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Adidas (DE:ADS1)
FRANKFURT:ADS1

Adidas (ADS1) Price & Analysis

39 Followers

ADS1 Stock Chart & Stats

€83.50
-€4.50(-5.11%)
At close: 4:00 PM EDT
€83.50
-€4.50(-5.11%)

Bulls Say, Bears Say

Bulls Say
Direct-to-Consumer MomentumSustained DTC growth increases gross margin capture and gives adidas richer customer data and direct pricing control. Over 2–6 months a larger DTC mix supports higher full‑price sell‑through, better inventory velocity, and more predictable recurring revenue versus wholesale dependence.
Profitability And ROE RecoveryMaterial margin and ROE recovery versus 2023 shows improved cost structure, pricing power and operational leverage. Durable margin improvement enhances cash generation capacity, funds capital returns and provides runway to hit medium‑term targets (10%+ EBIT by 2027) if sustained.
Product Innovation & Strategic PartnershipsOngoing product innovation plus long‑dated sports rights strengthen brand differentiation and global reach. These structural assets help sustain premium pricing, recurring franchise demand and marketing efficiency, supporting long‑term sell‑through across core sport and lifestyle categories.
Bears Say
Leverage / Balance‑Sheet ConservatismA ~1.0x debt‑to‑equity profile leaves the balance sheet adequate but not conservative. This limits flexibility for larger strategic moves or to absorb cyclical shocks, reduces downside protection versus low‑leverage peers, and could constrain capacity for opportunistic investment or buybacks if conditions worsen.
Cash‑Flow Volatility & Working‑Capital BuildFree cash flow has rebounded but has been uneven across the cycle; a deliberate inventory and working‑capital build increased working capital materially. Elevated inventories and uneven cash conversion reduce repeatable free‑cash reliability, constraining durable capital returns and increasing short‑term liquidity sensitivity.
Margin Pressure From FX, Tariffs & PromotionsCurrency translation, new tariffs and persistent footwear/lifestyle promotional pressure are structural headwinds to gross margin. Unless pricing or cost pass‑through improves, these mix and policy factors can cap margin expansion and complicate the path to the company’s mid‑term EBIT target despite operational improvements.

Adidas News

ADS1 FAQ

What was Adidas’s price range in the past 12 months?
Adidas lowest stock price was €65.00 and its highest was €98.00 in the past 12 months.
    What is Adidas’s market cap?
    Adidas’s market cap is €31.00B.
      When is Adidas’s upcoming earnings report date?
      Adidas’s upcoming earnings report date is Jul 30, 2026 which is in 3 days.
        How were Adidas’s earnings last quarter?
        Adidas released its earnings results on Apr 29, 2026. The company reported €1.384 earnings per share for the quarter, beating the consensus estimate of €1.355 by €0.029.
          Is Adidas overvalued?
          According to Wall Street analysts Adidas’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Adidas pay dividends?
            Adidas does not currently pay dividends.
            What is Adidas’s EPS estimate?
            Adidas’s EPS estimate is 1.2.
              How many shares outstanding does Adidas have?
              Adidas has 360,000,000 shares outstanding.
                What happened to Adidas’s price movement after its last earnings report?
                Adidas reported an EPS of €1.384 in its last earnings report, beating expectations of €1.355. Following the earnings report the stock price went up 3.677%.
                  Which hedge fund is a major shareholder of Adidas?
                  Currently, no hedge funds are holding shares in DE:ADS1
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Adidas

                    adidas AG, along with its affiliated businesses, operates internationally in the conceptualization, creation, distribution, and promotion of athletic and sports-inspired lifestyle merchandise. Its diverse product line, exclusively under the well-known adidas brand, features footwear, apparel, and various accessories like bags and balls. The company markets its offerings through multiple channels: around 2,200 company-owned retail outlets, dedicated mono-branded franchise stores, in-store concessions, wholesale arrangements, and its online sales platform. Established in 1920, the firm was previously known as adidas-Salomon AG until it officially changed its name to adidas AG in June 2006. Its central corporate offices are located in Herzogenaurach, Germany.

                    Adidas (ADS1) Earnings & Revenues

                    ADS1 Company Deck

                    ADS1 Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a predominantly positive operational and commercial story: robust demand drove 14% currency‑neutral top‑line growth, strong DTC/e‑commerce momentum, substantial apparel and performance category gains, and a meaningful increase in operating profit to EUR 705 million. Management also highlighted product innovation, regional market wins and continued shareholder returns. Key negatives include a 100 bps gross margin drag from FX and tariffs, deliberate inventory and working‑capital build that reduced cash, ongoing footwear/lifestyle discount pressure, and geopolitical and cost‑inflation risks (Middle East, oil/transport). Management believes these headwinds are manageable, reiterated guidance, and outlined clear medium‑term targets (EUR ~2bn p.a. growth and ~10%+ EBIT by 2027). Overall, positives (strong growth, margin resilience, DTC strength, innovation and shareholder returns) outweigh the identifiable, addressable risks.View all DE:ADS1 earnings summaries
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