5 Shoes & Retail Apparel Stocks to Watch as Cost Pressures Persist
The Shoes & Retail Apparel industry faces rising costs and soft demand, yet innovation, strong e-commerce gains and wellness-driven trends keep players like NKE, ADDYY, SHOO, WWW and CAL positioned for long-term growth.
adidas: A Beaten-Down Champion Poised For Another Run
adidas appears undervalued after a 36% decline from its 52-week high, presenting a potential long-term investment opportunity. Q3 '25 results showed mixed growth, with strong performance in Europe and Latin America, but challenges in North America and footwear sales. adidas faces risks from U.S. tariffs and rising global physical inactivity, but management's raised guidance signals optimism for mid-to-high single-digit growth.
adidas AG (ADDYY) Q3 2025 Earnings Call Transcript
adidas AG (OTCQX:ADDYY) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Sebastian Steffen - Senior Vice President of Investor Relations Bjorn Gulden - CEO of Global Brands, CEO & Chairman of Executive Board Harm Ohlmeyer - CFO & Member of Executive Board Conference Call Participants Edouard Aubin - Morgan Stanley, Research Division Jurgen Kolb - Kepler Cheuvreux, Research Division Geoff Lowery - Rothschild & Co Redburn, Research Division M. Liu - JPMorgan Chase & Co, Research Division Alexander Richard Okines - BNP Paribas Exane, Research Division Robert Krankowski - UBS Investment Bank, Research Division Aneesha Sherman - Sanford C.
adidas: Strong Quarter, Bright Outlook, And Yet Down 10% On Earnings
adidas AG delivered record Q3 2025 net sales of €6.6 billion, with 12% growth across all markets and categories. Gross margin improved to 51.8%, and operating profit surged 23% year-on-year, reflecting strong operational execution despite tariff and currency headwinds. Net income rose modestly by 4% due to a higher effective tax rate, while cash flows remained negative with rising receivables and inventories.
Adidas Sales Climb to Quarterly Record Despite Tariff Uncertainty
Revenue was 12% higher on year, the highest the group has ever achieved in a quarter, Chief Executive Bjoern Gulden said.
5 Shoes & Retail Apparel Stocks Positioned for Growth Amid Athleisure Boom
The Shoes & Retail Apparel industry is harnessing athleisure demand and digital growth, even as rising costs and supply challenges pressure margins. Stocks like NKE, ADDYY, SKX, BIRK and WWW remain well-positioned.
Adidas slumps 7% as sportswear giant warns tariffs to drive up U.S. prices
Adidas said Wednesday that it had faced a double-digit million euro hit from U.S. tariffs in the second quarter. The sports retailer said that added costs associated with tariffs could total 200 million euros ($231 million) in the second half of this year.
Adidas Backs Outlook as Tariff Burden Lingers
The CEO said the company would have been bullish in its full-year outlook but uncertainty persists around the expected impact from tariffs in the U.S.
Puma plunges 18% after tariff hit forces guidance downgrade
Puma shares plunged 19% in early trading on Friday after the company warned it now expects to post a loss for the year, a sharp reversal from previous forecasts as the impact of US tariffs hit the German sports brand hard The group cut its outlook, saying currency-adjusted sales will fall by at least 10%, compared with earlier predictions of growth. Puma's second-quarter sales fell short of expectations at €1.94 billion, with declines seen in both North America and Europe.
Deckers Outdoor Vs. adidas: Who's Better Ready For Vietnam's New Tariff Era?
Vietnam's new U.S. trade deal imposes steep tariffs on sneaker exports, hitting brands like Deckers Outdoor Corporation and adidas AG due to their heavy reliance on Vietnamese manufacturing. Deckers stands out with strong revenue growth, disciplined cost control, robust cash reserves, and pricing power, making it well-positioned to absorb tariff shocks. Adidas, despite recent financial improvements, faces higher risk from tariffs due to heavy inventory, less pricing flexibility, and a premium valuation that leaves little margin for error.
All You Need to Know About Adidas (ADDYY) Rating Upgrade to Strong Buy
Adidas (ADDYY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Adidas tipped outdo Nike
Adidas AG (OTCQX:ADDYY) has been upgraded UBS, which sees the German sportswear giant as better positioned than Nike, citing product strength and operational improvements. Recent underperformance against the American brand (adidas down 8% versus Nike up 13%) is not seen as fundamental at UBS.
