10Hยท

๐š๐๐ข๐๐š๐ฌ: ๐‘๐ž๐œ๐จ๐ซ๐ ๐๐Ÿ ๐’๐š๐ฅ๐ž๐ฌ ๐š๐ฌ ๐–๐จ๐ซ๐ฅ๐ ๐‚๐ฎ๐ฉ ๐Œ๐จ๐ฆ๐ž๐ง๐ญ๐ฎ๐ฆ ๐ƒ๐ซ๐ข๐ฏ๐ž๐ฌ ๐Ÿ๐Ÿ’% ๐†๐ซ๐จ๐ฐ๐ญ๐ก ๐š๐ง๐ ๐‡๐ข๐ ๐ก๐ž๐ซ ๐…๐ฎ๏ฟฝ

$ADS (-12,79ย %)

โ €

๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ

โ€ข Revenue: โ‚ฌ6.74B, +13% reported and +14% currency-neutral

โ€ข Operating profit: โ‚ฌ574M, +5%

โ€ข Operating margin: 8.5% vs. 9.2% YoY

โ€ข Net income from continuing operations: โ‚ฌ398M, +6%

โ€ข EPS from continuing operations: โ‚ฌ2.10 vs. โ‚ฌ2.03 YoY

โ€ข Gross margin: 52.5%, up 80 bps

โ €

๐Ÿ“Š ๐Ž๐ฉ๐ž๐ซ๐š๐ญ๐ข๐ง๐  ๐“๐ซ๐ž๐ง๐๐ฌ

โ€ข DTC revenue: +25%, including e-commerce +27% and own retail +23%

โ€ข Performance revenue: +39%, led by Football and Running

โ€ข Apparel revenue: +35%; Accessories: +20%; Footwear: +1%

โ€ข North America: +17%; Greater China: +15%; Latin America: +28%; Japan/South Korea: +18%

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๐ŸŽฏ ๐†๐ฎ๐ข๐๐š๐ง๐œ๐ž

โ€ข FY26 currency-neutral revenue growth: 9%โ€“10%, raised from high-single-digit growth

โ€ข FY26 operating profit: around โ‚ฌ2.3B, reaffirmed

โ€ข Potential future U.S. tariff refunds of $250Mโ€“$300M are not included in guidance

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๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ

โ€ข Q2 delivered the highest quarterly net sales in company history

โ€ข World Cup campaigns generated more than 9B views and over 400M engagements

โ€ข Marketing investment increased by โ‚ฌ212M to โ‚ฌ924M, limiting operating margin expansion

โ€ข H1 revenue reached a record โ‚ฌ13.34B, while operating profit increased 11% to โ‚ฌ1.28B

โ €

๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ ๐‚๐จ๐ฆ๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ

adidas expects continued above-industry growth supported by strong brand momentum, a broad product pipeline and exceptional global consumer demand.

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5 Comentarios

Imagen de perfil
It looks great, but thereโ€™s been a noticeable drop (sell-offs?; scaredy-cats?) and the World Cup is overโ€”will the boom continue? What do you think? Should we jump in or get out? Which team are you on?
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@Sanders21 โ˜๏ธ Team Puma
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@Sanders21 Good numbers... But that's only half the story. You also have to have a sense of what the market expects and has already priced in.
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Imagen de perfil
@Aequitas What does the market expect?
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@Greenbug I have no idea. I haven't looked into the company, and I don't know much about the industry or its peers.
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