Detailed Adidas share analysis $ADS (-0,15 %)
Company portrait
Long-term growth profile
Performance
Ukraine war
The economy
China
Yeezy / Kanye West
Management and strategy
Valuation & recovery
Quarterly figures & forecast
Postes
6Detailed Adidas share analysis $ADS (-0,15 %)
Company portrait
Long-term growth profile
Performance
Ukraine war
The economy
China
Yeezy / Kanye West
Management and strategy
Valuation & recovery
Quarterly figures & forecast
Analsyst updates, 08.11.
⬆️⬆️⬆️
- GOLDMAN upgrades BIONTECH from Neutral to Buy and raises price target from USD 90 to USD 137. $BNTX (+0,93 %)
- BOFA raises target price for UNDER ARMOUR from USD 9 to USD 13. Neutral. $UAA (-0,24 %)
- DEUTSCHE BANK RESEARCH raises the price target for DELIVERY HERO from EUR 29 to EUR 35. Hold. $DHE
- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS from EUR 197 to EUR 200. Buy. $SIE (-0,29 %)
- JEFFERIES raises the price target for HOCHTIEF from EUR 135 to EUR 138. Buy. $HOT (+0,35 %)
- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS HEALTHINEERS from EUR 60 to EUR 62. Buy. $SHL (-1,01 %)
- DEUTSCHE BANK RESEARCH raises the price target for NORDEX from EUR 18 to EUR 19. Buy. $NDX1 (+0,57 %)
- DEUTSCHE BANK RESEARCH raises the price target for RATIONAL from 832 EUR to 841 EUR. Hold. $RAA (+1,18 %)
- DEUTSCHE BANK RESEARCH raises the target price for AXA from 37 EUR to 39 EUR. Buy. $CS (-0,84 %)
- WARBURG RESEARCH raises the price target for BASTEI LÜBBE from EUR 11.70 to EUR 12.20. Buy. $BST (-6,37 %)
- DEUTSCHE BANK RESEARCH raises the price target for ARCELORMITTAL from EUR 28 to EUR 29. Buy. $MT (-0,6 %)
- DZ BANK raises the price target for SWISS RE from CHF 130 to CHF 140. Buy. $SREN (+0,04 %)
- ODDO BHF raises the price target for HEIDELBERG MATERIALS from EUR 99 to EUR 110. Neutral. $HEI (-0,69 %)
- KEPLER CHEUVREUX raises the price target for DAIMLER TRUCK from EUR 35 to EUR 41. Hold. $DTG (-0,16 %)
- KEPLER CHEUVREUX upgrades REDCARE PHARMACY from Reduce to Hold. $RDC (+1,71 %)
- ODDO BHF raises the price target for HENKEL from EUR 67 to EUR 73. Neutral. $HEN (+0,54 %)
- ODDO BHF raises the price target for FREENET from EUR 27 to EUR 28. Neutral. $FNTN (-1,23 %)
- BARCLAYS raises the target price for ABOUT YOU from EUR 3.10 to EUR 3.40. Underweight. $YOU (+0,31 %)
- BARCLAYS raises the target price for NEMETSCHEK from EUR 108 to EUR 125. Overweight. $NEM (+1,42 %)
⬇️⬇️⬇️
- BOFA lowers the price target for PINTEREST from USD 45 to USD 39. Buy. $PINS
- WARBURG RESEARCH lowers the price target for DAIMLER TRUCK from EUR 56 to EUR 55. Buy. $DTG (-0,16 %)
- UBS lowers the price target for JCDECAUX from EUR 21.60 to EUR 18.50. Neutral. $DEC (-0,44 %)
- WARBURG RESEARCH lowers the price target for ADTRAN HOLDING from EUR 9.70 to EUR 9.30. Buy. $ADTN (-3,05 %)
- ODDO BHF lowers the price target for NORDEX from EUR 18 to EUR 17. Outperform. $NDX1 (+0,57 %)
- BARCLAYS lowers the target price for VESTAS from DKK 99 to DKK 80. Underweight. $VWS (-2,71 %)
- KEPLER CHEUVREUX lowers the price target for FRAPORT from EUR 62 to EUR 59. Buy. $FRA (+5,53 %)
- BARCLAYS lowers the target price for GSK from GBP 15.50 to GBP 14.50. Equal-Weight. $GSK
- BERENBERG lowers the price target for COMPUGROUP from EUR 23 to EUR 21. Buy. $COP (+0,05 %)
- BERENBERG lowers the price target for JUNGHEINRICH from EUR 41 to EUR 39. Buy. $JUN3 (-0,4 %)
- JEFFERIES lowers the target price for SUSS MICROTEC from EUR 87 to EUR 75. Buy. $SMHN (+0,76 %)
$UA (+0,27 %)
$UAA (-0,24 %) | Under Armour Q3 '24 Earnings Highlights:
🔹 Adj EPS: $0.30 (Est. $0.19) 🟢
🔹 Revenue: $1.4B (Est. $1.38B) 🟢; DOWN -11% YoY
🔹 Gross Margin: 49.8%, UP 200 bps YoY
🔹 Adj Operating Income: $166M (excluding one-time items)
🔹 Inventory: DOWN -3% YoY to $1.1B
Raised FY25 Outlook:
🔹 Adj EPS: $0.24-$0.27 (Prev. $0.19-$0.21) 🟢
🔹 Adj Operating Income: $165M-$185M (Prev. $140M-$160M) 🟢
🔹 Revenue: Expected to decline at a low double-digit percentage
🔹 North America: -14% to -16%
🔹 International: Low single-digit percent decline
🔹 Gross Margin: Expected to increase by 125-150 bps
🔹 Adjusted SG&A Expenses: Expected to decrease low-to-mid single digits (excluding litigation and transformation expenses)
🔹 Capital Expenditures: $190M-$210M
Q3 Demography Revenue:
🔹 North America: $863M; DOWN -13% YoY
🔹 International: $538M; DOWN -6% YoY
🔹 EMEA: DOWN -1%
🔹 Asia-Pacific: DOWN -11%
🔹 Latin America: DOWN -13%
Revenue Channels:
🔹 Wholesale Revenue: $826M; DOWN -12% YoY
🔹 Direct-to-Consumer (DTC) Revenue: $550M; DOWN -8% YoY
🔹 eCommerce Revenue: DOWN -21%; accounts for 30% of DTC
Product Categories:
🔹 Apparel: $947M; DOWN -12% YoY
🔹 Footwear: $313M; DOWN -11% YoY
🔹 Accessories: $116M; UP +2% YoY
CEO Kevin Plank's Commentary:
🔸 "Our strategy to elevate Under Armour’s brand positioning is gaining traction, as evidenced by better-than-expected profitability, allowing us to raise our full-year outlook while increasing brand investment for long-term growth."
Fiscal 2025 Restructuring Plan:
🔹 Total estimated charges of $140M-$160M, with up to $75M in cash-related expenses
Quarterly figures on 03.11.2022...
Feel free to leave a follow, because...⤵️
...at 5,000 followers there will be together with getquin, a small thank you for the community. But this post could already be created tomorrow. I look forward to it! On to today's quarterly numbers. In this post that I post every morning, I had announced what was happening today:
https://app.getquin.com/activity/ydggsOLkpb?lang=de&utm_source=sharing
$SBUX (-1,55 %)
Starbucks:
Beat analyst estimates of $0.73 in the fourth quarter with earnings per share of $0.81. Revenue of $8.4 billion beat expectations of $8.33 billion.
$PYPL (-0,38 %)
PayPal:
Beats analyst estimates of $0.96 in the third quarter with earnings per share of $1.08. Revenue of $6.85 billion beats expectations of $6.82 billion.
$DBX (+1,99 %)
Dropbox:
Beat analyst estimates of $0.38 in the third quarter with earnings per share of $0.43. Revenue of $591 million exceeded expectations of $586.15 million.
$DASH (+1,33 %)
DoorDash:
Missed analyst estimates of -$0.55 in the third quarter with earnings per share of -$0.77. Revenue of $1.7 billion exceeded expectations of $1.62 billion.
$GPRO (-1,87 %)
GoPro:
Beat analyst estimates of $0.17 in the third quarter with earnings per share of $0.19. Revenue of $305 million exceeded expectations of $298.85 million.
$MSI (+0,44 %)
Motorola Solutions:
Beats third-quarter analyst estimates of $2.88 with earnings per share of $3.00. Revenue of $2.37 billion beats expectations of $2.31 billion.
$HOT (+0,35 %)
Hochtief:
Reached sales of 7.18 billion euros in the third quarter, up from 5.32 billion a year earlier, and earned 115 million euros on the bottom line, up from 99.8 million a year earlier. Order intake on a comparable basis was 6.5 billion (prior year 7.5 billion).
$K (-0,77 %)
Kellogg Co:
Surpassed analysts' estimates of $0.97 in the third quarter with earnings per share of $1.01. Sales of $3.95 billion exceeded expectations of $3.77 billion.
$RCL (+2,69 %)
Royal Caribbean Cruises Ltd:
Beat analyst estimates of $0.19 in the third quarter with earnings per share of $0.26. Revenue of $3 billion exceeded expectations of $2.99 billion.
$UAA (-0,24 %)
Under Armour Inc:
Second-quarter earnings per share of $0.20 beat analyst estimates of $0.10. Revenue of $1.57 billion exceeded expectations of $1.42 billion.
$W (+3,2 %)
Wayfair Inc:
Missed analyst estimates of -$2.05 in the third quarter with earnings per share of -$2.11. Revenue of $2.8 billion below expectations of $2.82 billion.
$PTON (+0,79 %)
Peloton Interactive Inc:
Missed analyst estimates of -$0.64 with first-quarter earnings per share of -$1.20. Revenue of $616.5 million below expectations of $637.07 million.
$DDOG (+1,55 %)
Datadog Inc:
Third-quarter earnings per share of $0.23 beat analyst estimates of $0.16. Revenue of $437 million exceeded expectations of $415.07 million.
$MRNA (-1,12 %)
Moderna Inc:
Missed analyst estimates of $4.81 in the third quarter with earnings per share of $2.53. Revenue of $3.36 billion below expectations of $4.63 billion.
$CROX (+5,21 %)
Crocs Inc:
Missed analyst estimates of $2.62 in the third quarter with earnings per share of $2.50. Revenue of $985.1 million exceeded expectations of $942.52 million.
$IRM (+3,63 %)
Iron Mountain Inc:
Third-quarter earnings per share of $0.48 beat analyst estimates of $0.44. Sales of $1.29 billion below expectations of $1.31 billion.
$SBS (+2,83 %)
STRATEC:
Posts Q1-3 sales of €207.7 million (preliminary: €207.7 million), adjusted EBIT margin of 18.3% (preliminary: 18.3%), and net income (adjusted) of €29.5 million (PY: €40.6 million). Outlook confirmed.
$BOSS (+0,51 %)
HUGO BOSS:
Achieves Q3 sales of €933 million (PY: €755, analyst forecast: €903.4 million), EBIT of €92 million (PY: €85 million, forecast: €88.1 million) and net income of €58 million (PY: €53 million, forecast: €56.6 million). In the outlook for 2022, the company now expects sales of €3.5 to €3.6 billion (previous: €3.3 to €3.5 billion) and EBIT of €310 to €330 million (previous: €285 to €310 million).
$SGL (-1,08 %)
SGL CARBON:
Achieves Q1-3 sales of €853.9 million (previous year: €743.5 million), Ebitda (adjusted) of €136.1 million (previous year: €108.5 million) and net income after minorities of €70.6 million (previous year: €42.6 million). Forecast confirmed.
$PFV (-0,39 %)
Pfeiffer Vacuum:
Achieves Q1-3 order intake of €866.5 million (preliminary: €866.5 million), sales of €668.7 million (preliminary: €668.7 million), EBIT of €94 million (preliminary: €94 million) and net income of €66.6 million (PY: €52.1 million). October 17 forecast for revenue and Ebit margin confirmed.
$HNR1 (-0,97 %)
Hannover Re:
Achieves 3. Gross premiums written of €8.91 billion (PY: €7.15 billion, analyst forecast: €8.02 billion), combined ratio of 99.6% (PY: 101.5%, forecast: 99.6%), investment result of €400.3 million (PY: €491.1 million), an Ebit of €408.9 million (PY: €324.5 million, forecast: €399 million) and a net profit of €221.9 million (PY: €185.4 million, forecast: €311 million). In the outlook for 2022, the company sees net income in the lower range of €1.4 billion to €1.5 billion, profit target for 2022 remains achievable.
$UN01
Uniper:
Achieves 1st to 3rd. Quarter net result of -€40 billion (PY: -€4.8 billion), net loss includes €10 billion realized costs for replacement volumes; economic net debt at €10.91 billion (PY: €0.324 billion), net loss includes €31 billion expected losses and provisions; adjusted net loss of -€3.22 billion (preliminary: -€3.2 billion, prior year: +€0.487 billion), adjusted EBIT of -€4.75 billion (preliminary: -€4.8 billion, prior year: +€0.614 billion). Concrete earnings forecast currently impossible for the time being.
$O2D (-0,24 %)
Telefonica Germany:
Achieves Q3 sales of €2.085 billion (PY: €1.967 billion, analyst forecast: €2.030 billion), service sales of €1.47 billion (PY: €1.42 billion), adjusted OIBDA of €642 million (PY: €613 million, forecast: €640.5 million). In the outlook for 2022, sales and OIBDA are now expected to be in the "lower mid-single-digit percentage range" compared to the previous year (previously: in the "low mid-single-digit percentage range").
$BMW (+0,87 %)
BMW:
Reports Q3 sales of €37.18 billion (PY: €27.47 billion, analysts' forecast: €35.53 billion), EBIT of €3.68 billion (PY: €2.88 billion, forecast: €3.5 billion), EBT of €4.1 billion (PY: €3.42 billion) and net income of €3.18 billion (PY: €2.58 billion). Outlook confirmed.
$ZAL (-0,7 %)
Zalando:
Achieves Q3 revenues of €2.34 billion (PY: €2.28 billion), Ebit (adjusted) of €13.5 million (PY: €9.8 million) and net result of -€35.4 million (PY: -€8.4 million); number of active customers grows by 8% and exceeds 50 million for the first time. Outlook confirmed.
$COP (+0,05 %)
CompuGroup:
Posts Q1-3 revenue of €802 million (preliminary: €802 million), Ebitda of €166 million (preliminary: €166 million) and net income of €59.8 million (PY: 56.6 million). Outlook confirmed.
$RAA (+1,18 %)
RATIONAL:
Achieves Q3 sales of €274.2 million (PY: €207 million, analyst forecast: €270 million), Ebit of €70.3 million (PY: €49.7 million, forecast: €64.4 million), Ebit margin of 25.6% (PY: 24.0%) and net income of €53.8 million (PY: €37.8 million). Forecast confirmed.
$KCO (+0,95 %)
Klöckner & Co:
Achieves 3rd quarter sales of €2.37 billion (PY: €2.0 billion), Ebitda (adjusted) of €16 million (PY: €277 million) and net result of -€22 million (PY: +€185 million). Outlook confirmed.
#quartalszahlen
#boerse
#börse
#aktien
#paypal
#starbucks
#sandp500
#communityfeedback
#community
My everyday life without consumer shares
@RoronoaZoro wanted it that way
7:00
I get up from bed from $H24 (-0,8 %) . Not being a fan of consumer stocks, this is the only one I admit to finding in my daily routine.
8:00
Then I ride the Kawasaki $KWHIY motorcycle to the university, write on the $AAPL (+1,34 %) iPad, (no not really, I read rather on the Xiaomi $1810 (+2,98 %) cell phone on getquin something)
At the same time I look at LinkedIn $MSFT (-1,05 %) posts mainly of the companies I am invested in, such as $ORSTED (-0,3 %) or $VUL (-4,6 %) and on Instagram $META (-2,23 %) I skim spam groups.
12:00
I cook and not because I don't want to pay your dividends.
13:00
Sit down at the PC and start working (now that would be a long list of companies, every part of the PC belongs to a bôrsen traded company and the software for sure, the main ones: $LOGN (+0,47 %)
$NVDA (+2,01 %)
$CORS
$MSFT (-1,05 %) )
15:00 - 15:30
What I did not cook, I do not eat, to make a statement against consumer stocks, meanwhile I watch a probably some unnecessary YouTube $GGQA video.
15:30
Work part 2
18:00
Clock
I don't cook while listening to music through Alexa $AMZN (+0,26 %) from $SPOT (+0,22 %) play.
19:00
I do not go with $ADS (-0,15 %) or $UAA (-0,24 %) clothes to the gym, (friend picks me up at the $HYUD (+0 %) pick me up) BECAUSE THAT WOULD BE CONSUMABLE
21:00
no food/ uni preparation next day
23:00
I close my eyes and dream that I go short on the DAX with my whole portfolio and it reaches its lowest point in 20 years. $EXS1 (-0,44 %) and it reaches the lowest point in 20 years.
Wonderful.
Levers more,
Bye
@Lorena and @getquinfuermerchverkauft
It's your turn, do it on the PC, otherwise you'll freak out.
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗠𝗶𝘁 𝗦𝘁𝗮𝗿𝗸𝘄𝗶𝗻𝗱 𝘇𝘂 𝗦𝘁𝗿𝗼𝗺, 𝗙𝗿𝗲𝘀𝗵 𝗙𝗼𝗼𝗱 𝗮𝘂𝘀 𝗱𝗲𝗿 𝗞𝗼𝗰𝗵𝗯𝗼𝘅 , 🚨 𝗖𝗿𝘆𝗽𝘁𝗼-𝗪𝗮𝗿𝗻𝗶𝗻𝗴 🚨
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, among others, ASML ($ASME (-1,59 %)), Brown & Brown ($BTW (+0 %)), CrossAmerican Partners ($CAPL), Diana Shipping ($DSZ (-0,56 %)), Luby's ($LUB), Metro City Bank ($MCBS (+0,32 %)), MarketAxess ($MWI (+0,09 %)), Minerals Technologies Inc. ($MNK (-1,37 %)), Northern Technologies International Corp. ($NTIC), Del Taco ($22L) and VSE Corp. ($VSEC (-3,05 %)) traded ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Things are really busy again, so here are the main companies reporting their numbers today. Today BP ($BPE5 (-0,03 %)), HelloFresh ($HFG (+0,69 %)), IDEXX Laboratories ($IX1 (+0,16 %)), OSRAM ($OSR), Pfizer ($PFE (+1,49 %)), Prudential Financial ($PLL (+0,44 %)), Ralph Lauren Corp. ($PRL (+2,89 %)), Samsung SDI ($XSDG (-2,42 %)), The Western Union Company ($W3U (-0,95 %)), T-Mobile US ($TM5 (+0,18 %)), Under Armour ($U9R (-0,24 %)) and Yamaha Corp. ($YHA (+2,12 %)) presented their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Wind Energy - So far in 2021, 345 wind turbines with a total capacity of 1.4 gigawatts have been connected to the grid. Compared to the same period last year, this is an increase of over 50%. Currently, the same number of turbines have already been erected in the current year 2021 as in the entire previous year. According to the president of the German Wind Energy Association, it is possible to reach the total capacity of 2 gigawatts of commissioned plants this year.
HelloFresh ($HFG (+0,69 %)) - HelloFresh has raised its revenue forecast to thanks to strong growth in the current fiscal year up to and including October another time. Core revenue increased from €970 million to €1.416 billion compared to the same period last year. This was due to strong customer growth and a continued high order rate, as well as high average order values. Adjusted operating profit margin before interest, taxes, depreciation and amortization is forecast to be between 8.25 and 10.25 percent.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
Squid Game - The coin with the acronym SQUID, which alludes to the unprecedentedly successful Netflix series Squid Game, shocked the crypto scene yesterday. The coin launched last Thursday at a starting price of $0.01. Within 4 days, the price increased by an incredible 380,000.00% to $38 on Monday morning. After further growth, the price rose to $89 on the same day. However, the journey was not to end here. Within 3 hours, events rolled over. The price of SQUID grew to an incredible $2,861.80 and just 5 minutes later the coin crashed by 99.99% to $0.0007926.
Additionally, the website that promoted the coin is no longer online. It is now also known that many holders of SQUID were no longer able to sell their positions from a certain point, so they could only watch idly. It is therefore a so-called rug-pull, i.e. that the developers of the project have sold it and have gone underground with the profits. In addition, it is now also clear that there are no connections to Netflix or other representatives of the series.
Please see this story as a warning (🚨) of what can happen when investing imprudently in small-cap meme coins. Many investors have lost their money without a chance to get it back. Inform yourself before you invest. You can see exactly which points you should pay attention to on our Instagram page in the coming days.
Follow us for french content on @MarketNewsUpdateFR
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