong.


Dividend proposal +40% to € 2.80 and an additional share buyback of up to € 1 bn.


I built up an initial position yesterday and will buy more today after the share price has fallen by around 5%. For me, the operating momentum remains intact.

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16 Comments
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Eugene H.@RealMrKrabs
1Mon
-8% crazy... In the meantime, it doesn't matter what a company's earnings say, just always go short and you make a profit 😅
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KoenigsRasse
@KoenigsRasse
2Mon·

PUMA after the recent rises - first all-clear?

$PUM (-2.74%)

After the heavy volatility of recent weeks, the PUMA share is finally showing strength again. The recent price increase is not only technical, but also has a fundamental tailwind.


The entry of Anta Sports as a new major shareholder (~29%) has restored confidence in the market. Even though it has been clearly communicated that no complete takeover is planned, the deal provides stability, imagination and strategic options - exactly what the share has been lacking recently.


From a technical perspective, PUMA was able to break away from the low and recapture important resistance levels. Momentum is clearly positive in the short term, even if the share is likely to remain volatile.


⚠️ What remains important:

PUMA is still in the midst of operational restructuring. The turnaround is not a foregone conclusion, but the market seems to be ready to award advance praise again.


$PUM (-2.74%)
$ADS (-1.21%)
#sport

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5 Comments
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Alpalaka@Alpalaka
2Mon
The shoe doesn't get any prettier just because Anta gets in.
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Rookie
@Rookie
3Mon·

Adidas

Hello,


Adidas has been downgraded two notches to underperform by Bank of America.


Get in now?


$ADS (-1.21%)

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14 Comments
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HoldTheMike@HoldTheMike
3Mon
Wait and see on the US stock market. There is still room for downward movement.
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Techaktien
@Techaktien
3Mon·

Biggest losers in 2025 (in euros 🐻)📉 Which ones do you see potential in?

-72% The Trade Desk $TTD (+0.74%)

-72% Fiserv $FI (+0.77%)

-65% Dogecoin $DOGE (+1.12%)

-65% Cardano

-61% Gerresheimer

-60% Enphase Energy $ENPH (-8.6%)

-59% CarMax $KMX (+2.65%)

-57% Strategy $MSTR (-1.72%)

-56% Deckers Outdoor

-56% Alexandria Real Estate

-50% Redcare Pharmacy

-50% PUMA $PUM (-2.74%)

-50% lululemon

-49% Dow

-49% Novo Nordisk $NOVO B (+1.36%)

-48% MARA $MARA (+7.61%)

-48% Molina Healthcare

-47% FactSet

-47% Charter Communications

-47% HelloFresh

-45% Wolters Kluwer

-43% Solana $SOL (+2.72%)

-43% Cocoa

-42% UnitedHealth $UNH (+1.58%)

-41% Atlassian

-41% Li Auto

-40% Copart

-40% Meituan

-38% PayPal

-38% Chipotle Mexican Grill

-36% TeamViewer

-35% GameStop $GME (+2.69%)

-35% Orsted $ORSTED (+0.71%)

-33% Pernod Ricard $RI (-1.66%)

-33% Evotec

-33% Symrise

-31% Marvell Technology $MRVL (+0.91%)

-30% Comcast

-30% Natural Gas

-30% Kraft Heinz $KHC (+2.49%)

-30% Adobe $ADBE (+1.03%)

-29% Salesforce $CRM (+0.59%)

-28% Nike $NKE (-1.14%)

-28% Adidas $ADS (-1.21%)

-27% Sugar

-27% XRP $XRP (+2.85%)

-26% Stellantis $STLAM (+2.1%)

-25% JD .com

-24% Procter & Gamble $PG (-0.01%)

-23% Arm $ARM (-3%)

-22% Ferrari $RACE (-1.11%)

-22% Porsche AG $P911 (-0.26%)

-21% Zalando $ZAL (-0.24%)

-21% NEL ASA $NEL (-0.99%)

-21% Ethereum $ETH (+4.05%)

-18% Bitcoin $BTC (+3.13%)

-16% Brent Oil

-16% Delivery Hero

-13% Vonovia $VNA (+0.27%)

-12% Coinbase $COIN (-0.51%)

-11% SAP $SAP (+0.93%)

-7% Amazon $ (+0.11%)AMZN (+0.11%)

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41 Comments
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Beleggen M.@BeleggenmetDave
3Mon
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InvestingJourney
@InvestingJourney
3Mon·

SHOULD YOU OWN ADIDAS IN 2025 AS A DIVIDEND INVESTOR

YT: https://youtube.com/shorts/pfY20NyX5uA


A few days ago we took a look a $NKE (-1.14%) , so lets check out if $ADS (-1.21%) is doing better in form of performance, dividend-stats and outlook.


2025 was a bad year for $ADS (-1.21%) if you look only at the performance of the stockprice. They had a negative return of 29% over the last 12 months. Other than that, the outlook is not too bad.


BUT the negative dividend-rate of -38% over the last 3 years is nothing you want to see as a dividend investor with a long investment horizon.


Let's see if $ADS (-1.21%) can turnaround the performance and the dividends in 2026!


What are your thoughts about it?


#investing
#investingjourney
#dividends
#passiveincome
#financialfreedom
#stocks
#adidas

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Tenbagger2024
@Tenbagger2024
5Mon·

" Breaking News " Star investor was spotted in Germany

$QSR (+2.99%)
$LULU (-1.04%)
$ADS (-1.21%)
$BIRK (-2.56%)
$ZAL (-0.24%)
$9983 (-1.39%)
$US2533932016

Hello my dears,

I have just received the news that the star investor @Simpson has been spotted in the cathedral city with his son Bart.

( attached a few paparazzi shots ).


The on 12.
May 1956 Homer Simpson grew up with his father Abe Simpson, as his mother Mona Simpson had already left the family during his childhood.

There are now rumors that he has relocated to Germany.


Simpson has been spotted in front of branches of several large chain stores. There is already wild speculation online about which company his holding could invest in next.

Because the star investor has proven for years that he can find growth pearls well in advance. More and more small investors are following his strategy.


Interestingly, he was also spotted outside a Foot Locker store.

Foot Locker's global store network comprises around 2,400 locations in 20 countries. US sporting goods retailer Dick's Sporting Goods has confirmed that it will acquire footwear specialist Foot Locker for 2.4 billion US dollars (2.1 billion euros). Could even @Simpson could even get in between.


It remains exciting in the " Ultimate Holding "

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15 Comments
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He-Man D.@He-Man
5Mon
Since when is Abe Simpson a star investor?
And Bart probably still has a junior portfolio.
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Novius
@Novius
5Mon·

5 companies are climate pioneers in the DAX

The second "What if" report by climate tech company Right° was published on Thursday. Right° compares company data with the goals of the Paris Climate Agreement. Right° sets the limit value at a global warming of 1.7 degrees by 2100.


None of the 34 DAX companies analyzed would be Paris-compatible if no further measures were taken to reduce emissions. However, according to the data, twelve companies have decoupled their value creation from climate-damaging emissions in recent years to such an extent that they are on a Paris-compatible path.


And five of these companies also have a Paris-compatible climate target.


For companies, doing business in line with Paris means decoupling their value creation from climate-damaging emissions.


According to the "What if" report, the climate pioneers RWE $RWESiemens Healthineers $SHL (-0.69%)Adidas $ADS (-1.21%)Deutsche Börse $DB1 (+2.35%) and Porsche, which was relegated from the DAX $P911 (-0.26%). Both the climate targets and the track record of these companies are on a Paris-compatible path.

However, there are clear differences between the DAX companies in terms of their track record. Many are a long way off the targets of the Paris Climate Agreement.


Source text (excerpt) & graphic: Handelsblatt, 31.10.25

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Ph1l1pp@Ph1l1pp
5Mon
What else the companies mentioned have in common: subterranean performance (all are ytd negative)
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