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.
3 Shoes & Retail Apparel Stocks Navigating Inflation & Weak Demand
The Shoes & Retail Apparel industry faces rising costs, supply-chain issues and weak consumer confidence, pressuring margins. Brands like ADDYY, BIRK and WWW leverage wellness trends and innovation to stay competitive.
Adidas Admits Data Breach Following Third-Party Attack
Adidas is once again in the cybersecurity spotlight. This time the breach came through a side door.
adidas: Strong Results And Below-Consensus Outlook Send Mixed Signals
I maintain a Hold rating for adidas AG; the company's recent disclosures had both positive and negative takeaways. ADDYY registered topline and operating margin beats for 1Q25; this was attributable to economies of scale, and a good showing across regions and product categories. The company's unchanged full-year guide was weaker-than-expected, as tariff headwinds made management more cautious.
Footwear giants Nike, Adidas and others ask Trump for tariff exemption
A major footwear trade group sent a letter to President Donald Trump this week asking him to exempt shoes from his so-called "reciprocal tariffs." Brands like Nike, Adidas and Skechers co-signed the letter.
Adidas says tariffs are going to make your sneakers more expensive
Adidas says Trump's tariffs will hike sneaker prices in the US market. Its CEO warned that uncertainty around tariffs is stalling the company's business outlook.
adidas AG (ADDYY) Q1 2025 Earnings Call Transcript
adidas AG (OTCQX:ADDYY) Q1 2025 Earnings Conference Call April 29, 2025 9:00 AM ET Company Participants Sebastian Steffen - Head of Investor Relations Bjørn Gulden - Chief Executive Officer Harm Ohlmeyer - Chief Financial Officer Conference Call Participants Edouard Aubin - Morgan Stanley Piral Dadhania - RBC Erwan Rambourg - HSBC Jürgen Kolb - Kepler Cheuvreux Warwick Okines - BNP Paribas Thierry Cota - Bank of America Geoff Lowery - Redburn Atlantic Aneesha Sherman - Bernstein Robert Krankowski - UBS Adam Cochrane - Deutsche Bank Monique Pollard - Citi Jonathan Komp - Baird Operator Ladies and gentlemen, welcome to the adidas AG Q1 2025 Conference Call and Live Webcast. I am Maura [ph], the Chorus Call operator.
Adidas is raising prices across the board and says tariffs are to blame
However, the company did not reveal how big the price hikes would be. Transcript: Adidas says it will be raising prices on all of its U.S. products — and it's pointing a finger at tariffs as the reason for the move.
Adidas makes strong start to 2025, says tariffs will see US prices rise
adidas AG (OTCQX:ADDYY) reported a better-than-expected first quarter with revenues rising by 13% to €6.153 billion. The sportswear brand highlighted across all markets and channels.
Adidas Confirms Guidance But Warns of Potential Hit From U.S. Tariffs
The group confirmed pre-released first-quarter figures, with sales of 6.15 billion euros.
